How hvac teams use Field Pro
- 1
A no-cool emergency call lands on the lead form with urgency set to emergency, so it stands out from routine maintenance quotes.
- 2
The tech quotes a system replacement from saved line items, attaches photos of the old unit, and the customer approves from a texted link.
- 3
Installs go on the crew schedule with notes for the office and the crew kept separate, and progress photos are logged from the job.
- 4
A warranty callback after the install becomes a tracked repair with photos, an outcome status, and an automatic status email to the customer.
Common uses
- Emergency call intake
- Replacement quotes with photos
- Crew and install scheduling
- Warranty callback tracking
Field Pro provides these general workflows — it does not include trade-specific calculations, code-compliance tools, or automated material takeoffs.
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