HVAC Software for Streamline Field Team Activities & Reporting

HVAC businesses need effective tools to handle job orders smoothly. Our system centralises your data, reducing office expenses and errors. Managers gain insights into top clients and discover new profit opportunities with our customisable reports.

A solid schedule is vital for maintenance tasks. New Targets’ HVAC software lets you set up maintenance plans easily and assign multiple jobs to technicians as quickly as needed. Technicians can add jobs from their mobile devices, simplifying the scheduling process.

Managers and technicians can track equipment like refrigerators or air conditioners to ensure they have the correct tools and parts on site. If you follow SFG20 standards or similar, we integrate your guidelines, so your team knows exactly the routine jobs to perform, ensuring your services meet industry standards.

When arranging tasks, ensure critical jobs are highlighted and set as non-negotiable so technicians recognise the tasks they must complete on site.

Arm your HVAC staff with complete site histories, equipment inventories, and standard forms in the field. They can access job updates for maintenance, repairs, or installations instantly through New Targets’ mobile app, cutting back on paperwork and accelerating billing.

Ensure compliance by having technicians conduct safety inspections upon arrival and track refrigerant usage and gas safety records (Refcom). Plus, you can customise electronic forms to meet your specific business needs.

With New Targets’ HVAC software, create a site’s equipment list, assign tasks to each piece, and mark critical maintenance to ensure your asset stays in good condition.

Clients can approve quotes and access billing copies. They have a centralised location for all documents, including F-GAS records, gas safety certificates, and signed work forms.