Your whole day on one screen. Where every truck is, what's next on each route, and whether the customer actually paid before the tech pulled away. The office runs it in a browser. Your techs run it on the phones they already carry.
From $49/mo · Every feature on every plan · Cancel anytime
A small HVAC company lives and dies by the dispatch board. When it's 102 out and the phone won't stop ringing, the office needs three answers fast: who's free, who's closest, and what's already been promised. Most small shops answer that with a whiteboard, a group text, and somebody's memory. That works right up until the first real heat wave, and then it starts costing you calls.
Helix Field was built for exactly this size of company. It's not a call-center suite with forty modules you'll never open. It's a schedule, a dispatch board, a live map, and a record of every customer and every system you've ever touched. The office runs it from a browser. Your techs run it from the phone already in their pocket.
A no-cool call at 1pm can't wait for tomorrow's schedule. The dispatch board shows the whole day, and the live technician map, built on Mapbox, shows where every truck actually is right now. Pick the closest tech, drop the call into their route, and drag the stops into whatever order makes sense. Nobody has to blow up the group chat asking who's where.
Checkpoints are clock steps you set up yourself. Build your spring AC tune-up once: arrive, pull static pressure, test the capacitor, wash the condenser, swap the filter, walk the customer through it. Techs tap through the steps as they work, and the office feed shows exactly where every job stands without anybody having to pick up the phone.
Before-and-after photos of a changeout attach straight to the job, so the nameplate, the lineset, and the finished pad are on record before the truck leaves the driveway. The customer signs on the tech's phone, the invoice goes out from the same job, and the card gets charged on the spot. Cash or check? Log it against the job, so nobody's fishing a crumpled check out of a glovebox on Friday.
Spring and fall tune-ups are the steadiest money in HVAC, as long as the visits actually get on the schedule. Set up a recurring maintenance plan once and Helix builds the visits for you. Customer and property records hold the equipment details, filter sizes, and every past visit, so the tech pulls up already knowing the system instead of asking the homeowner what size filter it takes.
Techs get the day's route, job details, checkpoints, photos, signatures, and payment on the phone. Big buttons and clear status, because nobody's squinting at tiny menus from the top of a ladder. Each tech only sees the jobs assigned to them.
Every plan includes every feature. None of this is a paid add-on or a thing you unlock later. It's just in there.
Helix Field is young software from a small company, BAW International, and it's priced like it. The first companies running it are landscaping and pond maintenance crews in Oklahoma, which is why the field side feels like it was designed in a truck: it was. The HVAC side isn't a pile of pre-canned templates. You set up your own checkpoints, your own recurring plans, and your own line items, and the software stays out of your way.
If you're weighing Helix Field against the bigger names, we keep an honest side-by-side here: Compare field service software. And if HVAC is only half your business, we also build for plumbing companies and pool service routes.
Pricing is flat, by crew size, and every plan includes every feature. Solo is $49 a month for 3 seats, Crew is $99 a month for 6 seats, and Team is $179 a month for 10 seats. Extra technician seats are $22 a month. Pay yearly and you get about two months free: $499, $999, or $1,799 a year.
No. You sign up, pick a plan, and pay, and the account is live. There's no free tier, but there's also no contract: you can cancel anytime from your account with no fees, so the real trial is your first month.
Yes. Techs can take card payments in the field (BAW charges a 1% platform fee, and Stripe's processing fee is separate), or log cash and check payments against the job. Estimates and invoices come off the same job record, so nothing rides back to the office on paper.
Yes. Recurring maintenance plans generate the visits automatically, and customer and property records keep the equipment details and full service history. Spring and fall tune-up rounds schedule themselves instead of living in a spreadsheet.
The technician app is on Android today, with iOS on the way. The office side runs in any modern browser, so dispatchers and owners don't have to install anything.
Every plan includes everything you just read about. Pick the seat count that matches your trucks, and add seats for $22/mo as you hire.
All plans auto-renew each month or year at the then-current price until you cancel: cancel anytime from your account, no fees. Your first charge is at signup. Prices in USD. By subscribing you agree to the Terms and Refund & Cancellation Policy.
Pick the plan that fits your trucks and run dispatch, checkpoints, photos, and payment from one place. Got a question first? Email us. A real person answers.