HVAC SERVICE SOFTWAREThe all-in-one HVAC business
software
Improve resource allocation, elevate field operations, and delight your customers with top-notch HVAC services.
Get Started NowTrusted by service businesses and contractors worldwide
Run your HVAC business like a pro
Optimize daily operations and scheduling
Handle work orders, dispatch technicians efficiently, and track locations in real-time to keep daily operations running smoothly with minimum delays.
Offer best-in-class HVAC services
Maintain detailed asset records, provide technicians with real-time histories, and streamline field communication to ensure consistent high-quality services.
Build long-lasting customer relationships
Offer personalized HVAC solutions, keep customers informed throughout the service process and share detailed post-service report to foster trust and strengthen customer loyalty.
Reach greater heights in the trade
Enhance billing efficiency, gain insights from performance analytics, and make decisions based on performance metrics for sustained business expansion.
Elevate front desk efficiency
- Get new HVAC service requests from various channels
- Track requests stage-wise from initiation to completion
- Send accurate cost estimates for each HVAC service
- Access customer profiles with asset and service history
Revolutionize field operations
- Streamline work orders and assign tasks efficiently
- Schedule jobs based on technician availability and skill
- Handle HVAC assets and offer maintenance services
- Equip HVAC technicians with instructions and checklists
- Manage service teams, crews, and equipment efficiently
Boost technician productivity
- Monitor daily attendance and technician travel logs
- Allow technicians to access service and customer details
- Enable sharing of data, photos, and attachments in real-time
- Improve HVAC services with team work and collaboration
Streamline financial operations
- Raise HVAC service invoices from web and mobile apps
- Collect payments through offline and online channels
- Set up multiple currencies and region-specific taxes
- Manage invoices and track payments for a steady cash flow
Transform
customer experiences
- Keep customers updated during the service process
- Automate timely email, SMS and WhatsApp notifications
- Send detailed service reports that summarize the work done
- Collect and analyze customer feedback and ratings
Uncover business insights
- Gain actionable insights through built-in reports
- Customize reports for relevance and track specific KPIs
- Get an overview of day-to-day operations with dashboards
- Use customer dashboards to analyze client-centric data
Keep teams and customers in sync
Foster teamwork and build long-lasting customer relationships with Zoho FSM
Webforms
Make it easy for the customers to reach you for their HVAC needs via webforms on your website
WhatsApp
Send automated service updates, address HVAC queries and offer assistance via Whatsapp
In-app notifications
Get alerts for service start, work completion, estimate approval, time-offs and more
Notes & Attachments
Elevate service quality with easy collaboration via notes, photos, documents, and audio
Save time with automation
Workflow Rules
Automate on-the-way messages, service reminders, and other time-based tasks and notifications.
Field Updates
Update customer and asset information automatically to keep your data accurate.
Webhooks
Align the various software tools you use in real-time with automatic data sharing.
Functions
Use functions to set up your business process and operate with minimum manual effort.
Integrate Zoho FSM
with your favorite apps
Billing & Payments
Raise branded invoices for HVAC services and parts with the Zoho Books and Invoice integration. Enable online payments through multiple gateways.
Communication
Use WhatsApp integration or third-party SMS services for seasonal HVAC maintenance reminders and status updates.
Customer Management
Combine HVAC sales and service using Zoho CRM or Bigin integrations to manage leads and customers.
Third-Party Integrations
Connect with other apps you use for billing, HR, and sales using Zapier, or with the REST APIs provided by Zoho FSM.
"Creation of job locations and easy invoicing for completed jobs are features we love. After using Zoho FSM, we have greater control over our planning and monitor our technicians' work easily."
Javier Martinez
Pelican QSR Solutions
Frequent asked questions
How does Zoho FSM help manage seasonal demand in the HVAC industry?
How can Zoho FSM help with urgent jobs?
In times of a critical HVAC breakdown, you need to get a technician on-site fast. Zoho FSM’s HVAC service software locates each technician in real time, allowing you to dispatch the nearest available pro. This speeds up response times, improves customer satisfaction, and reduces hassles.
Can the HVAC management software track asset histories and improve preventive maintenance?
Absolutely! With Zoho FSM, you can access each unit’s service history, making it easy to provide personalized solutions. You can also plan monthly or yearly maintenance visits to offer preventive care and keep their HVAC systems running efficiently.
How does Zoho FSM enhance communication between office and field teams?
An HVAC field service software keeps everyone coordinated. Office teams can dispatch work orders, update schedules, and share instructions instantly. Meanwhile, technicians on the field can access job details, share photos, and provide status updates via the Zoho FSM mobile app.
Is it possible to manage multi-day projects or complex installations with Zoho FSM?
Yes! Acting as an HVAC scheduling software, Zoho FSM lets you break complex jobs into smaller tasks and assign them to different technicians over multiple days. You can track each step’s progress and ensure everything gets done on time. It’s a simpler, more organized way to handle big HVAC projects.