Field Service Management Software
HVAC Software for business
- HVAC staff and customers can all communicate instantly via the cloud
- Eliminate paperwork with cutting edge technology
- Make smarter scheduling decisions with GPS tracking
HVAC business SOFTWARE
Software for making HVAC businesses more efficient and more profitable
Workever is an industry leading HVAC software that can make your business more profitable with simple changes. Our cloud based platform enables faster and more effective communication between office staff and field teams, ultimately boosting productivity and customer satisfaction.
A disconnect between administrative staff, senior management and field workers is unfortunately common in HVAC companies, as the mobile nature of their jobs throws up barriers to communication. Workever is the answer.
Workever’s cloud based platforms are designed to seamlessly integrate the operations of office-based and in-field professionals for better productivity.
When a new job is scheduled for a member of your field team, they instantly receive a notification on the app, complete with all job details. You can also automate an email with this information if you prefer.
Office and field workers are kept in constant contact without the need for lengthy discussions or movement back and forth. Beyond aiding in scheduling, the GPS tracking tool is also an excellent field team management tool, allowing office staff to stay on top of timekeeping.
Easy for both the office and your engineers out in the field
Teaching your staff how to use some software is not a good use of time; they could be out in the field doing what they do best.
You’ll find that almost all areas of your business can be better connected, automated and in-sync. That can have huge impacts on your bottom line and your capacity for growth. Try it yourself!
Integrate office and field operations
Workever makes life easier for HVAC field service staff and admin staff alike. Our software means office-based operators can manage and schedule work instantly and in real time, always with full visibility of the job and their workforce.
Scheduling jobs to your field team has never been easier with the help of Workever’s intuitive visual tools. View your workers’ current positions on the map and use the drag-and-drop scheduler to make smarter decisions for your customers and staff alike.
The benefits of the cloud-based platform work both ways. Office staff can afford permissions to your field team that streamline your business process and save significant time.
Once the job is complete, you can view or download a comprehensive PDF job report from the admin console, containing all the job details recorded since the beginning of the process.
Once a job has been scheduled, the relevant field team member will instantly receive a notification on their Workever mobile app complete with all job details.
HVAC engineers can record photos, notes and even customer signatures on site, allowing them to sign off jobs without the need for paperwork. Everything logged on the Workever app is automatically synced back to the office.
This can be saved or exported as a excel file for reporting purposes or forwarded on to the customer, if required, via the Customer Portal.
Features designed for HVAC businesses
Integrate with the tools and workflows that you already use
Helping businesses just like yours
Great software for our nationwide team
With steady growth and incline in customers, we approached Workever. We rapidly went from dis-organised excel files to one centralised, organised system that our entire enterprise now operates on.
Spalls Nationwide Cleaning & Facilities
It’s really easy to use!
We now have everyone working digitally, we can plan in advance, and the technicians can easily see what’s going on all the time, so changes to schedules are no longer a problem. The technicians no longer have to keep coming into office.
Manager at Nu-Life Floor Care Ltd
50% reduction in paperwork!
The Workever and Xero integration has helped us eliminate the need to double enter data. I love the fact I can invoice in Workever and all of my data automatically appears in Xero. It’s brilliant!
Office Manager at Drains Ahead
Frequently Asked Questions
You start with a 14 day free trial which lets you try everything Workever has to offer. At the end of your trial you can then enter payment details and continue with your account. If you have entered any dummy data whilst testing, that can also be cleared whenever you are ready. If the software doesn’t work for you, then no further action is required and it will automatically cancel at the end of your trial.
No! Our plans are month to month with no contract. We do however offer annual plans if this works best for you, with a saving of up to 15% on your subscription.
Yes! You pay a price per user per month. Check our pricing page for full info depending on your company size.
A user license is either a desktop administrator working in the office or a mobile Fieldworker based out in the Field. Users can also be both if required without an extra cost.
Yes. You can set a user up to have access to the fieldworker mobile app and the desktop office software, you don’t need to purchase two licences for this. But you can also buy mobile fieldworker only licenses if you require more than 10 users.
The software has been designed with ease of use at the forefront. Staff will be able to use the system straight away with limited help. We also have guides to help you get started. If you need any further training or have custom requirements this can be arranged by contacting us.
Yes. You can import customers and your stock list via Excel file. We provide templates for these that you populate. If you are using accounting software Xero or Quickbooks you can also import your chart of accounts, stock, customers and tax rates automatically.