Industries
HVAC Field Service App with Real-Time Job Updates
Field service management software that simplifies HVAC businesses.
Trusted By Industry Professionals
HVAC Field Service App with Real-Time Job Updates
What is HVAC software and how does it help my business?
HVAC software is a central platform that helps you run your day-to-day operations more efficiently. It brings scheduling, job management, invoicing, and customer records into one system, so you are not relying on paperwork or disconnected tools. By automating routine tasks and giving you real-time visibility across jobs and engineers, HVAC software reduces admin, cuts down errors, and helps you deliver a more reliable service to your customers.
How does the mobile app support HVAC technicians in the field?
The Klipboard mobile app gives engineers everything they need to complete jobs properly while on site. They can view job details, customer history, asset information, and equipment manuals directly from their phone or tablet. Engineers can also upload before and after photos, complete compliance forms, and capture digital signatures, even when there is no internet connection. Once they are back online, all data syncs automatically.
Can I track the maintenance history of individual HVAC units?
Yes. Each HVAC unit you manage has its own digital service record within Klipboard. This includes previous visits, completed work, uploaded photos, and compliance documents. Having a clear maintenance history helps engineers arrive prepared, reduces repeat issues, and allows your business to recommend planned maintenance based on the unit’s condition, age, and service patterns.
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Get started with a live demo with one of our experts.
Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, book a demo today.
How do automated maintenance reminders work?
Klipboard allows you to set up planned preventative maintenance schedules that automatically create recurring work orders. Your customers receive automatic email or SMS reminders when servicing is due, helping you stay compliant and avoid missed visits. This proactive approach reduces emergency callouts and builds long-term customer trust.
What is the difference between FSM and CRM for HVAC businesses?
A CRM focuses mainly on sales activity, leads, and early customer interactions. Field Service Management software goes further by managing the delivery of the work itself. An FSM system like Klipboard handles scheduling, engineer dispatch, live job updates, mobile job completion, and invoicing. It ensures the work is carried out efficiently and consistently.
How does Klipboard support F-Gas and safety compliance?
Klipboard includes a mobile form builder that lets you create digital F-Gas logs, safety checklists, and installation certificates. These forms guide engineers through each required step on site, ensuring nothing is missed. All records are securely stored and time-stamped, making audits and compliance reporting straightforward.
Can I manage quotes and invoices while on the move?
Yes. Engineers can raise quotes on site and send them to customers for instant digital approval. Once the job is completed, the system automatically generates an invoice using the recorded labour, parts, and time. Invoices can be sent immediately or synced with accounting software like Xero or QuickBooks, helping you get paid faster.
Game Changing Features
HVAC
Klipboard Advantages for London & Kent Technical Services
Real time view of jobs in progress
Insight from the field in real time and instant access to job forms on completion.
Up to
50
%
more efficient
Driving efficiency, increasing margins
Improved job management and operations in the field.
Klipboard can help deliver benefits to your industry:
- Manage all your customers information through our intuitive Customer CRM, Document Management and Notes features
- Manage engineers, create schedules and setup recurring jobs for planned maintenance programs for your customers
- Contracts & Asset Management for surveying, recording and maintaining equipment at multiple customer sites
- Quote your customers, get approval, convert to a job for your engineers and invoice upon completion. Seamlessly integrate with XERO Cloud accounting
- Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently
- Ensure F-gas compliance through tracking of refrigerant gas use and customer reporting
- Industry standard compliance forms or certificates for completion in the field
- Real time tracking of your engineers on a GPS map along with their current status
- Use our Form Builder to create any type of mobile workflow form or report such as Job Sheets, Risk Assessments, industry standard Gas safety certificates for completion by the engineer on the mobile app
- Eliminate the risk of forms being lost, damaged or destroyed by utilising our secure cloud storage and comprehensive management features on our web admin dashboard
- Our PDF Designer allows you to design the output of your final forms or reports as you wish and make sure they are directly in line with your company brand
- Time tracking of your mobile workforce's hours and labour costs
