Job management software for heating, ventilation & air conditioning
Service agreements and job cards for HVAC businesses
Omni Field is job management software for HVAC businesses. It schedules installations and recurring service agreements, tracks technicians and their response times, captures the service report on site, and invoices from the job, so a missed scheduled service does not quietly lose a contract.
Technicians who handle refrigerant gas register with SAQCC Gas as refrigeration and air conditioning practitioners.
Manage maintenance contracts, schedule multi-site installations, and track every air conditioning unit in your portfolio.
Purpose-built HVAC and air conditioning work management software for South Africa's trades.
We understand heating, ventilation & air conditioning challenges
Running a heating, ventilation & air conditioning business comes with unique obstacles. Omni Field is built to solve them.
PM visits falling behind
Preventative maintenance contracts pile up. Manual scheduling means missed visits and unhappy clients.
Asset tracking chaos
Which AC unit is where? When was it last serviced? Paper records can't keep up with multi-site clients.
Technician skill matching
Sending the wrong technician to a VRV installation wastes time. Manual dispatch doesn't account for skills.
Parts inventory guesswork
Filters and components across vehicles and warehouses. Running out of parts delays jobs.
Contract management headaches
Different service levels and frequencies per client. Keeping track manually leads to missed obligations.
Slow invoicing cycles
Waiting for job cards to return before billing. Cash flow suffers while paperwork piles up.
Features built for heating, ventilation & air conditioning
Every feature designed with heating, ventilation & air conditioning workflows in mind.
Recurring Job Scheduling
Set maintenance frequencies per contract.
System creates recurring jobs and assigns technicians automatically.
Equipment & Asset Tracking
Track every AC, chiller, and refrigeration unit.
Full service history, specs, and installation details.
Digital Service Checklists
Customisable inspection checklists for different equipment types.
Ensure consistent service quality.
Multi-Site Management
Manage commercial clients with multiple locations. See all units and service status at a glance.
Inventory Tracking
Track filters, parts, and components across vehicles and storage. Get alerts when stock runs low.
GPS Time Tracking
GPS-verified arrival and departure. Accurate job costing and payroll.
Digital Job Forms
Comprehensive job documentation with readings, photos, and technician notes. Digital signatures on completion.
Customer Portal
Clients can view equipment status, service history, and request new jobs through their portal.
Job Scheduling Calendar
Drag-and-drop scheduling with crew availability view. Manage reactive and planned work efficiently.
Offline Mobile App
Works in plant rooms and basements with no signal. Syncs automatically when connected.
How heating, ventilation & air conditioning teams use Omni Field
A streamlined process from job creation to completion.
- 1
Schedule Generated
Recurring schedule created from contracts and equipment service intervals. Technicians assigned.
- 2
Technician Dispatched
Technician receives job with equipment details, history, and checklist on their mobile.
- 3
Service Completed
Digital checklist completed, readings logged, photos captured, parts used recorded. Customer signs on device.
- 4
Report & Invoice
Service report generated and emailed. Invoice created from job data. Contract tracking updated.
What heating, ventilation & air conditioning businesses achieve
- Never miss a preventive maintenance visit with recurring scheduling
- Track every unit with complete service history and specs
- Improve first-time fix rates with detailed equipment information
- Track inventory across vehicles and storage locations
- Generate professional service reports automatically
- Invoice from the field for same-day payment
- Give clients portal access to service history
- Increase contract profitability with accurate job costing
Cool down your operational chaos
Join South African HVAC companies using Omni Field to deliver exceptional service and grow their contract base.
No credit card required • 30-day free trial • Cancel anytime
More for heating, ventilation & air conditioning businesses
- Scheduling and dispatch
- Equipment and asset records
- Quoting and invoicing
- Recurring maintenance contract
- Job card
- Gas COC and SAQCC Gas
- SARS tax invoice rules
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