Job Management Software For HVAC Engineers

Quote splits, VRF and ventilation installs from your saved rates, keep every service visit on schedule and store F-Gas certificates where you can find them. ProWorks helps UK air conditioning engineers quote, schedule and invoice from one place.

HVAC engineer using ProWorks job management software on laptop and mobile

Common Admin Problems for HVAC Engineers

Every air conditioning and ventilation engineer faces these challenges. ProWorks solves them all.

Service visits slipping through the net

Maintenance contracts only pay if every visit happens on time. Register each unit you look after, set up your own service schedules at any interval and send service-due reminders the customer can accept in the portal.

F-Gas paperwork all over the place

F-Gas record keeping means holding onto certificates and leak-check records for every system you touch. Store them against each asset and property, alongside the full service history, so they are there when a customer or auditor asks.

Writing up install quotes after hours

You survey a shop or office for a new split or VRF system, then spend the evening turning it into a quote. Save your labour rates once and put a professional quoted price together in minutes.

Keeping engineers and subbies on the right jobs

With engineers out on the road and subbies brought in for bigger installs, it is easy to double-book or leave someone standing around. See everyone's week in one diary and assign work without the morning phone calls.

Essential Features for HVAC Job Management

From a single split swap to a VRF system across an office floor, manage every part of your air conditioning and ventilation work

Survey Quotes

Price the engineer time from your saved rates and add the units, pipework and controls with your markup on top. Send it as a branded PDF and see when the facilities manager has opened it.

Job Scheduling

See the whole team's week in a visual diary. Plan multi-day installs, slot service visits and repairs in between and avoid double-booking your engineers.

Materials & Cost Tracking

Indoor units, pipework and controls turn up over several days from more than one supplier. Upload each invoice against the job, have the materials read off it, and watch the cost climb against the price you quoted.

Timesheets Per Site

A service round is four buildings, a breakdown is one. Engineers log time per site rather than per shift, so you can tell whether a maintenance contract still covers what it costs to run.

Contract Invoicing

Invoice a service visit or a breakdown the day you finish it, with their order number on it and the hours and parts already on the job. The landlord picks up every invoice from the same portal.

Servicing & Asset Records

Register every unit you maintain - snap the data plate and the make, model and serial fill in for you. Set up your own service schedules at any interval and attach F-Gas certificates and photos to each service record.

How HVAC Engineers Use ProWorks Job Management Software

Built for UK air conditioning and ventilation engineers - from a single split in a living room to VRF systems across shops and offices

Air conditioning job tracking in ProWorks

Service Visits, Breakdowns and Quoted Installs

A planned service is charged per visit, an install is quoted, and a July breakdown is a call-out. Set the type on the job when you create it and the invoice is built to match.

Maintenance Contracts and Service Schedules

Set up your own service schedules for every system you maintain - six-monthly, annual, whatever the contract says. ProWorks tracks what is due and overdue, sends the customer a service-due reminder in a click, and emails you to book the job in when they accept.

Bring in Subbies for Bigger Installs

Assign work to subcontractors and let them log their own hours with limited access. Work with them without sharing sensitive information, and group the stages of a big install under a project to see the hours and the spend across the whole thing.

Solutions for HVAC Engineers' Biggest Business Challenges

See how ProWorks helps air conditioning engineers overcome common admin problems

What UK Trade Businesses Say About ProWorks

Spencer Lane from SL Electricals
"I switched to ProWorks after trying Tradify and immediately found it far more user-friendly for me and my growing team. Scheduling work for employees and subcontractors is now much simpler, and the ability to sync with subbies without sharing sensitive information works brilliantly. I'd fully recommend ProWorks to any trade business."
Spencer Lane
Director at SL Electricals

Simple Pricing for HVAC Engineers

No setup fees. No contracts. Cancel anytime.

Solo Engineer

£25 /month
  • Unlimited jobs, quotes & invoices
  • Time tracking & scheduling
  • Materials & cost tracking
  • Job photos & document storage
Start Free Trial

Adding Team Members?

£15-£25/month for each additional engineer, apprentice or admin staff

See full pricing details →

Questions HVAC Engineers Ask About ProWorks

Straight answers for UK air conditioning and ventilation engineers comparing job management software.

Can I store F-Gas certificates and leak-check records against each system I maintain?

Yes. Register each split, VRF or chiller as an asset against the customer's property and upload the F-Gas certificate, leak-check record and commissioning sheet to its service history. Everything stays linked to the site, so the paperwork for a system is there when the next visit is due.

Can ProWorks remind commercial customers when a six-monthly or annual service is due?

Yes. Register each system as an asset, put a schedule on the site with the interval in months, and ProWorks shows you which systems are due or overdue. You send the reminder and ProWorks emails the customer. When they accept it in the portal, you get an email to book the visit in.

How do I keep three engineers straight across a dozen sites?

The diary shows one row per engineer across the week, with every visit and its address on it. Put the instructions on the assignment: where to sign in, who holds the plant room key, which units are on the list. They show on the engineer's daily view with directions, and they log their hours against that visit from their phone.

Can I see whether an install made money once the kit and gas were paid for?

Yes. Log every supplier invoice against the job with your markup, and your engineers' hours land from their timesheets, so you see the live cost against the quoted price and the margin left. Group a multi-stage commercial install under a project to total the hours and the spend across the whole thing. With AI enabled, upload the supplier invoice and ProWorks reads it and fills the materials in.

I bring in a subbie for the pipework on big installs. What does that cost and what do they see?

A subcontractor login is £5 a month plus 50p for each day you assign them work. Invite their company, assign the job, and their hours and costs land on your invoice. They see the job details they need but never your customer list or your rates. Your own engineers are Standard users at £15 a month, who see their jobs, log time and request leave.

Start Using HVAC Job Management Software Today

UK air conditioning and ventilation engineers use ProWorks to register the units they look after, send service reminders when they fall due, and bill contracts a quarter at a time. Try it free for 30 days - no credit card required.