HVAC Software for Owner-Operators and Small Shops
FieldSpoke helps one-truck and small-shop HVAC contractors run service calls, maintenance visits and installs without the paperwork. Estimate on site, schedule the work, invoice from the completed job, and keep the customer informed the whole way.
Sound familiar?
Common challenges hvac businesses face every day.
Dispatching technicians to the right jobs without double-booking
Creating detailed estimates on-site and waiting days for approval
No single place to see what you did for a customer last time
Getting paid quickly after completing emergency repairs
Running the office from the truck, between calls
How FieldSpoke helps hvac businesses
Built-in tools designed for the way you work.
Scheduling & Dispatch
Assign HVAC service calls to the right technician. See your team's full schedule at a glance.
Estimates & Approvals
Create professional estimates for installations and repairs. Send them electronically for fast customer approval.
Customer Portal
Give homeowners a branded portal to view upcoming appointments, check invoice status, and pay online.
Invoicing & Payments
Generate invoices from completed jobs and let customers pay instantly online. No more waiting for checks in the mail.
"On My Way" Notifications
Automatically text customers when your technician is headed to their location. No phone calls, no guessing.
Team Management
Add technicians, assign roles, track hours, and manage your HVAC crew from one dashboard.
Frequently Asked Questions
Can FieldSpoke handle HVAC emergency service calls?
Yes. You can quickly create and assign jobs from your dashboard or mobile app. Dispatch a technician, notify the customer, and track the job from start to finish.
Does FieldSpoke work for both residential and commercial HVAC?
Yes. Residential service calls, maintenance visits and installs all live in the same calendar. Set a job to repeat and FieldSpoke creates the upcoming visits for you; a contract holds the agreement itself — the service lines, the price per visit and the PDF — and turns them into jobs when you generate them.
Is FieldSpoke a fit for my HVAC shop?
It fits best from one truck up to about five: straightforward service calls, maintenance visits and installs, priced the way you already price them. If you run flat-rate pricing out of a price book, stock parts on the truck, or bill maintenance memberships, those are not things FieldSpoke does today.
Can HVAC customers approve estimates online?
Yes. Send estimates electronically, and on Starter and up customers can review and approve them online. Approved estimates can be converted to jobs with one click.
Does FieldSpoke track HVAC service history?
Every job, estimate, invoice, note and completion photo is tied to the customer and the property, so you can open a record and see everything you have ever done there. It is history by property, not by individual unit — there is no per-equipment record with model and serial numbers.
Related guides
- On My Way Text Templates for Service Businesses (Copy and Paste)
Twelve copy-paste text templates — on my way, running late, day-before reminders — plus when to send each one and the consent rules to follow.
- Invoicing Best Practices for Contractors: Get Paid Faster
How to create professional invoices, reduce late payments, and build a billing system that keeps your cash flow healthy — practical advice for field service contractors.
- FieldSpoke vs Housecall Pro
Where Housecall Pro's seat-based tiers and FieldSpoke's flat plans differ for a small crew.
- FieldSpoke for service crews
Coordinate a team of two to twenty from one schedule, with every plan priced flat rather than per user.
Ready to streamline your hvac business?
Join hvac professionals who use FieldSpoke to schedule, invoice, and get paid faster.
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