HVAC Company Scheduling Software

Eliminate paperwork, Improve communication between the office and the field, Schedule jobs in real time

The Workforce App saves you time and money

Quickly schedule to your HVAC field team who receive jobs on their mobile App instantly. Once the job is complete they can sign off onsite

Easy for HVAC teams to use

Your HVAC field staff can take photos, signatures and sign jobs off on their App. This information will sync back to the office instantly

Notify your HVAC field team

When you schedule a job for one of your field team, they will get a notification on their phone and an email (optional) with job details

Job completion report

Once the job is complete you can view or download a PDF report in the office with all job details that can also be sent to the customer

No long winded training required

Its really easy to add a new customer or job to the system. Your admin team will find using the software a breeze without lots of training

Easy scheduling and view your HVAC field staff on a map

You can schedule jobs easily to one or more of your field team. You can also view their current position on the map

Support when you need it

If you need any help you can ask us questions from within the software. We also have getting started and “how to” videos available

Job Management
Job Listing  List of all current and completed jobs
Add Job Create a new job
Job Files & Notes Add files and notes to a Job
Job Statuses Change or update the  status of a job
Export jobs Export jobs as a CSV file
Add cost items Create cost items for a job
Job priority Change the priority level of a job
Convert job to invoice Convert job to invoice and send all job data to the invoice section
Job Sheets Print, download or email a job sheet containing full job details
Job report Print, download or email a full job report containing job details, notes and images
Job Filtering Filter jobs list by customer, status, field worker or keyword
Recurring Jobs  Create daily, weekly monthly or yearly recurring job sequences that will automaticlly create jobs for you
Job revisits  Create revists to jobs that require further action or need parts prior to completion
Customer list List of all customers
Add a new customer Add a new customer to the system
Customer files and notes Add notes and files to a particular customer
Work locations Add customer work locations which can be re used
Block a customer Restrict a customer from being able to order any further services
Export customers Export customers to a CSV file
Invoice history  View in a list all of the invoices for a particular customer
Payment history  Overview of payments received
Customer search Search the customer list by keyword, postcode, name and much more
Scheduling/ Maps
Day/Week/Month view  View schedules for day, week and month views
Drag and drop job scheduling  Drag jobs from the parked job section onto the scheduler
Map View View field workers, and jobs on a map
Drag and drop map scheduling  Drag unscheduled jobs from the map directly onto the scheduler
Advanced Filtering  Filter the scheduler by field workers, customers and statuses
Field worker tracking  View your field workers on the Map and get the latest updates of their last tracked position
Add new Jobs from the scheduler Add a new job to the scheduler direclty from the scheduling section
Filtering presets  Save pre populated filtering presets
Events Add a new event to the scheduler
Quote Listing  List of all current and completed Quotes
Add Quote Create a new Quote
Quote Files & Notes Add files and notes to a Quote
Add cost items Create cost items for a Quote
Quote Statuses Change or update the  status of a Quote
Convert Quote to Job Convert an accepted quote to a job and automatically pull over all data such as files, notes and Cost
Send quote to customers  Send created quotes to your customers from within the App
Export Quotes Export quotes as a CSV file
Quote filtering Filter quote list by dates, customer’s and statuses
Invoice Listing  List of all current and paid invoices
Add Invoice Create a new invoice
Invoice statuses Change or update the status of a new or existing invoice
Invoice cost items Create cost items for invoices
Send invoice to customer Send a created invoice to a customer via the WF App
Add payment Record a payment against an invoice
Export Invoices Export your invoice data in a CSV file
Invoice filtering Filter invoice list by dates, customer’s and statuses
Automated invoicing Automaticlly generate invoices on job completion
Batch invoicing  Invoice a customer for multiple jobs at once

Simple, affordable pricing







Per user

Start now with a 14 day free trial!

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HVAC Software made easy

HVAC Software made easy

Providing great services to customers can be enabled by HVAC software and made incredibly easy with Workforce. Our platforms are designed to seamlessly integrate the operations of office-based and in-field professionals and simplify the way heating, ventilation and air conditioning services are delivered across the board.

How to access the App

How to access the App

Admin and managers can use and access the software from any computer or mobile device. All you need is access to the internet - you do not need to download an App.

Field based staff have to download the Workforce App from the App store for Android or IOS. The App will allow them to complete work and send data back to the admin software.

How does the 14-day free trial work?

We provide you with full access to workforce free for 14 days. You do not need to enter any credit card details during this period. If you are happy with the App you can subscribe from within your account. If you do not wish to continue then your account will automatically close after your trial is complete.

Do I need technical knowledge to use the software?

Nope! We have made sure workforce is extremely easy to use for everyone in office and for your fieldworkers. What’s awesome is, you will be able to get up and running in minutes without any help.

Are there any setup costs?

We have built Workforce with ease of use at the forefront. We do not charge any setup costs and would be happy to help if you have any questions when getting started

Can I add new users at any point?

Yes, you can add new users in seconds at any time within your online account.

How does the pricing work?

We charge a flat fee per user. You can create/ delete users easily from within your online account at any time.

Can I add custom information to our jobs?

Yes our HVAC software allows you to take down important information such as building access details, special requests, serial codes and any other custom information you would like to capture.

Will the software suit our HVAC business?

We think so! Our HVAC software is designed for all types of commercial and domestic heating and ventilation businesses who have 2-50 members of staff.

Connect your office and fieldworkers – Try it free for 14 days.

No commitment, no auto subscriptions, no credit card required

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