FieldPad: HVAC CRM for Solo Techs
Built for the One-Truck HVAC Shop

Run Your Entire
HVAC Business
From Your Truck

The all-in-one CRM built for solo techs. Clients, scheduling, estimates, invoices with signatures, inventory, and equipment history on your iPhone — offline-ready. $29.99/mo or $299.99/yr. A fraction of Jobber and Housecall Pro. EPA compliance included.

Free tier forever. No credit card. No contract. Cancel any time. Android coming soon.

1-Person
Built for Solo Techs
$0
Per-Seat Fees, Ever
100%
Offline Capable
7+
Tools Replaced in One App
The Problem

Every HVAC CRM is Built for 10-Truck Teams. You Have One Truck.

You're paying monthly for dispatch boards, online booking funnels, team chat, and review campaigns you'll never use — while your clipboard and paper invoices quietly lose you jobs and hours.

Jobber Core — $29–$39/mo

Strips out inventory, photo docs, and AI. Forces an upgrade to Connect ($129/mo) or Grow ($249/mo) for a complete tool. No offline mode at all. Zero EPA compliance.

Housecall Pro Basic — $59–$79/mo

Capped at 1 user and widely criticized as underpowered. A second tech forces a jump to $129+ Essentials. Offline mode is view-only — can't edit a job. No EPA compliance.

ServiceTitan — $200–$400/tech

Designed for 20+ truck shops. $5K–$50K implementation fee. 2–3 year contracts. If you're solo, you're paying enterprise tax for features you'll never touch.

FieldEdge — ~$100–$125/user/mo

Quote-gated pricing. $500–$2,000 setup fee. Mandatory 5-week onboarding. No refund on annual if you cancel. Real friction for a one-person shop.

Then You Stack a Compliance Tool on Top

Because none of them handle EPA 608, Subpart C, A2L checklists, leak-rate calculations, or chronic leaker reports — so you pay a second monthly subscription for compliance, plus a third app for refrigerant references. Three apps, three bills, three places your data lives.

FieldPad collapses all three into one iPhone app, for $29.99/mo or $299.99/yr.

What You Get

Every Tool You Need, In One iPhone App

Stop stitching together a CRM, an invoicing app, a scheduling tool, a compliance tracker, and a refrigerant reference. FieldPad is all of them in one — for $29.99/mo.

Replaces Jobber CRM

Client Management (CRM)

Full client records with address autocomplete. Every job, invoice, estimate, and piece of equipment is linked to the client — giving you the full service history for every customer, one tap away.

Replaces HCP Jobs

Jobs & Work Orders

Create and track service jobs with client, equipment, and status workflow (Pending → In Progress → Complete). Automatic schedule-conflict detection keeps you from double-booking your own day.

Replaces Calendar App

Scheduling & Recurring Jobs

Month/week/day calendar with drag-and-drop scheduling. Set up weekly, monthly, or annual recurring maintenance (Pro) so filter changes and service contracts schedule themselves.

Replaces Quote Tool

Estimates & Quotes

Build detailed estimates with line items, split labor/material tax, and reusable templates for common HVAC jobs. One tap converts an approved estimate into an invoice.

Replaces Invoice Tool

Invoicing with Signatures

Professional PDF invoices with customer and technician signatures collected on the iPhone screen. Split labor/material tax, partial payments, refrigerant line items, and your business logo (Pro).

Replaces Inventory Sheet

Cylinder Inventory + OCR Scan

Point your camera at a cylinder label — FieldPad reads serial, refrigerant type, and weight with on-device OCR. Track weights, exchanges, chain-of-custody, and get low-inventory alerts.

Replaces File Cabinet

Equipment & Asset History

Every piece of customer equipment gets a profile: full charge, appliance type, and a complete log of every job, repair, verification test, and compliance record tied to it.

12 Alert Types

Smart Notifications

Job reminders, repair deadlines, verification follow-ups, low-inventory alerts, chronic-leaker warnings. Deep-link routing takes you straight to the record that needs attention.

Works in Basements

Offline-First Architecture

Every feature works without signal — log jobs, generate PDFs, take signatures, scan cylinders. Data syncs via your private iCloud when you're back online. No servers, no account, no vendor lock-in.

Unfair Advantages

Purpose-Built for the One-Person Shop

FieldPad makes different product choices than team CRMs because your life on a service call is different. Four things your current CRM gets wrong for solo techs:

Glove Mode — 48pt Touch Targets

Every button, text field, and icon is sized so you can tap accurately with insulated gloves on. No peeling off PPE to log a reading or collect a signature.

While Jobber and HCP design for office staff on laptops, FieldPad designs for you on a rooftop in February.

