Built for residential heating & cooling
Every Call, Truck, and Invoice in one place.
FieldFlow HVAC runs the whole job: the customer's first phone call, the dispatch board, the technician's visit, the sold estimate, the paid invoice, and the maintenance plan that brings them back.
$25.00 per/month per user. Unlimited customers and jobs.
Everything a residential shop runs on
One system instead of a scheduling app, a proposal tool, a spreadsheet of memberships, and a separate parts list.
Dispatch Board
See every technician's day on one board, drag work to the right person, and keep customers informed.
Field Workspace
Technicians arrive with full equipment history, capture readings and photos, and finish the visit on site.
Good, Better, Best Estimates
Present tiered options, capture a signature, and turn the accepted option into scheduled work instantly.
Invoicing and Payments
Invoices flow from completed work, with a locked history of every payment and refund.
Maintenance Memberships
Sell plans, generate the visits they include, and never miss a renewal.
How a job moves through FieldFlow
- 1
Take the call
Call intake captures the customer, address, equipment, and problem, then drops the job on the board.
- 2
Dispatch the day
Assign by skill and location, optimize the route by drive time, appointment window, or urgency.
- 3
Do the work
The tech clocks in, sees full equipment history, records readings and photos, and consumes parts from the truck.
- 4
Get paid
Sign the estimate, convert it to an invoice, record the payment, and offer the maintenance plan.
The Same Day, On The Phone And The Tablet
My Day gives the technician the clock, the stops in order, and the customer's report — with jobs, customers, and alerts one tap away.
Real-Time Data
Schedules, parts, and customer notes sync instantly across the office and the field.
No App Install Needed
Technicians open FieldFlow in any mobile browser and start working.
Turn-By-Turn Directions
Tap any stop to open it in the technician's favorite mapping app and follow the route.
Customer Arrival Updates
The office can send text updates so customers know when to expect the technician.
Built for the field, on any device
Technicians carry the full office in a tablet: the schedule, the history of that exact unit, parts on the truck, and the tools to capture the job.
Outdoor diagnostics with full equipment history
Review the route between calls
Furnace inspections with checklists
Good / better / best options presented on site
Commercial rooftops, same simple workflow
Built for the way residential HVAC actually works
Owners
Revenue, close rate, membership count, and technician productivity on one dashboard instead of month-end guesswork.
Dispatchers
A live board with unassigned work, drive legs, and a filter for each technician, so the day can be rebuilt in seconds.
Technicians
A phone-first workspace with the schedule, the history of that exact unit, photo capture, and the time clock.
One Price. Every module.
$25 per user per month covers dispatch, the field workspace, estimates, invoicing, memberships, inventory, the customer portal, and reporting. Unlimited customers, unlimited jobs, no implementation fee, and no annual contract.
- Unlimited customers, locations, and equipment records
- Unlimited jobs — no per-job or per-invoice fees
- Dispatch board with route optimization
- Good / better / best estimates with signature capture
- Invoicing, payments, and branded letterhead
- Maintenance memberships with automatic visit forecasting
- Inventory, vendors, and purchase orders
- Customer portal, online booking, and job-status emails
- Email delivery and open-rate analytics
Common Questions
- How is FieldFlow priced?
- $25 per user per month. Every module is included and customers and jobs are unlimited.
- Do I have to sign a contract?
- No. FieldFlow is month to month, with no implementation fee.
- Can technicians use it in the field?
- Yes — the field workspace is built for a phone or tablet, with the schedule, equipment history, photos, and a time clock.
- Do customers get notified?
- Yes. Customers can receive request-received, appointment-confirmed, technician-en-route, and job-complete emails, and manage those preferences themselves.
- Can I run more than one company?
- Yes. FieldFlow is multi-company, so a group of brands can share one login and switch between them.