Icon graphic of a fan representing the HVAC industry.

The best software to grow your HVAC business

HVAC Software

As an HVAC business owner, you’re all too familiar with the unique challenges of managing various jobs, from furnace installations to air conditioning repairs. If you’re looking to improve your operation with a digital solution, FieldBin.com is for you.

Solving the problems of managing a small HVAC business was the reason FieldBin was created.

More than 40 years ago, my family started a local HVAC business. They have owned and operated the business successfully and have become a trusted source of repairs and installations in the Maryland area. We created FieldBin to improve their operations and simply everything an HVAC business needs. If you’re a small HVAC business, I’d welcome the chance to show you how FieldBin could help you.

– Ralph P Sita, Jr. CEO and Co-Founder

User-friendly field service software designed for HVAC business owners like you

Our platform simplifies scheduling, dispatching, invoice and reports allowing you to focus less on paperwork and more on great service.

Scheduling & Dispatching

Efficiently scheduling and dispatching technicians to various job sites is a critical challenge. Balancing urgent service calls, regular maintenance appointments, and installation projects while ensuring technicians have the right skills and tools for each job can be complex. Additionally, unexpected delays or changes in schedules can disrupts the entire day's plan.

Customer Management and Communication

Building and maintaining strong customer relationships are crucial for repeat business and, more importantly, referrals. This includes effective communication regarding appointment scheduling, updates on service programs, and follow-ups. Additionally, managing customer data, service history and preferences can be time-consuming but it's essential for providing a personalized service.

Inventory Management

Keeping track of parts and equipment is essential for an HVAC business. Managing inventory levels to ensure that technicians have the necessary parts on hand for repairs or installations, without overstocking or running into shortages, is a delicate balance. This becomes more challenging when dealing with a wide range of models and brands.

Top rated HVAC software for your business

Improving operations and enhancing efficiency requires a combination of effective processes, skilled personnel and the right technology.

Screenshot showing a calendar of field service jobs and a map displaying the location of a job.

HVAC Scheduling & Dispatching

Assign the right technician to the right HVAC job. With real-time updates, monitor job progress, work orders, and technician locations for various installations and repairs.

Screenshots showing how to create an estimate, digitally sign it and send using email or SMS to a customer.

HVAC Estimates & Invoicing

Quickly create and send digital estimates to customers, linked to your service packages and inventory. Collect deposits, and digitally invoice customers to get paid faster.

Screenshot of inventory management and movement of stock and stock history.

HVAC Inventory Management

Track and manage your inventory with real-time updates on stock levels, product availability and technician tool usage. Our platform integrates seamlessly with your existing systems, providing actionable insights to optimize inventory, reduce costs and minimize waste. Ensure your technicians have the right tools and parts for each HVAC job, improving first-time fix rates and customer satisfaction.

Screenshot of customer details in a customer relationship manager.

Simple CRM & Customer Communication

Strengthen customer relationships by keeping a digital customer profile including prior jobs, notes, files, photos, estimates, invoices and more. FieldBin's customer management tool enables personalized communication and automated follow-ups to foster transparency, build trust and encourage repeat business.

Frequently asked questions about HVAC Service Software

HVAC service software helps HVAC companies of all sized improve management of their day-to-day business. They can simply track customer interactions, payments and invoicing, as well as, completing bids in less time to acquire more projects. It’s a comprehensive solution that helps business owners and contractors stay on top of their HVAC business.

Different customers seek out HVAC businesses on different platforms. If you haven’t already adopted a digital solution, we would strongly recommend considering a solution. A field service software helps you improve your company operations, but you may need to be doing more to gain additional exposure. Start with a website if you don’t already have one, and be sure that website it localized so search engines are aware you are a local business that can service people in your area. If you don’t have a Google Business Profile set up, get one set up as reviews and ratings are a big component of customers researching potential service professionals. You will also want to consider setting up a profile on service websites such as Thumbtack, Angie’s List, HomeAdvisor, Porch and more.

Yes, it is easy to get started today without the need to get on a demo. Our operations team is available to help you with onboarding and make customizations to the platform to support your unique business needs. Out-of-the-box, you can quickly create a business profile, upload brand-related assets and begin building estimates, sending invoices, logging inventory and managing jobs.