Does it work in mechanical rooms with no signal?

Yes. MobileForm is offline-first: the ticket, photos, GPS, and signatures all capture without a connection. Submissions queue on the device and upload automatically once a bar of signal returns. Mechanical rooms, basements, and crawlspaces all behave normally.

Can the customer pay or sign on my phone?

Customers sign on the screen with a finger or stylus. The signature embeds into the invoice PDF along with the timestamp and GPS. Payment processing (Stripe / Square card-on-file) is on the roadmap; today the signed PDF acts as the authorization document your office uses to charge.

Can I pull equipment data from a barcode on the data plate?

Yes. Barcode and QR scanning are built in. Scan the data plate sticker; model, serial, install date, and warranty status pull straight into the ticket. No typing on a dirty handheld.

Can I build a parts catalog with my prices?

Yes. The Inventory catalog feature on Pro maintains a reusable list of capacitors, contactors, refrigerant, filters, labor — each with default prices and units. Line items autocomplete from the catalog; quantities flex per call.

Do I have to install anything from the App Store?

No. MobileForm is a Progressive Web App. Open the link in Safari or Chrome and tap "Add to Home Screen". Camera, GPS, and signature pad all work offline. No Apple or Google approval needed — useful if your crew rotates devices or hires seasonally.

How does pricing work for a 5-truck HVAC shop?

Free for the first 3 forms and 50 submissions per month — enough to pilot one truck. Pro is $15 per user per month annually for unlimited tickets, parts catalog, branded invoice PDFs, and Sheets sync. The flat-rate Team plan is $42 per month total: owner and admins included, unlimited field techs receive dispatched work at no per-seat cost.

For HVAC service techs and dispatch shops

Service call to signed invoice, before you leave the driveway.

Capture readings, log parts, build the line-item invoice, and email a signed PDF to the homeowner — without going back to the office. Built for residential and light-commercial HVAC techs.

Start free See a sample service ticket

Real readings, no autocorrectOffline-firstAudit-ready invoice

9:42

Diagnosis · cooling fault

Refrigerant + electrical

Suction pressure (psi)

Superheat (°F)

Compressor amp draw (A)

6.2

Contactor in spec

Pass

Fail

Failure evidence

Burnt

Pitted

Stage 2 of 4 · Offline

A service call, four stages

From arrival to authorization, one ticket.

Built around how an HVAC tech actually works a call. Not how a billing department wishes they worked.

01
01
Pull up to the property
Arrival
Dispatch loads with property history, equipment on file, and the open complaint. Scan the data plate to pull model, serial, install date, and warranty status straight into the ticket.
9:42
Service ticket · SV-4218
842 Oak Lane
Cooling fault · open since 08:14
Equipment data plate
Carrier 24ACC636A003
Serial
4218CT-902331
Install date
2019-05-12
Customer complaint
Upstairs not cooling since yesterday afternoon.
Stage 1 of 4 · OnlineDiagnose
02
02
At the unit
Diagnosis
Refrigerant pressures, temperatures, amp draws — captured as real number fields with units. Photo evidence of the failure, GPS-stamped at capture. Pass / fail every safety check.
9:42
Diagnosis · cooling fault
Refrigerant + electrical
Suction pressure (psi)
42
Superheat (°F)
28
Compressor amp draw (A)
6.2
Contactor in spec
Pass
Fail
Failure evidence
Burnt
Pitted
Stage 2 of 4 · Offline
03
03
Build the invoice
Work performed
Line items pull from your parts catalog with default prices. Labor lines and tax auto-total. The invoice is built on-site, not back at the office.
9:42
Work performed · SV-4218
Build invoice
Line items
Contactor — 30A 2-pole
1 × $89.00
$89.00
R-410A refrigerant
2 × $32.00
$64.00
Diagnostic + labor (1.5 hr)
1 × $195.00
$195.00
Add row
Subtotal$348.00
Tax 8.25%$28.71
Total$376.71
Stage 3 of 4 · Offline
04
04
Hand them the phone
Customer sign-off
Customer reviews the work, signs on the screen, and the branded PDF lands in their inbox before you back out of the driveway. Office sees the closed ticket live.
9:42
Sign-off · SV-4218
Customer review
Total due
$382.41
Work accepted
Pass
Fail
Customer signature
M. Tanaka · 11:18
Sent · invoice in inbox

The artifact

The invoice the homeowner gets.

