INDUSTRY SOLUTIONS

Heat pump and HVAC service: from visit to signed report

Crew planning, work confirmation and hour calculations can happen in one place. CrewTango connects schedules, tasks, mobile documentation and time tracking to help deliver jobs efficiently and keep costs under control.

Mobile crews Photo documentation Schedules connected to working time
WHY IT IS DIFFICULT

Common field service challenges

If you manage mobile crews, these situations will be familiar. CrewTango turns them into a process you can oversee.

Hours taken on trust

Actual working and travel time is hard to establish, and pay calculations drag on for weeks.

No proof of completion

Photos stay on personal phones, and customers raise concerns afterwards.

Disorganised jobs and shifts

Schedule changes go through chat, and someone misses the update.

Project costs keep rising

Overtime and rework increase job costs when the budget is checked only afterwards.

HOW WE HELP

Three foundations for field oversight

Make the process clear: who is working, what they are working on and what has been completed.

Working time without disputes

Mobile time tracking and clear summaries show how long each person spent on a job.

Jobs and priorities organised as tasks

Tasks, statuses and ownership replace scattered chat threads.

Documentation that confirms completion

Job photos and supporting files together, ready for review.

HOW IT WORKS

From planning to confirmed completion

A simple field service process: plan → work → confirm completion → review.

Step 1
Plan the crew's work: date, people and location

Decide who works, in what role and where.

Step 2
Assign the job as a task

One task = clear ownership + deadline + description.

Step 3
The team works in the field with the mobile app

Start/stop, comments and updates without calling the office.

Step 4
Add photo documentation

Files stay with the job and remain organised.

Step 5
Compare planned and actual work

Spot late arrivals, absences and minimum-hour shortfalls immediately.

DOCUMENTATION

Photos and files linked to the job

In field service, work evidence matters as much as time. Keep everything in the system instead of searching chats and phones.

SERVICE REPORT

Sign reports on site without printing or scanning

After completing a job, technicians open the task's document, check equipment details and sign their section in the mobile app. Customers receive a secure link and sign in the browser.

  • customer, job, location and equipment details in the document
  • technician signs on a phone; customer signs without an account
  • sent, viewed and signed statuses
  • final PDF available with the task
Explore documents and signatures

Creation, sending and signing depend on modules and user permissions.

Service report signed on a phone and in a browser
PARTS AND TOOLS

Collect before departure, return after service

Technicians scan a QR code or NFC tag, collect parts from the warehouse and record unused materials returned after the visit. Managers see current stock and movement history.

Issue

Product, quantity, location and recipient.

Return

Unused parts return to stock.

History

See who recorded each movement and when.

Explore the warehouse module
Parts issued and returned through QR or NFC in the mobile app

Want to see how this works for your crews?

Create an account or book a walkthrough of a sample HVAC workflow.

COST CONTROL

Compare time and cost with the project budget

Reports connect working time, overtime and labour costs so you can monitor project budget usage.

Time vs plan

spot deviations immediately

Overtime

check allowances and multipliers

Labour cost

breakdown by job or project

Current HVAC project time, cost and budget report in CrewTango
SCHEDULES

Plan roles and locations

Assign shift roles, such as installer or technician, and locations, such as Site A or B. See night shifts and team hours as well.

  • Multiple schedules for departments and crews
  • Night shifts in one view
  • Hours workload table
May 2026Week view
CrewMonTueWedThuFri
ASite ASite ANight shiftSite BService
BServiceSite BSite BNight shiftNight shift

Tasks and Kanban

From receiving the job to documenting completion, crews and managers work with the same records.

A job from booking to acceptance

Each task connects work scope, dates, priority and assignees. Managers see the plan, and crews know what to do on site.

  • task list and calendar
  • start and finish dates
  • status, priority, progress and assignees
HVAC service task calendar and list in CrewTango

See the current work stage on the board

Kanban organises jobs by stage. Adapt columns and boards to service, installation or purchasing workflows.

  • separate boards for workflows and crews
  • columns from To do through to review
  • priorities, progress, deadlines and assignees
HVAC crew Kanban board in CrewTango

Instructions and files stay with the task

Comments, documents and status changes stay with the job. Managers can follow the history without reconstructing calls and messages.

  • comments with author and date
  • files and documents attached to tasks
  • priority, status and stage change history
Task comments, files and settings in CrewTango
HVAC CREW WORKFLOW

From starting work to calculating job costs

Employees start a work session on their phones, choose a project, complete the task and add documentation. Managers see time, status and calculation data in one dashboard.

Time assigned to the project

The work session is linked to the correct job, so hours can be matched with a specific crew's work.

Photos attached to the task

Site documentation stays with the task status, comments and work history.

Overtime rules

Limits and multipliers can use approved time when calculating pay.

Who benefits in HVAC?

Owner / management

Oversight of costs, budgets and crew work.

Coordinator

Shift plans, job statuses and quick responses.

Crew leader

Kanban board and organised tasks.

Installer / technician

A clear plan in the mobile app and quick confirmations.

FAQ

Yes. Employees see plans and tasks in the mobile app, and managers get dashboard summaries.

Yes. Attach photos and files to tasks so they stay with the work.

Yes. Link schedules with working time to see planned-versus-actual differences.

Yes. Assign a role and workplace to each shift.

Yes. Reports show time, labour costs and project budget usage.

Get more jobs done with organised crew work

Start with schedules and tasks, then adapt the rest to your company's process.

Example: a heat pump service visit through to acceptance

Assign the job to a technician, record parts issued, and collect time and visit photos. Prepare a report from a template, collect the employee’s signature in the app and the customer’s signature through a link. Once all required signatures are collected, the final PDF stays with the task. This is an illustrative workflow.