HVAC software for UK service and maintenance teams
Call it HVAC field service management software, software for HVAC, HVAC management software, HVAC scheduling software or HVAC service management software — Opsler puts the customer, the job, the quote and the invoice for a UK heating and air-conditioning business on one board, so reactive call-outs and planned maintenance run off the same record instead of a diary and a separate spreadsheet.
Separate heating, ventilation and air-conditioning workflows
Whether your team covers boiler and heating work, ventilation, air conditioning or a mix of all three, every job sits on the same customer record and schedule — different job types on one board, not separate systems for each discipline.
Keep customers, sites and equipment context together
Job notes and descriptions carry the equipment detail an engineer needs — make, model, location on site — alongside the customer’s address and history, so the next visit opens already knowing what unit is on the wall and where it was found last time, without a separate asset system to keep in sync.
Handle reactive call-outs and fault visits
A no-heat call in winter and a scheduled service visit are different urgency levels, and the dispatch board treats them as such — reactive call-outs go straight to the next available engineer, while planned work holds its place on the schedule.
Plan recurring service and maintenance work
A recurring series runs on a fixed interval you define — quarterly, twice yearly, whatever the equipment needs — and Opsler generates the next visit automatically up to 30 days ahead on the Pro plan. The interval stays fixed at the cadence you set, rather than recalculating from how the previous visit actually went.
Schedule and assign HVAC engineers
A drag-and-drop board assigns each job to an engineer for a fixed time or a flexible slot, so the office can see coverage across a multi-engineer team without a phone call.
Create quotes and give the field team a job record
A quote builds from your own price book — single price or three tiers for a bigger installation — and the customer approves it with a one-time code by email plus a signature, on one page in their own browser. The job card then carries the address, notes and history out to whoever picks up the work.
Capture work evidence and create invoices
Before-and-after photos, job notes, time and materials log against the job as the work happens, and the invoice generates from that same completed record — no re-typing line items into a second system.
F-gas, Gas Safe and certification boundaries
Stated plainly, once: Opsler does not produce F-gas logs, leak-check records, Gas Safe certificates or commissioning sheets, and does not check work against either framework. Those belong to the engineer’s own accredited qualification and the scheme behind it, and no software changes that. A document that resembles the current certificate but is not it would be worse than none at all.
What Opsler runs is the administration around that work — the customer, the schedule, the quote, the evidence and the invoice — and your accountant gets a formatted CSV of invoices and payments to import on their own schedule, with VAT already applied per line at the rate you set.
HVAC software evaluation checklist
Seven things a UK HVAC business asks of its software, answered. Take the same questions to any HVAC field service management software you’re evaluating.
| Capability | Opsler | Detail |
|---|---|---|
| Customer and site records with job history | Yes | Every past visit at that address, in one place |
| Reactive call-outs and planned maintenance on one board | Yes | Drag-and-drop scheduling, same board for both |
| Recurring service visits on a fixed interval | Yes | Auto-generated up to 30 days ahead, Pro plan |
| Quotes approved on site from your own price book | Yes | Single-price or three tiers, one-time code and signature |
| Photos, time and materials against the job | Yes | Equipment make, model and location travel in the job notes |
| Invoicing from the completed job | Yes | Line items carry across; no re-typing |
| VAT applied per line on every invoice | Yes | Set your rate once, mark it default, and it lands on everything |
Free Budding plan: 2 seats, 50 jobs a month, 100 inventory items, 1 inventory location. Pro is $25 per seat per month with no seat minimum and a 14-day trial that doesn’t ask for a card.
HVAC software questions
At its core, software that holds the customer record, the job schedule, the quote and the invoice for a heating, ventilation or air-conditioning business — reactive call-outs alongside planned maintenance visits, both on one board. It is a separate question from F-gas qualification or Gas Safe registration, which sit with the engineer's own accredited status (City & Guilds, BESA, LCL Awards or equivalent), not with field-service software.
A fault call-out and a scheduled service visit are different kinds of job and should be treated as such. In Opsler, reactive call-outs go straight onto the dispatch board for the next available engineer, while planned maintenance runs on a recurring series with a fixed interval you set — generated automatically up to 30 days ahead on the Pro plan. Both sit on the same board rather than two separate systems.
No, and it's worth being direct about it. Individuals working on equipment containing F-gas must hold their own qualification from an accredited body regardless of employer, per GOV.UK guidance, and gas work sits with Gas Safe registration. Opsler doesn't produce F-gas logs, leak-check records or Gas Safe certificates, and doesn't check compliance against either framework — that stays entirely with the engineer's own accredited status. What Opsler handles is the administration around the job, not the certification itself.
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Pricing
$25/seat/month, no seat minimum
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