Dispatch your techs, track recurring maintenance contracts, and send branded invoices from the driveway. Made for residential and light commercial HVAC shops. WorkForceFSM also includes a built-in AI Assistant so owners can ask plain-English questions about jobs, invoices, customers, and opportunities.
No bloat. No features built for $50M franchises. Just what a 2–25 tech HVAC company needs to run smoother.
Spring tune-ups, fall furnace checks, quarterly commercial PMs — set the cadence once and WorkForceFSM schedules every visit automatically.
Tag each tech with their certifications (NATE, EPA 608, gas, refrigerant). When a job is created, WorkForceFSM filters out anyone who can't legally do it.
Itemize labor, parts, refrigerant, and trip charges right after the job. Send by SMS or email — the customer taps and pays from their phone.
The built-in AI Assistant helps small field service teams get plain-English answers from their own company records. Ask about unpaid invoices, this week’s jobs, your pipeline, or a quick snapshot of the business.
Real feedback from contractors who switched to WorkForceFSM.
"We were quoting on paper and tracking jobs on a whiteboard. Three months in with WorkForceFSM and our average days-to-paid dropped from 21 to 6. The invoice-from-the-truck feature alone was worth the switch."
"Recurring maintenance contracts used to live in a spreadsheet. Now they schedule themselves, customers get SMS reminders the day before, and my techs show up knowing exactly what's on the unit. Game changer."
"Tried ServiceTitan — too much, too expensive for our 8 techs. Tried Housecall Pro — kept hitting the wall on per-user pricing. WorkForceFSM is in the sweet spot. Simple enough to onboard a new tech in a day."
"Skill-based dispatch means my apprentices stop getting sent to commercial RTU calls they can't legally touch. That's been worth its weight in callback reduction alone."