For HVAC contractors
Fill the slow season. Keep up in peak.
Book spring and fall tune-ups from your own customer list, quote system replacements with your margin in view, and keep maintenance agreements on the schedule, with Scout, your AI agent, doing the office work.
No credit card. A free listing in the local pro directory is included.
Maintenance agreements live in a spreadsheet, and tune-ups get missed.
Keep agreement customers on a list, email them when tune-up season opens, and schedule the visits as they book.
Install quotes take hours, and you’re never sure what you made.
Build condenser, furnace and line-set assemblies in your price book and see the margin before the quote goes out.
The phone goes quiet in shoulder season.
Send a tune-up campaign to past customers and hand out flyers with a QR code that drops requests into Leads.
Meet Scout™, your AI agent
Tell Scout what you need. It does the work in the app.
No software to learn. Anything that emails a customer or costs money waits for your OK.
“Quote the Hendersons a 3-ton heat pump replacement, good, better and best.”
Built a proposal with three system options as separate lines from your assemblies, margin shown, ready to review.
“Which maintenance customers haven’t had a spring tune-up yet?”
Listed agreement customers with no completed spring visit and added them to the needs-scheduling list.
“Email past customers about fall furnace tune-ups.”
Drafted a seasonal campaign to your customer list and held it for your approval before sending.
“Schedule Tom’s crew for the Ortiz install Thursday and optimize his route.”
Put the install on Thursday and reordered his other stops around it.
“Which vans are due for service or registration this month?”
Listed two vans with service due and one registration renewal, with the dates.
HVAC
Built for the way you work
Agreements as recurring visits
Monthly commercial checks repeat on the schedule on their own; seasonal tune-ups go out as a campaign to your agreement customers.
Install quotes from assemblies
Build a “3-ton split system installed” from equipment, line set, pad, thermostat and labor, then quote it in one line.
Revise without starting over
When the homeowner changes equipment, edit the quote and send it as a new version; the old one stays on record.
Photos from the job
Techs complete visits from their phone with photos of the unit, data plate or the problem they found.
Vans and equipment
Track mileage, registration and service due dates for every van, recovery machine and vacuum pump, with reminders.
Seasonal campaigns
Spring AC and fall heating tune-up emails to your own customers, plus flyers and social posts made for you.
Quotes & e-signature
System replacements signed on the spot
The customer opens the quote from their email, reviews every line and signs on their phone. If you ask for a deposit, its invoice goes out the moment they sign.
See it in the app
Every tune-up documented
Techs close each visit with notes and a photo: readings, parts replaced and what to quote next.
Every invoice with its margin
Invoice from the visit, see the margin on each job, and let reminders chase what’s late, synced to QuickBooks.
Keep customers in the know
Customers who feel informed come back, and send their neighbors
Every customer gets their own project page. They see progress, the schedule and any delays as soon as you log them, and they can message you directly. Fewer “where are we at?” calls, smoother jobs, and the kind of experience that turns into repeat work and referrals.
- Customers message you right from their project page. You get an email the moment they do, and they get one when you reply.
- Log a weather or materials delay and they see why and for how long, with an optional email so nobody is surprised.
- A live calendar of every phase, so they know when crews will be on site.
- Progress photos and the files you choose to share: plans, renderings and the signed contract.
New message from Paul West
“Is the countertop install still on track for before Thanksgiving?”
From first call to paid
- 1
Request comes in
From your directory listing, a flyer QR code or your website, with follow-ups sent for you.
- 2
Quote the job
Repair or replacement, priced from your price book with the margin in view.
- 3
Signed with a deposit
The homeowner signs on their phone; the deposit invoice goes out and syncs to QuickBooks.
- 4
Install and maintain
Schedule the install, then set up the maintenance agreement as recurring visits.
- 5
Invoice and get paid
Invoice from the visit, take card payments online and let reminders do the chasing.
Questions
Can I run maintenance agreements in Field Looker?+
Yes. Monthly visits can repeat on the schedule automatically, and seasonal tune-ups are easy to book with an email campaign to your agreement customers. Invoicing follows your billing rules and payment reminders.
Can I show good, better and best options?+
Yes. Put each system on its own line in the proposal. If the homeowner wants changes, revise it and send a new version.
Do my techs need to install an app?+
No. Techs open their jobs in the browser on any phone and complete them with photos.
Does it work with QuickBooks?+
Yes. Customers, invoices (including deposits) and payments sync both ways with QuickBooks Online.
Can it remind me when vans are due for service?+
Yes. Add vans and equipment with mileage, registration and service due dates, and you get reminders before they come due.
See it run your business
Book a 20-minute walkthrough with your own jobs, crews and price book, or ask us anything. We usually reply the same day.
- We’ll import your customers and QuickBooks for you
- Bring your trickiest job and watch Scout, our AI agent, handle it
- No commitment, no credit card
Run the whole business from one conversation.
Start freeFree for up to 10 customers. No credit card.