For HVAC companies on ServiceTitan

Every job done to your standard. And the proof that it was.

Field CoPilot walks your technicians through maintenance, diagnosis and installation step by step, captures the photos and readings that prove the work, and writes it all back to ServiceTitan. No matter which tech shows up.

Book a 20-minute demo See how it works

Start with a paid pilot on one workflow. We measure the results with you.

The problem

Quality depends on which technician shows up.

You set the standard. You paid for the ServiceTitan forms. But steps get skipped, equipment records stay incomplete, and checklists get ticked with nothing behind them. The only way to know is to ride along, audit, and chase the missing information after the job.

Hours

every week, per manager

Spent on audits, ride-alongs and calling techs back for the photo, the reading or the serial number that never made it into the job.

$200–400

for one avoidable callback

An unbilled truck roll to fix what a skipped step missed, before you count the customer who doesn't call you next time.

0

proof on a ticked box

A checkmark says a step was done. It doesn't show it, so you can't coach it, defend it to a customer, or improve it.

How it works

Guide the job. Capture the evidence. Send it where it belongs.

01

Set your standard

Your procedures, your required photos, your acceptable readings. Each company defines what a job done right means, and Field CoPilot holds every tech to it.

02

Guide the tech on site

Step by step on a phone, one part of the unit at a time. Readings are checked against the nameplate as they go in, and a photo of the nameplate or the meter fills in the values.

03

Prove it, then close the job

The job can't close until the photos, measurements and records are there. Then everything writes back to the ServiceTitan job and equipment records. No second system to check.

Workflows

One app for the three jobs that make or break your reputation.

Each workflow knows what to check for the equipment in front of the tech: gas furnace, heat pump, dual fuel, air handler, geothermal and more.

Maintenance

Walk each system, capture every unit's nameplate and condition, work the checklist part by part, and recommend what's wrong in plain words the customer understands.

  • Equipment records accurate
  • Every checklist item answered
  • Readings in range, or flagged

DiagnosisIn development

Follow the troubleshooting steps for that system type, record each test and reading, and land on a cause the readings support.

  • Steps followed in order
  • Readings that back up the diagnosis
  • A repair recommendation you can defend

InstallationIn development

Take the required photos, record the commissioning measurements, and complete the product registration before the crew leaves.

  • No missing photo or reading
  • Commissioning recorded
  • Registration done for the warranty

For owners and managers

See the jobs that need a second look. Skip the ones that don't.

One review queue, most serious first: missing documentation, readings out of range, Fix today work that wasn't sold. Everything else you can trust, because the evidence is attached.

  • Fewer callbacksSkipped steps get caught on site, not on the second truck roll.
  • Less time auditingReview the exceptions, not every job.
  • Clean equipment historyNameplates, model and serial numbers and photos land on the ServiceTitan location.
  • New techs up to standard fasterThe procedure is in their hand on every job, with how-to steps behind each check.
Maintenance · 88 Birch Ln
Submitted yesterday by Sam R. · Job #48213
$1,240
up to
Fix today, not sold
  • Heat exchanger: crack or hole. Safety note given to the customer.
  • Missing photo: outdoor unit nameplate
  • Plan ahead: replace the 2009 condenser
Written back to ServiceTitan

Built for the field

Made for basements, attics and rooftops.

Works on one bar of signal

Everything is saved on the phone first and uploads when the signal comes back. A weak signal never costs a tech their work.

Built for gloved hands

Big buttons, one question at a time, and nothing that jumps under a finger. A tap on the wrong spot never clears an answer.

Reads nameplates and meters

Photograph a nameplate and the make, model, serial, age and rated values fill in. Photograph a manifold or clamp meter and the readings do too.

Plain words for the customer

Findings are written so the same sentence goes on the customer's report: "Heat exchanger: crack or hole", not a code.

Lands in ServiceTitan

Equipment, findings, estimates, photos and the report go back to the job and location. Your office keeps working where it already works.

Your standard, not ours

Start from proven checklists for each equipment type, then make them yours: required photos, ranges and wording.

Start with a pilot

Prove it on your own jobs before you roll it out.

We start with one high-value workflow at your company, set it up with your procedures, and train your techs. Then we measure, with you, what changed.

Talk to us about a pilot
Documentation completenessPhotos, readings and records on every job
Manager review timeHours a week spent auditing and chasing
Avoidable callbacksSecond trips for something a step would have caught
Equipment recordsUnits with a correct make, model, serial and age

Guide, don't police.

Field CoPilot is built to help your technicians get it right during the job, so your customers get the same quality every time, and you can prove it.

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