Internal tools for HVAC contractors.
Dispatch, job costing, fleet, receivables: the tools an HVAC contractor actually needs are small, specific, and usually stuck in Excel. Prized lets you build each one by describing it in plain language. The working examples below were made for the trades; open one and adapt it to your shop.
Field Service Dispatch Board
Every tech and every service call on one board, from scheduled to invoiced.
Construction Job Costing Dashboard
See budget vs actual by cost code before a job goes over, not after closeout.
Construction Bid Pipeline Tracker
Track every invitation to bid from takeoff to award and know your real hit rate.
Truck Fleet Maintenance & DOT Inspection Tracker
Track PM intervals, work orders, and DOT inspection deadlines so no truck misses a date.
Invoice & AR Aging Tracker
Log invoices, watch 30, 60, and 90 day aging buckets, and get a collections call list.
Inventory Reorder Planner
Reorder points, days of cover, and a low-stock list for every item you buy.
Employee Timesheet Tracker
Weekly time entry against jobs and projects, with approvals and overtime flags.
Hiring Funnel Tracker
See every candidate by stage and spot where your hiring pipeline leaks.
The back office of most HVAC companies lives in three places: a dispatch whiteboard or shared calendar, an Excel job list with a tab for open installs, and QuickBooks reports someone prints on Friday to chase receivables. The numbers the owner actually watches: billable hours per tech per day, gross margin on installs (40 percent is the target, and a missed permit or a second condenser trip eats it fast), callback rate, and how many days pass between finishing a job and sending the invoice.
It breaks in season. In July the board cannot keep up: calls get double-booked, a tech drives across town for a job that needed a part nobody staged, and the install quoted at 42 percent margin closes at 28 because the change work never got written down. Invoices go out a week late because the paperwork rides around in a truck, and AR quietly stacks past 60 days with builders who pay slow anyway.
A small set of purpose-built tools plugs the specific leaks: a dispatch board every tech and the office can see, job costing that shows budget vs actual while the install is still open, a fleet log so van maintenance and DOT dates do not slip, and an aging list that becomes Friday's collections calls. The templates below are working versions of each. Open one, then describe your operation: your service area, your techs, your flat-rate tiers.
Common questions
Our job list and AR live in spreadsheets today. Can we bring that history in?
Yes. Templates open with sample calls and jobs so you can see the flow first. When you are ready, import your existing job list or AR spreadsheet as a CSV, or just start entering new calls and let the history build. There is no data migration project standing between you and using the tool.
How does this compare to full field service software on cost and effort?
The big field service suites are priced per tech per month and take weeks to roll out, and if you need everything they do, they may be the right call. A Prized template is a working tool the moment you open it, and you adapt it by describing your operation in plain language. Plan on an evening, not a rollout.
We do service calls, installs, and maintenance agreements. Can one tool cover all three?
Start from the dispatch board and ask for what is missing: an agreements list with renewal dates, a separate installs pipeline, whatever matches how you sell. Templates are starting points, not fixed products. If it is cleaner as two or three small tools, run them side by side.
The tool you actually need is one description away.
Start from a template above or from a blank page: either way, you describe it and Prized builds it.