Job Tracking Software for HVAC

Tasks & Sub-tasks

Define task and sub task lists

• 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

Asset Management

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 asset management

Invoicing

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