🔧 Plumbing, HVAC & Electrical

One App for Every Service Call, Every Install, Every Invoice

Dispatch techs, track hours, invoice on-site, and manage your service business without the office overhead.

Free plan available • No credit card required • 14-day trial on paid plans

Sound Familiar?

Every plumbing, hvac & electrical contractor deals with these. Form Up fixes them.

01

Dispatching techs and juggling emergency calls

See every tech's schedule in real time. Drag a new job onto the nearest available tech. They get the notification instantly.

02

Writing invoices on the truck dashboard

Create and send invoices from the job site before the truck leaves the driveway. Accept payment on the spot.

03

No idea if a tech is at the job or at Wawa

GPS time tracking shows exactly where your team clocked in. Geofenced verification means no faking locations.

04

Losing repeat customers to competitors

CRM tracks every client, every unit they have, every service history entry. Follow up automatically. Never lose a customer you already won.

Built to Run a Plumbing, HVAC & Electrical Business

Dispatch & Scheduling

Visual calendar with drag-and-drop scheduling. Assign service calls, installs, and inspections. Techs see it all on their phone.

GPS Time Tracking

Clock in at the job site with GPS verification. Track drive time vs. on-site time. Accurate to the minute.

On-Site Invoicing

Build the invoice while you're still at the job. Add parts, labor, photos. Send it before you leave.

Client Management & CRM

Full service history per client. Equipment records, past invoices, notes from previous techs. Nothing falls through the cracks.

Estimates & Approvals

Send estimates from the field. Clients approve through their portal. Convert to invoice instantly when the work is done.

Daily Reports & Photos

Document every job with photos, notes, and completion status. Build a service record that protects you and impresses clients.

“My plumbing company runs 6 trucks. Before Form Up, dispatching was chaos and invoicing was a week behind. Now everything happens in real time.”
Tom B.Owner, Reliable Plumbing LLC

Questions About Form Up for Plumbing, HVAC & Electrical

Can I track different service types (repair vs. install)?

Yes. Categorize jobs by type, track time and materials separately, and run reports to see which services are most profitable.

Does it handle flat-rate and time-and-materials billing?

Both. Create flat-rate estimates for standard jobs or track actual hours and materials for T&M billing.

Can techs add parts and materials from the field?

Yes. Techs can log materials used on each job, which automatically populate the invoice.

Is there a way to handle recurring maintenance contracts?

Absolutely. Set up recurring schedules for HVAC maintenance, plumbing inspections, or electrical checks with automatic invoicing.

Ready to Run Your Plumbing, HVAC & Electrical Business Smarter?

Start free today. No credit card required.

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