Plan the work
Plan equipment maintenance visits on repeat schedules
INDUSTRY / HVAC SERVICE COMPANIES
HVAC field service software
Keep diagnostics, maintenance visits and repair billing connected for heating, ventilation and cooling work. Support seasonal service schedules without creating the same appointment repeatedly.
← All industriesYOUR DAILY OPERATIONS
From a job request to a settled invoice.
Maintenance scheduling, visit evidence and technician-friendly work notes.
Support the crew
Document diagnostic findings and work performed in the job record
Complete the record
Track upcoming calls and outstanding service invoices
ONE BUSINESS, ONE VIEW
Practical tools for hvac service companies.
Every job is linked to an organisation and its customer records. The team works inside a permission-controlled workspace, while billing reflects the services actually performed.
Available through a responsive web browser, including mobile devices. The installable PWA is not a substitute for fully offline-native apps.
PRACTICAL FIELD SERVICE USE CASES
Workflows designed around real service scenarios.
Different services have different records, visits and billing needs. Here are examples of how to organise the work.
Seasonal service agreements
Start with an accurate customer and site record, then define what success looks like.
Emergency no-heat or no-cooling callouts
Make clear assignments, scheduled visits and equipment or access instructions.
Repair follow-ups after diagnostic visits
Finish with recorded service evidence and itemised financial follow-up.
ON-SITE OPERATING CHECKLIST
A repeatable standard for every visit.
Use this checklist as a planning reference. Adjust it to your trade, local regulations, workplace safety rules and the customer's agreed scope.
- Capture equipment location and symptom in job notes
- Quote service, parts and labour separately
- Assign follow-up visits and photograph completed work
- Keep records of recurrent service appointments
Make the next document easier
Start with a free browser-based estimate or invoice, or use the connected business workspace to link work directly to a client and job.
COMMON QUESTIONS
Answers before you commit.
Can HVAC operators schedule seasonal maintenance?
A recurring schedule can generate weekly, biweekly or monthly visits. Seasonal-only rules and asset-level equipment tracking require additional configuration and are not yet included.
What can teams manage from the browser?
Staff can access role-appropriate jobs, assigned visits, customer history and permitted financial workflows in the ZelvotriX web app.
Can HVAC teams schedule preventative maintenance?
Yes. Repeat visits can be scheduled weekly, biweekly or monthly in the existing web app.
Does ZelvotriX read thermostat or equipment diagnostics?
No. Direct equipment telemetry and manufacturer integrations are not included.
MAKE ROOM TO GROW
Create your workspace ↗Bring the whole workday into focus.
Keep your people, customers and work moving on one platform.