Multi-Trade Field Service

The problem

Running an HVAC business usually means juggling several disconnected tools, or none at all.

Office and field teams can't see the same picture.

Without real-time visibility into job progress and technician status, the office and the field end up working from different information.

Equipment across many sites is hard to keep track of.

Hundreds of rooftop units, or tools spread across job crews, are difficult to monitor without a centralized system.

Dispatch decisions get made manually.

Without automated matching by skill, proximity or SLA, the right technician doesn't always get the right job.

Technicians lack what they need on-site.

Without mobile access to job details, asset history and inventory, technicians are working with incomplete information in the field.

Parts and stock levels aren't centrally visible.

Without a shared view of inventory, jobs stall while someone hunts for a part.

Performance and compliance data isn't tracked.

Without dashboards and reporting, there's no clear picture of productivity, SLA compliance or ROI.

Inspections rely on paper.

Without a digital, structured process, there's no consistent record and no automatic follow-up when an issue is found.

Preventive maintenance is hard to stay on top of.

Especially under SLA-driven contracts, recurring tune-ups and PMs are easy to let slip without automated scheduling.

Customer and contract information is scattered.

Without one place to manage it, contract renewals and upsell opportunities get missed.

How it works with FieldEx

With FieldEx, each type of work runs on its own structured process — and all of it is visible in one place.

Work orders give full visibility from office to field.

Automated scheduling, mobile access, digital signatures and smart notifications keep technicians on-task and customers informed, whether you're running a team of 5 or 500.

Every piece of equipment is tracked and accountable.

Technicians scan equipment on-site, view maintenance logs and update status from their phone. The office sets inspection reminders, flags replacements and generates reports in seconds.

Jobs are dispatched automatically, by proximity, skill or SLA.

FieldEx assigns the right technician instantly, with drag-and-drop rescheduling and real-time updates as the job progresses.

Technicians carry everything they need, synced in real time.

Job details, asset and preventive maintenance history, attachments, checklists and inventory usage are all on the phone, with every update synced back to the office.

Parts are centralized and tracked, not hunted for.

Inventory across trucks and warehouses is centralized, with barcode or QR checkout, low-stock alerts and linked reorder workflows.

Built-in dashboards track the KPIs that matter.

Job throughput, technician productivity, first-time fix rate, PM compliance and asset uptime, with exportable reports for planning and ROI analysis.

Inspections become structured, photo-backed records.

Custom checklists capture photos, ratings and notes. A flagged issue automatically creates a follow-up work order, and a branded report is ready instantly.

Preventive maintenance stays on schedule automatically.

Smart scheduling, mobile checklists and asset-based tracking keep every recurring tune-up or SLA-driven PM on time.

Every customer and contract lives in one profile.

Equipment, contracts, work history, invoices and communications sit in a single view, with SLA monitoring and renewal reminders.

Key capabilities

Work Order Management

Assign jobs, attach files, capture digital signatures, and get real-time status updates, with reusable templates and travel time tracking.

Equipment Tracking

Keep detailed records for every asset, with QR and barcode scanning, contract tracking, running hours and full service history.

Dispatch

Auto-assign technicians by skill or proximity, reschedule with drag-and-drop, track GPS in real time, and apply SLA-based dispatch rules.

Mobile App

Work offline, upload photos and notes, capture e-signatures, log inventory use, and sync everything in real time.

Inventory Management

See live stock across locations, get low-stock alerts, scan parts by QR or barcode, and trigger auto-restocking.

Analytics

Real-time dashboards covering technician metrics, SLA compliance, asset downtime trends and exportable KPIs.

Inspection

Build custom checklists with photos and pass/fail ratings, auto-generate follow-up work orders, and produce time-stamped PDF reports.

Preventive Maintenance

Build PM plans with automatic scheduling, mobile checklists, asset service logs and downtime tracking.

CRM

Keep customer profiles, job and asset history, contract tracking, SLA monitoring and renewal reminders in one place.

FieldEx: Job management software built for HVAC businesses

The problem

How it works with FieldEx

Key capabilities

Who is this for