HVAC software that remembers every unit you service
Per-site maintenance contracts that book themselves, a full service history on every unit, F-Gas certs tracked, and the whole crew arranged on the board when the heatwave hits.
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Recognise this?
HVAC is contracts, kit and seasonal spikes — exactly what a spreadsheet can't keep up with.
Contracts you forget to visit
Quarterly maintenance and annual services in a spreadsheet get missed, and the customer notices before you do. Recurring visits book themselves.
'Which unit was that?'
Turning up to a site with six units and no idea what was fixed last time costs you the call. Every unit carries its own model, serial and history.
The summer wall
First hot week and the calls triple. On paper the schedule buckles; on the board you shuffle the crew in minutes and see who's actually free.
Service contracts that run on rails
Put every maintenance agreement on a recurring schedule — quarterly checks, annual services, filter changes. Visits generate themselves per site, land on the right engineer, and an 'on my way' text (Essentials and up, via your own Twilio account) goes out automatically when they leave.
- Recurring jobs & service/maintenance contracts
- Per-site visit schedules, generated automatically
- 'On my way' texts when the engineer sets off
Every unit, its serial, its whole history
Register each unit against its site — make, model, serial and warranty — with a service history that builds up over every visit. The engineer arrives knowing exactly what's installed and what was done last time, before they open the van.
- Asset/equipment register with per-item history
- Model, serial and warranty on every unit
- Full service log built up visit by visit
F-Gas tickets tracked, wrong engineer blocked
Keep F-Gas and refrigerant-handling certs in a register with expiry alerts, so nothing lapses unnoticed. Where a job needs the ticket, the dispatch guard stops you assigning an engineer who doesn't hold it.
- Certification register with expiry alerts
- Dispatch guard on jobs that need the ticket
- Weeks of notice before a cert lapses
Shuffle the whole crew when the heat hits
When the first heatwave triples the call volume, the drag-and-drop board (Professional and up) lets you rebalance the day in minutes — with double-booking and certification checks so nothing slips through. Urgent breakdowns come in as tickets (Essentials and up) and jump the queue.
- Drag-and-drop dispatch with conflict checks
- Urgent breakdowns as red-priority tickets
- See who's free across the crew at a glance
Know what each contract actually costs you
Track parts, labour and expenses against every job (Professional and up) so you can see the real margin on a contract, not the hoped-for one. Revenue, aged-debtors and VAT-summary reports keep the accountant happy without the spreadsheet.
- Expense & job-cost tracking per job
- Revenue, VAT-summary and aged-debtors reports
- Ask the AI assistant about your own numbers
Built-ins HVAC firms lean on
Every contract and every unit, in one place
Try Field 2 Service free for 14 days — set up a contract, log a unit, run a job-cost report. No credit card required.
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