HVAC job management software that keeps technicians on track
Schedule reactive callouts alongside PM contracts, complete refrigerant records on site, and invoice before your technician leaves the car park.
Klipboard's job management software is built for HVAC businesses that need more than a spreadsheet.
Why HVAC businesses struggle to scale
Managing technicians, planned servicing and emergency callouts becomes harder as your HVAC business grows.
Klipboard's HVAC job management software helps you schedule work, complete digital paperwork and keep every job on track from start to finish.
Reactive breakdowns disrupting planned work
A chiller breakdown comes in while your technicians are already committed to scheduled PM visits, and you have no clear picture of who can attend.
PM visits missed or poorly documented
Quarterly and annual maintenance visits not tracked properly, leaving you unable to prove compliance to facilities managers.
Refrigerant records completed after leaving site
Refrigerant logs and service sheets filled in from memory hours after the job, increasing the risk of errors and audit gaps.
Slow invoicing eating into cash flow
Technicians return to the depot, paperwork gets handed in, someone types it up, and the invoice goes out days later.
Limited visibility of technicians
Office staff making dispatch decisions based on phone calls and guesswork rather than knowing where technicians actually are.
Extra labor and materials not recorded on site
Additional work carried out on site goes unrecorded and unbilled.
Run your HVAC business from one platform
From planned maintenance to emergency callouts, job management for HVAC keeps your office and technicians connected. Schedule jobs, complete digital paperwork, generate quotes and invoices, and manage every customer from one platform.
Job scheduling for HVAC technicians
Keep every technician productive and every job on schedule. Whether you're managing planned servicing, breakdown repairs or air conditioning installations, HVAC job scheduling keeps your office and engineers connected in real time.
From one platform you can:
- Schedule HVAC jobs by technician, certification, location or availability
- Dispatch the nearest available technician to emergency breakdowns
- Send equipment details, site history and customer notes to technicians
- Track every service visit from assignment through to completion
PPM scheduling
Keep every maintenance contract running on schedule. HVAC job management automates planned preventative maintenance (PM), generates service visits when they're due and helps you stay on top of customer contracts without relying on spreadsheets.
Automate your maintenance schedules with:
- Recurring servicing by site, asset and maintenance frequency
- Automatic work order generation before every planned visit
- Technician notifications ahead of scheduled maintenance
- Service history and compliance reports for every customer site
Digital job sheets
Complete service records before leaving site. Technicians can record refrigerant usage, equipment readings, photos and customer signatures from the job management app, giving your office instant access to every job record.
This allows you to:
- Complete refrigerant records on site
- Record equipment condition and completed repairs
- Capture customer signatures before leaving site
- Store every service record by customer, site or asset
Quoting and invoicing for HVAC work
Quote, complete and invoice every HVAC job faster. Whether you're pricing a new installation, replacement system or repair, job management for HVAC helps you reduce admin and improve cash flow.
Speed up your payment process with:
- Professional quotes created during surveys and site visits
- One click conversion from quote to scheduled work
- Invoices generated as soon as work is complete
- QuickBooks and Xero integration to reduce manual admin
The benefits for your HVAC business
Keep maintenance contracts on track
Automate preventative maintenance, generate recurring service visits and keep every customer contract running smoothly without manual scheduling.
Respond faster to HVAC breakdowns
Dispatch the nearest qualified technician to urgent service calls and keep customers updated until heating or cooling systems are back up and running.
Simplify compliance
Complete refrigerant logs and service documentation on site, creating a complete audit trail for every customer asset.
Get paid faster for every job
Move seamlessly from site survey to quote, completed work and invoice, helping you improve cash flow and reduce office administration.
Keep technicians focused on servicing
Give technicians equipment history, customer notes and job details before they arrive, reducing paperwork and increasing time spent on chargeable work.
See every customer site in one place
Track planned servicing, reactive repairs and technician progress across every customer, site and asset from one connected platform.
Real companies, real results
Why HVAC companies choose Klipboard
Built for HVAC businesses
Industry-specific templates
Technicians actually use it
Expertise you can rely on
Transparent pricing, no hidden fees
One connected platform
From planned servicing and emergency breakdowns to installations and compliance, Klipboard gives HVAC businesses the tools to manage every stage of the job.
With over 20 years of experience supporting field service companies, we understand what it takes to keep technicians productive and customers happy.
Frequently asked questions from HVAC businesses
HVAC job management software helps heating, ventilation and air conditioning businesses manage every stage of a job, from scheduling engineers and planning maintenance to completing digital paperwork and generating invoices. Klipboard reduces administration, improves communication and gives office teams real time visibility of every job.
Engineers complete refrigerant logs directly in the mobile app while on site. This captures refrigerant type, quantity handled, equipment details, and engineer sign-off in a format that meets record-keeping requirements. All records are stored securely and can be retrieved for audits at any time.
Yes. You set up the maintenance schedule once per site, monthly, quarterly, biannual, or annual, and the Klipboard system generates the jobs automatically when each visit is due. The right technician gets notified ahead of time, and you get a full record of every completed visit.
When an engineer marks a job complete on their phone, an invoice is generated automatically from the job record, including all labor, parts, and additional work captured on site. That invoice goes out the same day, and if you're connected to Xero or QuickBooks, the data flows straight into your accounts without any manual input.
Yes. Klipboard stores a complete service history against every customer asset, including maintenance visits, repairs, refrigerant records, photos and technicians' notes. This makes it easier to plan future servicing, demonstrate compliance and provide accurate information to customers.
Take control of your HVAC operation
Join over 500 HVAC and engineering businesses using Klipboard to schedule jobs, manage PM contracts, and get invoices out on the day, not days after.