HVAC Field Service Software that runs
the job, not the paperwork
Service agreements that rebook themselves.
HVAC field service software for maintenance agreements, quoting, scheduling, dispatch and automatic rebooks. Service the plant, not the paperwork.
What HVAC techs actually use it for
Scheduled maintenance and dispatch
Install quotes with your parts rates
Automations chase the annual service
How a HVAC tech job runs in Foreman
HVAC businesses live on two kinds of work: service and repair calls, and planned maintenance contracts that repeat every season. Foreman keeps the service history on each site, so the tech knows what's installed before they arrive.
Step 1
Log the call
A no-cooling call on the first hot day becomes a job with the site's history attached — past visits, photos and notes.
Step 2
Dispatch by location
The dispatch board and route-aware scheduling help get the nearest technician there without dropping booked work.
Step 3
Quote installs and replacements
Quote split systems, ducted installs and replacements from your price book; accepted quotes become scheduled jobs.
Step 4
Maintenance that schedules itself
Service agreements become recurring jobs, so seasonal maintenance lands on the schedule every cycle.
Step 5
Invoice and sync
Invoice from site with a payment link, let reminders chase the rest, and sync to Xero or QuickBooks.
Problems HVAC techs tell us about — and the fix
- Seasonal peaks overwhelm the schedule
- See every tech's day on one board and slot urgent calls where they fit.
- Techs arrive not knowing what's installed
- Each site keeps its service history, photos and notes on the job record.
- Maintenance contracts get forgotten
- Recurring jobs put every service visit on the schedule automatically.
HVAC Field Service Software: common questions
Can Foreman manage HVAC maintenance contracts?
Yes. Set maintenance visits up as recurring jobs and they appear on the schedule every cycle.
Can technicians see a site's service history?
Yes. Past jobs, photos and notes stay with the client and property, visible from the mobile app.
Does it do refrigerant or licensing compliance?
Foreman keeps your job records, checklists and photos together, but licensing and handling requirements come from your local regulator — check theirs for what you must record.
Ready, HVAC tech?
Unlimited crew on every plan. AI included. No per-seat tax.