HVAC & Mechanical Service Software
Route certified technicians to emergency and scheduled calls with inspection forms, skill-based dispatch, and real-time tracking.
Unpredictable Service Durations
HVAC jobs vary wildly in duration — a routine filter change takes 30 minutes, but a compressor replacement can take half a day. Static schedules fall apart when one job runs long, cascading delays to every appointment after it.
Emergency Calls Disrupting Schedules
When a commercial client's AC fails in summer or heating dies in winter, you need to insert an emergency call into an already-packed schedule. Manually reshuffling routes by phone wastes time and often leaves nearby scheduled customers waiting.
Equipment Tracking and Documentation
Technicians service dozens of equipment models across multiple sites. Without structured documentation, warranty claims get rejected, maintenance histories are incomplete, and repeat issues go undiagnosed because past visit records are buried in paper files.
Compliance Inspection Requirements
Building codes and manufacturer warranties require detailed inspection records with photos, measurements, and signatures. Paper forms get lost, handwriting is illegible, and proving compliance during audits means searching through filing cabinets.
Seasonal Demand Spikes
Summer cooling and winter heating seasons create massive demand surges. The same team that handles 30 calls per day in spring suddenly faces 80+ calls. Without dynamic routing and scheduling, response times balloon and customers defect to competitors.
Technician Skill Certification Requirements
EPA 608 certification, refrigerant handling licenses, and manufacturer-specific training mean not every technician can handle every job. Dispatching an uncertified tech to a job wastes a trip and risks compliance violations.
Emergency Call Insertion with Re-optimization
When an emergency call comes in, add it as a high-priority job and re-run the route optimizer. The solver re-evaluates all remaining stops, inserting the emergency call at the optimal point while minimizing disruption to other appointments. Time windows on existing jobs are respected.
Compliance-Ready Inspection Forms
Build custom inspection forms with photo capture, measurement fields, checkbox checklists, and signature pads. Technicians complete forms on the mobile app with timestamped GPS coordinates, creating a digital compliance trail that survives any audit.
Skill-Based Dispatch via Tags
Tag technicians with their certifications — EPA-608, NATE-certified, brand-authorized. Tag jobs with required skills. The route optimizer only assigns jobs to technicians who hold every required tag, eliminating wasted dispatches to uncertified workers.
Time Window Scheduling
Set customer availability windows on each job (e.g., 9 AM–12 PM). The optimizer respects hard time windows as constraints and reports violations for soft windows, ensuring technicians arrive when customers are available without manual coordination.
Offline-Capable Mobile App
Basements, mechanical rooms, and construction sites often have no cellular signal. The mobile app persists form drafts locally and syncs when connectivity returns. Background GPS tracking continues at 1-minute intervals regardless of signal.
Seasonal Capacity Management
During peak seasons, add temporary vehicles and workers to the system with their own shifts and skill tags. The optimizer automatically incorporates additional capacity into route plans, distributing the increased workload across the expanded team.
Route Optimization
Solve multi-stop routes with time windows, capacities, skills, and cost goals in minutes.
Learn more →Custom Forms
Design mobile-ready forms for inspections, checklists, proof of service, and compliance.
Learn more →Live Tracking
Monitor worker and vehicle movement in real time across active routes and jobs.
Learn more →Attendance Tracking
Track check-ins, check-outs, and punctuality with optional GPS and photo verification.
Learn more →Mobile App
Give field workers an offline-first app for routes, jobs, check-ins, and form completion.
Learn more →Fleet Management
Manage vehicles, capacities, costs, and operating windows in one control center.
Learn more →Ready to optimize your field operations?
Start with the free plan. No credit card required.