--- url: "https://www.skedulo.com/industries/home-services/hvac-electrical-plumbing/" type: "page" title: "HVAC, Electrical & Plumbing Dispatch Software | Skedulo" description: "Dispatch HVAC, electrical and plumbing jobs by trade license and route, fit emergency calls into booked days, and record time and parts on mobile." --- # Schedule the right trade for the job. Match HVAC, electrical and plumbing work to qualified technicians. Account for routes and appointment windows, with customer history and job instructions available on Mobile. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![HVAC technician logging outdoor condenser reading on tablet](https://assets.skedulo.com/uploads/hub-heroes/hvac-electrical-plumbing-hero-photo-v1.webp) ## Trusted by teams that keep essential work moving. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Dispatch and technicians working from the same plan. An emergency repair affects the technician's existing appointments as well as the new customer. The schedule and mobile status updates give the office a view of both. _Runs the operation_ ### Service manager Track jobs in progress and appointment delays before responding to a customer's status query. [Explore operations leadership](https://www.skedulo.com/solutions/operations/) ![Supervisor confirming completed job on smartphone at front gate](https://assets.skedulo.com/uploads/photo-library/home-services/cleaning-pest-property-care/cpp-10-a.webp) _Plans the work_ ### Dispatcher Compare qualified technicians, travel and existing commitments when an emergency call arrives. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Dispatcher with a headset reviewing a route map and schedule at a desk](https://assets.skedulo.com/uploads/photo-library/stock/planner-dispatcher-fs-20261007a.webp) _Does the work_ ### Technician Check customer notes and the job requirements before arriving, then document the visit on Mobile. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Plumber checking water heater valve in garage](https://assets.skedulo.com/uploads/photo-library/home-services/hvac-electrical-plumbing/hep-06-a.webp) _How it runs_ ## From service call to completed job. _[ 01 ]_ ### Service-call details Record the trade, urgency, location, and appointment window. _Illustration: Skedulo card for the Zendesk integration: the Zendesk logo, Connected, 2 data flows. Support ticket 31207, no heat and a visit needed, comes in from Zendesk in real time and becomes JOB-4883 in Skedulo with the customer's history added. Then the way back: the job is booked for Thursday at 2:00 PM and the ticket reads Visit booked._ _[ 02 ]_ ### Trade qualifications Confirm the trade skills and any licenses or certifications needed for the job. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, flagged in amber against its requirements: Skills mismatch - Aaron lacks Rooftop HVAC install (Required). The technician's recorded skills are checked against the job before it is dispatched._ _[ 03 ]_ ### Routes & appointment windows Consider route fit, availability, and booked appointment windows before assigning the job. _Illustration: Skedulo best-match card for JOB-4821, a water changeover service on Wed 13 Aug at 2:00 PM: Gloria Benitez, senior technician, ranked first with a 96 match on a pale green row - HVAC service and EWP licence held, free 1:30 - 4:30 PM, 10 minutes added to her route and 1.9 miles from her last job, in region - then Doug Lindqvist at 81, 26 minutes and crossing territory, and Bridget Hanley at 64, 38 minutes with her shift ending at 3:30 PM, and Assign Gloria._ _[ 04 ]_ ### Mobile service records Review customer notes and checklists, then record the work, time, and parts used. _Illustration: Skedulo mobile app on an iPhone, cut off at its lower third: a service report for a water changeover at Pioneer Health Systems, a Mobile AI box at the top. The technician holds the mic, the level meter moves and her words stream in: pressure test passed at 62 PSI, cleaned and refitted the strainer, Helen signed off. She lets go and the form fills, a phrase to a field: test pressure 62 PSI in range, the strainer item ticked, and Helen Pryor as signed off by, each with a small AI mark. A Voice or Text switch shows it could be typed_ _[ 05 ]_ ### Customer communications Use configured messages to confirm appointments and share schedule changes. _Illustration: A Skedulo Tempo card beside the dispatcher Mark Doherty. An issue lands: Gloria Benitez running late to JOB-4821, from Travel tracking, 36 minutes to act. Tempo's mark works as the records it read land - travel 38 min, Helen's window to 3:30 PM - then its recommended plan: move JOB-4821 to 2:30 PM and text Helen the new window. The pointer presses Use this plan, and it reads Started 1:27 PM._ _[ 06 ]_ ### Billing & system integration Use integrations to send recorded job data, time, and parts used to billing, payroll, and reporting systems. _Illustration: Skedulo card for payroll and billing: the ADP logo beside a finance mark, Connected, 2 data flows. On schedule at 6:00 PM, Fri 15 Aug, the week's approved time - 42 timesheets, 1,526 hours - goes from Skedulo to the pay run in ADP Workforce Now, 42 synced in 3.4 seconds. Then the completed work: 186 jobs to Finance as invoice lines ready to bill._ _Tempo_ ## Tempo, alongside trade dispatchers. Ask about the service schedule, review allocation options and prepare customer updates with Tempo. Available information and actions depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) _Illustration: Skedulo Tempo working a license expiry: Marta Kowal's journeyman electrician license expires Friday with no renewal on file, and next week she has three jobs that need a licensed electrician, first a main panel upgrade Monday. The issue lands in amber on a blank screen and becomes the task's header; Tempo reads her license record, next week's jobs and the licensed electricians, and the context panel opens on Marta's credentials and the panel upgrade. Tempo picks Callum Reid, a master electrician free Monday; once started, it asks Marta about her renewal, moves the job and holds the rest_ _The Toolkit_ ## Tools for skilled trade dispatch. ### Qualification-based dispatch Match job requirements