(913) 642-4883 sales@mobilogic.com

HVAC Service Software

Streamline and Grow Your Field Service Business

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Eliminate Double Entry and Paperwork

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Simplify Scheduling and Dispatch

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Bill Customers From Anywhere

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Track Parts and Truck Stock

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View Customer History in the Field

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Manage POs and Vendors

Features and Options

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FEATURES AND OPTIONS

The Do-It-All Management System for your HVAC Business

Commercial and Residential HVAC service providers can improve efficiency and increase profits with FieldOPS and FieldDesk.

Job and Service Assignments

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Inventory and Parts

Customer Satisfaction

Quality Reporting

Assignments

Successful HVAC businesses have the technicians with the right skills in the right place, on time. FieldOPS’ combination of tools gives schedulers the information they need to get technicians where they need to be.

  • Assign skills to employees and require skills for problem types
  • Group employees by department or any other metric, and display relevant groups on the DBoard
  • Use the DBoard by priority or time-slot to keep your schedule full, but not overwhelming
  • Schedule based on location using MapTools and GPS on your fleet
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Inventory and Parts

Managing your inventory and costs is essential to profitability. In an HVAC business, your technicians need to have the right parts on hand to complete their assignments. Know what parts you have in what quantities, in which stocking location, and at what cost to you with the FieldOPS Inventory Managament module.

  • Designate parts as consumables, and track usage by the unit (length, weight, volume)
  • Assign certain parts to automatically create customer equipment when used on a job (like A/C units, furnaces, etc)
  • Maintain costs of parts based on the last vendor price or the average vendor price.
  • Create standard stocking lists for each truck or stocking location
  • Use a barcode scanner to lookup parts or count for inventory.
  • Designate parts as serialized or non-serialized

Customer Satisfaction

Keep your customers happy with the suite of tools from FieldOPS.

  • On the way messages using FieldOPS email templates let your customer know when a technician is on the way, and can send the technician’s photo for peace of mind.
  • The Quote Builder in FieldDesk allows sales people to create up to six levels of quote for Good, Better, Best pricing options.
  • With proper inventory management, always know what parts are available before starting work on a job.
  • Accept customer signarues for an approved proposal and work complete, so the customer always knows what to expect.
  • Accept customer payments and email forms from the field.
  • FieldOPS integrates with PulseM customer review management.

Quality Reporting

FieldOPS’ suite of reports gives you the nitty gritty and the big picture

  • Reports are available for Service, Agreements, Purchasing, Inventory, PM, Fleet Maintenance, Sales Leads, Parts Orders, and Accounting
  • Service Reports help you analyze costs vs profits for various call types, technicians, lead types and more.
  • Pull up technician assignments, call backs, completed but not billed work orders, and more.
  • Print reports to PDF, export to Excel, or send the results to a temporary work queue.
  • Create custom reports

FieldDesk takes paper out of the equation with custom digital forms

  • Turn any form into a digital form on FieldDesk
  • Pull information into the form automatically from Work Order, Customer, or Company data. 
  • Capture signatures
  • Free draw on diagrams or maps
Request a Demo

Related Modules

Scheduling and Dispatch

A color coded DBoard makes assigning jobs and service calls easy. View the schedule by department, employee group, date, and time or priority. Send relevant job information to technicians via text or email, and send on-the-way messages to customers.

GPS and Mapping

When you need to know where your trucks and technicians are, MapTools with GPS has the answers.

Dispatchers can assign service calls, send messages and more from MapTools, just as easily as from the DBoard.

Technician Management

FieldOPS boasts not only a robust customer database, but also an employee management tool. 

Assign Employee skills to match those required on service and job calls. Define the hourly cost rate for an employee, various pay types, and even run payroll based on FieldOPS and FieldDesk timestamps.

FieldDesk Mobile Software

Avoid double entry and data errors with FieldDesk. By providing technicians with FieldDesk, you allow them to create job quotes while on site, record work done, update timestamps in real time, and take payments.

Inventory Management

Keep track of all your parts and supplies in as many stocking locations as you need. When parts are used on assignment, the inventory is automatically adjusted in the stocking location that part came from.

Standard stocking lists and reports can be created to keep every truck stocked with the correct parts in the correct quantities. Certain parts can be designated as equipment that gets automatically added to a customer’s equipment record when used on assignment.

Preventive Maintenance

Assign Preventive Maintenance tasks to customer equipment for a win-win. Customers are happy with their equipment working better for longer and your company creates a consistent, predictable work flow.

PulseM Review Management

Integrate with PulseM for customer review management and customer text messaging.

Sales & Marketing Wizard

The Sales and Marketing Wizard can be used as not only a sales and marketing tool, but also a list building tool for a variety of processes.

Filter your customer list by any combination of criteria: customer type and location, service or sales rep, default rate sheet, account open date, equipment type and installation date, service history, agreements, and revenue.

Add or edit existing lists, or create temporary customer work queues.

Custom Forms and Reports

FieldOPS comes equipped with a robust offering of reports. All reports are customizable, and data can be sent to a spreadsheet for further analysis.

In FieldDesk, any form that you had been using in paper form can be converted to a digital form — signatures included. Forms can be for customers to view, or they can be for FieldDesk users to use independent of assignment. 

Assignments

Successful HVAC businesses have the technicians with the right skills in the right place, on time. FieldOPS’ combination of tools gives schedulers the information they need to get technicians where they need to be.

  • Assign skills to employees and require skills for problem types
  • Group employees by department or any other metric, and display relevant groups on the DBoard
  • Use the DBoard by priority or time-slot to keep your schedule full, but not overwhelming
  • Schedule based on location using MapTools and GPS on your fleet

Related Modules

Scheduling and Dispatch

A color coded DBoard makes assigning jobs and service calls easy. View the schedule by department, employee group, date, and time or priority. Send relevant job information to technicians via text or email, and send on-the-way messages to customers.

