MyFieldBooks for HVAC
The first time you sign in, it is already set up for hvac: your common services, your visit checklist and the words you use.
Your services, ready on day one
- Service call fee
- Diagnostic
- AC tune-up
- Furnace tune-up
- Filter replacement
- Refrigerant (per pound)
- Maintenance agreement (per year)
Proof your customer can see
- System checked and tested
- Filter checked or replaced
- Work area cleaned up
Readings you can record
- Refrigerant added (lbs)
- Supply air temperature (F)
- Return air temperature (F)
- Filter size
Remember every customer
For hvac the app keeps this kind of record: equipment on site.
Reminders that help you earn
- On March 15 we email you: time to book spring air conditioner tune-ups.
- On September 15 we email you: time to book fall furnace tune-ups.
Everything else that comes with it
Quotes and invoices in minutes
Build an estimate from your saved services and send your customer a link. They accept it online, and can tick optional add-ons you offer. Then turn it into a job and an invoice without typing it all again.
Know each customer
Keep notes, tags and a full history of jobs and invoices for every customer. Each trade also keeps the right kind of record: pets, vehicles, or the equipment at a customer's place.
Proof of every visit
Tick your checklist, add a note and photos, and your customer gets a clean report by link. They do not need to log in. Some trades also record readings, like chemical levels or products used.
Get paid straight to you
Customers pay by card through your own Stripe account, so the money goes from them to you, not through us. Show Venmo or Cash App on your invoices too. Turn on autopay and a customer's saved card pays each invoice on a recurring plan.
Repeat customers on autopilot
Set up a plan: weekly, every other week, monthly or your own spacing. The visits are created for you. Bill each visit, or one flat price each month. Pause or skip a visit any time, and we email you 30 days, 7 days and on the day a plan is about to end so you can renew it.
Know your numbers
See where new customers come from, how your estimates compare with what jobs really end up costing, and who still owes you.
Other trades: Plumbing, Electrical, Handyman, Appliance Repair, Garage Door, Locksmith, Security & Alarm, Water Treatment
MyFieldBooks is a BLACKROADZ™ product.