Field Service Software for HVAC Companies
Dispatch techs, track equipment, manage maintenance agreements, and get paid faster — all from one platform built for HVAC businesses.
14-day free trial · No credit card required · Built for residential and commercial HVAC operations.
The problems every hvac business runs into
WorkSlate is built around the workflows that actually matter for HVAC companies.
Equipment history scattered across job tickets
When a unit has been serviced three times by three different techs, nobody can find the history. WorkSlate ties every job to the specific asset so the full service record is always one tap away.
Maintenance agreements that expire without renewal
Annual tune-up contracts are recurring revenue — but only if you actually track them. WorkSlate generates every maintenance visit automatically and alerts you before agreements lapse.
Estimates that take too long to get out the door
Customers get three quotes. The first one back usually wins. WorkSlate lets your tech build and send a detailed estimate from the job site in minutes.
Everything your hvac business needs
One platform. No duct-taped apps. No double entry.
Service asset tracking
Log every unit — make, model, serial number, install date. Attach photos and service history. Every tech sees the full picture before they arrive.
Maintenance agreement automation
Set up seasonal or annual maintenance plans once. Every scheduled visit is created automatically so nothing gets missed and renewals are easy to spot.
On-site estimates
Build professional line-item estimates from your phone at the job site. Customer approves with one click — no office trip required.
Dispatch & scheduling
See tech availability, assign jobs, and track progress through the day. Customers get notified automatically when their tech is on the way.
Invoicing with payment links
Send invoices the moment the job is done. Add the payment link and most customers pay before the tech is back in the truck.
Photo documentation
Techs attach before/after photos directly to the job record. AI captions them automatically. Dispute-proof documentation with zero extra work.
Up and running in a day
No implementation project. No consultant. Just sign up and go.
Set up in minutes
Add your business details, import your customers, and build your service catalog. No training required.
Run your first job
Schedule the job, assign your tech, send the estimate, and collect payment — all from one place.
Grow on autopilot
Set up recurring agreements, automate follow-ups, and let the customer portal handle the status calls.
Ready to run a tighter hvac operation?
Start your free 14-day trial. No credit card required. Built for residential and commercial HVAC operations.