HVAC service management template
HVAC service management template for small teams: manage service jobs, customer approvals, technicians, work evidence and recorded payments in ToolJet.
What is this field service template?
Airwell opens on a live dispatch board organized by technician, appointment time and service stage. Coordinators can scan the day before opening the active service queue. The working record keeps the customer site, estimate, approval, booking, completion evidence, payment references and activity history together.
- Screens
- 5 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for Owners, coordinators and technicians at small field services businesses.
Keep the service day moving.
HVAC service management template for small teams: manage service jobs, customer approvals, technicians, work evidence and recorded payments in ToolJet.
- Dispatch desk
Understand the current work
Technicians with booked work and available capacity. Open an active record directly from the queue.
- Service jobs
Create and find records
Create and search service jobs, linked to a customer and a technician.
- Job workspace
Work through the decisions
Review the brief, estimate, customer approval, booking, work checks, payment records and history.
- Customers & sites
Maintain the shared context
Maintain equipment model, access instructions and diagnostic readings in the customer directory.
- Technicians
Plan resource capacity
Maintain technicians, their contact details, capabilities and daily available hours.
What does the template cover?
Technicians with booked work and available capacity
Technicians with booked work and available capacity. The dashboard uses current records, with a native queue that opens the selected service job.
Itemized costs and customer approval
Build an itemized estimate for services such as Cooling diagnostic, Seasonal maintenance, Heat pump commissioning. Record the customer's approval reference against the current priced scope before scheduling.
Capacity-aware booking
Assign a technician, date, start time and duration. Booking guards check overlapping work and daily capacity within the loaded records.
Work evidence and follow-up
Record equipment and reported fault; Complete diagnostic readings; Verify operation and customer handover. Required work needs evidence before handover; follow-up work returns a ready ticket to active work.
Recorded receipts and refunds
Record manual receipts and refunds with references, inspect the remaining balance, and retain an activity history. These records do not charge a card or connect to a bank.
ToolJet Database with sample data
The pilot uses 3 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| Customers & sites | 8 sample records | Fictional customer context, contacts and instructions. |
| Technicians | 3 sample records | Named teams or staff with capabilities and daily booking capacity. |
| Service jobs | 8 sample records | Fictional operational records with work checks, cost lines, decisions and activity history. |
Retain temperature readings and equipment references before completing the visit. This English-language pilot uses pre-tax USD amounts, one current booking per record, manual approval evidence and manual payment records. It does not include email or SMS, payment processing, recurring billing, file storage, inventory reservations or enforced approval roles. Views load at most 1,000 rows per table; larger datasets require server-side pagination.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
What does this hvac service management template include?
Airwell has five connected pages for Dispatch desk, Service jobs, Job workspace, Customers & sites, Technicians. It includes fictional ToolJet Database records, cost lines, approval evidence, booking checks and work history.
Does the template need an external database?
No. This pilot uses three ToolJet Database tables for customers, resources and operational records. Export and clean-install validation must pass before one-click deployment or download is enabled.
Can I adapt the service job workflow?
Yes. Start with record equipment and reported fault, complete diagnostic readings, verify operation and customer handover, then ask the AI builder for your fields, stages and design. Review the generated changes and test the allowed and blocked workflow transitions.
Does it take payments or send notifications?
No. It records payment references and balances manually. Payment gateways, email, SMS and other integrations must be added and tested separately.
Can I change the design, branding or features with AI?
Yes. Use the starter prompt as a starting point, or describe changes to an app in the ToolJet AI builder. Ask for your branding, a different layout or extra workflow features, then review and test the generated changes.
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