Scheduling software for HVAC install and maintenance

HVAC companies juggle maintenance contracts, mandatory inspections, emergency breakdowns and new installations at once. FieldGenius schedules all of it automatically while respecting skills, inspection deadlines and job order.

HVAC companies juggle maintenance contracts, mandatory inspections, emergency breakdowns and new installations at once. FieldGenius schedules all of it automatically while respecting skills, inspection deadlines and job order.

The pain points we solve

The maintenance run runs late

Every season the annual maintenance run drags on because the schedule doesn't adjust to field delays.

Winter emergency spikes

When temperatures drop, emergency calls flood in and blow up the fixed schedule.

Wrong parts on board

Technicians drive back for parts because the unit type wasn't passed through to the work order.

How FieldGenius handles this

Contract-driven scheduling

FieldGenius schedules maintenance visits automatically inside the contract window and respects inspection deadlines.

Priority logic for emergencies

Emergencies are inserted into the nearest qualified technician's route while lower-priority work is automatically rescheduled.

Smart material suggestions

Based on unit type and job type the technician gets a checklist of expected parts before leaving.

Relevant features

Skills matching

Only crews with the right skills (gas, refrigeration, heat pump) are proposed for a job.

Route planning

Maintenance runs are geographically clustered to slash driving time.

Customer notifications

Customers get a 1-hour arrival window instead of 'somewhere today'.

ERP integration

Contracts, customers and units sync from Odoo or Exact Online.

Frequently asked questions

Does FieldGenius handle SLAs and service contracts?

Yes. SLAs are translated into task type, priority and response time. FieldGenius automatically schedules emergencies and contract maintenance based on those rules.

Can an emergency call break my fixed routes?

No. Our AI slots the emergency into the best-available technician's route and only reshuffles what is strictly necessary.

Does FieldGenius support both heat pump and gas teams?

Yes. You define the available skills per team or crew. FieldGenius only assigns a job to a team with the right skills.