Job software for HVAC companies, from the quote to the invoice.
Each install or service visit is a job with its own site page. Crews are scheduled and dispatched from Shifts, the site diary and its photos work with no signal, and the job's quote, hours, parts and invoice stay together.
Starts your workspace as Field & Trades, with 14 days of the full Business tier and no card. Free for up to 5 people afterwards.
Where Navalo fits for HVAC companies.
Morning: the crews are already where they should be
Shifts schedules people from their availability, and dispatch reads each technician's training record and warns before a job goes to someone without the certification it needs.
On site: the diary works in a plant room with no signal
Photos, notes and sign-offs are kept on the phone and sync when the connection returns. Parts used are booked to the job from Inventory & Assets.
Afterwards: the quote, the hours and the parts become the invoice
The signed quote became the job with its tasks and budget. Time Tracking & Billing and Invoicing turn the hours and materials into the invoice.
The tools Field & Trades installs.
You can untick any of them before you finish setting up, and add others later from the extensions catalogue.
Jobsite
One tab for the site: today's work first, a photo-first diary, toolbox talks each attendee signs, safety items with an owner, and materials from stock, all usable without signal.
- A Today view with large tap targets
- A photo-first diary that works offline
- Toolbox talks signed by each person
- Certifications read from Training
Shifts
Shift schedules with requirements, drafts from availability, open shifts and swaps, and a Dispatch view that puts crews on jobs.
- Schedules with the people each shift needs
- A draft filled from availability, published by a manager
- Open shifts and swaps people accept
- Dispatch crews to jobs
RFI Workflows
A numbered register per project that leads with age and whose answer it waits on, with the drawing attached to the question and an ordered approval chain behind it.
- Numbered per project
- Days outstanding and who owes the answer
- Filter by status, age or owner
- Linked to the task it blocks
What it does not do.
- The weather on a diary entry is typed by whoever writes it. Navalo reads no forecast service.
- A toolbox talk is a dated record of who signed it in Navalo. Nothing is filed with a regulator for you.
- Certification warnings run on the dates somebody entered. Navalo does not check a card with the body that issued it.
- This is not a drawing-management or BIM system, and there is no Procore, Autodesk or Bluebeam integration.
- Shifts does not clock people in or out or feed payroll.