FIELD SERVICE SOFTWARE FOR HVAC & MECHANICAL CONTRACTORS

From the first service call to the final invoice, keep the whole job in view.

ServiceRunner FSM connects customer booking, dispatch, equipment history, work on site, and billing. Your office knows what's scheduled. Your technicians know what needs doing. Your customer gets a clear record of the visit.

Start 30-day Pro trialTalk to us

No credit card required to start. New organizations begin on a Pro trial.

ServiceRunner FSM invoice screen showing customer and job details
Bring completed work into an invoice from the job or site.

01 / THE OFFICE

Put the right work on the calendar.

Offer customers available booking windows, with separate hours for maintenance and urgent calls. Time off blocks unavailable slots. The dispatch board keeps assigned jobs, status, and return visits visible.

  • Review requests against actual availability
  • Schedule maintenance and assign technicians
  • Track needs-parts, on-hold, and return-visit work
Explore booking and dispatch →
Customer records in ServiceRunner FSM
Customer and site records stay connected to the work.
ServiceRunner FSM inventory screen showing parts and stock
Track stock in the shop and on trucks.

02 / THE FIELD

Give technicians the record they need on site.

Jobs bring together the site, equipment history, forms, photos, time, and parts. A close-out checklist captures what was done and what still needs attention. Supported work can be retained on the device when the signal drops; server actions resume after reconnection.

  • See assigned work and equipment context
  • Record readings, findings, photos, and materials
  • Save an unfinished invoice draft on the device for recovery
Explore field workflows →

03 / THE OWNER

See what work earns, and what it costs.

Connect estimates, invoices, receipts, truck stock, and job costs to the service record. Offer recurring agreement payments with explicit customer consent. Card collection and QuickBooks synchronization depend on provider setup and review.

  • Build and send estimates for acceptance
  • Create invoices and record manual or card payments
  • Review mapped accounting activity and exceptions
Explore estimates and billing →
ServiceRunner FSM estimate screen with line items
Turn proposed work into a customer-ready estimate.

CLEAR STARTING PRICE

Try the full service workflow, then choose your plan.

New organizations begin with a 30-day Pro trial, no card required. Pro is $19 per billable user per month and includes 20 GB per billable user pooled across the team. Free supports one user and two active sites after the trial. Unlimited is $29 per billable user per month with 50 GB per billable user pooled.

Compare plans and billing details →

START WITH A REAL WORKFLOW

Bring your next service day into focus.

Start a 30-day Pro trial, add a customer and site, then invite your office and field team. Want to discuss setup or fit first? Send us a note.

Start 30-day Pro trialContact us