Every service call ends in one branded PDF. Equipment captured, readings recorded, parts and labor itemized, customer signature embedded — tamper-evident from the moment of authorization.

Equipment ID from scan, not memory
Real number-field readings, with units
Line-item parts + labor, auto-totaled
Customer signature embedded at sign-off

Build your service form free

Service Ticket — SV-4218

842 Oak Lane · Cooling fault

Tech D. Park · May 26, 2026 09:42 → 11:18

Equipment

ModelCarrier 24ACC636A003

Serial4218CT-902331

InstallMay 2019 · in warranty

Diagnosis readings

Suction

psi

Superheat

°F

Amp draw

6.2

Parts and labor

Contactor — 30A 2-pole1$89.00

R-410A refrigerant2$64.00

Diagnostic + labor1.5 hr$195.00

Total (incl. 8.25% tax)$382.41

Customer signature

M. Tanaka · 11:18

Status

Authorized

In-warranty · billing queued

MobileForm · tamper-evident PDFPage 1 / 3

Built for HVAC service

What a real service ticket needs.

Not a generic field form. A ticket built around how a tech actually works a unit.

Equipment data-plate scanner

Barcode and QR scan pulls model and serial into the ticket. Skip the typo-prone manual entry on a dirty sticker behind a furnace.

Real number fields for readings

Refrigerant pressure, superheat, subcool, voltage, current. Numeric inputs with unit hints, decimal-friendly, no autocorrect mangling the value.

Parts catalog with default prices

Maintain a catalog of capacitors, contactors, refrigerant, filters, and labor. Line items autocomplete; quantities flex per call.

Live labor timer for shop time

Tap Start when work begins and Stop when it ends. Works offline, supports multiple sessions if you break for parts, and the total embeds in the invoice PDF alongside parts and tax.

Before / after photo pairs

Capture the failure before the fix and the repaired state after. Photos GPS-stamped and time-stamped, attached to the field they belong to.

Offline-first in basements and attics

Mechanical rooms, crawlspaces, and rural service calls all kill signal. Forms cache, photos queue, sync resumes the moment you reconnect.

Branded service-ticket PDF

Customer-facing invoice with your logo, parts breakdown, labor lines, tax, total, and embedded signature. Tamper-evident. Auto-emails on submit.

On-site

Invoice built

Bars of signal required

1 PDF

For customer + office

To start the first call

Old way vs MobileForm

What HVAC shops do today, and why bills go out late.

The old way

1
Carbon-copy invoice book on the dashboard
Pages rip, ink fades, customer’s copy is illegible by next month. No record at the office until the tech drops it off.
2
Phone camera roll for before-and-after
No link between the photo and the job ticket. Tech burns 20 minutes at the desk pairing photos to invoices.
3
Office spreadsheet for billing
Re-keyed from paper at the end of the day. Typos misfile parts. Bills go out 3-5 days after the service call.
4
Customer waits for an emailed PDF
Quote / invoice ambiguity grows the longer the wait. Closed-rate drops when payment authorization happens days later.

With MobileForm

Scan the data plate, autofill the ticket
Model and serial pulled from a barcode in 2 seconds. Equipment history, warranty, and service notes appear automatically.
Photos attached to the field, not the camera
Every before-and-after pair lives inside the ticket. No camera-roll triage. GPS and timestamp on the back of every shot.
Invoice built and totaled on-site
Parts from your catalog, labor lines, tax — auto-totaled. Customer sees the number before they sign. Disputes drop, paid rate climbs.
Office sees the closed ticket live
Background sync uploads the moment a bar of signal returns. Office can dispatch the next call without waiting for the truck.

Built for owner-operators and 20-truck shops alike.

Free to pilot one call. Pro for parts catalog and branded invoices. Team for flat-rate dispatch with no per-tech billing.

Free

$0forever

Start with offline field forms at no cost.

3 forms or form groups
50 submissions/month
Photo, GPS, and signature fields
PDF export
Fill forms offline with no signal

Get started free

Why field techs are included on Team

Most field-forms tools charge for every person who touches the system. MobileForm keeps Pro per user for builders and admins, while Team includes field workers for assignments so crews can receive work without becoming a billing line item.

HVAC shop questions, straight answers.

Pilot a full service call free

Trade the carbon-copy book for a same-day signed invoice.

Build a service-ticket form in under ten minutes. Run one call through it. Send a signed PDF before you back out of the driveway.

Start free Re-view the sample ticket