Offline-First, Not Offline-Later

Every feature works in basements, mechanical rooms, and rural service calls with zero signal. Log jobs, generate PDFs, collect signatures, scan cylinders — it all works, then syncs when you get bars back.

Jobber has no offline mode. Workiz has none. Housecall Pro's offline mode is view-only — you can't edit a record.

Your Data, Your Device

No login, no account creation, no vendor lock-in. Data lives on your iPhone in SwiftData and syncs via your private iCloud container. We run zero servers — we literally can't see your data, sell it, or hold it hostage.

No analytics. No tracking. No ads. Cancel Pro anytime; your records stay on your device.

No Per-Seat Tax, No Setup Fees

$29.99/mo or $299.99/yr. No 2–5 user bundles like Workiz, no $500–$2,000 setup fee like FieldEdge, no 2-3 year enterprise contract like ServiceTitan. No credit card for the permanent free tier.

One person. One truck. One subscription. That's the whole product philosophy.
vs Jobber, HCP, ServiceTitan

See How FieldPad Stacks Up

The quick version. Full feature-by-feature matrix here →

What Solo Techs Actually Need FieldPad Jobber Housecall Pro ServiceTitan
Starting price (solo) $29.99/mo or $299.99/yr $29–$39/mo $59–$79/mo $200–$400/tech
Setup fee / onboarding cost $0 $0 $0 $5K–$50K
Works offline (edit records) Yes No View-only Partial
Inventory tracking Yes + OCR Paid add-on Higher tiers Yes
EPA Section 608 / Subpart C Included None None None
A2L safety checklists Included None None None
Data stays on your device Yes Cloud only Cloud only Cloud only
Min seats / forced team tax 1 person 1 1 (capped) ~3+
Bonus — Included, Not Sold Separately

The EPA Compliance Suite Other CRMs Don't Have

Jobber, Housecall Pro, ServiceTitan, Workiz, FieldEdge, and mHelpDesk have zero EPA compliance features. Solo techs usually stack a second subscription ($20–$50/mo) on top. With FieldPad, it's in the box at no extra cost.

1

Log Service

Record recovery, recharge, leak test, or repair events with refrigerant details

2

Auto-Calculate

Leak rates via Method 1 or 2 against Section 608 or Subpart C thresholds

3

Track Repairs

30-day repair deadlines, verification tests, and inspection schedules

4

Get Alerts

Notifications for deadlines, chronic leaker warnings, and follow-ups

5

Export Reports

PDF, CSV, or JSON exports for EPA audits and state regulatory reviews

✓ Section 608 Logging

ODS refrigerants (R-22), 50+ lb systems, full leak/repair/verification tracking.

✓ Subpart C Logging

HFC refrigerants (GWP > 53), 15+ lb systems, effective Jan 1, 2026.

✓ A2L Safety Checklists

6 mandatory checks for R-454B, R-32, R-452B, logged with timestamps.

✓ Leak Rate Calculations

Method 1 (Annualized) & Method 2 (Screening) with instant pass/fail.

✓ Chronic Leaker Detection

Monitors 125% annual threshold; March 1 reporting deadline tracking.

✓ 5,000 Rule Calculator

Instant repair-vs-replace recommendation based on refrigerant cost.

EPA Leak Rate Thresholds Tracked Automatically

Appliance Type Section 608 Subpart C Charge Minimum
Commercial Refrigeration 20% 20% 608: ≥50 lbs • C: ≥15 lbs
Comfort Cooling (AC) 15% 10% 608: ≥50 lbs • C: ≥15 lbs
Industrial Process 30% 30% 608: ≥50 lbs • C: ≥15 lbs
Refrigerated Transport N/A 10% C: ≥15 lbs (GWP > 53)
Section 608 applies to ODS refrigerants (e.g., R-22) in systems ≥50 lbs. Subpart C applies to HFC refrigerants with GWP > 53 (e.g., R-410A, R-454B) in systems ≥15 lbs, effective January 1, 2026.
Simple Pricing. No Surprises.

Less Per Year Than One Month of ServiceTitan

Start free, forever. No credit card, no setup fees, no contracts. Upgrade to Pro when you outgrow the limits — at a fraction of what Jobber or Housecall Pro charge.

FieldPad Pro Annual Cost vs Competitors
FieldPad Pro
$299.99
/year
Jobber Core
$348
/year
HCP Basic
$708
/year
FieldEdge
$1,700+
/year + $500–$2K setup
ServiceTitan
$36,000+
/year, 3 techs

Competitor prices are published starting rates. Features vary significantly; see the full comparison.

Free

A real, usable tier — not a trial. No credit card required.

