Platform Features
From first call to final invoice — RevoField covers every step of the job lifecycle in one unified platform built for trade professionals.
Explore all featuresWhen every homeowner calls at once, the HVAC companies that win are the ones who can schedule faster, dispatch the right tech, and invoice on-site. RevoField was built for exactly this — from AC tune-up season to emergency no-heat calls in January.
Before RevoField, these were just the cost of running an HVAC business. They don't have to be.
June hits and suddenly you have 40 calls a day. Your dispatchers are on the phone non-stop, techs are double-booked, and customers are furious waiting. RevoField's priority scheduling queue handles the rush without the chaos — every call triaged, every tech routed optimally.
Your tech arrives and has no idea what model the unit is, when it was installed, or whether it's still under warranty. They waste 20 minutes on the phone with the office. Equipment records tied to each customer mean your tech knows everything before they knock on the door.
Refrigerant type, quantities, and service notes scribbled on paper forms get lost or forgotten. Digital job notes let your techs record refrigerant details on every job, with everything stored and searchable for when you need it.
You sold a 2-year maintenance plan but forgot to follow up at renewal time. That's $400/year walking out the door — for every customer. Having all your maintenance agreements and visit schedules in one system makes it much easier to stay on top of renewals.
Half your work happens where phones don't work — tight attic spaces, basement mechanical rooms, rooftop units. Your techs need job details, checklists, and photo capture available even with zero bars. RevoField works fully offline and syncs when they're back in range.
Your tech diagnoses a failing compressor and says "you might want to think about a new system." The homeowner says "let me think about it." Two weeks later they call your competitor. Present a professional estimate on the spot and close more replacements the same day.
HVAC business software is a digital platform that replaces the whiteboards, spreadsheets, and phone tag that most small HVAC companies use to run their day. It combines scheduling, dispatching, invoicing, and customer management into a single system that both your office and your field techs use throughout the workday.
Instead of calling techs to assign jobs, your dispatcher drags and drops on a visual board. Instead of scribbling service details on paper, your tech pulls up the job description and customer notes on their phone before they arrive. Instead of mailing invoices and waiting weeks for payment, your tech invoices on-site and collects payment before they leave the driveway.
For HVAC companies with 1 to 50 technicians, the right software eliminates hours of daily admin, keeps seasonal rushes manageable, and directly improves cash flow by closing the gap between completing a job and getting paid.
Every feature designed around how HVAC companies actually operate. Not generic business software — purpose-built for your trade.
Drag-and-drop scheduling with priority tiers — flag emergency no-cool calls as urgent and assign them first while tune-ups and maintenance visits fill in the gaps. See each tech's availability, assigned jobs, and location on the dispatch board. When a new emergency comes in, find the closest available tech in seconds on the live map.
Job description, customer address, special notes, and schedule — all on your tech's phone the moment a job is assigned. No calling the office to ask what the job is about or where to go. Notes from the dispatcher carry through so your tech shows up informed and ready to work.
Invoice from the job site the moment work is done — diagnostic fees, refrigerant charges, parts, and labor all in one itemized invoice sent to the customer's phone. Accept credit card or bank transfer payments. No more billing runs at the end of the week. No more unpaid invoices sitting in a folder.
When your tech finds a failing compressor or an 18-year-old unit, they can build a professional repair-vs-replace estimate on the spot — with equipment details, warranties, and energy savings clearly laid out. The homeowner reviews it in the customer portal. Most sign off the same day.
Sell maintenance plans right from the job site and schedule spring and fall tune-ups as recurring jobs. Having all your agreements tracked in one system makes it easy to see which customers are up for renewal and follow up before they lapse.
Custom digital checklists for every job type, with techs able to log refrigerant details in job notes, capture photos, and sign off on completed work. All records are timestamped and stored against the job so you have a clear paper trail for every service call.
From emergency no-cool calls to scheduled maintenance visits, RevoField handles the full job lifecycle for every type of HVAC work.
Emergency AC calls need fast response. Flag the job as urgent on the dispatch board, find the closest available tech on the live map, and dispatch with one tap. Your tech arrives with the customer's job details on their phone and invoices on-site after the repair.
No-heat calls in January are just as urgent as no-cool in July. Priority scheduling ensures emergency heating repairs jump to the top of the queue. Your tech documents the diagnosis with photos and notes, runs through the safety checklist, and collects payment before they leave.
New system installs are your highest-ticket jobs. Build a professional estimate on-site with pricing and specs. The customer approves through the portal, it converts to a scheduled install job, and your team tracks the project with daily job notes and photos.
Spring AC tune-ups and fall furnace inspections are the backbone of recurring revenue. Schedule them as recurring jobs that auto-populate on the calendar, send customer reminders before each visit, and run standardized checklists so every tech delivers consistent service.
Duct cleaning and IAQ assessments involve detailed documentation — before/after photos, measurements, and customer sign-offs. RevoField ties all of this to the job record so you have a complete paper trail. Build detailed quotes for duct sealing or filtration upgrades.
Commercial contracts mean multiple units per location, scheduled maintenance visits, and detailed compliance records. Track every rooftop unit, split system, and chiller at each commercial property. Set up recurring service schedules and maintain complete service histories.
Most HVAC software is built for large operations with dedicated dispatch teams and complex workflows. ServiceTitan is powerful but expensive and requires weeks of onboarding. Housecall Pro and Jobber are more accessible but charge per user, and costs climb fast once you have 5-10 techs in the field.
RevoField is built for small to mid-size HVAC companies — the 1 to 50 tech operations that need professional tools without the enterprise price tag. It starts at $49/month with no per-user fees, no long-term contracts, and no hidden add-ons. You get scheduling, dispatch, invoicing, and a fully offline mobile app in one plan.
The standout difference is offline capability. HVAC techs spend half their day in attics, mechanical rooms, and rooftops where cell signal is unreliable. RevoField works fully offline — your techs access job details, run checklists, take photos, and create invoices without any internet connection. Everything syncs automatically when they're back in range.
Download free templates to streamline your HVAC business — whether you use RevoField or not.
A professional invoice template designed for HVAC companies. Includes line items for diagnostics, parts, refrigerant, labor, and equipment disposal.
A comprehensive inspection checklist for AC tune-ups, furnace inspections, and system evaluations. Covers electrical, refrigerant, airflow, and safety checks.
Send professional estimates for system installations, replacements, and major repairs. Includes sections for equipment specs, labor, warranties, and financing options.
Standardized maintenance checklist for seasonal tune-ups. Covers AC and heating systems with step-by-step inspection points your techs can follow on every visit.
Real questions we get from HVAC companies before they sign up.
Shopping for HVAC software? See how RevoField compares to Jobber, Housecall Pro, ServiceTitan and more, or read our guide to the best field service software.