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Solutions > HVAC-R > Sales Software

Field Service Estimate and Invoice Software

FieldPulse’s HVAC sales software and proposal tools replace manual systems and disconnected tools with one platform. Track every lead, send proposals, follow up on time, and close more jobs.

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Full Sales Pipeline Visibility

View every lead, estimate, and follow-up in one place, so you always know what needs action. Drag-and-drop quotes through custom stages and keep deals moving.

Follow‑Up and Sales Flow Control

Never let another estimate, especially high-value ones, get cold. Automate reminders, track proposal statuses, and keep deals moving smoothly from draft to decision with confidence and consistency.

Job Profit Tracking

Protect your margins on every job. FieldPulse’s HVAC sales software tracks labor and part costs automatically in the background. It surfaces true profit data and shows you instantly if a job is on track financially.

HVAC Online Booking Portal

Let Customers Book Jobs Without Waiting or Calling

If customers can’t schedule on the spot, they’ll move on. FieldPulse lets your customers request HVAC service or estimates directly from your website, so you capture more leads and fill your calendar faster.

  • Embedded Website Widget: Add a booking portal to your website so customers can schedule appointments or request quotes anytime.

  • Mobile-responsive Design: Ensure a smooth booking experience on phones, tablets, and desktops.

  • Real-time Availability: Show only services and time slots you want to offer, so customers choose from what works for you.

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HVAC Scheduling & Dispatch Software

Avoid Missed Jobs with Smarter Scheduling

Scheduling delays and gaps cost revenue. FieldPulse gives you one shared calendar to manage every HVAC job, technician, and crew.

  • Drag-and-Drop Scheduling: Quickly assign or reschedule jobs by dragging them to open time slots on the shared calendar.

  • Multi-team Views: Filter schedules by team, location, or job type to manage multiple crews without overlap.

  • Live Technician Tracking: View real-time tech locations to assign the nearest worker and reduce travel time.

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Job scheduling and GPS tracking screen

HVAC Sales Pricebook Software

Keep Pricing Accurate Across Every Job

When your pricing isn’t consistent across similar HVAC jobs, customers lose trust. FieldPulse gives your team one shared pricebook, so every estimate is accurate, every proposal is professional, and upsells are easier to close.

  • Pre-Set Prices for Services: Add standard rates for common installs, repairs, and tune-ups to your pricebook.

  • Custom Categories : Sort pricing by system type (like AC, furnace, or ductwork) to keep items organized and easy to find.

  • Real-time Price Updates: Change a part or labor cost in the office and sync it to every team device instantly.

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Customer using FieldPulse's online portal to book a service appointment.

HVAC Estimates & Invoices Software

Send Quotes Faster and Get Paid Without Delays

Slow paperwork stalls jobs and cash flow. FieldPulse lets your team create estimates on site, turn them into invoices instantly, and collect payment, all in one smooth workflow.

  • Customizable Estimates: Add labor hours, service tasks, and materials to each estimate before sending it to the customer.

  • Convert Estimates to Invoices: Select an approved quote and hit “Convert” to create a full invoice.

  • Monitor Invoice Status: Open the dashboard to see which invoices are sent, viewed, paid, or need a reminder.

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HVAC Mobile App

Speed Up HVAC Jobs with Mobile Access to Everything

When techs don’t have the info they need, work slows down and customers get frustrated. FieldPulse gives them everything—schedules, job updates, and payments—right on their phone.

  • Mobile-Friendly Scheduling View: Give your HVAC techs a clear daily agenda with job addresses, customer contacts, and appointment times.

  • On-Site Job Management: Enable techs to update job status and upload photos or notes directly from their mobile phone.

  • On-the-go Payments: Let your HVAC field workers send secure payment links from the app to complete transactions on site.

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Illustration of a digital work order process for field service teams

HVAC CRM Software

Keep Every Customer Interaction, Record, and Update in One Place

Follow-ups get missed when customer info is scattered. FieldPulse helps you organize every detail in one place so you build stronger relationships and win repeat business.

  • Full Customer Profiles: Store contact info, job history, payment records, and communications in one place.

  • Automated Follow-Ups: Schedule reminders for maintenance, post-job check-ins, and review requests without manual effort.

  • Unified Communication Hub: Track all emails, calls, and messages in one thread for easy team access and quick responses.

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HVAC Dashboards & Reporting Software

Track Revenue, Margins, and Team Performance in Real-time

When your data lives in spreadsheets, it’s hard to spot issues or plan ahead. FieldPulse helps you track sales, profits, and job performance in one place so you can make business decisions with confidence.

  • Drag-and-Drop Customization: Drag and drop your most important metrics into the dashboard to keep a live view of team, job, and revenue performance.

  • Technician Performance Reports : Filter by rep, job type, or location to see who’s closing deals and finishing work on time.

  • Revenue and Expense Tracking: Track income and costs from jobs, estimates, and invoices to monitor cash flow and grow profit.

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HVAC Sales Software FAQs

HVAC sales software is a digital system that helps you track and manage your sales process. It shows you each step from when a customer asks for service to when the job is finished and paid. This includes tracking leads, sending quotes, following up, and seeing which jobs are still open.

FieldPulse is the best HVAC sales software that helps you track leads, create and send quotes, follow up on proposals, schedule jobs, manage technician assignments, and collect payment, all in one connected system.

One Platform to Manage Your Entire HVAC Sales Operation

What If Your HVAC Sales Software Helped You Grow, Not Just Get By?

FieldPulse gives you one system to track leads, send quotes, follow up on time, and get paid, so you can close more jobs, stay organized, and scale with confidence.

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