Job tracking software for HVAC

Give a second wind to your operations with Loc8’s free job tracking software for HVAC businesses.

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Loc8 for hvac businesses Job scheduling software

Easily schedule, assign & complete appointments

Start the day by streamlining your job management processes! Use the Loc8 web or mobile app to create appointments based on your customer’s availability. Conveniently dispatch your HVAC technicians or sub-contractors using custom region and trade-based assignment via either calendar or quick scheduling modes.

Learn more about our job tracking software

Define task and sub task lists

Next step, ensure all jobs are done accurately! Through Loc8, you can create task-based work orders with explicitly defined tasks and sub-tasks on the fly, or store and manage them via a dedicated task library for use again in the future.

Log each and every task while in-field with detailed notes, result outcomes, and photos. If completing a particular task is not possible, simply fail it or generate a follow-up rectification task with our job tracking software.

Learn more about defining tasks

Loc8 for hvac companies - Define task and sub tasks

Mobile ready solution designed for field

Nearly lunch time! Before that, check if you need to change a status, or update an ID in-field. Or maybe you need to shift an asset to another site? Either case, no problem. Easily view asset tasks by filtering via asset (searchable by ID, name or barcode scan), asset type (e.g. all fire extinguishers) or task type (e.g. perform re-gas). Also, you can easily add more tasks in-field as you discover them.

Many times, when completing one task, another rears its head, which often costs more money or is impossible to fix right away. In such case, all you need to do is simply create a rectification task and repair immediately or generate a quote with our software for HVAC businesses.

Learn more about tasks & sub-tasks

Keep track of your finances, charges and costs

Your work day is about to end, you’ve assigned, dispatched, quoted and invoiced now also make sure that you are on top of your cash flow! Specify whether to charge for tasks, time and travel on each work order. As work progresses, you can compare costs against the initial estimate and projected values to make sure you will be making money.

Define invoice templates with specifics such as on-site time, travel, callout charges, tasks and inventory. Associate templates with customers to automatically create a quote or work order when required.

More info about invoices

Invoicing software - Easily convert completed jobs into invoices

Time for a breather!

With Loc8, your HVAC business is in safe hands! Grow your team while providing outstanding customer service. Have the time to focus on what truly matters to your operations.

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See how other HVAC businesses perceive Loc8

“Loc8 gives the opportunity to our business to resolve the lack of mobility applications. Sound public API, brilliant support and ability to build custom dedicated interface are the key points of the success.”

Andy P.
Review source: Capterra.

“This software has helped us streamline our field services operations and get more organized to better serve our customers.”

John C, Repair Services Manager.
Review source: Capterra.

“When I need to locate a job – its easy to navigate the system. I like how we see the status of each work and where the contractors are at that point of time.”

Emelda P.
Review source: Capterra.

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Software for HVAC businesses FAQ’s

Can I run my Loc8 system on both mobile and desktop?

Yes, you can. Loc8 is a web-based solution which comes with a powerful mobile application, specifically created for infield work.

Can all my HVAC workers access Loc8?

It is very easy to create new users in Loc8 and to give them the level of access you want. See how you can create new users here.

Can I easily upgrade my Loc8 system?

When your business and asset management requirements grow, you can upgrade to either Pro, Pro+ or Enterprise at any time. To see which edition is the most suitable to your business, checkout the features comparison sheet.