HVAC work depends on the equipment and service location, not just the customer name. System type, model, age, complaint, prior repair, thermostat, access, warranty, maintenance history, and comfort priorities all shape the next step. FieldCRM connects that context with Work Orders, estimates, customer approval, scheduled jobs, payments, completion notes, photos, and maintenance follow-ups for owner-led HVAC businesses. Equipment history stays useful.
See the workflow
Try it without surprises
You do not need a sales call to begin. Pricing and trial terms are shown before you confirm.
Create the account and choose the business type that most closely matches your work.
Add a card securely. You pay $0 today and get 14 days to test the complete core workflow.
Solo is $29 per month after the trial unless you cancel beforehand. There is no annual contract.
Industry scenario
Keep customer symptoms, equipment context, urgency, diagnostic findings, repair options, approval, completion, and follow-up connected without diagnosing from the initial message. The final diagnosis remains clear in later service history.
Inspect it in the demo
The interactive demo opens in English with fictional HVAC sample data. Use it to inspect how customer history, Work Orders, quotes, scheduling, and follow-up connect.
Open the interactive demoEach stage stays attached to the same customer and work history.
Record the service address, system and fuel type, reported symptom, thermostat behavior, zones, indoor and outdoor equipment, model or serial details when available, access, occupancy, recent work, and customer photos. Distinguish no-cooling or safety concerns from routine maintenance and mark when on-site diagnosis is required before any repair price.
Build the estimate with diagnostic charges, labor, parts, refrigerant or materials where appropriate, permits, equipment options, warranties, and maintenance recommendations based on the technician's findings. Keep repair-versus-replacement choices and customer approval beside the job so the scheduled work matches the selected solution and current price.
Schedule the technician with equipment, symptom, access, warranty, prior-history, and approved-scope notes visible. Record diagnosis, readings or observations the business needs, parts, work completed, startup or testing, photos, customer instructions, payment, and warranty context. Set follow-up for ordered parts, inspection, maintenance, or unresolved comfort concerns.
Keep customer symptoms, equipment context, urgency, diagnostic findings, repair options, approval, completion, and follow-up connected without diagnosing from the initial message. The final diagnosis remains clear in later service history.
Preserve system details, recurring cadence, prior observations, completed checklist notes, recommended work, customer decisions, and the date of the next seasonal service. Each visit builds on the actual prior condition.
Track comfort goals, existing system, proposed options, permits, accessories, installation stages, startup notes, warranty information, payment milestones, and customer handoff. The installed configuration remains available for future service.
Separate systems and service notes by property so a landlord or small commercial customer does not receive recommendations based on the wrong equipment. Technicians open the correct location before reviewing equipment.
Capture the customer, service location, system type, urgency, equipment details, access, and photos
Build the estimate with diagnostics, labor, materials, trip charges, and the customer quote decision
Schedule and assign approved work, track service and payment status, and create the next maintenance follow-up
Yes. System details, prior work, photos, estimates, jobs, payments, warranty context, and follow-ups can remain connected to the customer and service location.
Yes. Approved work can receive a scheduled date and responsible person, then move through completion, payment, and follow-up. FieldCRM is not enterprise dispatch software.
No. Qualified HVAC professionals remain responsible for diagnosis, load calculations, refrigerant rules, permits, manufacturer requirements, testing, and safe work. FieldCRM supports operations.
HVAC owner guides
Use these practical checklists to improve intake, preserve job context, and keep the next owner action clear.
Use a practical HVAC service call intake checklist to capture the system, symptoms, site context, urgency, and next step before dispatch.
Read guideOrganize HVAC equipment and service history so office and field teams can understand prior visits, customer decisions, and the next useful action.
Read guideCreate an owner-led HVAC preventive-maintenance and seasonal follow-up process based on real customer and service history.
Read guideSee how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
