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 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.
Workever’s HVAC engineer scheduling and job management software is a simple and intuitive mobile app that can be downloaded to your field team’s smartphones.
Designed to be accessible to any user, regardless of skill level. Intensive training not required!
We provide in-app assistance in case you ever get stuck, as well as lots of resources to teach you more about Workever’s capabilities.
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
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.
Cloud-Based Platform
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.
Reports
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.
Notifications
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.
Sync Data
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.
Excel File
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
Quotes
Create and send professional Quotes to customers and convert more business
Log Jobs
Create a job or recurrence of jobs in seconds saving valuable admin time
Schedule
Instantly schedule jobs to the right person using the drag & drop scheduler
Invoice
Generate invoices and batch multi job invoices in seconds using data from jobs
Mobile Apps
Fieldworker mobile Apps for both iOS and Android that work both online and offline
Job Tracking
Create your own job statuses and work with field workers to update jobs instantly
Staff Locations
Track and view the location of your staff in real time on a map
Forms
Fill in commercial & domestic compliance forms & others from the Field App
Contacts Database
Have your customers, suppliers and contractors in one organised system
Stock & Costs
Manage stock items, as well as saved costs such as services
Real Time Tracking
See on a map where your fieldworkers are in real time
Real Time Updates
Keep customers informed and happy with automated and scheduled messaging
Integrate with the tools and workflows that you already use
Xero
Quickbooks
Excel
Stripe
Google Calendar
Exchange
Xero
Quickbooks
Dropbox
Stripe
Google Calendar
Exchange
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.
Miles Ward
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.
Mike Philbin
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!
Michelle Avis
Office Manager at Drains Ahead
Easy to use job and field management software
Try it free for 30 days.
Try it free for 30 days.
No commitment, no auto subscriptions, no credit card required
Frequently Asked Questions
There are two ways to get started, you can start a free 30 day no obligation trial which allows you to try all the features we have to offer.
If your team consists of 3 or more members, you can also schedule a free online demo. During this session, a product expert will demonstrate how our software can benefit your business and address any queries you might have.
We offer a free, no obligation 30 day trial that includes all features on request. You can start a free trial here. At the end of the trial you can keep your account and subscribe if you’re happy with the software.
It’s upto you! We have month to month plans with no contracts or we offer annual plans, with a saving of up to 15% on your subscription.
Yes! You pay a price per user license per month. Check our pricing page for current pricing. This cost covers all hosting, storage, maintenance, and support fees.
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.
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 and videos 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.
