For heating and cooling companies
HVAC contractor software
built around the agreement.
Maintenance plans keep an HVAC company steady between the rush seasons. FullScope Pro schedules the visits, dispatches the techs, tracks what is on every truck and turns a tune-up into a replacement quote.
Book a Demo See dispatch & scheduling
- Service agreements with scheduled visits
- Truck inventory with custody
- Fleet telematics
An HVAC business is really two businesses: service and replacement. Service is a steady stream of tune-ups, no-heat calls and maintenance visits. Replacement is bigger tickets with quotes, equipment and install crews. The software has to handle both without making your dispatcher juggle two systems.
Maintenance agreements that run themselves
The Service Hub holds your maintenance plans and the customers enrolled in them. Create an agreement and the visit schedule is generated for you — spring cooling check, fall heating check, or whatever your plan includes.
- Set up your own plans in a plan catalog.
- Each agreement generates its visit schedule, so nobody has to remember who is due.
- Visits appear in a list your dispatcher works from.
Billing for agreements is handled as you do today; the agreement and its visits live in FullScope Pro.
Dispatch without the whiteboard
Assign techs from a schedule the office and the field share. The tech sees the job, the address, the equipment history on the customer's property and the checklist for the visit on their phone. Notes and photos go straight onto the job.
Service side
Every call, every truck, every customer.
Help desk
Customer issues come in as tickets, so a no-cool call does not get lost between the phone and the schedule.
Satisfaction surveys
Send CSAT surveys after a visit and see how customers rate the work before they post a review.
Truck inventory
Track parts and filters by truck and by tech with custody tracking, so you know who has what.
Fleet telematics
Connect your telematics account to see vehicles and live location next to the jobs they are running.
From tune-up to replacement quote
The best replacement leads come from your own maintenance customers. When a tech finds a failing system, the photos and notes are already on the property record. Build the replacement quote from your pricebook — equipment, line set, pad, thermostat, labor, disposal — and let the homeowner approve and sign from a link. The AI Quote Builder can draft it from the tech's notes using your own AI key. More in estimating software.
Calls, texts and customer history
Every customer, property and piece of history is in the CRM. With the Aloware integration, calls and texts are logged on the customer record, so the CSR who answers knows the last visit, the agreement and any open quote.
Hours and pay
Techs clock in with the GPS time clock. Approved hours feed payroll reporting for ADP, and with the accounting add-on they cost against the job.
Running plumbing too? See plumbing contractor software.
Questions
Common questions
Does FullScope Pro bill maintenance agreements automatically?
Not today. Agreements, plans and their visit schedules live in the Service Hub; you bill for them the way you do now, or through an invoice in FullScope Pro.
Can techs see equipment history?
Techs see the customer, the property and past jobs with their notes and photos, so the history of the equipment is on the record.
Which fleet tracking systems connect?
FullScope Pro connects to PowerFleet (Fleet Complete) using your own account. Fleet and inventory are on the Agency plan.
Can I track parts on each truck?
Yes. Inventory tracks stock with custody, so you can see what is assigned to each tech.
Is there a mobile app for techs?
Yes. The Android app (now in early access) covers jobs, photos, the time clock, chat and push notifications. An iPhone app is coming.
Book a Demo
See it on an HVAC business.
We'll walk through a maintenance agreement, a dispatched visit and a replacement quote — with the people who built it.
What to expect
We'll reach out to find a time, then walk you through FullScope Pro on the kind of work you do. Bring your questions and the tools you're trying to replace.
- Length About 30 minutes
- Where Online — screen share
- Already a customer? Log in
Book a Demo
Tell us a little about your business and we'll set up a time.
Run your business on one login.
See it on a business like yours, connect your own accounts, and bring your team in when you're ready.