Timesheets
Techs clock time from the mobile app; managers approve against the live schedule. Hours land on the right job and cost code — ready for payroll and project tracking.
01 · Planned Maintenance
Never miss a PM visit again
Build recurring maintenance schedules off your asset register, auto-generate the right checklist for each unit, and prove compliance with a full service history per rooftop unit, chiller, and boiler.
Built for HVAC PM teams
From asset register to signed-off visit
Canadian commercial HVAC contractors run tight PM contracts — FieldInsight keeps every asset, schedule, and checklist in one place.
Recurring PM schedules
Monthly, quarterly, annual, or custom cycles per asset or site. Visits auto-generate on the board so nothing slips through when the season gets busy.
Asset registers
Full service history per rooftop unit, chiller, boiler, and AHU. Serial numbers, locations, warranties, and past readings travel with the asset forever.
Digital checklists & readings
Techs complete the right checklist on-site — temperatures, pressures, photos, and signatures captured on the mobile app, even with patchy signal.
Compliance-ready records
Audit trails and client-ready reports without digging through spreadsheets. Prove what was done, when, and by whom.
How it works
Four steps to predictable PM revenue
Register assets
Import or build your asset list per building — make, model, location, and service history in one register.
Attach schedules
Set recurring PM cycles and the checklist template each asset type needs.
Dispatch & complete
Jobs hit the live board; techs complete checklists and readings on their phone.
Invoice & report
Time and materials flow to invoicing — compliance records stay attached to the asset.
Supporting features
Everything that surrounds the job
Timesheets, safety, client reporting, skills compliance, and project task lists — built into the same platform as your PM, projects, and reactive work.
Safe Work Method Statements
SWMS and Take Five hazard assessments completed on-site before work starts — PPE checks, risk controls, and digital signatures captured on the tech's phone.
Safety documents
Store inductions, licences, and site-specific safety packs in one library. Technicians complete the right forms per job — less admin, stronger audit trail.
Annual reports for clients
Generate rich PDF inspection and compliance reports in seconds — asset summaries, defect photos, and maintenance history your clients can file or forward.
Skills matrix for your team
See who holds which tickets, inductions, and expiries at a glance. Schedule qualified techs to the right site — and chase renewals before they lapse.
To-do lists for your projects
Custom job workflows with clear steps for schedulers and techs — reactive, maintenance, and install paths in one Job Navigator so nothing gets lost between visits.
Also in FieldInsight
PM connects to the rest of your shop
See planned maintenance on your fleet
A 20-minute walkthrough tailored to Canadian commercial HVAC — same demo calendar as fieldinsight.com.