One system for maintenance contracts, service calls, and every unit you've ever touched
FieldOptimiz keeps every furnace, condenser and air handler you service tied to its address, its warranty and its next tune-up — so dispatch, the tech in the attic, and the invoice all agree without a phone call.
- Equipment history and warranty status on every job before the tech knocks
- Maintenance agreements schedule themselves and flag lapsed accounts
- Dispatch matches the right skill set to the right call, not just the next open slot
Skill-matched techs, live capacity, and the emergency call still unassigned at the top
The margin in HVAC disappears in the truck, not the invoice
A tech drives back to the shop for a capacitor that should've been on the van. A maintenance agreement lapses quietly because nobody flagged the renewal. A no-heat call in January sits in a group text instead of on a board where dispatch can see it.
Every unit's history travels with the address, not the tech's memory
Log the make, model, serial number and install date once, and it's there for every future visit — install photos, past repairs, refrigerant type, and warranty expiration all attached to the property. When a callback comes in eighteen months later, the new tech isn't starting from zero.
- Equipment, serial numbers and warranty dates on the customer record
- Past job forms, photos and parts used are one tap away
- Filters that flag units approaching end-of-warranty or overdue for service
Recurring agreements that schedule themselves
Set a maintenance plan once — twice-yearly tune-up, filter changes, priority scheduling — and FieldOptimiz books the visits, reminds the customer, and flags anyone who's overdue. Renewals stop depending on someone remembering an expiration date.
- Recurring visits generate automatically from the agreement terms
- Overdue and lapsed contracts surface on a report instead of hiding
- Contract customers can be flagged for priority dispatch on hot days
Auto-generated from active maintenance agreements, three weeks out
The emergency call doesn't have to wreck the whole day
See every tech's location, current job and remaining capacity on one board. When a no-heat call comes in, drop it on the nearest available tech and let route optimization handle the rest of the day's stops around it.
- Live dispatch board shows who's free, who's close, and who's qualified
- Priority jobs can be inserted without re-planning the whole route by hand
- Customers get an automatic on-my-way notification with an ETA
Emergency call inserted without abandoning the rest of the day
Everything a hvac team needs, out of the box
Live in an afternoon, not a quarter
Load your service catalog
Diagnostic fees, repairs, tune-ups and equipment add-ons in one price book.
Import equipment history
Bring in known units, install dates and warranty terms for existing customers.
Dispatch the day
Assign calls by skill and proximity, and adjust live when emergencies come in.
Close, bill, renew
Completed jobs invoice automatically and feed the next maintenance visit.
Built for every role in a hvac business
The products hvac teams use most
Everything shares the same customers, jobs and money records, so nothing needs syncing between tools.
Included in your FieldOptimiz plan
Every FieldOptimiz plan includes scheduling, dispatch, invoicing and the mobile app. Pick the plan that matches your team size — the prices below come straight from our live plan settings.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencyGive dispatch the whole picture, every call
Start with the free plan and run your next week of HVAC service, maintenance and installs through FieldOptimiz.