$0/forever
  • 5 clients, 10 jobs, 10 invoices
  • 5 estimates, 20 compliance logs
  • 10 cylinders, 15 OCR scans
  • 8 PDF generations
  • Offline mode, Glove Mode, iCloud sync
  • EPA 608, Subpart C, A2L checklists
Download Free
Best Value

FieldPad Pro

Unlimited everything. Everything in the free tier, with no caps.

$29.99 /month
$299.99 /year Save ~$60
  • Unlimited clients, jobs, invoices, estimates
  • Unlimited compliance logs & cylinders
  • Unlimited OCR scans & PDFs
  • Recurring jobs (weekly, monthly, annual)
  • Business logo + full digital signatures
  • Data + compliance export (JSON, CSV, PDF)
Start With Free Tier

Upgrade to Pro in-app. No contract. Cancel any time.

🎁
Free Forever
No card. No trial ending.
🔒
Your Data Stays Yours
On-device + private iCloud.
No Contract
Cancel in one tap.
📦
Downgrade-Safe
Your records stay readable.

HVAC Business & Compliance Resources

How to run a profitable one-person HVAC shop — invoicing, pricing, client retention — plus EPA compliance and A2L safety guides.

business

Quote Conversion Rate for Solo HVAC: Why 3-in-5 Is the Benchmark and How to Hit It

Quote conversion rate — the percentage of estimates that become signed jobs — is the single most leveraged number in a solo HVAC business. A tech converting 60% of estimates...

business

New Client Onboarding for Solo HVAC: What to Capture on the First Call

The first phone call or first service visit with a new HVAC client is the only time you have a socially-acceptable window to ask a long list of questions. If...

business

Scheduling Optimization for One-Truck HVAC Shops: Reducing Windshield Time

For a one-truck HVAC shop, windshield time is unpaid overhead. Every extra mile between job sites is labor you're not billing and fuel you're paying for out of the margin...

business

From Estimate to Signed Invoice in 10 Minutes: The Solo HVAC Close-Out Workflow

The gap between finishing a repair and getting paid is where solo HVAC businesses lose revenue. Every day a signed invoice sits unsent is a day the client's memory of...

business

Recurring Maintenance Contracts: The Solo HVAC Tech's Guide to Predictable Monthly Revenue

Recurring maintenance contracts turn unpredictable service-call revenue into stable monthly or seasonal cash flow. For solo HVAC techs, a portfolio of 75-150 PM agreements typically generates enough baseline revenue to...

tools

Understanding Refrigerant GWP Values: A Quick Reference for Field Technicians

Global Warming Potential (GWP) is the key factor determining which EPA regulatory framework applies to a refrigerant. Under the AIM Act, Subpart C applies to HFC refrigerants with GWP above...

compliance

Verification Test Requirements: Initial and Follow-Up Leak Testing Under Section 608 and Subpart C

After repairing a refrigerant leak on regulated equipment, EPA regulations require technicians to perform verification tests to confirm the repair was successful. An initial verification test must be conducted immediately...

compliance

EPA Record-Keeping Requirements: What Solo Techs Must Document and Retain

EPA regulations require HVAC technicians to maintain detailed records of all refrigerant handling activities for a minimum of 3 years. Required documentation includes service dates, refrigerant types and quantities recovered...

safety

Emergency Response Procedures for Refrigerant Leaks: A Solo Tech's Protocol

Refrigerant leaks in enclosed spaces can create oxygen-depleted or flammable atmospheres that pose immediate safety risks. Solo HVAC technicians must have a clear emergency response protocol: evacuate the area if...

business

Time Management for Solo HVAC Technicians: Balancing Service Calls and Paperwork

Solo HVAC technicians juggle two roles: field technician and business owner. Every hour spent on paperwork, compliance documentation, and invoicing is an hour not spent on billable service calls. Effective...

compliance

Understanding Full Charge Determination Methods for EPA Compliance

Accurate full charge determination is the foundation of EPA leak rate calculations. The full charge is the total amount of refrigerant required for a system to operate at designed capacity....

safety

Refrigerant Cylinder Handling and Storage: Safety Guidelines for Field Techs

Proper refrigerant cylinder handling is critical for both safety and EPA compliance. Cylinders must be transported upright and secured, stored in well-ventilated areas away from heat sources, and never filled...

tools

Offline-First HVAC Apps: Why Connectivity Shouldn't Limit Your CRM (or Your Compliance Tracking)

HVAC technicians frequently work in basements, mechanical rooms, rooftops, and rural locations where cellular connectivity is unreliable or nonexistent. Cloud-dependent apps that require an internet connection for basic functions leave...

compliance

A Complete Guide to EPA Chronic Leaker Reporting Requirements

Under EPA regulations, refrigeration or AC equipment is classified as a chronic leaker when cumulative refrigerant additions in a calendar year exceed 125% of the equipment's full charge. Once triggered,...

