HVAC & Mechanical Contractor Software
HVAC & Mechanical Contractor Software Built for Service + Projects
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.
Service + PM + Projects = Three Worlds, One Platform
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
- Service dispatched from one app, PM contracts from another, projects from a third
- Refrigerant logs and EPA 608 certs tracked outside the schedule
- Equipment history buried in customer folders or paper files
- Job cost is guesswork until the project closes
The WorkSkedge Way
- One schedule for calls, PM visits, and long-running installs
- EPA 608 and refrigerant certs enforced at scheduling
- Full equipment history per site with model, serial, refrigerant type
- Real-time job cost while the work is happening
Connected Modules
Every module shares the same data. Enter it once, use it everywhere.
Unified HVAC Dispatch
Schedule service calls, PM visits, and project work from one board. See every tech's availability across all three. Conflict detection prevents double-booking.
PM Contract Management
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 & Refrigerant Tracking
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.
Equipment History Per Site
Every unit tracked with make, model, serial, install date, refrigerant type, and service history. Techs see full equipment context before rolling to the site.
Equipment POs & Job Costing
Create POs for compressors, coils, ductwork, and refrigerant. Track delivery against purchase orders. Every cost tied to the specific job for real profitability.
Invoicing & Progress Billing
Invoice service calls immediately. Progress-bill long mechanical projects monthly. Labor hours and material costs pre-populated from timesheets and POs.
How Data Flows Across Your Operation
One entry point. Every downstream system stays in sync.
Call to Cert-Matched Tech
A service call needing R-410A recovery? Only techs with a current EPA 608 Type II cert surface in the picker.
PM Contract to Recurring Visit
A quarterly PM contract auto-schedules four visits per year, per site — with equipment checklists pre-loaded and revenue recognized on your billing cadence.
Install to Progress Bill
Long mechanical installs progress-bill on schedule, pulling labor hours and equipment POs into every draw.
PO to Cost
Compressor PO lands and costs appear against the job immediately — no month-end surprise.
Frequently Asked Questions
What is the best HVAC and mechanical contractor software for 20-150 person teams?+
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.
How does WorkSkedge handle EPA 608 and refrigerant tracking?+
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.
Can WorkSkedge manage HVAC preventive maintenance (PM) contracts?+
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.
Does it track equipment history per site (make, model, serial, refrigerant type)?+
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.
Can I progress-bill long mechanical install projects?+
Yes. Long installs progress-bill monthly with labor hours from timesheets and equipment costs from POs pre-populated onto each draw — no re-typing.
How does it compare to FieldEdge or ServiceTitan for HVAC?+
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 ($399/mo for 20 users + $14 per extra). See our /vs/fieldedge and /vs/servicetitan comparisons.
Does mechanical contractor software work for service-only shops?+
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.
Bring Your Entire Operation Onto One Platform
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