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Keep your maintenance customers coming back every year
Yearly tune-ups are the backbone of an HVAC business, and they're also where small misses add up: the ladder nobody brought, the filter size nobody wrote down, the 8–12 window that came and went. KeptField keeps every site detail attached to the customer and makes sure your techs see it before they leave the shop.
What KeptField fixes for HVAC businesses
Units in hard-to-reach places
Roof hatches, attics, and crawl spaces need the right ladder or tools. Make it a required check so the job isn't wasted.
Busy-season schedules slip
When a no-cool call runs long, KeptField flags the next appointment at risk and suggests a tech who is free and close.
Maintenance plans quietly cancel
Repeat problems are flagged on the customer's profile and in your morning brief before the renewal comes up.
Site notes your techs actually see
Here are the kinds of notes HVAC customers need on every visit. The important ones become required checks before the tech can start the trip.
Site requirements
Bring an extension ladder
Condenser sits on the entrance canopy. No access from inside the building.
Filters: two 16x25x1
Return vents in the hallway and main bedroom.
Call 30 minutes ahead
Customer needs time to get to the lobby door.
Guides and features
- GuideHow to keep maintenance plan customers renewingWhy maintenance customers quietly cancel, and five habits that keep them renewing year after year.
- GuideHow to cut second trips to the same jobSeven common reasons techs have to come back, and the simple habits that prevent most of them.
- FeatureReminder and on-my-way textsReminder texts your customers actually answer
- FeatureSite notes and required checksSite notes your techs can’t skip
- FeatureLate job alertsHear about a late job at 10:40, not at noon
- FeatureDispatch boardEvery tech’s day on one board
Simple pricing
One monthly price for your whole crew. Every plan starts with a free 30-day trial, then runs month to month. Cancel anytime.
Crew
For owner-operators with a small team.
$39per month
- Up to 3 techs
- 1 office login
- 100 minutes of voice notes a month
Best for growing shops
Shop
For busy crews with someone running the office.
$79per month
- Up to 10 techs
- 3 office logins
- 300 minutes of voice notes a month
Company
For multiple crews and dispatchers.
$129per month
- Up to 25 techs
- Unlimited office logins
- 1,000 minutes of voice notes a month
More than 25 techs? Let’s talk.
Every plan includes
- Office dashboard on your PC, laptop, or tablet
- Tech app for iPhone and Android
- Customer site notes and required checklists
- Early warnings for late jobs and missed checks
- Voice notes turned into office tasks
- A morning brief on your phone
- One-tap texts from the tech's own phone
- Help getting set up
Want automatic texts from your business number? See texting packs and full pricing.
Contact us
Questions about your trade, your crew size, or getting set up? Send a message and we’ll reply by email.