Software to Help Manage Your HVAC Business

The all-in-one solution for scheduling, dispatching, invoicing, and tracking assets in your HVAC company.

Management

Job Scheduling & Dispatching
Easily assign jobs to the right technician based on skills, location, and availability. Reduce delays and improve response times.
Customer & Job History Tracking
Store customer details, service history, and equipment records in one place. Keep track of past maintenance and upsell service contracts effortlessly.
Automated Invoicing & Payments
Generate professional invoices instantly and offer multiple payment options to get paid faster.
Asset & Equipment Tracking
Track installed HVAC units, service contracts, and warranties to improve service efficiency.
Mobile App for Technicians
Empower your field team with a mobile-friendly app for real-time job updates, capturing customer signatures, and logging service details on the go.

Efficiency

Reduce Admin Time
Automate routine tasks like appointment scheduling, invoicing, and reporting—freeing up hours of admin work.
Real-Time GPS Tracking
Monitor your fleet and optimize technician routes to minimize fuel costs and response times.
Seamless Integrations
ConnectFSM integrates with QuickBooks, Xero, and other accounting platforms for smooth financial management.
Improve First-Time Fix Rates
Equip your technicians with job details, previous service history, and parts inventory to ensure they have everything they need on-site.
Custom Reports & Analytics
Gain insights into job completion rates, revenue trends, and technician performance to make data-driven decisions.

Why Choose ConnectFSM for Your HVAC Business?

Managing an HVAC business means juggling multiple jobs, technicians, and clients while ensuring efficiency and profitability. ConnectFSM streamlines your operations, eliminates paperwork, and helps your team stay connected—so you can focus on growing your business. Here’s how we help:

Industry-Specific Solution – Designed for HVAC servicing, installations, and maintenance.
Eliminate Paperwork – Digital job sheets, service reports, and invoices to streamline operations.
Improve Response Time – Assign jobs to field technicians in real-time and optimize scheduling.
Asset & Equipment Tracking – Keep track of HVAC units, warranties, spare parts, and service schedules.
Customer Portal – Provide seamless booking, service history access, and job status updates for your clients.

Part-funded by Rugby Borough Council with the UKSPF