to the skills, licenses, and certifications recorded for each technician. _Illustration: Skedulo scheduling objectives card, marked Active: three objectives in rank order - service level, keep every promised window; travel time, the shortest drive between jobs; resource use, fill each technician's day before adding one - and the rules a match must pass, licensed for the job type and within 25 miles of home base checked, overtime to close a gap left off._ ### Emergency reassignment See route and appointment-window impact before reassigning an urgent job. _Illustration: Skedulo Tempo comparing who could cover JOB-4841, Dana Whitfield's thermostat and damper check, after Doug Lindqvist called out. Tempo reads three technicians' afternoons as lanes across Dana's 2:00 - 5:00 PM window: Gloria Benitez on a water changeover, Aaron Feldman on a rooftop install until 5:00 PM, Bridget Hanley finished for the day at 3:00 PM. Tried at the booked 2:30 PM, JOB-4841 clashes in red on every lane; later it fits Gloria's afternoon at 3:45 PM in blue. Compared 3 technicians, 2 fit: 3:45 PM keeps Dana's window._ ### Mobile job details Technicians can review customer notes, checklists and required tasks before arrival, then report progress from the job. _Illustration: Skedulo mobile pre-start safety form card: under Hazards present, Unprotected roof edge is ticked and tagged CRITICAL while Overhead power lines stays clear; a dashed section opens with the required controls - harness on a rated anchor and an exclusion zone below the edge - each ticked in turn, and the amber note to confirm both turns green: confirmed, work can start_ ### Configured customer updates Set up appointment confirmations and delay messages using your chosen triggers and channels. _Illustration: A small booking card, Book a visit, powered by Skedulo: a furnace tune-up on Thu 14 Aug with three open times, 8 - 10 AM, 10 AM - 12 PM and 1 - 3 PM. The customer picks 10 AM - 12 PM, the button turns green - Booked - and the line under it, in Skedulo, reads JOB-4892 created, tagged Booked online._ ### Connected completion records Use integrations to share recorded job time, notes, and parts used with billing and payroll. _Illustration: Skedulo mobile payment card for invoice INV-20831, approved, $331.25 due; Pay now opens a secure Stripe-hosted checkout, the payment comes back paid by card ending 4242 at 12:31 PM, and the payment status on JOB-4830 turns from Due to Paid_ ## AWP improved scheduling and dispatch efficiency 86% for a screened field team. - **Before** - Paper-based scheduling meant job confirmations could take more than six hours. - Five acquisitions in two years meant the manual process scaled with every new office. - **With Skedulo** - Skedulo native to Salesforce lets the team create, dispatch, and track jobs in real time. - Schedulers see who's working, who's en route, and what's complete at any point in the day. - **Outcome** - 86% more efficient scheduling and dispatch, with job acceptance confirmed in half the time. - A process that used to take seven people now runs with one. > We're able to make sound business decisions that better all parties involved, that better our protectors, better our customers, better our company and our shareholders. > > — Jarrod Wachter, Vice President Field Operations, AWP - **86%** — more efficient scheduling and dispatch [Read Story](https://www.skedulo.com/customers/area-wide-protective/) ## Frequently Asked Questions ### Can Skedulo schedule HVAC, electrical, and plumbing jobs by trade license? Yes. Each job can require specific skills, licenses or certifications, and only technicians whose records hold those requirements are eligible for it. Your team maintains the qualification data in technician records, including renewal dates if you track them, so matching stays as current as that data. ### Can Skedulo help when an emergency call disrupts a booked day? Yes. Before reassigning work, dispatchers can see how the change affects travel time and the appointment windows already booked for the rest of the day, then update the affected visits and tell those customers the new timing. The options depend on how much qualified capacity is free and what's already committed. ### What do HVAC and plumbing technicians see on mobile before a call? Technicians can review customer notes, instructions, and checklists, then record status, time, parts used, and completion details. Updates reach the office as they sync; supported offline activity syncs after reconnection. ### Can Skedulo schedule maintenance agreement visits alongside repair calls? Yes. Recurring schedules can generate the tune-up or inspection visits an agreement promises, and those visits sit on the same schedule as repair and install calls. Agreement pricing, renewals and billing stay in your CRM or billing system, which Skedulo connects to through integrations. ### What happens to a completed job's data? Use configured integrations to send recorded time, notes, and parts used to billing, payroll, and reporting systems. Define the review and mapping rules with the teams that own those systems. ### Does Skedulo include pricebooks, invoicing and payments like trade software does? Use Skedulo for workforce scheduling and mobile work, with configured connections to pricing, billing, and payment systems. Discuss the commercial processes you need during solution design rather than assuming they are included. _Keep Exploring_ ## Explore related products, home service segments, and use cases. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Home Services - [Appliance Repair & Handyman Services](https://www.skedulo.com/industries/home-services/appliance-repair-handyman-services/) - [Cleaning, Pest & Property Care](https://www.skedulo.com/industries/home-services/cleaning-pest-property-care/) - [Home Installation & Renovation Services](https://www.skedulo.com/industries/home-services/home-installation-renovation-services/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) ## Bring a changing service day to the demo. We'll show how trade requirements, urgent repairs and booked appointments come together in the schedule, with Mobile supporting the visit. [Book a Demo](https://www.skedulo.com/book-a-demo/)