Custom HVAC Workflow App for Field Service Teams

HVAC companies run complex field operations — managing preventive maintenance contracts, reactive service calls, equipment inspections, and multi-site installations. Zipflow gives you a custom app to handle all of it, without developers or expensive FSM software.

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How Zipflow Works

1

Log and assign service calls

Technicians or office staff log new service calls in Zipflow. Jobs are assigned to the right technician based on skills, location, and availability — with instant mobile notification.

2

Complete digital service reports

Technicians complete job reports on their phones: equipment tested, fault found, parts used, work done, and customer signature collected — all captured digitally.

3

Manage PM schedules

Preventive maintenance schedules are tracked automatically. Zipflow alerts your team when PM visits are due and generates work orders for each scheduled service.

Everything Your Team Needs

Service Call Management

Log, assign, and track HVAC service calls from first contact to completion sign-off with full job history.

Preventive Maintenance

Set up automated PM schedules by equipment, location, or contract. Auto-generate work orders when service is due.

Equipment Inspection Forms

Digital inspection checklists for all HVAC equipment types — with pass/fail fields, reading capture, and photo evidence.

Technician Dispatch

Assign jobs to field technicians, track their location and job status, and manage workload across your fleet.

Service Report Generation

Auto-generate branded service reports with parts used, labour time, test readings, and customer signature.

Contract Management

Track maintenance contracts by customer, including service frequency, covered equipment, SLA, and visit history.

Frequently Asked Questions

How does Zipflow handle HVAC preventive maintenance scheduling?

You can set up recurring maintenance schedules in Zipflow linked to equipment records. When a PM visit is due, Zipflow auto-creates a work order and notifies the assigned technician.

Can HVAC technicians complete job reports offline?

Yes. Zipflow's mobile app works fully offline. Technicians can fill inspection checklists, log parts used, capture photos, and collect customer signatures without mobile data.

Can we track spare parts and inventory in Zipflow?

Yes. You can create a custom parts/inventory dataset linked to job records, so every time parts are used on a job, your inventory is updated and low-stock alerts are triggered.

Does Zipflow support multiple HVAC service contracts and SLAs?

Yes. You can create customer records with linked contract details, service frequency, covered equipment, and SLA response times. Alerts notify your team of SLA breaches.

How long does it take to set up Zipflow for an HVAC company?

Most HVAC companies have their core workflows running within 3-5 days. Our team helps you configure service call management, PM schedules, and inspection forms.

Related Resources

Ready to modernise your HVAC field operations?

Request a demo and see how Zipflow manages your service calls, PM schedules, and inspection reports.

Request a Demo