Commercial HVAC · Canada

HVAC job management, built for Canada.

FieldInsight Canada brings the platform mechanical contractors rely on worldwide — tuned for Canadian HVAC with data residency, CAD billing, and local support. Enter your data once: planned maintenance, cost-code projects, and reactive service in one connected workflow.

Data hosted in Canada Billed in CAD GST / HST / PST ready
FieldInsight commercial HVAC scheduling board
The three workflows that run your business

Purpose-built for mechanical services

Human-friendly, end-to-end job management — no spreadsheets, no double entry. The three workflows Canadian HVAC contractors run every day, each first-class in FieldInsight.

01 · Planned Maintenance

Never miss a PM visit again

Build recurring maintenance schedules off your asset register, auto-generate the right checklist for each unit, and prove compliance with a full service history per asset.

  • Recurring PM schedules — monthly, quarterly, annual, or custom cycles
  • Asset registers with full service history per rooftop unit, chiller & boiler
  • Digital checklists & readings captured on-site by the tech
  • Compliance-ready records for audits and client reporting
Learn more about Planned Maintenance →
FieldInsight maintenance planner — recurring PM schedule grid
02 · Cost-Code Projects

Projects that stay on budget

Run install and retrofit work as projects broken down by cost code. Track labour and materials against each code, watch budget vs actual in real time, and raise progress claims with confidence.

  • Break every project down by cost code
  • Live budget vs actual on labour and materials
  • Timesheets and purchases booked straight to the right code
  • Progress claims & profitability per project, per code
Learn more about Cost-Code Projects →
FieldInsight project budget builder with cost codes
03 · Reactive Service

Dispatch breakdowns in minutes

Log a reactive call, flag the priority, and dispatch the closest qualified tech from a live board. Your team sees the job on their phone instantly — with the asset's full history already attached.

  • Priority flags & SLA timers for emergency callouts
  • On-call rotations and skills-based dispatch
  • Live board — drag, assign, and re-balance in real time
  • Asset history travels with the job to the technician's app
Learn more about Reactive Service →
FieldInsight reactive service scheduling board
Supporting features

Everything that surrounds the job

Timesheets, safety, client reporting, skills compliance, and project task lists — built into the same platform as your PM, projects, and reactive work.

FieldInsight timesheets booked to jobs and cost codes

Timesheets

Techs clock time from the mobile app; managers approve against the live schedule. Hours land on the right job and cost code — ready for payroll and project tracking.

FieldInsight Safe Work Method Statements on mobile

Safe Work Method Statements

SWMS and Take Five hazard assessments completed on-site before work starts — PPE checks, risk controls, and digital signatures captured on the tech's phone.

FieldInsight safety checklists and compliance documents

Safety documents

Store inductions, licences, and site-specific safety packs in one library. Technicians complete the right forms per job — less admin, stronger audit trail.

FieldInsight preventive maintenance report for clients

Annual reports for clients

Generate rich PDF inspection and compliance reports in seconds — asset summaries, defect photos, and maintenance history your clients can file or forward.

FieldInsight skills matrix for technician qualifications

Skills matrix for your team

See who holds which tickets, inductions, and expiries at a glance. Schedule qualified techs to the right site — and chase renewals before they lapse.

FieldInsight job workflows and project to-do lists

To-do lists for your projects

Custom job workflows with clear steps for schedulers and techs — reactive, maintenance, and install paths in one Job Navigator so nothing gets lost between visits.

A dedicated Canadian instance

The same FieldInsight platform — deployed for Canada

FieldInsight Canada is part of FieldInsight (Australia). Same product, same fixes carried across — redeployed on Canadian infrastructure for mechanical-services contractors north of the border.

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Data hosted in Canada

Your customer and job data lives in a Canadian data region — keeping you onside with privacy expectations and procurement requirements.

💵

Billed in CAD

Pricing and invoicing in Canadian dollars. No surprise FX conversions on your subscription or your customer invoices.

🧾

GST / HST / PST ready

Tax handling configured for Canadian provinces, so quotes and invoices calculate the right tax the first time.

🇩🇺

Bilingual ready

Built to support English and French-Canadian workflows for teams operating across Quebec and beyond.

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Local support hours

Support aligned to Canadian time zones — from Pacific to Atlantic — so help is there when your team is on the tools.

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Imperial & metric

Capture readings and measurements in the units your techs actually use on Canadian sites.

In the field

Your whole crew, on one app

Technicians see their schedule, complete checklists, capture photos and readings, log time to the right cost code, and close jobs — all from their phone, even with patchy site signal.

  • Today's jobs, directions, and asset history offline-friendly
  • Checklists, photos & signatures captured on-site
  • Time & materials booked to the job and cost code
FieldInsight mobile app for technicians
Connected

Works with the tools you already run

Jobs turn into invoices and flow to your accounting — no double entry.

Xero QuickBooks MYOB Reckon MailChimp Email API

Trusted by field-service businesses — now launching in Canada

Sandman Electrics Griepink & Ward The Plumbing and Gas Guys
Success stories

What FieldInsight customers say

Real feedback from mechanical and HVAC contractors on the platform FieldInsight Canada is built on.

5 stars

Commercial HVAC

We had job data spread across too many systems and our old software couldn't keep up as we grew. Moving everything into FieldInsight smoothed out PM, projects, and breakdowns — operations finally feel under control.
CraigCommercial HVAC contractor
5 stars

Mechanical services

We were turning over more work but still losing margin — we couldn't see where the money went. Once invoicing, inventory, and timesheets were connected in FieldInsight, we tightened the leaks and got back to solid profit.
JimService & maintenance contractor
5 stars

Mechanical & electrical

Years of frustration with job software that never matched how we actually run a shop. With FieldInsight we had meaningful wins inside two months — easily the best ops spend we made all year.
JamesMechanical & electrical contractor
Free resources

HVAC playbooks to steal

Practical templates used by busy mechanical-services teams.

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HVAC Inspection Checklist

Increase field productivity with a simple, repeatable checklist your techs can run on every visit — without the admin spin.

Get the checklist →

Service Manager Workflow SOP

Document and manage a busy service team with a templated process — cut wasted time from your daily workflow.

Download the SOP →
📊

HVAC Preventive Maintenance Checklist

Systemise PM checklists so rooftop units and chillers get consistent care — without overwhelming your crew.

Get the checklist →
Book a demo

See FieldInsight on your HVAC business

A 20-minute walkthrough with a FieldInsight specialist who knows mechanical services. Pick a time that suits you — the same booking calendar used on fieldinsight.com.

  • No credit card, no commitment
  • Tailored to Canadian HVAC workflows
  • FieldInsight Canada · part of FieldInsight Australia

Pick a time — bookings go to FieldInsight's demo calendar

Prefer email? hello@fieldinsight.com