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 good-better-best quote on the spot and close more replacements the same day.
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 certifications (R-410A, R-22, commercial) and location right on the dispatch board. When a new emergency comes in, find the closest available certified tech in seconds on the live map.
Every unit your company has ever touched — model number, serial number, refrigerant type, install date, service history — stored against the customer's address. Your tech pulls it up on their phone before they knock, so the first five minutes of every job are productive, not spent asking the homeowner for paperwork.
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 card, ACH, or offer financing for bigger jobs. 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 quote on the spot — good-better-best options with equipment details, warranties, and energy savings clearly laid out. The homeowner gets it by SMS before your tech packs up. 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.
Real questions we get from HVAC companies before they sign up.