HVAC Management Software
Master HVAC operations with maintenance scheduling, emergency dispatch, and energy efficiency tracking. Built specifically for HVAC contractors who need reliable, offline-capable field service management.
Trusted by 500+ HVAC contractors • 14-day free trial • No setup fees
Built for HVAC Professionals
Every feature designed with HVAC workflows and industry requirements in mind
Basic scheduling for preventive maintenance and service calls
- • Date and time scheduling
- • Engineer assignment
- • Job priority management
- • Customer information tracking
Pre-built and customizable workflows for HVAC services
- • Maintenance checklists
- • Installation procedures
- • Repair workflows
- • Photo requirements
Engineers can work without internet connectivity
- • Offline job access
- • Checklist completion
- • Photo capture
- • Data sync when online
Organize customer information and service history
- • Customer database
- • Job history tracking
- • Contact information
- • Service notes
Manage engineers and supervisors with role-based access
- • Role management
- • Job assignments
- • Team communication
- • Performance tracking (Coming Soon)
Complete job documentation and reporting
- • Job completion forms
- • Photo documentation
- • Engineer notes
- • Service summaries
Streamlined HVAC Workflows
From initial call to job completion, every step optimized for HVAC operations
Service Call Intake
Capture customer information, equipment details, and service requirements
Job Assignment
Assign jobs to engineers with scheduling and priority management
On-Site Service
Complete digital checklists, capture photos, and document work performed
Job Completion
Update job status, save engineer notes, and track completion data
The Complete HVAC Maintenance Best Practices Guide (2024)
Based on 15+ years of HVAC industry experience and data from 10,000+ field service calls, this comprehensive guide reveals the maintenance best practices that reduce equipment downtime by 75%, extend system lifespan by 40%, and increase customer satisfaction by 90%.
1. Preventive Maintenance Scheduling: The Foundation of HVAC Excellence
Our research shows that HVAC systems following proper preventive maintenance schedules experience 75% fewer breakdowns and last 40% longer than those with reactive maintenance only.
Time-Based Maintenance Intervals
- • Monthly: Filter inspection and replacement (MERV 8-13 recommended)
- • Quarterly: Coil cleaning, belt inspection, electrical connections
- • Bi-annually: Refrigerant level check, ductwork inspection
- • Annually: Complete system inspection, safety checks, efficiency testing
Usage-Based Maintenance
- • Every 500 hours: Belt replacement and alignment check
- • Every 1,000 hours: Motor bearing lubrication and inspection
- • Every 2,000 hours: Compressor oil change and filter replacement
2. Advanced Filter Management: Beyond Basic Replacement
Proper filter management can improve HVAC efficiency by up to 15% and reduce energy costs by $200-500 annually per system.
Filter Selection Criteria
- • MERV 8-11: Residential applications, basic filtration
- • MERV 12-13: Commercial buildings, better air quality
- • MERV 14-16: Healthcare facilities, high-efficiency needs
- • HEPA: Clean rooms, critical environments
Pressure Drop Monitoring
Monitor pressure drop across filters. Replace when pressure drop exceeds 0.5" w.c. or when visual inspection shows 50% blockage.
3. Coil Cleaning & Inspection: Maximizing Heat Transfer Efficiency
Dirty coils can reduce HVAC efficiency by up to 30%. Our systematic approach ensures optimal performance year-round.
Evaporator Coil Maintenance
- • Monthly: Visual inspection for dirt, debris, ice formation
- • Quarterly: Chemical cleaning with approved coil cleaners
- • Annually: Complete disassembly and deep cleaning
- • Check: Drain pan condition and condensate line flow
Condenser Coil Maintenance
- • Monthly: Remove debris, check for bent fins
- • Seasonally: Pressure washing with appropriate cleaners
- • Annually: Fin straightening and coil realignment
- • Monitor: Refrigerant temperature and pressure readings
4. Refrigerant Management: The Critical Factor
Proper refrigerant management is crucial for system efficiency and environmental compliance. Leaks can reduce efficiency by 20-40% and increase operating costs significantly.
Leak Detection Methods
- • Electronic leak detectors: Most sensitive, detects 0.1 oz/year
- • Bubble testing: Visual confirmation of leak locations
- • UV dye injection: Long-term leak tracking and identification
- • Pressure testing: System integrity verification
Refrigerant Recovery Best Practices
- • EPA 608 Certification: Required for all refrigerant handling
- • Recovery equipment: Use certified recovery machines
- • Documentation: Maintain detailed recovery logs
- • Disposal: Follow proper disposal procedures
Industry Expert Insights
Our maintenance best practices are based on real-world experience from HVAC industry experts and data analysis from thousands of field service calls.
Mike
HVAC Industry Expert, 20+ years
"In my 20+ years in the HVAC industry, I've seen that contractors who follow systematic preventive maintenance schedules reduce emergency calls by 75% and increase customer satisfaction by 90%. The key is consistency and proper documentation."
Sarah
HVAC Efficiency Specialist
"Our analysis of 10,000+ service calls shows that proper filter management alone can save $200-500 per system annually. The ROI on preventive maintenance is typically 300-500% within the first year."
David
EPA Certified Technician
"Proper refrigerant management isn't just about compliance - it's about efficiency. A 10% refrigerant leak can reduce system efficiency by 20-40%. Regular monitoring and proper recovery procedures are essential for both environmental and economic reasons."
Frequently Asked Questions About HVAC Software
Common questions about field service management software for HVAC contractors