Rooftop packaged air-conditioning units

Field service / HVAC

Operational software for field-service contractors

Dispatch boards, on-site state tracking, invoicing the moment the work is done, and an audit trail every operator can read. Single-tenant-multi-facility or one-tenant-per-location — both shapes ship.

Who this is for

HVAC contractors, electricians, plumbers, locksmiths, appliance-repair operators, and multi-trade shops with 5-50 field technicians across one or more locations. You have a dispatcher, an office team, and a customer base that mixes residential maintenance contracts, commercial service calls, and the occasional install. Your current stack is some combination of ServiceTitan, Housecall Pro, a homegrown spreadsheet, a separate accounting package, and a lot of Slack messages.

This page is for the moment you're evaluating a replacement for that stack or looking for the back-of- house operations layer underneath it.

What ships today

  1. What's currently shipped

The field-service stack on FastYoke is a combination of marketplace apps plus the free Logistics core. Six apps cover intake-to-invoice end-to-end.

Field Service Yoke

The flagship board for this vertical. Every job moves Created → Dispatched → On site → Completed → Invoiced → Paid. The dispatcher sees every open job by stage, what has stalled, and each technician's day; an operations assistant flags what to fix.

CRM Suite

Customers, equipment-on-site, contract status, service history. Linked to the job entities so a dispatcher opening a job sees the full equipment history without a context switch.

Yoke Ledger + GL Pack

AR / AP, invoicing, payment capture, GL posting and month-end close, with a chart of accounts built for a service trade — truck stock, deferred maintenance-plan revenue, warranty and callback cost.

Inventory

Truck stock, parts on hand, reorder points. Stock issued from inventory depletes on hand, and the GL Pack posts COGS on issue if you flip the toggle.

Logistics core (free)

Facilities, bins, zones, movements, immutable event log. Free with every tenant — the shared substrate every field-service multi-location operation builds on.

Forms — free

Public maintenance-request forms, online quote requests, contact forms. Cloudflare Turnstile + PDF copy on submit. Free forever; you don't pay extra for intake.

Extend without code

  1. How to extend with low-code

Field-service operations are full of small per-shop quirks — the pricing book, the truck-stock policy, the maintenance-contract billing cadence. Most don't require an engineer:

  • Pricing-book authoring in the schema (one afternoon). Use the entity-schema layer to model your specific line-item catalog with optional add-ons, regional pricing, and maintenance-contract discounts, as its own record type your job records link to.
  • A custom approval step for jobs over a threshold (one hour). Add an AwaitingApproval state between On-site and Invoiced for jobs over a dollar threshold. The FSM Designer adds the guard ({">": [{"var": "total"}, 1000]}). No code change.
  • Maintenance-contract auto-scheduling (an afternoon). Use the FSM scheduler to spawn next- visit jobs on a contract anniversary. The audit log proves the maintenance was scheduled when contracted.
  • Equipment-warranty lookups (one day). The WASM scripting tier (TypeScript on QuickJS in wasmtime) lets you call out to the manufacturer's warranty API on a job-creation transition. Returns get stored on the equipment record, where the technician sees it before they arrive.

The low-code surface is bounded by what the schema can express. When the customization is broader than schema-shape, you're in customization territory — covered next.

Customize deeply

  1. How to make major customizations

In-house engineering

FastYoke ships a typed SDK (@fastyoke/sdk-next, @fastyoke/sdk-vue, plus a Rust crate for the kernel). For field-service contractors with engineering bench (usually rare in this vertical), the SDK enables:

  • Custom tech-facing mobile experiences (the platform ships a responsive web UI; a native React Native app is a project, not a config).
  • Direct integrations with non-marketplace vendors (parts distributors, equipment-warranty APIs, specific accounting packages beyond Yoke Ledger).
  • The ejection clause — take your compiled rules and per-tenant databases with you whenever you want. Useful if your operation grows into a private-equity rollup with its own platform.

FastYoke Partner engagement

For most field-service operations, the right shape is a Strategic Partner engagement:

  • iNetko — our first named Strategic Partner — handles schema authoring, FSM design for your specific service-call flow, integration wiring (payment processor, parts- distributor import, equipment-warranty API), and the first 60-90 days of operator onboarding. One iNetko SE for the first three weeks is enough for most single-location pilots.
  • See the Multi-location HVAC guide for the realistic pilot path.

Most field-service prospects engage iNetko before they engage their own engineering team. The math usually wins on the partner side — iNetko has done this enough times to make scoping mistakes that you'd otherwise make yourself.

Honest tradeoffs

What FastYoke isn't for field service

  • No built-in pricing-book module. Field Service Yoke ships a generic line-item flow. If you're used to ServiceTitan's built-in pricing-book authoring UI, you'll author one in the entity schema layer instead. Real but unfamiliar.
  • No native dispatch optimization. You see the queue and you assign manually (or via a simple rules-based workflow). Native vehicle-routing optimization isn't yet generalized from the Bus Routing / Convention Rideshare apps to field service.
  • No native mobile app for techs (yet). Techs use the web console on their phone. It's responsive and it works, but it's not a native iOS / Android app. Native field-tech mobile is on the roadmap.

If those tradeoffs are deal-breakers — stay on ServiceTitan. The vertical SaaS has those features because the vertical SaaS is built only for HVAC. FastYoke gives you the operational substrate, the workflow engine, and the multi-app integration story for the cases where the vertical SaaS is overkill or doesn't fit your specific shape.

Next step

Request early access

Talk to iNetko

Already in retail / POS / food service paired with field service? See Pay n Go Systems — our first named Channel Partner — for the integrated storefront-plus-field-tech shape.