Why HVAC teams choose Fieldcode

Handle emergency calls
Smart scheduling finds the nearest skilled tech fast.

Complete complex checklists easily
Step-by-step guidance in the mobile app ensures every task is done right.

Balance workload and travel time
Jobs auto-assign by priority, skills, and best routes.

Fix messy billing
Auto-validated work orders sync directly with QuickBooks.

Eliminate lost paperwork
Digital work orders update instantly from emails and other systems.

Essential tools for HVAC service efficiency

Easy customer self-scheduling

Customers can book, reschedule, or cancel appointments online. Fieldcode’s Zero-Touch automation instantly generates work orders from each request, reducing admin tasks and keeping customers updated with real-time updates via email or SMS. 

Zero-Touch technician scheduling

Jobs are automatically assigned to the best tech based on SLAs, skills, location, and availability. Routes include parts pick-up and drop-off points to minimize delays. Customer-scheduled appointments are integrated to keep workloads balanced. 

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Live tracking and compliance

Real-time tracking monitors job progress, alerts for delays, and enables automatic rescheduling. Instant updates ensure faster response times and close communication gaps.

HVAC service mobile app

Connect field teams with the office in real-time. Technicians can receive job details, get driving directions, capture photos, and process payments, all from their mobile device. This seamless connectivity keeps everything moving efficiently, from start to finish, online and offline. 

Step-by-step job guidance

Technicians get complete job history, parts info, and tailored instructions on their mobile app, online or offline. Step-by-step guidance is customized for HVAC standards, so techs can complete repairs efficiently without extra training. 

Easy reporting and compliance

Customizable reports let you define questions and forms based on customer needs and HVAC regulatory standards. Technicians log job details, time on-site, and outcomes in HVAC-specific fields, with photos and signatures captured digitally, reducing paperwork and ensuring compliance.

Seamless system integration

Fieldcode integrates with CRM, ERP, accounting, and inventory systems commonly used in HVAC, making it easy to keep all systems aligned.

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Thanks to the Fieldcode mobile application our engineers’ duties are simplified and their efficiency is enhanced

Becky Carr

Account Manager – Climate by Design

Climate by Design results with Fieldcode

Climate by Design installs and maintains air-conditioning systems across the UK. After implementing Fieldcode they benefited from an array of features for automated scheduling and dispatch, route optimization, and real-time communication. Thus, providing to their clientele outstanding customer service besides improving their operations efficiency.

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FAQ

1. How does Fieldcode handle emergency HVAC calls?

Fieldcode’s smart scheduling quickly assigns the closest, most qualified technician for fast response, using Zero-Touch automation to create and dispatch work orders instantly. 

2. Can I access the service history of equipment or sites?

Yes, Fieldcode automatically validates work orders with complete information, and technicians can view the full-service history for any equipment or site directly on the mobile app.

3. Is Fieldcode’s mobile app available offline?

Yes, the mobile app works online and offline, so technicians have access to job details, instructions, and updates anytime. 

4. Can customers request service or book appointments on their own?

Yes, with Fieldcode’s customer portal, clients can book, reschedule, or cancel appointments online and receive real-time status updates. Appointments are automatically scheduled, and customers are notified via email or SMS for a smooth, hassle-free experience.

5. Can customers see job status in real-time?

Yes, with real-time updates, customers are informed throughout the process, including arrival times, job status, and are automatically notified of any rescheduling. 

6. Can Fieldcode integrate with my existing HVAC systems, like CRM or ERP?

Yes, Fieldcode integrates seamlessly with popular HVAC CRM, ERP, accounting and inventory systems, keeping all data in sync.

7. How does real-time monitoring improve service quality and response times?

Fieldcode tracks job progress in real-time, alerting dispatch to delays and allowing instant rescheduling. This keeps response times fast and service quality high.

8. How does Fieldcode reduce paperwork for technicians?

Fieldcode’s mobile app enables digital work orders, allowing technicians to log details, photos, and signatures directly—no paper needed. 

Learn more about Fieldcode through a demo

Each business faces different challenges. Request a demo and our experts will show you how our software helps your individual needs

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