Platform features for HVAC operators
ICON Field Service Management is SaaS software sold by ICON Imagineering, LLC to HVAC and mechanical repair businesses — scheduling through settlement in one stack.
Operations
Dispatch matrix
Assign jobs, see tech status, and keep the board honest as the day shifts.
Calendar & routing views
Plan the week, spot gaps, and reduce windshield time with clearer schedules.
Inventory awareness
Track parts movement so the warehouse and the truck stay aligned.
Field
Offline-capable tech app
Capture diagnostics, photos, and notes when connectivity fails — sync later.
On-glass sign-off
Customers approve work digitally on-site so paperwork does not chase the invoice.
Live arrival tracking
Share a tracker link so homeowners know when the tech is coming.
Revenue
GBB estimates
Present Good / Better / Best options and convert approvals into jobs and invoices.
Invoicing & deposits
Generate payment links and deposit checkouts through Stripe.
Memberships
Sell recurring maintenance plans with Stripe Billing and priority dispatch rules.
Front office
AI voice receptionist
Answer calls, qualify leads, and book into the live jobs table — including after hours.
Lead capture & marketing tools
Public booking and lead forms that drop straight into your pipeline.
Admin analytics
See throughput, revenue signals, and operational bottlenecks without exporting to Excel first.