FieldTech HVAC Service Dispatch Software

The only dispatch software your HVAC business will ever need.

If there’s one problem HVAC service companies have, it’s effectively scheduling work orders to service techs or small crews.  Usually that job means juggling several calendars, then checking on everyone’s location at the desired appointment time.  And then writing everything into the CRM–and into a public work calendar, as well as the calendar of the technician in question.  Then, finally, you’ll need to let all the appropriate parties know… Before you know it, five minutes have passed, all while you have someone waiting on hold.  What if you have fifteen appointments per day? How about one hundred?  Just thinking about it is enough to stress anyone out.

The bottom line: Something so vital to your business shouldn’t take so long to do.  And now, it doesn’t have to.

This is the reason we’ve created HVAC Service Dispatch Software for FieldTech. Part of the FieldTech ERP suite, this software integrates with Zoho CRM and Zoho Desk, and allows for job scheduling immediately.

Schedule service jobs based on these criteria:

  • Technician or crew calendar availability
  • Job territory
  • Proximity to previous job (or starting location)
  • Required skills
  • Employee service rating

Connects with other business apps for an integrated experience

This HVAC scheduling software plugs into several different apps natively:

  1. Zoho CRM – Your customer hub
  2. Zoho Creator – The platform FieldTech is built on
  3. Zoho Desk – Your help center, where your team can respond to support tickets.  Jobs can also be scheduled from Zoho Desk.
  4. Google Maps – For route optimization
  5. Twilio SMS – For sending job-related messages to clients and internal staff

How the HVAC scheduling software works

hvac scheduling software

Whether you send out individuals for HVAC repairs or you send out entire crews, scheduling is simple.  From either Zoho CRM or Zoho Desk, you can launch the HVAC service dispatch software from a custom button.  From there, you can pick an appointment time from the list that the software recommends.

The scheduler allows for either scheduling individual technicians to job sites, or entire crews.  Once you select the time slot for the given technician or crew, the software writes the appointment back to Zoho CRM as multiple events.  (That is, one event for the appointment and another for calculated drive time.)

hvac scheduling software

Need to schedule by equipment and other factors instead?

If you schedule by more than just individual technician or crew, you can still do business exactly the same way with this software.  You can:

  • Schedule equipment to jobs at the same time as crews with drag-and-drop functionality
  • Associate technicians or crews with jobs based on their capacity
  • Assign jobs to people or crews based on route

Part of an entire suite: FieldTech

Scheduling your jobs is important, of course, but it’s only one facet of your business.  You also likely need to provide estimates for your jobs–and, maybe these have to be quite custom.  During the jobs themselves, you need a way for your crew members to manage your service work orders and track the equipment they use.  You probably also track invoices and expenses related to the work you do.  And, there’s the matter of job costing, too, as well as any commission payments for your sales team.

It’s all part of a complicated process.  And, we’re proud to have a hand in all of it, because we’ve seen it all!  The scheduling app is a part of the FieldTech family, integrated “natively” so your entire operation runs smoothly.

FieldTech includes these field service software apps:

hvac service dispatch software

  1. Job Estimating Tool
  2. SmartScheduler Dispatch Software
  3. Field Service Work Order Management
  4. Inventory Management
  5. Equipment & Asset Tracking
  6. Invoice & Expense Tracking
  7. Job Costing
  8. Commission Calculation

Manage your manufacturing from directly inside FieldTech, too

When your process involves more than just HVAC service and repair, we’ve got you covered there as well.  Use these manufacturing apps in FieldTech to manage all things related to your manufacturing.  And, connect to related apps like Job Costing.

  1. Order Management System (OMS)
  2. Manufacturing Work Order (Production Order) Management
  3. Material Requirements Planning (MRP)

See how it works in context.  See a demo today.

hvac service dispatch software

We’d love to show you our HVAC scheduling software, as well as the rest of the FieldTech suite.  Use the form below to contact us for a complimentary consultation and needs analysis, and a walkthrough of any and all FieldTech apps that fit your business.