FreshFSM

Scheduling & Operations

SchedulingVisual calendar & job scheduling
DispatchingReal-time crew dispatch
Route OptimizationEfficient route planning
GPS TrackingLive fleet tracking

Client & Job Management

Client ManagementClients, properties & contacts
Job ManagementJobs, visits & status tracking
Service RequestsRequest intake & conversion
EstimatesQuotes & online approval

Invoicing & Payments

InvoicingProfessional invoicing
PaymentsOnline card payments
Client Portal24/7 customer self-service

Communication & Team

MessagingSMS, email & unified inbox
CampaignsEmail marketing campaigns
Crew ManagementTeams, roles & crew calls
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Mobile App
Pricing
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№01Industry · HVAC

HVAC software that keeps your business running cool.

From emergency repairs to seasonal maintenance, FreshFSM gives HVAC contractors the tools to dispatch efficiently, manage service agreements, and get paid faster. Built for heating, cooling, and ventilation professionals.

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Today's Dispatch Board

8 service calls · 3 techs

01Emergency · AC Not Cooling (Johnson)
02Maintenance · Furnace Tune-up (Smith)
03Install · New Heat Pump (Garcia)
№02Why owners switch
01

Service agreements

Recurring contracts and seasonal tune-ups, automated.

02

Equipment history

Models, warranties, and prior service in every tech's pocket.

03

Same-day payments

Collect on-site or via text. Funded fast through Stripe.

№03What you get

Built for HVAC contractors

Features designed specifically for heating, cooling, and ventilation service businesses.

01 / 06

Service Call Dispatch

Dispatch the nearest available technician instantly. Real-time GPS tracking shows who's closest to emergency calls.

02 / 06

Equipment Tracking

Track every unit you service with model numbers, warranty info, and maintenance history. Never miss a maintenance call again.

03 / 06

Service Agreements

Create and manage recurring maintenance contracts. Automatic reminders ensure no seasonal tune-up is forgotten.

04 / 06

Flat Rate Pricing

Build flat rate price books for common repairs. Techs present professional quotes on-site, customers approve instantly.

05 / 06

Parts & Inventory

Track truck inventory and parts usage. Know what's on each truck and when to restock.

06 / 06

Get Paid Same Day

Collect payment on-site or send invoices via text. Customers pay online with credit card. Funds in your account fast.

№04FAQ

Common questions.

Can FreshFSM handle HVAC service agreements and maintenance contracts?

Yes, FreshFSM excels at managing HVAC service agreements. You can create recurring maintenance contracts, set up automatic reminders for seasonal tune-ups, and track agreement renewals. Our system ensures no maintenance visit is missed and helps increase your recurring revenue.

Does the software track equipment and service history?

Absolutely. You can track every piece of equipment you service including model numbers, serial numbers, warranty dates, and complete service history. Technicians can access this information on-site through the mobile app, helping them diagnose issues faster and provide better service.

How does dispatch work for emergency HVAC calls?

Our smart dispatch feature shows you every technician's location in real-time. When an emergency call comes in, you can instantly see who's closest and available, dispatch them with one click, and the customer receives automatic ETA updates via text message.

Can technicians create quotes and collect payments on-site?

Yes. Technicians can build professional quotes using your flat rate price book, present options to customers on their mobile device, get instant approval with digital signatures, and collect payment immediately. No more chasing invoices.

How does FreshFSM handle invoicing and payments?

FreshFSM includes professional invoicing with online payment processing. You can generate invoices from completed jobs, send them via email or SMS, and customers pay online with credit card or ACH. Payments are processed through Stripe and deposited directly to your bank account.

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Ready to grow your HVAC business?

Join HVAC contractors who are saving time, managing more service agreements, and winning more jobs with FreshFSM.

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FreshFSM

Field service management that works as hard as you do. Built in Canada.

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Product

  • Features
  • Scheduling
  • Dispatching
  • Invoicing
  • Payments
  • Mobile App
  • Pricing

Industries

  • Lawn Care
  • Snow Removal
  • Cleaning
  • Plumbing
  • Electrical
  • HVAC
  • Pest Control
  • Roofing
  • Painting
  • Handyman

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