Can one HVAC job have a diagnostic visit and an install visit?

Yes. A job can hold as many visits as the work needs, each with its own date, technicians and status. The job stays open until every visit is complete and the billing is settled.

Can two technicians go on the same install?

Yes. You assign staff per service on a visit, so a two-person install can have both techs on it. Find availability only suggests times when all of them are free.

Do my technicians need a separate app?

No. Field Services is built into the Open Doors mobile app, where it appears as Jobs. Your team signs in with the same login they use on the web, then sees their schedule as a list, a week or a map, opens visits, ticks off checklists, adds notes and updates the visit status. Changes sync straight back to the office.

Can customers book online without calling?

Yes. Your booking page checks the customer address against your service areas, lets them pick a service and a time, and can attach photos and notes. You choose whether online bookings are confirmed instantly or arrive as requests for your team to schedule.

Create an invoice from the job when the work is agreed or done. With a payment provider connected, customers can pay online, and you can take a deposit or full payment at booking, or save a card on file without charging it. You can also mark a job as pay in person.

Is it connected to the rest of Open Doors?

Yes. Every request, job and invoice sits on the customer record in the Open Doors CRM, so the same contact can receive follow ups, review requests and marketing from one place.

Open Doors for HVAC

Every no-cool call booked, every tech on the right job.

Customers book online when you cannot pick up. The nearest qualified tech gets the visit. Diagnostics become approved estimates, and the invoice goes out before the van leaves the drive.

Start free trial See a job from start to finish

Customers book:AC repairFurnace tune-upHeat pump installDuct cleaning

Sound familiar?

The owner who is also the dispatcher, and some days the tech

You run a small HVAC company with a few vans on the road. The first heatwave of summer and the first cold snap of winter bury you in calls; spring and autumn you chase maintenance work to keep the team busy. You are answering the phone between jobs, rebuilding the day in your head every time a call comes in, and doing the invoices at the kitchen table.

What you are juggling this week

A phone that rings while you are on a roof
Techs with different skills and service areas
Diagnose now, install next week
Quotes written on a pad
Invoices that wait for the weekend

The problems, in your words

What breaks, and what Open Doors does about it

These are the things HVAC companies tell us cost them jobs, evenings and money. Each one maps to a part of Open Doors Field Services.

What you are living with
“The phone rings while I am in an attic, and that customer calls the next company on Google.”

Online booking and requests

Your booking page takes the request around the clock, with the service, the address and a photo of the unit. You see it the moment you are free.

What you are living with
“A no-heat call comes in and I am texting three techs to find out who is closest.”

Find availability

Find availability suggests times for you, ranked by best match on drive time, and only offers techs who cover that area, do that service and are working.

What you are living with
“We diagnose on Monday, install on Thursday, and by then nobody can find the notes.”

Jobs with multiple visits

One job holds every visit, part, note, checklist and invoice. The install tech opens the job and sees exactly what the diagnostic visit found.

What you are living with
“Customers ring all day asking when we are turning up.”

Notifications

Give an arrival window when you book, then send confirmations, reminders and on the way messages by SMS, email or WhatsApp.

What you are living with
“We finish the work and then wait weeks to be paid.”

Invoices and payments

Create the invoice from the job as soon as the visit is done. Customers pay online, and installs can take a deposit at booking.

A day in your business

The same day, run two ways

Flip between them. The work does not change. Everything around it does.

07:10
An AC unit quits overnight
The homeowner gets voicemail and books someone else.
08:30
Dispatching the morning
You text the team and wait to hear who is free.
11:00
The diagnosis
The quote goes on a pad and gets typed up tonight.
14:00
The afternoon route
Visits zigzag across town in the order they were booked.
17:30
Closing the day
A pile of invoices for Sunday.

How it works

One job, seen from every side

Follow a single job from the first request to the review. Each step shows whose screen you are looking at: your customer, your office or your technician.

RequestYour customer

ServiceAC not cooling

Inside service area: North Side

Photo of outdoor unit attached

Send request

They book on your site at any hour. The address is checked against your service areas first.

Route optimisation

Less time driving, more time working

Pick a team member and a day. Open Doors reorders the visits you unlock using drive times, working hours, travel buffers and existing bookings, from where their day starts to where it ends. You see the proposed route and drive time before anything moves.

One technician, one day

Example route. Locked visits stay put, unlocked ones can move.

Locked visits keep their time

Unlocked and anytime visits can move

Nothing changes until you apply

No-cool and no-heat calls

Instant booking or a request your team schedules, with photos so the tech arrives with the right parts.

Diagnose, then install

One job, two visits. The install visit inherits the scope, notes and parts from the diagnosis.

Two-person installs

Assign more than one tech to a visit. Find availability only offers times when everyone is free.

Maintenance season

Book tune-ups into quiet weeks and let route optimisation pack each tech day tightly.

Getting started

Taking bookings in five steps

Set it up once. After that, the booking page, the schedule and the app run from the same information.

1
Draw your service areas
By radius or postcode, with optional travel fees and travel time.
2
Add your team
Working hours, the services each person does, their areas and where their day starts and ends.
3
List your services
Duration, price and add-ons. Import an existing list if you have one.
4
Set booking and payments
Instant booking or requests, arrival windows, deposits or card on file.
5
Share your booking page
Put it on your website, Google profile and social links, and start taking jobs.

Questions

HVAC questions, answered

Also built for: Plumbing Electrical Cleaning Landscaping All field services

Run your hvac business from one place

Bookings, estimates, scheduling, the team app, invoices, payments and reviews, connected to the same customer record.

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