GPS and Mapping

When you need to know where your trucks and technicians are, MapTools with GPS has the answers.

Dispatchers can assign service calls, send messages and more from MapTools, just as easily as from the DBoard.

Technician Management

FieldOPS boasts not only a robust customer database, but also an employee management tool. 

Assign Employee skills to match those required on service and job calls. Define the hourly cost rate for an employee, various pay types, and even run payroll based on FieldOPS and FieldDesk timestamps.

FieldDesk Mobile Software

Avoid double entry and data errors with FieldDesk. By providing technicians with FieldDesk, you allow them to create job quotes while on site, record work done, update timestamps in real time, and take payments.

Z

Inventory and Parts

Managing your inventory and costs is essential to profitability. In an HVAC business, your technicians need to have the right parts on hand to complete their assignments. Know what parts you have in what quantities, in which stocking location, and at what cost to you with the FieldOPS Inventory Managament module.

  • Designate parts as consumables, and track usage by the unit (length, weight, volume)
  • Assign certain parts to automatically create customer equipment when used on a job (like A/C units, furnaces, etc)
  • Maintain costs of parts based on the last vendor price or the average vendor price.
  • Create standard stocking lists for each truck or stocking location
  • Use a barcode scanner to lookup parts or count for inventory.
  • Designate parts as serialized or non-serialized

Related Modules

FieldDesk Mobile Software

Avoid double entry and data errors with FieldDesk. By providing technicians with FieldDesk, you allow them to create job quotes while on site, record work done, update timestamps in real time, and take payments.

Inventory Management

Keep track of all your parts and supplies in as many stocking locations as you need. When parts are used on assignment, the inventory is automatically adjusted in the stocking location that part came from.

Standard stocking lists and reports can be created to keep every truck stocked with the correct parts in the correct quantities. Certain parts can be designated as equipment that gets automatically added to a customer’s equipment record when used on assignment.

Preventive Maintenance

Assign Preventive Maintenance tasks to customer equipment for a win-win. Customers are happy with their equipment working better for longer and your company creates a consistent, predictable work flow.

Customer Satisfaction

Keep your customers happy with the suite of tools from FieldOPS.

  • On the way messages using FieldOPS email templates let your customer know when a technician is on the way, and can send the technician’s photo for peace of mind.
  • The Quote Builder in FieldDesk allows sales people to create up to six levels of quote for Good, Better, Best pricing options.
  • With proper inventory management, always know what parts are available before starting work on a job.
  • Accept customer signarues for an approved proposal and work complete, so the customer always knows what to expect.
  • Accept customer payments and email forms from the field.
  • FieldOPS integrates with PulseM customer review management.

Related Modules

FieldDesk Mobile Software

Avoid double entry and data errors with FieldDesk. By providing technicians with FieldDesk, you allow them to create job quotes while on site, record work done, update timestamps in real time, and take payments.

Preventive Maintenance

Assign Preventive Maintenance tasks to customer equipment for a win-win. Customers are happy with their equipment working better for longer and your company creates a consistent, predictable work flow.

PulseM Review Management

Integrate with PulseM for customer review management and customer text messaging.

Quality Reporting

FieldOPS’ suite of reports gives you the nitty gritty and the big picture

  • Reports are available for Service, Agreements, Purchasing, Inventory, PM, Fleet Maintenance, Sales Leads, Parts Orders, and Accounting
  • Service Reports help you analyze costs vs profits for various call types, technicians, lead types and more.
  • Pull up technician assignments, call backs, completed but not billed work orders, and more.
  • Print reports to PDF, export to Excel, or send the results to a temporary work queue.
  • Create custom reports

FieldDesk takes paper out of the equation with custom digital forms

  • Turn any form into a digital form on FieldDesk
  • Pull information into the form automatically from Work Order, Customer, or Company data. 
  • Capture signatures
  • Free draw on diagrams or maps

Related Modules

FieldDesk Mobile Software

Avoid double entry and data errors with FieldDesk. By providing technicians with FieldDesk, you allow them to create job quotes while on site, record work done, update timestamps in real time, and take payments.

Custom Forms and Reports

FieldOPS comes equipped with a robust offering of reports. All reports are customizable, and data can be sent to a spreadsheet for further analysis.

In FieldDesk, any form that you had been using in paper form can be converted to a digital form — signatures included. Forms can be for customers to view, or they can be for FieldDesk users to use independent of assignment. 

TESTIMONIALS

What People Are Saying

Before switching to Mobilogic FieldOPS, we were using another service software which wasn’t functional for us in many ways, so we were looking for a change. Because FieldOPS is so similar in operation to what we were used to, we were comfortable switching to FieldOPS, plus it was easy to convert all of our data.

I would rate Mobilogic’s customer support 4.5 out of 5 stars and would 100% recommend FieldOPS and Field Desk to other S2K users!

Chuck Ryerson

Luminaire Service

I would definitely recommend this to anyone who is trying to make their processes more efficient and who wants to save time and money.

Chastity

Casto Tech.

Mobilogic’s FieldDesk has revolutionized our business. Because of the capabilities of
FieldDesk we have reduced our overhead costs and significantly increased productivity in the office and field. With FieldDesk we have substantially grown our business without the headaches and constraints that we had dealt with four years before.

Keith Estes

Century Service

We'd Love to Hear From You

Office

11605 Tomahawk Creek Parkway
Suite J
Leawood, KS 66211

 

Call Us

(913) 642-4883