Job management software for HVAC and refrigeration

For Australian HVAC and refrigeration businesses. Book installs and service calls against the technicians available. Record breakdown work, materials and time on the job, then invoice it.

BackSight progress-claim schedule for job J-3014: a deposit, two installation stages and 5% retention
The claim schedule in the demo, with sample data.

Built for HVAC and refrigeration work like this

Installs, service visits and breakdowns share one schedule and one set of records.

  • Split system installs
  • Ducted systems
  • Cool-room repairs
  • Commercial refrigeration
  • Service visits
  • Breakdowns
  • Commissioning
  • After-hours work

Plan multi-day installs properly

Book installs across several days and team members, and see how the long jobs line up against the rest of the month.

  • Multiple technicians on one job
  • Gantt view for multi-day work
  • Notes for after-hours access
See the scheduling views
The BackSight Gantt view: a month of jobs for each customer, with today marked
The Gantt view in the demo, with sample data.

Deposits and staged payments

Set a claim schedule for the deposit, installation stages and commissioning. Claim each stage as it is completed.

  • Deposit and installation stages
  • Retention withheld and released on the final claim
  • Claimed to date and remaining
See how progress claims work
The BackSight invoice list with draft, sent, paid and overdue invoices
The invoice list in the demo, with sample data.

Equipment servicing and job costs

Track recovery units, vacuum pumps, gauges and leak detectors in the equipment register, and see job profitability in reports.

  • Service intervals with overdue flags
  • Job profitability: billed, labour and supplies
  • Staff hours and utilisation
See timesheets and job costs
The BackSight equipment register with service status and next service dates
The equipment register in the demo, with sample data.

Frequently asked questions

Can BackSight schedule recurring maintenance automatically?

Not yet. Book each maintenance visit as its own job. Email BackSight if recurring service schedules would help your business.

Can I take a deposit and stage payments on an install?

Yes. A progress-claim schedule can start with a deposit stage and split the rest of the contract into stages, with retention if needed.

Can I see which jobs actually made money?

Yes. The job profitability report compares what each job billed with its labour and supplies cost.

BackSight for other industries

Surveyors

Field crews, instruments and staged fees from the first enquiry to the final invoice.

Electricians

Quote switchboards, fit-offs and maintenance from your price book, then claim in stages.

Plumbers

Call-outs, hot water and renovations, with the gear that does the work kept in service.