Can I track equipment and service history?

Every unit, every customer. Serial numbers, install dates, warranty info, service history, all tied to the property. Your tech shows up knowing exactly what they're walking into.

How do maintenance agreements work?

Create the agreement, set the schedule (spring/fall, quarterly, whatever), and forget about it. Jobs auto-create, customers get reminded, techs get dispatched. You just watch the recurring revenue roll in.

Can my techs create estimates in the field?

Absolutely. Pull from your pricebook, add labor, calculate the total, all from their phone. Send it to the customer on the spot. No more "I'll have the office send you a quote."

What about seasonal demand swings?

Schedule stacking, priority flagging, and real-time dispatch help you handle the summer crush. When everyone's AC dies on the same 100-degree day, you'll be ready.

Does it integrate with my accounting software?

QuickBooks Online syncs automatically. Invoices, payments, customer records, everything flows over without you touching a thing.

7:00 AM · MAINTENANCE ST

Keep your cool. Run your business hot.

When it's 95 degrees and three ACs are down, you don't have time for software that fights you. Schedule, dispatch, invoice, repeat, all from one place that actually makes sense.

Start free month Schedule a demo

No per-user fees · 30 days free · No credit card

The stuff that's been heating you up (and not in a good way)

If any of this sounds like your week, this was built for you. Each line is how it goes on the clipboard today, and the same week on Fieldsity. Nothing on it you have to relearn.

How it goes todayOn Fieldsity, the same week

No-cool calls buried in textsEmergency priority with one tap
Maintenance agreements on paperAuto-scheduled service calls
Handwritten tickets lost in vansDigital records on every phone
"We'll bill you later"Paid before you leave the driveway

One day on Maintenance St.

4 stops, in the order they happen. Each one is the tool that runs it, and each one links to its own page if you want the long version.

BUS STOPMaintenance St4 STOPS · 7:00 AM TO 2:00 PM

7:00 AM · SCHEDULING

No-cool calls and tune-ups, one view.

It's 98 degrees and three ACs just died. Drag emergencies in, see who's closest, dispatch in seconds. Meanwhile, your scheduled maintenance keeps humming along. When chaos hits, your calendar stays cool.

Emergency priority scheduling
Maintenance agreement tracking
Tech availability at a glance
Drag-and-drop rescheduling

See Scheduling

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September 2026

TodayMonthWeekDay New

SunMonTueWedThuFriSat

17+2 more

9:35 AM · PRICEBOOK

Your rates. Dialed in.

Tune-ups? Refrigerant charges? Emergency call-out fees? Build your pricebook with all your services, parts, and labor rates. Your techs quote consistent prices at the unit, no more calling the office to check numbers.

Service and repair rates
Parts and refrigerant pricing
Emergency and after-hours fees
Consistent quotes across techs

See Pricebook

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Pricebooks

Standard services

Add item

15 items · used on estimates, jobs and invoices

seas

ItemTypePrice

Seasonal maintenance visitInspect, clean, and tune upService$129.00

11:21 AM · INVOICING

Invoice while the unit's still cooling.

AC back online? Invoice goes out before you're off the ladder. Customer pays on their phone while you're packing up. Money in your account tomorrow, no awkward payment conversations.

One-tap invoicing from job
Accept cards on-site or online
Next-day deposits
Auto-sync to QuickBooks

See Invoicing

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Invoices/INV-1042

$1,240.00

PaidDavid Kowalski · 2205 S Kensington Dr, Appleton, WI

Paid

DetailsPreviewPaymentsTracking

Line items3 items

Install, 50 gal unit1 × $890.00$890.00

Labor2.5 × $120.00$300.00

Permit and haul-away1 × $50.00$50.00

Payments1 payment

Card · Sep 17, 11:21 AMVisa ···· 4242 · in the driveway · receipt emailed$1,240.00

Details

Invoice numberINV-1042

ClientDavid Kowalski

JobJOB-1038 · Install

DueSep 24, 2026

QuickBooksSynced · 11:22 AM

2:00 PM · SERVICE PLANS

Maintenance plans on autopay.

Sell comfort-club memberships and seasonal tune-up plans, put customers on autopay, and build the recurring revenue base every HVAC pro wants. They sign from their phone, the card goes on file, and every plan bills itself.

Membership & maintenance plans
Customer signs from their phone
Card on file, auto-charged
Recurring revenue all year

See Service Plans

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Service plans/Home Care

Home Care

ActiveLisa Larson · 902 Maple Ct, Appleton, WI

SummaryVisits 2Invoices 7

$29

a month

2 of 2

visits this year

$203

collected so far

VisitsCreated by the plan

Fall maintenanceToday · 2:00 PM

Done

Spring maintenanceMar 3, 2026

Done

Details

ClientLisa Larson

Billing$29.00 a month · Visa 4242

TermMar 2026 – Mar 2027

RenewsAutomatically

AgreementSigned Mar 2, 2026

Forms

Signed before the work starts.

What gets filled in: The work, the quoted amount, the date, the client’s name and signature
When: At the start of the job, on the tech’s phone
What your client gets: If you choose, a PDF by email or in their portal

See how Forms works

Service authorizationComplete

Client: David Kowalski
Quoted: $640
Date: Thu, Sep 17

10:42

Service authorization4 of 4 requiredStart of job

Work to be performed

Description of work *Replace the condenser fan motor and capacitor

Quoted amount640USD

Date *Thu, Sep 17

Client approval

Client name *David Kowalski

Client signature *

FinishRequired questions answered

Built for HVAC pros.
Not general contractors pretending to be.

We know the difference between a heat pump and a furnace. More importantly, we know what your day actually looks like, and we built software for that reality.

45 sec: To dispatch an emergency
100%: Maintenance agreements tracked
0: Lost work orders

Starting is
the easy part.

1
1
Book a 30-minute walkthrough.
Pick a time. We learn how your team runs the day, and set it up that way.
2
2
We move your data. Correctly.
Clients, properties, job history, the pricebook. We do the move with you, and nothing gets retyped.
3
3
Run tomorrow on one app.
One app, no contract, and no per-user fees. Add a worker whenever you hire one.