business

Building a Repeat Client Base as a Solo HVAC Service Technician

For solo HVAC technicians, repeat clients are the foundation of a sustainable business. Acquiring a new client costs 5-7 times more than retaining an existing one. Building a repeat client...

safety

Safe Recovery Procedures: Best Practices for ODS and HFC Refrigerants

Refrigerant recovery is a core competency for EPA Section 608-certified technicians. Safe recovery requires proper equipment rated for the specific refrigerant type, clean and appropriately labeled recovery cylinders, and careful...

business

Creating Professional HVAC Service Invoices That Get Paid Faster

Professional invoicing directly impacts a solo HVAC technician's cash flow. Invoices that clearly itemize labor hours, material costs, refrigerant usage, and applicable taxes get paid faster and generate fewer disputes....

compliance

The 5,000 Rule Explained: When to Repair vs Replace Refrigeration Equipment

The 5,000 Rule is an EPA guideline that helps HVAC technicians decide whether to repair or replace leaking refrigeration equipment. The calculation multiplies the cost of refrigerant per pound by...

business

Managing Your Refrigerant Cylinder Inventory: A Solo Tech's Strategy

Refrigerant inventory management is both a business necessity and a compliance requirement for solo HVAC technicians. Carrying the right mix of refrigerants (R-410A, R-22, R-454B, R-32) without overstocking ties up...

safety

PPE Requirements for Handling Modern Refrigerants: A Field Guide

Proper personal protective equipment (PPE) is essential for HVAC technicians handling refrigerants. Minimum PPE for all refrigerant work includes safety glasses or goggles, insulated gloves rated for cold contact, and...

tools

Preparing for an EPA Audit: Documentation Every Solo Tech Needs Ready

EPA compliance audits can happen with or without advance notice, and the consequences of inadequate documentation are severe — fines can reach $44,539 per day per violation. Solo HVAC technicians...

compliance

Leak Rate Calculations Demystified: Method 1 vs Method 2 for Field Technicians

EPA requires HVAC technicians to calculate leak rates when servicing regulated refrigeration and AC equipment. Method 1 (Annualized) uses the formula: (refrigerant added ÷ full charge) × (365 ÷ days...

business

Setting Competitive Service Rates as an Independent HVAC Technician

Pricing is one of the most critical business decisions for independent HVAC technicians. Your rates must cover operating costs (vehicle, tools, insurance, certification), provide a living wage, and remain competitive...

safety

R-454B and R-32: What Every HVAC Tech Needs to Know About A2L Refrigerants

R-454B (GWP 466) and R-32 (GWP 675) are A2L-classified refrigerants replacing R-410A (GWP 2088) in new HVAC equipment as part of the AIM Act's HFC phasedown. Unlike R-410A, these refrigerants...

compliance

Subpart C vs Section 608: Understanding the New HFC Leak Repair Thresholds

Since January 1, 2026, HVAC technicians must comply with two separate EPA regulatory frameworks: Section 608 for ODS refrigerants (like R-22) in systems with 50+ lbs of charge, and Subpart...

tools

Going Digital: Why Solo HVAC Techs Are Switching from Paper to App-Based Record Keeping

Solo HVAC technicians who switch from paper-based record keeping to digital apps report significant improvements in compliance documentation accuracy, invoicing speed, and audit readiness. Paper records are vulnerable to loss,...

safety

A2L Refrigerant Safety: 6 Mandatory Steps for Your Digital Compliance Log

A2L refrigerants like R-454B, R-32, and R-452B are classified as mildly flammable under ASHRAE 34. Servicing A2L systems requires six mandatory safety steps: (1) confirming dissipation risk assessment, (2) verifying...

business

Handling Client Expectations While On-Site: A Solo HVAC Pro's Guide

Managing client expectations is one of the biggest challenges for solo HVAC technicians. Unlike larger companies with dedicated dispatchers and customer service teams, solo techs must handle client communication alongside...

compliance

The Solo Tech's Complete Guide to EPA Section 608 Compliance in 2026

EPA Section 608 of the Clean Air Act regulates the handling of ozone-depleting substance (ODS) refrigerants in HVAC and refrigeration systems. For solo technicians servicing systems with 50 or more...

Run Your Whole Business From Your Truck

Clients, scheduling, estimates, invoices with signatures, inventory, equipment history — one iPhone app, offline-ready, for $29.99/mo or $299.99/yr. EPA compliance included.

Download FieldPad Free

Free tier forever. No credit card. iPhone & iPad. iOS 17+. Android coming soon.

Compare vs Jobber, Housecall Pro, ServiceTitan →