Industries  ›  HVAC Scheduling Software

HVAC scheduling software
built for the truck, not the office

Dispatch your techs, track recurring maintenance contracts, and send branded invoices from the driveway. Made for residential and light commercial HVAC shops.

Everything an HVAC shop actually uses

No bloat. No features built for $50M franchises. Just what a 2–25 tech HVAC company needs to run smoother.

🔧 Recurring maintenance contracts on autopilot

Spring tune-ups, fall furnace checks, quarterly commercial PMs — set the cadence once and WorkForceFSM schedules every visit automatically.

  • Weekly, monthly, quarterly, or annual recurrence
  • Auto-assigned to the same tech each time
  • Customer SMS reminders before every visit
  • Cancel or skip a single occurrence without breaking the series
↻ Maintenance — Acme Office ParkRecurring
Spring AC tune-up
Apr 3 · Mike D. · 9:00 AM
Done
Summer filter swap
Jul 7 · Mike D. · 9:00 AM
Scheduled
Fall furnace check
Oct 12 · Mike D. · 9:00 AM
Upcoming

🚐 Dispatch by skill — not by who picks up the phone

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.

  • Skill-based assignment so the right tech gets the right job
  • See every tech's day on one screen
  • SMS + email the moment a job is assigned
  • Drag a job to a different tech if priorities change
📅 Today's Dispatch
No-cool — 1244 Birch Ln
Mike D. · NATE, EPA 608
In Progress
Furnace install — Wilson
Sarah K. · Gas, NATE
11:30 AM
Diagnostic — Greene St
James T. · Apprentice
2:00 PM

💰 Invoice from the truck. Get paid before you drive home.

Itemize labor, parts, refrigerant, and trip charges right after the job. Send by SMS or email — the customer taps and pays from their phone.

  • Per-job parts and labor line items
  • Tax calculated automatically
  • Shareable invoice link works on any phone
  • Status: Draft → Sent → Paid, at a glance
Invoice #1042 — JohnsonSend
Labor — 2 hrs$180.00
Refrigerant R-410A (2 lb)$170.00
Capacitor 45/5 µF$48.00
Trip charge$89.00
Total$487.00
Amount due$487.00

What HVAC owners say

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."

MR
Mike R.Owner · Ridgeline HVAC · Boise, ID
★★★★★

"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."

SK
Sarah K.GM · Cooper & Sons Heating · Akron, OH
★★★★★

"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."

DT
Derek T.Operations · Apex Climate Control · Mesa, AZ
★★★★★

"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."

JL
Jenn L.Dispatch lead · Comfortzone Mechanical · Tulsa, OK

Ready to run your HVAC shop with less paperwork?

14 days free. No credit card. Set up your first job in under 5 minutes.