HVAC & Mechanical Services
Keep operations running as smoothly as the systems you maintain.
HVAC contractors manage service contracts, installation projects, emergency dispatch, and preventive maintenance schedules across commercial and residential clients. We implement Odoo-based field service management that automates scheduling, tracks equipment history, manages spare parts inventory, and streamlines service-to-invoice workflows.
Challenges in HVAC & Mechanical Services
These are the operational hurdles we help hvac & mechanical services businesses overcome every day.
Scheduling Chaos
Juggling emergency calls, scheduled maintenance, and installation projects across multiple technicians creates constant scheduling conflicts.
Service History Gaps
Without equipment-level service history, technicians arrive at sites without knowing what was done previously, wasting diagnostic time.
Parts Inventory
Common parts need to be stocked on service vans. Tracking inventory across trucks and the main warehouse is difficult without a mobile system.
Service Contract Tracking
Preventive maintenance contracts with scheduled visits generate revenue only if visits are actually performed on schedule.
How We Help HVAC & Mechanical Services Businesses
Purpose-built ERP modules and custom solutions that address your industry-specific needs.
Intelligent Scheduling
Visual dispatch board with drag-and-drop scheduling. Smart assignment considers technician skills, location proximity, and current workload.
Equipment Registry
Track every installed unit with model, serial number, warranty status, and complete service history. Technicians access equipment records on mobile.
Mobile Field Service
Technicians receive work orders on mobile, log time and materials, capture customer signatures, and generate invoices on-site.
Preventive Maintenance
Automated scheduling of PM visits based on contract terms. Auto-generate work orders with equipment-specific checklists.
Van Inventory Tracking
Track parts inventory per service vehicle. Auto-replenish vans from warehouse stock based on usage and minimum levels.
Service Contract Billing
Recurring invoicing for maintenance contracts. Track visit completion against contract terms. Alert when visits are overdue.
Key Modules & Tools
Our Implementation Process
Service Audit
Map your service types, contract structures, scheduling processes, and parts management to design the optimal field service workflow.
System Configuration
Set up service categories, skill-based routing, PM schedules, van inventories, and billing rules per your operations.
Equipment Migration
Import equipment records, service history, active contracts, and customer data from existing systems.
Field Deployment
Deploy mobile app to technicians. Train dispatchers, technicians, and billing staff. Pilot with a subset of routes.
Frequently Asked Questions
Can technicians create quotes in the field?
Yes. Technicians can generate quotations on their mobile device from predefined service templates, send them to customers for approval, and convert approved quotes to work orders — all from the field.
How do you handle emergency priority dispatch?
Emergency calls can override scheduled work orders. The dispatch board shows real-time technician locations and availability, enabling rapid assignment of the nearest qualified technician.
Can the system track refrigerant usage for EPA compliance?
Yes. Refrigerant tracking logs type, quantity, and equipment per service call. Reports satisfy EPA Section 608 record-keeping requirements.
Related Industries
Modernize Your HVAC Operations
Tell us about your hvac & mechanical services business and we'll design a tailored ERP solution within 24 hours.