--- title: "HVAC and refrigeration service software | attendo" description: "Service calls, preventive maintenance and signed reports for HVAC and refrigeration contractors, with an offline app, unit history and warranty tracking." url: "https://attendo.me/en/industries/hvac" lang: "en" --- # From service call to signed report, even at peak season For HVAC installers, service contractors and repair shops in heating, cooling and refrigeration. Calls from every channel in one queue, the unit history on the technician’s phone and the report signed before they leave. - Email, WhatsApp and phone on the same record - iOS and Android app that works offline - Serial number, warranty and history per unit ## Is it right for your company? From the neighborhood HVAC shop to the industrial refrigeration contractor. The most common profiles: - HVAC installers and service contractors - Industrial and commercial refrigeration - Heating, hot water and heat pumps - Ventilation and indoor air quality - HVAC repair for manufacturers and insurers Not on the list? attendo can be set up for any line of business, with your document types, your fields and your vocabulary. ## At peak season, everything arrives at once The first heat wave and the first cold snap test any HVAC company. What you can handle by phone in spring gets lost at peak season. ### Calls come in through five doors Phone, WhatsApp, email, the website and the sales rep. Each one gets written down somewhere, and someone calls the customer back to ask the same questions. ### The service report shows up days later Technicians work on rooftops and in basements with no signal. The paper makes it back to the office on Friday, if it makes it back, and the invoice waits. ### Records you have to be able to show Maintenance logs, leak checks, readings. When someone asks for them, they get hunted down in folders and spreadsheets. ## Each challenge, with the modules that solve it They are modules of the same platform: you turn on the ones you use, and they all work on the same record. ### Every call in one queue, wherever it comes from Email, WhatsApp Business, text messages, phone and portal create the same service call, with the customer and the unit identified. A flow classifies it, sets the priority and assigns it. - [Communications](https://attendo.me/en/modules/channels) - [Telephony](https://attendo.me/en/modules/telephony) - [Flows and AI-Flows](https://attendo.me/en/modules/flows) - [Customer, supplier and partner portals](https://attendo.me/en/modules/customer-portal) Every conversation in one inbox, each one tied to its service call. ### Technicians work offline and close on site Native iOS and Android app with schedule, route, photos, time, materials and signature. It works offline and syncs when the signal returns. Field Radar shows where each technician is and who is free. And homeowners book their service visit online, in the open slots of the team’s actual schedule. - [Mobile app and Field Radar](https://attendo.me/en/modules/mobile-app) - [Scheduling and calendar](https://attendo.me/en/modules/calendar) - [attendo eSign](https://attendo.me/en/modules/esign) - [Appointments and online booking](https://attendo.me/en/modules/online-booking) ### Every unit with its history, warranty and inspections Each unit has its record with serial number, warranty and QR code. Plans schedule the inspections and checklists capture the readings your regulations require. On repair calls, warranty or quote is settled before the truck rolls. - [Assets and inventory](https://attendo.me/en/modules/assets) - [attendo Checklist](https://attendo.me/en/modules/checklists) - [Web quotes](https://attendo.me/en/modules/quotes-and-web-offers) - [attendo Pay](https://attendo.me/en/modules/pay) ## A refrigeration failure at a grocery store on a July Saturday From the store manager’s WhatsApp message to the signed report, within the contract’s response time. Example scenario, with made-up data. ### Step 1 · It arrives on WhatsApp The store manager sends a photo of the freezer at 54 °F. The call opens with the store and the unit, and the contract makes it urgent. ### Step 2 · The closest tech gets it Field Radar shows the on-call technician fifteen minutes away. The call lands in the app with the freezer’s history. ### Step 3 · Repaired and logged The tech replaces the pressure switch, logs the refrigerant charge in the checklist and attaches photos. Everything goes into the unit record. ### Step 4 · Signed, and the customer knows The store manager signs on the phone. The PDF report arrives by email and the call closes within the SLA. ## Where to start They are the same platform with each area’s modules turned on. Start with one and add the rest without migrating anything. - [attendo Field Service](https://attendo.me/en/field-service): Start here if scheduling and service reports are the problem: app, routes and signatures. - [attendo CMMS](https://attendo.me/en/cmms): For preventive maintenance agreements: units, plans and checklists. - [attendo After-Sales](https://attendo.me/en/after-sales-service): If you repair for manufacturers or homeowners: warranties, quotes and deposits. - [attendo Projects](https://attendo.me/en/projects): If you also install: each installation as a project, with