HVAC field service management software for UK contractors
pro-Forms® is HVAC software built for UK heating, ventilation, air conditioning and refrigeration contractors. Schedule and dispatch jobs, complete compliance paperwork on site and keep a full service history for every unit, all from one platform.
From mobile forms to full field service & asset management we have the right HVAC field service management software solutions to help transform your heating, ventilating & air conditioning related business whether you are looking to solve compliance issues, improve job planning & management or to track and manage your tools, equipment and plant.
Our commercial HVAC field service software is used by main contractors, sub-contractors, repair & maintenance companies and specialist manufacturers & installers.
Field service and asset management software for HVAC teams
HVAC scheduling and dispatch software
Every job, from booking to invoice
With WORK MANAGER, your office team books jobs, schedules and dispatches them to engineers’ mobile devices, then follows each one through to completion and invoicing.
Planned maintenance visits, reactive call-outs and installation projects all sit in one job planner, so your HVAC job management software and your compliance records never fall out of step.
More on WORK MANAGER →
Air conditioning service and maintenance software
From installation to every service visit
For air conditioning installers and service companies, pro-Forms® covers the whole life of a system, from installation and commissioning to planned maintenance and reactive repairs.
Engineers record service reports, pressure tests and defect photos on site, and each unit’s history stays linked to the asset, ready for the next visit. It works just as well for refrigeration, chiller and ventilation contractors, including commercial and data centre cooling.
Go Paperless with Mobile Forms
Reduce errors, costs and increase productivity with mobile workforce management
Whether it’s having robust compliance documentation, job sheets, reports or certificates – our mobile forms solutions covers it all. As HVAC field service software, pro-Forms® supports installation and commissioning records, chiller maintenance reports, CRAC maintenance logs, pressure testing and ventilation surveys.
Create any kind of form for any purpose and put all your forms into the pocket of your site staff. Engineers complete every form on-site, so certificates and service reports reach the office the same day.
Inspection software for HVAC engineers →
- Installation & commissioning
- Compliance Certificates
- Engineer job & service reports
- Chiller maintenance
- Ventilation surveys
- CRAC maintenance
- Pressure testing
Track & manage your tools, plant & equipment
Maximise the usage & lifespan of your assets
Tools, plant and equipment represent some of the most significant investments your company will make. Yet many contractors still rely on outdated spreadsheets or manual processes to track them – leading to cost overruns, downtime, and compliance risks.
As HVAC maintenance software, pro-Forms® keeps your asset records — chillers, AHUs, refrigeration equipment and more — alongside your job planner, so servicing history, PPM visits and compliance dates are always visible in one place rather than tracked on a separate spreadsheet.
Replace plastic ID cards with a secure mobile app based Digital Profile solution
All the proof of ID your staff will need
Staff Digital Profile ensures your staff can prove who they are, who they work for and provide a record of their accreditations, skills and training – whenever they need to, all from the pro-Forms® mobile app.
Never suffer again from staff being refused entry to site for not being able to prove who they are.
More on Digital ID →
Why HVAC contractors choose pro-Forms®
pro-Forms® is HVAC field service management software built and supported in the UK, so you can start with the part of your operation that needs fixing first and add more as you grow.
- Works where your engineers work: forms can be completed offline in plant rooms, basements and roof spaces, and send automatically when signal returns.
- Your certificates, your branding: service reports, commissioning records and compliance certificates are produced as branded Word or PDF documents and emailed to customers as soon as the job is signed off.
- Evidence on every job: photos, GPS stamps, signatures and QR or NFC asset scans are captured with each form, giving you an audit trail for every visit.
- Built for mixed crews: AI translation lets engineers complete forms in their own language while customers receive reports in English.
- One platform as you grow: begin with Mobile Forms, then add Enterprise Asset Manager for PPM schedules and asset history, or WORK MANAGER for AI-powered job scheduling and route optimisation.
- UK hosted and GDPR compliant: all data and backups stay in UK data centres.
HVAC Field Service Management Software: Frequently Asked Questions
What is HVAC field service management software?
It’s software that helps heating, ventilation, air conditioning and refrigeration businesses schedule jobs, dispatch engineers and complete service paperwork digitally. pro-Forms® combines job scheduling, mobile forms and asset management in one UK-hosted platform, replacing paper job sheets and spreadsheets.
Can pro-Forms® manage PPM contracts for our HVAC customers?
Yes. Enterprise Asset Manager holds each customer’s units with a calendar of service and test dates and reminders. Adding WORK MANAGER lets you schedule one-off, multi-day and recurring PPM visits, with service history recorded against every asset.
Does the mobile app work without signal in plant rooms and basements?
Yes. The pro-Forms® mobile app works offline on Android and iOS. Engineers can complete forms, take photos and capture signatures with no connection, and everything sends automatically once the device is back in signal.
Can we produce our own branded service reports and certificates?
Yes. Every form can generate a branded Word or PDF document with your logo and layout, and we can usually replicate your existing paper forms closely. Completed reports can be emailed to customers automatically or saved to SharePoint, OneDrive and other systems.
Do we need the full system, or can we start with mobile forms?
You can start small. Many HVAC contractors begin with Mobile Forms from £10 per user per month, then add Enterprise Asset Manager or WORK MANAGER as their needs grow. All plans include a free 21-day trial.