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HVAC Scheduling Software for Service Technicians

Optimize Scheduling & Workforce Management with the Best HVAC Service Software!

Smart Scheduling for HVAC Service Teams

HVAC companies juggle emergency breakdowns, seasonal maintenance contracts, and multi-day installations — often across residential and commercial sites with strict appointment windows and varied equipment.

Certification-based dispatch — auto-match technicians to jobs by EPA rating, equipment brand, and proximity

Seasonal contract automation — recurring PM visits for spring A/C and fall furnace tune-ups generated on schedule

Emergency priority queue — urgent calls jump the queue and route to the nearest qualified tech

Multi-day job continuity — carry over technician assignments across installation phases without re-dispatching

Field Tools Built for HVAC Technicians

Refrigerant handling, safety inspections, and warranty documentation demand more than a clipboard. Technicians need structured digital workflows that capture compliance data on-site.

Refrigerant tracking forms — log type, quantity, and recovery data per unit for EPA audit readiness

Equipment history lookup — pull unit specs, past repairs, and warranty status before starting any job

Photo and signature capture — document completed work and collect client sign-off in one tap

Safety checklist enforcement — require lockout/tagout and pressure test sign-offs before marking jobs complete

Dispatch Visibility Across Every Service Zone

Coordinating crews across neighborhoods, commercial accounts, and on-call rotations requires live data — not phone calls and whiteboards.

Live technician map — see crew positions, current job status, and estimated availability in real time

Route efficiency tracking — compare planned vs actual drive time to cut fuel costs and idle hours

On-call rotation management — build rotating after-hours schedules with automatic tech notifications

Workload balancing — distribute jobs evenly across techs to prevent burnout and idle time

Performance Data That Grows Your HVAC Business

Knowing which routes are profitable, where callbacks keep happening, and how fast techs close jobs turns raw field data into growth decisions.

First-time fix rate — measure how often techs resolve issues without a return visit

Revenue per service zone — compare profitability across residential, commercial, and contract work

Callback pattern analysis — identify recurring equipment failures and technician training gaps

Seasonal trend reports — compare summer cooling and winter heating demand to plan hiring ahead

Free forever

Start with the Free Plan

No time limits. Get full access to core features and upgrade when you're ready.

Up to 10 team members

Shift scheduling & calendar

Time clock & attendance

Mobile app for iOS & Android

Payroll-ready timesheets

Reports & analytics

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Frequently Asked Questions

Can I schedule HVAC techs by certification — EPA 608, brazing, controls?

Yes. Tag certifications per technician. Only properly certified techs get assigned to matching jobs.

Does Shifton manage seasonal maintenance contracts?

Yes. Create recurring jobs for spring A/C tune-ups and fall furnace inspections. Jobs auto-generate on schedule.

Can dispatchers see technician location for emergency calls?

Yes. Live GPS map shows every tech. Send emergency calls to the nearest available HVAC technician.

How do techs log refrigerant usage and EPA compliance?

Digital forms capture refrigerant type, quantity, and recovery data per job. Records are stored for EPA audits.

Can I track equipment and parts in each service van?

Yes. Each van has a virtual inventory. Parts used on jobs auto-deduct. Low-stock alerts trigger replenishment orders.

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