its schedule and its cost. ## marIA at an HVAC company It helps you respond fast at peak season, with your manuals and your history. ### Searches your manuals Upload your equipment manuals and procedures. marIA answers the technician or the office using that documentation. ### Triage at peak season It scores how urgent each call is from the contract, the unit and what the customer says. The office starts with what cannot wait. ### Drafts the reply It proposes the message to the customer with the real status of the call. You review it and send it. **What it does not do:** It does not diagnose the unit for the technician or close calls on its own. ## What attendo does not do Better to know before the demo. And if your case calls for another tool, we will tell you. - **Leak records are configured** attendo does not ship a fixed refrigerant log: it is set up with checklists and fields during onboarding, with your technician. - **No load calculations** System sizing and load calculations stay in your engineering software. - **Your accounting stays put** attendo prepares what is billable, and the invoice is issued by your connected ERP: Odoo, Business Central, SAP Business One, Holded or another one through API v4. attendo is not an ERP or accounting software. ## Regulations you can document The obligation is yours and your engineer’s or advisor’s. attendo helps you document every inspection and every step, with its date, its author and its evidence. - **RITE (Spain) · building thermal installations** Periodic maintenance tasks, set up as plans per unit with checklists for the readings. - **Royal Decree 115/2017 (Spain) · fluorinated gases** Refrigerant charges and leak checks, logged in the checklist of each job and in the unit record. ## Before you decide An honest comparison and a calculator with its assumptions in plain view. ### [attendo vs. Excel](https://attendo.me/en/comparisons/attendo-vs-excel) The tool you already have open. When to stick with your spreadsheet and when it is costing you more than it seems. Field Service ### [Service reports and paperwork](https://attendo.me/en/calculators/paper-work-orders) The office hours spent retyping service reports and the money waiting to be invoiced in the meantime. **You need:** Service reports a month, office minutes per report, cost per hour and days to invoice ## Related use cases [Customer service](https://attendo.me/en/use-cases/customer-service): Every channel, one conversation ### Other industries - [Facility maintenance and services](https://attendo.me/en/industries/facility-maintenance) - [Repair and after-sales service](https://attendo.me/en/industries/after-sales-repair) - [IT services and MSPs](https://attendo.me/en/industries/it-services) - [Manufacturing and industrial plants](https://attendo.me/en/industries/manufacturing) - [Equipment manufacturers and distributors](https://attendo.me/en/industries/equipment-manufacturers) - [Energy and renewables](https://attendo.me/en/industries/energy-renewables) - [Testing, inspection and laboratories](https://attendo.me/en/industries/testing-inspection) - [Contractors, construction and engineering](https://attendo.me/en/industries/contractors) - [Compliance for consulting firms](https://attendo.me/en/industries/compliance) - [Elevators and escalators](https://attendo.me/en/industries/elevators) - [Consulting and professional services](https://attendo.me/en/industries/professional-services) - [Hospitality, retail and multi-site](https://attendo.me/en/industries/multi-site-operations) [See all industries](https://attendo.me/en/industries) ## Frequently asked questions ### Does it work for a small HVAC shop? Yes. With two or three technicians, having calls in one queue and reports on the phone already pays off. Start there and add preventive agreements or repair workflows when you need them. ### Does the app work without a signal? Yes. The technician sees the schedule, the unit history and the checklist offline, and everything syncs when the signal comes back. ### Can I keep refrigerant leak records? You can log them: every job saves the charge and the leak check in its checklist, and the history stays on the unit record. The template is set up with your technician during onboarding. ### How do WhatsApp calls come in? With WhatsApp Business connected, each conversation creates or updates a service call with the customer identified. Your team replies from attendo and everything stays on the record. ### Does it also work for residential repairs? Yes. With the after-sales workflow, homeowners book online, accept the quote on the web and pay the deposit before the visit. ### Does it connect with my accounting software? Yes, if it is an ERP. The connectors for Odoo, Business Central, SAP Business One and Holded are native, and other ERPs connect through API v4 and webhooks. The invoice is issued by your ERP: attendo is not an ERP or accounting software. ## Get ready for your next peak season We will show you attendo with your call types, your agreements and your units. And we will tell you plainly what fits and what does not. Would you rather try it yourself? [Request a trial account](https://attendo.me/en/trial) and we will set it up with your case. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)