HVAC & Mechanical Contractor Software
HVAC and mechanical contractors run two businesses at once: reactive service calls, PM contracts, and long-running install projects. WorkSkedge coordinates all three on one schedule, enforces EPA 608 and refrigerant certifications, tracks equipment history and R-410A / R-454B logs, and ties every hour and part back to true job cost.
Built for HVAC and mechanical contractors with 20-150 employees running service, preventive maintenance, and mechanical install projects.
Most HVAC and mechanical software forces you to pick a side — service-first dispatch, PM contract billing, or construction-first project management. WorkSkedge does all three on one board with EPA and refrigerant tracking built in.
The Disconnected Way
The WorkSkedge Way
Every module shares the same data. Enter it once, use it everywhere.
Schedule service calls, PM visits, and project work from one board. See every tech's availability across all three. Conflict detection prevents double-booking.
Auto-generate scheduled visits from PM agreements (quarterly, bi-annual, annual). Track contract profitability and renewal windows. Invoice PM revenue on your billing cadence.
EPA 608 certs (Type I/II/III/Universal) live on the tech profile with expiry alerts. R-410A, R-454B, R-32 and other refrigerant logs captured on every service ticket for EPA compliance.
Every unit tracked with make, model, serial, install date, refrigerant type, and service history. Techs see full equipment context before rolling to the site.
Create POs for compressors, coils, ductwork, and refrigerant. Track delivery against purchase orders. Every cost tied to the specific job for real profitability.
Invoice service calls immediately. Progress-bill long mechanical projects monthly. Labor hours and material costs pre-populated from timesheets and POs.
One entry point. Every downstream system stays in sync.
A service call needing R-410A recovery? Only techs with a current EPA 608 Type II cert surface in the picker.
A quarterly PM contract auto-schedules four visits per year, per site — with equipment checklists pre-loaded and revenue recognized on your billing cadence.
Long mechanical installs progress-bill on schedule, pulling labor hours and equipment POs into every draw.
Compressor PO lands and costs appear against the job immediately — no month-end surprise.
WorkSkedge is HVAC and mechanical contractor software that runs service dispatch, PM contracts, and long-running install projects on one board — with EPA 608 and refrigerant cert enforcement, equipment history per site, POs for equipment, and real-time job cost across all three divisions.
EPA 608 certifications (Type I/II/III/Universal) live on the employee profile with expiry alerts. The scheduling picker only surfaces techs whose certs match the work order's refrigerant requirements. R-410A, R-454B, R-32 and other refrigerant amounts are captured on every service ticket for EPA record-keeping.
Yes. PM contracts auto-generate scheduled visits (quarterly, bi-annual, annual, or custom) per site and per unit, with equipment checklists pre-loaded. Contract profitability, renewal windows, and PM revenue are all tracked.
Yes. Every rooftop unit, boiler, chiller, and split system is tracked with make, model, serial, install date, refrigerant type and full service history. Techs see full equipment context before rolling to the site.
Yes. Long installs progress-bill monthly with labor hours from timesheets and equipment costs from POs pre-populated onto each draw — no re-typing.
FieldEdge and ServiceTitan are service-first and per-user priced ($100-$300+/user/month). WorkSkedge runs the same service dispatch plus PM contracts and full mechanical project management on flat-rate bundles ($299/mo for 20 users + $9 per extra). See our /vs/fieldedge and /vs/servicetitan comparisons.
Yes. If you only run service, use the same dispatch board and invoicing without the project modules. Pricing is flat by user count, not by module.
How WorkSkedge pricing works
Prices are per team, not per seat. Operate is a flat $99/mo for up to 5 users, $179/mo up to 10, and $299/mo up to 20 — then $9 per additional user per month. Figures quoted on this page use the bundle noted next to them. See the full ladder for your team size.
Help Center
The three guides most trade contractors start with.
Guides and job-site lessons from crews running the same kind of work.
Scheduling & Dispatch
Optimize crew assignments by balancing skills and availability with data-driven scheduling, conflict detection, and rule-based AI recommendations in WorkSkedge.
August 13, 2026
Finances
Learn how to configure the WorkSkedge Pricebook to accurately track material, equipment, labor, and service costs while managing resale prices and job margins.
August 17, 2026
Platform Tutorials
Learn how to configure employee roles, track skills and certifications, set up labor price books, and bulk import crew members in WorkSkedge.
August 8, 2026
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