Field Super Intelligence for HVAC service

Your whole service company. One app. Zero chaos.

Dispatch, the tech's phone, quotes, maintenance agreements, purchasing, job cost and billing, in one app built for HVAC service. From the first call to the paid invoice, every job runs on the same live data, and AI handles the busywork.

Request a demo See it in action
DispatchTech appAI PM proposalsQuotesAgreementsPurchasingJob costReportsUnion payQuickBooks
FieldSI dispatch board with a lane for every tech
FieldSI tech phone app showing a work order

Built by an operator. Made for the field.

FieldSI was built by an operator who built an HVAC service company from the ground up, so it works the way the field actually works. Every screen follows how a real shop dispatches, quotes, closes out, pays and bills.

What it does

Less typing. More turning wrenches. More money on every job.

Every tool a service shop lives in, wired into one set of data. Anything not built yet is tagged Coming

PM proposals for sales

Snap the nameplate. Walk out with the proposal.

Point the phone at the unit. The AI reads the model, the serial and the tonnage off the nameplate.

The proposal builds itself from your equipment library: the tasks, the hours and the price.

Send it from the roof. Get the signature before you are back in the truck.

PM Builder · SurveyAdd a unit
Model
48XL-D08A2
Serial
4821G30177
Type
Packaged rooftop unit
Tons
7.5 · R-410A
Proposal ready4 visits a year
12 rooftop units, filters included$9,840
Sample data

Tech AI troubleshooting Coming

A master tech in every pocket.

Ask the phone, not the office. The assistant knows the exact unit: model, serial, refrigerant and its service history.

Step by step diagnosis for that unit, in plain words, while the tech is standing in front of it.

Fewer callbacks. Fewer second trips. Newer techs fixing it the first time.

WO 1059 · RTU-3 · RoofTroubleshoot
7.5 tonR-410A460/32 calls this year
Fan runs, compressor won't start. Calling for cooling.
On this unit, start at the contactor. Check for 24 V across the coil. The last visit noted a pitted contactor.
24 V there. Contactor pulled in.
Next, the compressor run capacitor:
  • Power off, discharge the cap
  • Rated 45/5 µF. Read each side
  • Under 41 µF on Herm: replace it
Sample data · concept

Dispatch board

The whole day on one board. Drag. Drop. Done.

Drag a job onto a tech and a time. The board flags lunches, time off and overlaps before you drop.

Live status on every lane: en route, on site, paused, wrapping up, with the minutes since it changed.

Breaks and hours at a glance: 7.5 of 8 hours booked, lunch on the line, and a lockout when nobody ate.

Tue · 4 techs
7a89101112p1234
Marcus H.On site
WO 1044PMWO 1050No coolingWO 1061Leak check
Elena C.En route
WO 1047InstallWO 1059RTU-3Q 2210Quote
Andre W.8.5 / 8 h · Over
WO 1052UrgentWO 1055BoilerWO 1063PM
Priya S.Lunch lockout
WO 1041PMWO 1057Chiller

Sample data

Quoting

Quote it on the spot. Get the yes today.

Start a quote from any work order. The unit, the findings and the photos come with it.

Pricebook driven: your parts, your labor rates, your margins, with the profit live as you build.

Repair or replace as options. The customer approves online and the job is ready to schedule.

Quote 2210 · RTU-3 compressor
From WO 1059 · Oak Creek Professional
Sent
APPROVEDRecommended
Replace compressor
$6,480
Compressor, 7.5 ton1
Filter drier, R-410A1
Labor, 2 techs9 h
Recover and recharge18 lb
Replace the unit
$21,950
RTU, 7.5 ton, 460/31
Crane and rigging1
Curb adapter1
Labor, 3 techs16 h

Sample data

True job cost

Know what every hour really costs you.

Actual wages plus the burden: payroll taxes, workers' comp, benefits and overhead, on every approved hour.

Overtime and double time done right. The multiplier hits the wage. Taxes follow the wage paid. Flat burden never gets multiplied.

See the real margin on every job before you bid the next one.

Elena C. · one straight hour$69.31 / h
Wage$41.00 Payroll taxes, 11.75%$4.82 Workers' comp, class 5537, 4.86%$1.99 Health, 401k and PTO$7.50 Shop, trucks and office$14.00
Straight$69.31
OT 1.5x$93.22
DT 2x$117.12

Sample data

Union ready

Union shop? Built in, not bolted on.

Load the wage schedule once: journeyman, foreman and apprentice scales, PTO, every fringe fund and dues.

Every hour costs at the agreement in force on the day it was worked, with the funds flat per hour, the way the trust counts them.

The monthly remittance report is one click: hours, gross, each fund, dues and the total due, as CSV or a PDF ready to sign.

Sample Local · Service agreementIn force
ClassificationWagePTOH&WPensionTotal
Journeyman59.753.7511.079.4889.79
Foreman (115%)68.714.3111.079.4899.31
Apprentice 3 (70%)41.832.6311.570.0060.41
September remittance · 3 members · 480 h
Funds and dues due
$14,083.20

Sample data

Maintenance agreements

Set it up once. The PMs make themselves.

Build the contract once: the sites, the units, the visits a year and the price.

