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❄️ Built for HVAC & refrigeration contractors

HVAC software that books, quotes and bills — even in peak season

FieldGene sets itself up for HVAC: your services and job times, the questions you ask on every job, your stock categories, online booking and a quote form for your website — ready the moment you sign up.

❄️

Sound familiar?

😩No-heat calls stacked on top of planned installs
😩Tune-up season that eats your evenings with paperwork
😩Equipment details lost in texts and notebooks

FieldGene fixes all three — here’s how.

Your HVAC services, ready on day one

Rename them, change the times or add your own — this is just where you start.

Furnace repair1.5 h
AC repair1.5 h
Furnace tune-up1 h
AC tune-up1 h
Heat pump service1.5 h
Furnace install8 h
AC install8 h
Ductless mini-split install8 h
Duct cleaning3 h
Thermostat install1 h
Commercial refrigeration repair2 h
Walk-in cooler / freezer repair2 h
Ice machine service1.5 h
Chimney sweep & inspection1.5 h

Questions on every HVAC job

Type of workHeating · Cooling · Heat pump…EquipmentFurnace · Air conditioner · Heat pump…Brand & modelSerial numberAge of the unitUnder 5 years · 5–10 years · 10–20 years…Filter sizeRefrigerant type

Untick any you don’t use, or add your own fields.

✨ Gene AI speaks HVAC

“furnace not heating at Priya’s tomorrow 8am, 45 Elm St”

Type it the way you’d say it. Gene AI knows HVAC words, picks Furnace repair, fills in the customer, time and address, and waits for your tap.

More about Gene AI →

A HVAC quote your customer can approve tonight

Example: Furnace replacement. Send three options by text or email — they pick one and approve online.

Good

Standard 80% furnace, basic thermostat

$4,200
RecommendedBetter

96% high-efficiency furnace + smart thermostat

$6,400
Best

Variable-speed furnace, smart thermostat, 10-year labour

$8,900

How quotes work → · Invoicing & payments →

Everything else your HVAC business needs

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Scheduling & jobs

See every job by day or week, book one in under a minute — or just tell Gene AI — and never double-book.

🌐

Online booking

Your own booking page shows your services and only the times you’re actually free.

📝

Quotes & estimates

Build a quote with up to three options, send it by email or text, and let the customer pick one and approve it with their name from a private link.

📥

Website quote form & leads

A quote form for your website that asks your trade’s questions — the kind of job, the size, photos of the problem.

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Invoicing & payments

When a job is done, the invoice is made for you with your logo, the service, parts and tax.

💳

Online card payments

Every invoice email and invoice link gets a “Pay now” button.

👤

Customer accounts

Customers sign in with just their email — no password to forget — and see their upcoming visits, approve quotes, pay invoices by card, book again and update their phone or address.

🔁

Repeating jobs & service plans

Furnace tune-ups every year, lawn care every week, pest control every three months: make any job repeat, and the next visits appear on your schedule by themselves.

👷

Team & dispatch

Assign any job to one or more technicians.

⭐

Reminders & Google reviews

One tap sends a friendly payment reminder with the invoice attached — and a receipt when it’s paid.

✨

Gene AI assistant

Gene AI understands the way people in your trade actually talk.

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Custom fields

Every trade comes with its own job questions.

📦

Stock, expenses & profit

Upload a supplier PDF invoice and every line is added to stock.

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Profit & tax reports

Income from paid invoices, costs from parts and expenses, and the profit that’s left — by month, service and customer.

HVAC & Refrigeration software — questions

Can I keep each customer’s equipment details?

Yes. Every job asks for the equipment, brand and model, serial number, age, filter size and refrigerant type, and you can add your own fields — like warranty dates — in Settings → Custom fields.

Does it handle commercial refrigeration too?

Yes. Walk-in coolers and freezers, reach-ins and ice machines are built-in services, and chimney sweeps are included for businesses that do both.

Can customers book tune-ups online?

Yes. Your booking page shows only your free times, so spring and fall tune-ups book themselves.

How much does it cost?

There’s a Free plan, and paid plans from $24/month — no per-user fees. Every business starts with a 14-day free trial of Team, no credit card. See the pricing page.

Can I change my trade later?

Yes — Settings → Business → Your trade. Your jobs, customers and invoices stay as they are.

FieldGene for other trades

Run your HVAC business from one app

Set up for your trade in under a minute. Free to start.

Create your free account →