Site directory
Everything on HVACSoftware.com.
Explore every part of the HVAC operating system—from the first call and dispatch board to back-office work, marketing, and fleet.
01 pages
Overview
16 pages
Front office
- Front officeRun calls, messages, bookings, dispatch, and scheduling from one connected front office.↗
- Unified InboxKeep customer calls, texts, and follow-up context together for the whole office.↗
- Contact CenterGive service teams one workspace for inbound and outbound customer conversations.↗
- Answering service vs AI receptionistWhat an answering service and an AI receptionist each leave behind after the call, and how to test both.↗
- What missed calls costHow to count the calls your shop loses to voicemail, price them with your own numbers, and keep missed callers from booking elsewhere.↗
- Why calls don’t land as job recordsWhat one inbound call should write to customer, location, equipment and job records, why answering services stop at a message, and a test call to check.↗
- Voice AgentsAnswer HVAC calls around the clock with AI agents connected to real service workflows.↗
- What an AI receptionist booksWhat an AI receptionist can leave on your dispatch board after a call, from an assigned job to a note, and the test calls to run.↗
- Why after-hours calls hit voicemailWhy weekend and holiday calls roll to voicemail, with a safety-first triage table, a routing matrix by call type and a holiday setup checklist.↗
- Why calls overflow in peak seasonWhy HVAC phones overflow in a heat wave or cold snap, with a safety-first overflow rulebook, a comparison of overflow options and a pre-season setup checklist.↗
- How emergency calls reach a techFour triage levels for AI call answering, a safety-first path for hazard calls, the escalation chain to a technician and the caller's confirmation.↗
- How an AI receptionist spots membersWhat an AI receptionist should check before it treats a caller as a customer or member, what to do on an uncertain match, and how commercial calls map to the right agreement.↗
- How an AI receptionist qualifies leadsWhat an AI receptionist should ask to flag a replacement lead, how to set an equipment-age cutoff, and how to check the service area by ZIP code before anything is booked.↗
- How an AI phone agent quotes feesWhat an AI phone agent should say about your posted diagnostic fee and trip charge, how the agreed fee should follow the job, and what happens when a caller says no.↗
- Online BookingLet customers request and book HVAC service from the web without waiting on hold.↗
- Scheduling softwareWhat HVAC scheduling software with online booking should do, what happens after a customer clicks Book, and how to choose by team size and workflow.↗
12 pages
Operations
- AI DispatcherContinuously coordinate HVAC jobs, technicians, routes, and changing field conditions.↗
- Dispatch boardWhat a drag-and-drop HVAC dispatch board must do, and how to test one on your hardest day.↗
- AI dispatching softwareAI dispatch matches each HVAC call to a qualified tech by certification, skills and drive time. See what should happen after the AI answers the call.↗
- Skills-based technician matchingHow HVAC dispatch software matches techs by EPA 608 type, OEM training and commercial skills first, then by drive time, plus what to check in a demo.↗
- Technician mobile appWhat an HVAC technician mobile app should do for work orders and schedules, what to compare across vendors, and how to test commercial work in a demo.↗
- Multi-location dispatchMulti-location HVAC dispatch software runs every branch from one system. See the 8 features that matter, how cost grows with branches, and how to roll it out.↗
- Emergency call prioritizationHow HVAC dispatch software should rank emergency calls: priority tiers, intake questions, skills before distance, safe schedule reshuffles and surge capacity.↗
- Real-time job statusHow real-time job status should work in HVAC dispatch software: which statuses to cover, what each change should trigger, and what to ask in a demo.↗
- SchedulingBuild a live service schedule around technician availability, job needs, and customer promises.↗
- Customer text notificationsWhat customer texts HVAC scheduling software should send, what triggers each one, how TCPA consent applies, and what to ask every vendor in a demo.↗
- Recurring maintenanceHow recurring HVAC maintenance scheduling software should turn service agreements into visits, keep equipment history and run residential and commercial work.↗
- Technician capacity planningHVAC capacity planning matches calls and agreement visits to tech skills, zones and live availability. See the 9 features to look for and how to test them.↗
08 pages
Back office
- Back officeTurn completed field work into accurate approvals, records, invoices, and cash flow.↗
- EstimatesBuild multi-option HVAC estimates with deposits, signatures, and an approved-option handoff.↗
- InvoicesTurn completed HVAC work into invoices with clear delivery, payment, and balance state.↗
- Price BookControl HVAC products, services, bundles, pricing, tax behavior, and document detail.↗
- MembershipsConnect service agreements to covered equipment, recurring visits, renewal, and invoices.↗
- WorkflowsRun explicit triggers, conditions, delays, actions, and bounded AI steps for office work.↗
- TimesheetsReconstruct technician time, review exceptions, and calculate defined labor margin.↗
- QuickBooksSync supported finalized invoices and payments with QuickBooks Online under clear boundaries.↗
09 pages
Growth
- MarketingCreate measurable HVAC growth campaigns from the customer and job data already in the system.↗
- SegmentsBuild current HVAC customer-retention audiences from customer, job, membership, and communication records.↗
- CampaignsSend HVAC email and SMS campaigns to CRM-backed segments and return replies to the unified Inbox.↗
- FleetConnect vehicles, drivers, maintenance, and field operations in one HVAC fleet workflow.↗
- GPS TrackingWhat HVAC GPS dispatch software should do, all-in-one vs fleet telematics, and what "closest qualified tech" really means.↗
- Route optimizationWhat HVAC route optimization software should do for service fleets: emergency re-routing, skill matching, ETA texts, and all-in-one vs standalone routers.↗
- Fleet MaintenanceTrack HVAC truck maintenance by date, mileage, or engine hours and make planned downtime visible to dispatch.↗
- Fleet TelematicsMap supported telematics providers and vehicles while keeping capability, source, and freshness differences explicit.↗
- Truck InventoryTrack HVAC parts across warehouses and service trucks, then connect stock, transfers, commitments, and replenishment.↗
04 pages
Company
- AboutLearn why HVACSoftware.com exists and how it evaluates software for HVAC operators.↗
- Jeel PatelMeet the FieldCamp founder and operator behind the HVACSoftware.com product perspective.↗
- GuidesBrowse practical guides to HVAC intake, scheduling, dispatch, field work, and fleet.↗
- SitemapFind every part of HVACSoftware.com in one clear directory.↗