How much does mechanical contracting software cost?

Fieldspilot is mechanical contracting software: scheduling, dispatch and invoicing in one app. Free plan; paid plans from $29 a month billed annually.

Can I run service contracts alongside project work?

Yes. Contract visits come round on schedule and sit on the same dispatch board as project labor, so the conflict between the two is visible before a contract customer misses a visit.

What is mechanical contractor software?

Mechanical contractor software runs the business side of commercial HVAC, boiler and plant work in one place: service calls and PM contracts, repair and replacement quotes, retrofit projects, equipment records, invoices and payments.

Can I keep every RTU, boiler and chiller on file?

Yes. Each unit is recorded on the building with brand, model, serial, install date and warranty, so a site with eight rooftop units has eight records the tech can open.

Can I bill a retrofit in stages?

Yes. Take a deposit when the quote is signed, then invoice each stage as it’s done, so cash comes in during the project instead of after it.

Can I bill refrigerant by the pound?

Yes. Put each refrigerant in the price book by the pound and add the quantity used to the job, so every top-up is on the invoice.

Can I send the right tech to a down unit?

Yes. Mark the call urgent and the best-match list ranks techs by skills, certifications and distance, so the closest qualified tech goes first.

Can I track response times on contract calls?

Yes. Set a response time on the job type and a timer shows on the board as the deadline gets close, with the arrival time on the record.

Can I bill the building owner or property manager?

Yes. Set who pays on each building, and every PM visit and callout lands on one monthly statement while the job stays on the site.

How quickly can a mechanical contractor get started?

Setup takes a few minutes: pick mechanical contracting, claim a number, forward your existing line, then call yourself to hear it work. Add your callout, PM and parts prices to the price book, and no card is needed to start.

Mechanical Contracting Software - Scheduling & Invoicing App

Mechanical Contracting software that wins retrofits.

Answer the rooftop-unit calls, send the closest tech with the right skills, quote the repair or the replacement, and run PM contracts and plant projects from one board.

PM contracts and projects on one board

Retrofits billed in stages as work is done

14-day free trial, no card needed

Win back the building calls you’d lose to voicemail

Missed callers texted back in seconds
Calls answered while you’re on a roof
See which missed calls you recovered

See Missed Calls

Every service call in one inbox

Every lead tagged with where it came from
Building, unit and fault noted on the call
Repeat callers matched to their building

See Leads

Survey the plant once, quote it right

Units, controls and access logged
Photos of the plant room attached
Findings carried into the quote

See Assessments

Sell the RTU, not just the contactor

Repair, compressor or new unit options
Controls and PM as add-ons
E-signature and deposit on approval

See Quotes

Price every call the same way

Flat rates for PM and callouts
Refrigerant by the pound, parts as lines
A margin light on every line

See Pricebook

Book plant surveys from your website

A booking button on your website and Google profile
Every booking lands in your leads inbox
No phone tag to fill a slot

See Booking

PM contracts and retrofits on one board

Quarterly PM visits created for you
Retrofits held across days
A PM checklist on every visit

See Jobs

The data room first, PM still on time

Drag-and-drop calendar and map
Response timers on contract calls
Double-bookings flagged before they happen

See Dispatch

Send the closest qualified tech

Best-match list by skills and distance
Certification expiry warnings
First-time completion rate tracked for you

See Smart Assign

More PM visits a day, less driving

One tap reorders a day’s visits by drive time
Find a Time picks the slot with the least driving
Arrival times texted, fewer “where are you?” calls

See Routing

Know where every tech is, no phone calls

Crew locations live on the dispatch map
Clock-in checked against the building
Managers get an on-my-way text with the arrival time

See Live GPS

Supply air confirmed before you leave

Required readings on the phone
Photos of every unit and part
Manager signs off before the tech leaves

See Field Work

Get paid for the second failed part

Add work to a job and send it for approval
Managers approve by text, no arguments later
Approved changes flow into the invoice

See Change Orders

Know your margin on every contract

Tech hours from timesheets, parts at cost
Margin on every PM visit and retrofit
A margin filter finds your weakest contracts

See Job Costing

Pay techs for hours on the roof, not guesses

Job and drive time added automatically
Odd hours flagged before you approve
See the payroll cost before you sign off

See Timesheets

Keep every tech certified

Certification expiry alerts at 60, 30 and 7 days
Skills checked when you assign
Invite crew by text, they sign in with a PIN

See Team

Every building on a PM contract

Many buildings under one owner
Health scores flag who’s drifting away
Past clients one tap from an inspection offer

See Customers

Know the plant before you arrive

Every RTU, boiler and chiller on file
Install date and warranty on every unit
Roof and plant room access notes

See Equipment

Paid for every PM visit and every stage

Quarterly PM billed in one run
Retrofits billed in stages
Review and send, or turn on auto-send

See Invoices

Contracts paid without chasing

Auto-pay on the card on file
Card, Apple Pay or ACH from a text link
Deposits on replacements and retrofits

See Payments

Collect on every contract

Automatic reminders on day 3, 7 and 14
Overdue invoices flagged in red
An aging view shows who owes what

See Collections

Win the next building

Review request after every paid job
One tap to your Google profile
Repeat clients skipped so nobody is over-asked

See Reviews

Less admin per building

Appointment, on-my-way and running-late texts
Quote and invoice follow-ups on a schedule
Every message editable, with a test send first

See Automation

Managers approve and pay from one link

Quotes approved with an e-signature
No login or password needed
Job history and receipts always on hand

See Client Portal

Fill the shoulder season with inspections

Pick an audience: lapsed, seasonal or past clients
Chiller and boiler inspection offers
See the bookings each text brought in

See Campaigns

Reward the managers who refer you

A referral link for every client
Reward credited once the new invoice is paid
New clients get a first-visit discount too

See Referrals

No surprises on calls and texts

Low-balance alerts before anything pauses
Auto top-up keeps answering running
A usage log of every call and text

See Credits

See which leads turn into retrofits

Revenue traced to the call that started it
Lead sources that bring in big projects
Revenue, jobs and ratings for every tech

See Analytics

Know your margins before your accountant does

Twelve reports, each exportable to CSV
Weekly emails to you and your accountant
A lapsed-client list for offers

See Reports

Pay commission on every unit sold

Commissions on every job that closes
Hourly, salaried and per-job pay
Export to Gusto, Xero or QuickBooks Payroll

See Payroll

Start taking building calls today

Claim a number and forward your existing line
Add your callout and PM prices once
Test it with a call to yourself

See Go Live

Run the call from the roof

Complete the job and the invoice is ready
Collect payment on the spot
Finish jobs offline, sync later

See Mobile

Fieldspilot Pro for Mechanical Contracting

Service the building, win the retrofit.

Building calls answered in your name, the closest skilled tech sent, a repair or replacement quoted on site, and PM contracts and retrofits run from one board, for teams of up to 10.

Start free See pricing