PM work orders are created automatically when each visit comes due, straight into the dispatch backlog with their hours.

Billing is your choice: auto bill up front, or bill on demand when the work is done.

Bristol Court Offices
PM agreement · 14 units · 4 visits a year
Active
WO 1071 · Fall PM, 14 unitsCreated

Due this month · 11.5 h · in the backlog

Invoice 3302 · Fall PM visitBilled

Billed up front · $2,940

Sample data

Purchasing and truck stock

Buy it, receive it, cost it. One tap.

Create the PO from the work order: the job, the site and the tech fill in for you.

Buy for the job or for truck stock. Every van is a warehouse with its own counts and minimums.

Save and receive in one step, and the cost lands on the job before it ever reaches billing.

WO 1059 · Oak Creek ProfessionalNew PO
Buy for
This jobTruck stock · Van 12
VendorCoastal HVAC Supply
Capacitor 45/5 µF2 · $38.40
Contactor 2P 40A1 · $46.20
R-410A, 25 lb1 · $289.60
Total$412.60
Save and receive · $412.60
Received+$412.60

Material cost on WO 1059. Billing sees it at real cost.

Sample data

Also in the box

Talk, don't type

Techs tap the mic and dictate their notes and the description of work. AI cleans it up into a clear, professional write-up before it reaches the office.

QuickBooks sync

Customers and invoices sync to QuickBooks Online, so nobody types an invoice twice.

Reports and dashboards

Every number you need. Your dashboard, your way.

Every report in one list you can search. Pin the ones you live in. Then put the numbers you check every morning on one screen, built the way you run your shop.

Reports

One list. Every report.

Grouped the way a shop thinks: sales and quoting, service and work orders, PM and agreements, billing and AR, techs and time, payroll, inventory and purchasing, customers.

Search it or star it. Your favorites stay pinned at the top.

Every report gets its own page: date range, filters by customer, site, tech and WO type, sort, a totals row, Export CSV and Print.

Job profitability runs on real wages plus burden. Not a guess.

The FieldSI Reports list, grouped by area with search and starred favorites
The Job profitability report with date tabs, filters, Export CSV, Print and a totals row

Build a dashboard in a minute.

  1. New dashboard

    Click New dashboard and give it a name. Service Manager, Owner, Monday meeting. Your call.

  2. Add tiles

    Pick any report. Show it as a Number, a Small table or a Chart. Pick the date range. Save. Move tiles up or down, or pull one off.

    The Add a tile picker: report, show as Number, Small table or Chart, date range and title

  3. Share it

    Dashboards are private until you say so. Managers, supervisors and admins can share one with the whole company.

    A finished Service Manager dashboard with four tiles

Company snapshot

Your morning check. Already built.

Out of the box: billed, average ticket, quote close rate, AR over 30 and callback rate. Open it with your coffee.

The right eyes on the right numbers. Money reports need the margins permission. Techs see only their own numbers.

The built in Company snapshot dashboard in FieldSI

Screens from our demo company, Harbor Coast Mechanical.

See it live

Three seats. One system. Watch the day happen.

The tech on the roof, the dispatcher at the board and the office closing the sale, all on the same live data.

Tuesday · 4 jobs · 6.5 hMy day
WO 1059 · ServiceScheduled
RTU-3 not cooling
Oak Creek Professional · 6400 Oak Canyon, Irvine
On site00:00
En routeOn sitePause
Checklist0 of 4
  • Check refrigerant pressures
  • Test capacitor and contactor
  • Photo of the nameplate
  • Findings and work done
Job budget3.0 h · 0.0 used
30 min left sent. Dispatch sees: Wrapping up, free about 2:40 PM.

Tech view

Big buttons. Zero paperwork.

The tech sees only their own day: the job, the address, the unit, the checklist and the budget. Never a sell price.

  • En route, On site, Pause run the clock, so the timesheet writes itself.
  • Checklists and photos on the job, findings straight to the office.
  • 30 min left tells dispatch when the next job can start.

Mockups with sample data from our demo company, Harbor Coast Mechanical.

Questions

Who is FieldSI for?

HVAC service companies that dispatch techs, quote repairs, sell maintenance agreements and bill for service. Commercial first, union or open shop.

Do my techs need a special device?

No. The tech app runs in the browser on the phone they already carry.

Can techs see pricing, pay or billing?

No. Access is set by role. Techs see their own jobs and their job budget, never the sell price or anyone's pay.

Does it handle union pay and fringe funds?

Yes. Union wage schedules, PTO, fringe funds, dues and the monthly remittance report are built in. Ask to see it on a demo.

Does it connect to QuickBooks?

Yes. Customers and invoices sync to QuickBooks Online.

How do I see it?

Fill in the form below and JR will walk you through dispatch, a quote, a PM proposal and a close out the way his own shop runs them.

Request a demo · Ask a question

See it on your jobs.

Tell us a little about your shop. JR will get back to you, usually the same day, and show you FieldSI the way his own company runs it.

  • A real walkthrough, not a slide deck.
  • Your questions answered by someone who runs an HVAC company.
  • No pressure. Just a look.

Prefer email? hello@fieldsi.us

Thanks. We got it.

JR will get back to you soon, usually the same day. Want to look around first? See it live or log in.