How does Planfix help HVAC teams manage requests and dispatch?

Planfix centralizes every HVAC request in one queue, regardless of channel. Email to ticket, web forms, and telephony integration create structured tasks with client, site, and problem details. Planner boards with conditional lists show status by region, technician, or contract. Drag and drop updates fields instead of juggling spreadsheets. Calendar, schedule, and map views help dispatchers route teams efficiently, avoid double booking, and respond quickly when urgent calls arrive.

Do we need developers to adapt Planfix to our HVAC process?

Usually you do not need developers. Planfix is a no code platform where you configure fields, statuses, Objects, and boards through the interface. You can build records for equipment, sites, and contracts once, then reuse them across jobs and projects. Automation, scripts, and Robots are configured by rules, not code. This lets operations leaders adjust workflows themselves as seasons change or new service lines appear, instead of waiting for external development.

Can Planfix integrate with our existing phones, email, and tools?

Yes. Planfix connects to telephony, email, and messaging so you keep your current channels while centralizing work. You can integrate PBX and call services, connect existing inboxes, and link messengers used by dispatchers and customers. Open API, incoming webhooks, and automation platforms such as Zapier or Make synchronize data with accounting, inventory, and other systems. For most teams this means fewer windows open while keeping the stack they already trust.

How do we track time, costs, and profit on HVAC jobs?

Planfix lets you log every important value where the work happens. Time tracking, Data tags, and timers record labor and travel directly on tasks. Additional tags capture parts, subcontractor costs, and contract values. Project Totals and calculated fields aggregate these numbers by job, contract, technician, or region. With report designer you build dashboards that highlight profitable work, risky contracts, and repeat visits, so you can tune pricing, staffing, and service plans based on real data.

HVAC Service Management Software

Never Lose HVAC Requests

Every call, email, and chat becomes a tracked ticket with an owner, status, and clear deadline.

Cut Travel Time And Stress

Schedules and map views show routes, skills, and workload so dispatchers book realistic days for technicians.

Protect Margin And Warranty

Photos, tests, and approvals stay linked to each unit, while Data tags and Project Totals track profit.

Capture Every Request In One Queue

Classify, Triage, And Schedule

Equip Technicians With Clear Work Orders

Keep Customers Informed Without Stress

Capture Every Request In One Queue

Email to ticket, web forms, and telephony integration log every call, message, and visit request in one queue.

AI Dataminer reads free text and fills fields like problem type, brand, and priority for dispatchers.

Selection parameters and filters show urgent issues, new clients, or VIP contracts that need fast responses.

From Contact To Task

Classify, Triage, And Schedule

Planner boards with conditional lists show new, survey needed, scheduled, and in progress work on one screen.

Dragging cards between lists updates status, technician, dates, and other fields without manual edits or double entry.

Work calendars and Planned Work Time blocks keep schedules realistic so no one is overbooked or idle.

Scheduling Tools

Equip Technicians With Clear Work Orders

Each field task carries address, contacts, access notes, and structured checklists for installation or service steps.

Technicians use mobile apps to log time and parts with Data tags while they work on site.

Photos, test results, and signatures upload directly to the task so documentation stays complete and easy to find.

Checklists And Time Tracking

Keep Customers Informed Without Stress

Client Dashboard lets customers see open requests, scheduled visits, and closed jobs in a simple portal.

Email replies and messages stay in the same task thread so teams never lose context or history.

Chronicle and notifications keep your team aware of changes without constant status calls or side chats.

Client Dashboard

With Planfix your HVAC operation runs from a single live system. Every request, installation, and warranty case has a clear owner, status, and documented history. Routes and schedules are realistic so technicians arrive prepared, customers know what is happening, and managers see margin by job and contract. Your team spends less time hunting for information and more time on paid work, so busy season feels controlled instead of chaotic.

Remove Barriers To Change

Easy Team Adoption

Start with simple boards that mirror today and add Planner views, checklists, and Client Dashboard step by step.

No Code Configuration

Add fields, statuses, Objects, and boards with configuration, not development. Reuse equipment and site models across jobs.

Keep The Tools That Work

Connect telephony, email, messengers, maps, and storage through integrations, webhooks, and Zapier while centralizing operations in Planfix.

Paper And Spreadsheets

Handwritten logs and shared files miss callbacks, hide history, and cannot scale with busy HVAC seasons.

Generic CRM Or Project Tools

They track deals and simple tasks but ignore routes, equipment details, warranty dates, and technician workload.

Messenger Chats And Phone Only

Fast conversations leave no reliable history or analytics. Planfix preserves every message as a task with Chronicle.

Automation And Robots

Automate recurring HVAC tasks with scripts, buttons, and Robots so dispatch, billing, and communication run on autopilot.

Time And Cost Tracking

Track work hours, travel, and parts with Data tags, reports, and Project Totals for precise job profitability.

Calendars And Maps

Combine task calendars, schedules, and map views so you plan routes and visits with full context.

FAQ

HVAC Dealers - Requests, Installations, Warranty

Run HVAC Requests, Installations, And Warranty From One System

Capture Every HVAC Request In One Place

Never Lose HVAC Requests

Cut Travel Time And Stress

Protect Margin And Warranty

Give Dispatchers And Technicians Full Visibility

Track Installation And Warranty History

Monitor Performance And Margin In Real Time

Capture Every Request In One Queue

Classify, Triage, And Schedule

Equip Technicians With Clear Work Orders

Keep Customers Informed Without Stress

Remove Barriers To Change

Easy Team Adoption

No Code Configuration

Keep The Tools That Work

Paper And Spreadsheets

Generic CRM Or Project Tools

Messenger Chats And Phone Only

Planfix Integrations For HVAC Teams

Automation And Robots

Time And Cost Tracking

Calendars And Maps

Run HVAC Requests, Installations, And Warranty From One System

How does Planfix help HVAC teams manage requests and dispatch?

Do we need developers to adapt Planfix to our HVAC process?

Can Planfix integrate with our existing phones, email, and tools?

How do we track time, costs, and profit on HVAC jobs?

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