Industries / HVAC
Field service software for HVAC teams
The first 95-degree week fills your phone with no-cool calls. FieldRova shows who has room, keeps tune-up visits coming on their own and gets the estimate and invoice out the same day.
Busy season
Know who has room before you promise a time
A caller with no cooling wants a window now, and you are answering while three trucks are already booked. The dispatch board shows each technician's day next to a queue of jobs nobody has yet. Mark no-cool and no-heat calls High or Urgent, and drag a job to whoever has the gap.
- Day and week calendars, with unassigned jobs waiting in their own queue
- A red warning when a technician or team is double-booked
- Move a job to another technician when someone calls out sick
- Priority from Low to Urgent, visible on the job so the next person to pick up the phone sees it
Maintenance agreements
Tune-up season shouldn't depend on whoever remembers to call
Set up a spring or fall maintenance agreement once, enroll your clients, and FieldRova creates each visit on its schedule so it lands on the calendar before the customer has to ask. For one-off repeats, such as a quarterly filter change, a recurring job schedules the next visit when you complete the current one.
- Enroll a client in an agreement and let the visits generate themselves
- Pause an agreement when a customer is traveling, then pick it back up
- Daily, weekly, monthly or custom repeat rules on any job
- Each unit's manufacturer, model and serial number kept on the client's location
Repair or replace
Quote the repair and the new system from the same price book
Half the job is the conversation in the driveway: fix the capacitor, or talk about a new condenser. Build both options as estimates from your price book, let the customer approve one, and convert it to an invoice without retyping a line. Record the payment when it arrives, and the balance clears.
- Estimates for a repair, a tune-up or a full install, built from saved items
- Approved estimates become invoices in one step
- Payments you collect are recorded against the invoice, with the balance left on the client
On the way
Let the customer know you are coming
Nothing generates a callback like a customer watching the window for a technician who is stuck on the last job. From the job, send an On My Way or Running Late text with the message already written, and edit it before you send.
- The message is written for you and editable before it sends
- Texts are blocked automatically for clients who replied STOP
Heat-wave dispatch
See open gaps across every technician before you say yes to a time.
Agreements that run themselves
Spring and fall visits appear on the calendar on their own.
Know the unit
Look up what is installed at the address before the truck rolls.
Maintenance agreements (service plans) and unit tracking come with the Ultimate plan. Recurring jobs, estimates and invoices are available on every plan. See plans
Be ready for the first hot week
Set up your technicians, price book and tune-up schedule before the calls start, and the busy season runs off one board instead of a stack of sticky notes.