Field Service Software for HVAC Companies
Dispatch techs, track equipment, run maintenance agreements on Professional and Business, 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. On Professional and Business, 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 (Professional and Business)
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, and on Professional and Business AI captions them automatically. Dispute-proof documentation with zero extra work.
Dana Hendricks, AC not cooling
Estimate, 3 days old
| Diagnostic Service Call | $89.00 |
|---|---|
| Refrigerant Recharge (per lb) × 2 | $170.00 |
| Capacitor 45/5 MFD | $48.00 |
| Total before tax | $307.00 |
Checklist
- Check refrigerant pressure
- Test capacitor
- Photo of nameplate
In the field, on the WorkSlate Tech app
Techs dictate notes, photograph the nameplate, see the unit's past work, and quote a repair on site from the phone.
Up and running in a day
No implementation project. No consultant. Just sign up and go.
Set up in minutes
Add your business details and start your price book from your trade's common services. Professional and Business can import customers from a spreadsheet.
Run your first job
Schedule the job, assign your tech, send the estimate, and collect payment, all from one place.
Keep them coming back
AI drafts your estimate follow-ups. On Professional and Business, service agreements book the repeat visits and the customer portal handles the status calls.
Free HVAC tools: invoice generator and estimate generator, no login needed.
Your clean slate for field service.
Your first 14 days are free, and no credit card is needed.