Field Service · HVAC service and install

The system’s whole history, on the truck, before the van doors open.

Equipment records that follow the house, maintenance plans that bill themselves, and the replacement quote they declined in October arriving the first week it goes below freezing.

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An inspection sheet leading with how much is in good shape, then each flagged item with its measurement, its recommendation and the photograph the technician took.

The inspection — leads with what is fine, which is what makes the reds land

How the day is built Booked windows A promised arrival with the customer at home, an on-my-way notice before it, and the equipment record already on the technician’s phone.

Job types it starts with

DiagnosticSystem installMaintenance visitDuct workFilter changeRefrigerant serviceThermostat & controls

Each with its own checklist, required fields and duration. All editable.

What the Vault holds here $4,100 the average declined system quote sitting in an HVAC shop’s Vault.

One job, end to end

What a heating & air job looks like in OnSight.

01
The visit is booked into a window, not a dayPromise times the dispatcher can actually keep, an on-my-way notice when the truck leaves the last call, and emergency slots held open on the board.
02
The equipment is already on recordMake, model, serial, install date, the filter that fits, the warranty and what was done last time — attached to the house, not the owner.
03
Measurements color themselvesStatic pressure, delta-T, capacitor reading, refrigerant charge. Out of range without anyone deciding, with the photograph on the item.
04
The quote goes out before the tech leaves the driveGood, better and best on one sheet with the financing figure beside each. Accepted with a tap; declined goes to the Vault with the reading that justified it.

The Deferred Work Vault

The half they said no to, sold back to you.

A twenty-year-old condenser they declined in October, repriced at today’s equipment cost and resurfaced the week the forecast breaks — not eight months early, when it gets ignored.

Captured with its photograph and its measurement, repriced nightly at today’s cost, ranked by what is most likely to be recovered, and resurfaced when the customer is actually ready. Not a list somebody is supposed to work.

How the Vault works →

What ends up in it, in this trade

System replacement quotes
Failing capacitors and contactors
Duct sealing and returns
Coil cleaning deferred at maintenance
Surge protection and IAQ add-ons

The OnSight Agent

Ask for it in a sentence. It builds the automation.

It knows your job types, price book, crews and pricing program. Two a heating & air business asks for on the first day:

“When a maintenance visit flags a reading out of range, quote it and text the customer the photo.”

Builds the estimate from the flagged item and its parts, attaches the technician’s photograph, and sends a link they can accept in one tap.

“Put every maintenance-plan customer on the board before the season starts.”

Raises the visits from the plan’s cadence, assigns them to the right crew, and tells the office which ones have no card on file.

See the agent build one →

More in this branch

Routed rounds Lawn & Landscape Routes that order themselves, properties that remember their own gate latch, and the upsell your crew spotted in March coming back in April. See how it works → Booked windows Heating & Air Equipment records that follow the house, maintenance plans that bill themselves, and the replacement quote they declined in October arriving the first week it goes below freezing. See how it works → Booked windows Plumbing Emergency slots held open, the shut-off location already on the property, and the water heater they declined coming back before it floods the garage. See how it works → Booked windows Electrical Multi-visit work held together as a project, the panel record on the property, and the EV charger they thought about last year arriving as a priced quote rather than a memory. See how it works → Routed rounds Pest Control Quarterly rounds on the board without anyone building them, the chemical and the applicator license recorded where an inspector can find them, and renewals that do not depend on somebody remembering. See how it works → Routed rounds Irrigation Start-ups and winterizations that schedule on the season, backflow tests with their history attached, and the zone rebuild they passed on last autumn arriving before the first hot week. See how it works → Routed rounds Cleaning Recurring rounds that build themselves, access facts the crew can read on the doorstep, and the deep clean they said maybe to arriving as a quote rather than a memory. See how it works →

Book a demo

See it running a heating & air business, not a generic one.

Thirty minutes on data that looks like yours, with the arithmetic run on your own job count and average ticket. No card, and no obligation to switch anything.

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