For HVAC companies running ServiceTitan
Your best technician can't be everywhere. Your standards can.
Field CoPilot guides every technician through the work your way, captures the photos and measurements that prove it was done right, and sends it all back to ServiceTitan. So quality doesn't depend on who's in the truck, and you don't have to ride along to know what happened.
Available today for maintenance visits and gas inspections. Start with a paid pilot on your own jobs.
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Sound familiar?
You built a great HVAC company. Now make sure every job reflects it.
You have standards. You have procedures. You've invested in ServiceTitan and trained your technicians. But as you grow, you lose sight of what actually happens in the customer's home.
- One technician documents everything. Another checks the boxes and moves on.
- Equipment information is missing, photos never get uploaded, measurements are incomplete.
- Your managers spend hours reviewing jobs, tracking down technicians and fixing paperwork.
- New technicians take months to learn what your best people already know.
- You find out about mistakes from callbacks, not while the tech is still on site.
You shouldn't have to inspect every job yourself to know your company is doing it right.
How it works
Turn your company's best practices into every technician's workflow.
Define what doing it right looks like
Start from proven HVAC procedures for each kind of equipment, then make them yours: the required steps, photos, measurements and acceptable ranges.
Guide technicians through the work
A simple step-by-step workflow on the phone, one part of the unit at a time. No guessing what comes next, no trying to remember it all at the end of the job.
Capture proof before the job is done
Photos, readings and equipment information are captured along the way. Missing information and out-of-range readings are flagged before the job can be submitted.
See only what needs you
Managers see which jobs need attention and which are complete. Everything flows back into the ServiceTitan job and equipment records.
A different way to manage
Stop managing every job. Start managing by exception.
- Review the jobs
- Call the technicians
- Inspect the work
- Find the mistakes after the fact
- Set the standard
- Guide the technician
- Capture the proof
- Review only the exceptions
- Heat exchanger: crack or hole. Safety note given to the customer.
- Missing photo: outdoor unit nameplate
- Plan ahead: replace the 2009 condenser
What changes
What changes when every technician has a standard to follow?
Fewer avoidable callbacks
Missed steps and questionable readings get caught while the technician is still on site, not after another truck has to roll.
Less time managing the details
No more tracking down missing photos, measurements, equipment information and incomplete paperwork.
Faster technician development
Newer technicians get the procedure and the how-to in their hand on every job, without your most experienced people having to be everywhere.
Better customer experiences
Consistent visits, findings in plain words a homeowner understands, and a professional report that builds confidence.
A business that can grow
Go from 10 technicians to 20 or 30 without doubling the management headaches, or depending on a handful of stars.
Your reputation, protected
The standard you spent years building shows up on every job, with the proof attached when a customer asks.
The cost
What does inconsistent field work cost you?
Two costs most owners can put a number on: callbacks that a skipped step causes, and the hours managers spend chasing information. Put in your own numbers.
An illustration from your numbers, not a measured Field CoPilot result. It leaves out lost customers, reviews and other indirect costs.
Built for HVAC
Connected to ServiceTitan. Not another system to check.
Your technicians work in the field. Your office keeps working in ServiceTitan.
- Nameplates read from a photoMake, model, serial, age and rated values fill in by themselves.
- Photos and measurements on the jobAttached where the office and the customer can see them.
- Findings and recommendations documentedIn plain words, with estimates on the job for the customer to approve.
- Job and equipment records updatedEquipment history stays correct at every location.
- Works where the signal doesn'tBasements, attics and rooftops: everything saves on the phone and uploads later.
Workflows
Gas inspections and maintenance today. Diagnosis and installation next.
Each workflow knows what to check for the equipment in front of the tech: furnaces, water heaters, ranges, heat pumps, dual fuel, geothermal and more.
Gas inspectionsAvailable now
Every gas appliance in the home, from the furnace and water heater to the range, dryer and fireplace: supply lines, leaks, venting and combustion air. Problems are picked from your priced repair list with photos, and the report goes to the buyer, agent and home inspector when the tech submits.
MaintenanceAvailable now
Every system and unit, the checklist part by part, readings checked against the nameplate, and recommendations the customer understands.
DiagnosisIn development
The troubleshooting steps for each system type, every test and reading recorded, and a cause the readings support.
InstallationIn development
Required photos, commissioning measurements and product registration, done before the crew leaves.
The Field CoPilot quality pilot
Don't take our word for it. Prove it on your own jobs.
Not another software subscription to gamble on: a short, paid improvement project with a clear answer at the end.
- One high-value workflow
- Your company's procedures and standards
- A small group of technicians
- Setup and training done with you
- Before-and-after measurement
- A clear recommendation on whether to roll it out
What we measure together
Your best technician isn't the standard. Your company is.
Field CoPilot gives every technician the guidance and the process to deliver the quality your customers expect, so great work is repeatable, not dependent on who shows up that day.
Every technician gets the guidance. Every job gets the proof. You get your time back.