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HVAC & Mechanical

Route Optimization & Scheduling for HVAC Operations

Manage installations, maintenance contracts, and emergency repairs across your entire HVAC operation - with intelligent scheduling that adapts in real time.

HVAC engineer servicing a commercial heating and cooling unit
eLogii task list for HVAC field service jobs across a region
Engineer assignment card with HVAC job allocation and parts
Live
Customer SMS preview confirming HVAC engineer visit ETA

Does this sound like your operation?

These are the problems we hear from every HVAC company before they switch to eLogii.

Dispatchers overwhelmed with emergency callouts disrupting planned routes
Every boiler breakdown or AC failure throws off the entire day's schedule. Dispatchers scramble to reshuffle jobs manually, and technicians end up driving back and forth across their territory.
Technicians driving excessive miles between jobs
Without intelligent routing, your engineers are criss-crossing town. Installation jobs, maintenance visits, and repair calls aren't grouped geographically - costing fuel and billable hours.
No visibility into which tech has the right parts and skills
Sending a gas-safe certified engineer to an electrical job, or a tech without the right parts to a repair call - it all means wasted visits and frustrated customers.
Recurring maintenance not optimized into daily routes
Maintenance contracts are scheduled in isolation, creating routes that don't account for other work in the same area. You're paying for drive time that should be billable time.
No audit trail when SLA disputes arrive
Contract holders demand evidence that response-time commitments were met on emergency callouts. Without timestamped, geo-tagged proof of attendance, credits get issued and contracts get lost.
Customers calling engineers direct, derailing the day
Customers keep engineer mobile numbers from previous visits and call direct, pulling engineers off plan and exposing personal numbers. Without masked calling, privacy and schedule integrity both slip.
Legacy dispatch tool that does not talk to your accounting stack
Completed jobs need to hit the invoice run the same day. When dispatch, engineer app and accounting are three disconnected systems, cashflow slows and billing errors multiply.
Growth outrunning the planner's spreadsheet
What works at 20 engineers falls apart at 60. Spreadsheets do not respect skills, parts-on-van, time windows or zones. Winning bigger PPM contracts needs software that actually scales.
Route Optimization

Optimize routes across installation, maintenance, and repair jobs

eLogii's optimization engine clusters jobs by location, factors in vehicle capacity and equipment requirements, and builds balanced routes across your entire HVAC team - whether you're running 20 vans or 200.

Geographic Clustering
Group installation, maintenance, and repair jobs by area automatically.
Multi-Day Planning
Plan installation projects and maintenance rounds across multiple days.
Vehicle Capacity & Load
Route based on van capacity, ensuring installation equipment is on the right vehicle.
Workload Balancing
Distribute jobs evenly across your team to prevent burnout and idle time.
Optimized routes across HVAC installation, maintenance and repair
Emergency Response

Handle emergency callouts without derailing the day

When a boiler breaks down or an AC unit fails, eLogii inserts the emergency into live routes - matching the right technician with the right skills, without disrupting the rest of your schedule.

Same-Day Re-Optimization
Insert emergency callouts into live routes without disrupting planned work.
Skill & Certification Matching
Gas-safe, F-Gas, and electrical certifications enforced automatically.
Configurable Priorities
Set priority levels for emergencies, SLA-bound maintenance, and standard installs.
SLA Compliance Tracking
Monitor response times against contractual SLAs in real time.
Emergency callout handling without derailing the day
Customer Experience

Keep homeowners informed at every step

Branded tracking pages, automated SMS and email notifications, and self-service rescheduling - so homeowners and facility managers never need to call asking 'when is the engineer arriving?'

Branded Tracking Pages
Your logo, colors, and domain on every tracking page.
Automated Notifications
SMS and email at each stage: booked, en-route, arriving, completed.
Self-Service Rescheduling
Customers pick a new slot themselves from the tracking page.
Live ETA Updates
ETAs recalculate continuously so customers always see an accurate arrival time.
Automated homeowner updates at every step
Proof of Service

Document every job with digital proof

Photos, electronic signatures, GPS stamps, and configurable forms - every installation, repair, and maintenance visit is documented with auditable evidence for compliance and dispute resolution.

Configurable Digital Forms
Custom forms for gas safety certificates, commissioning records, and service reports.
Photo Capture
Before and after photos with automatic geo-tagging and timestamps.
Electronic Signatures
Customer sign-off on the mobile device at point of service.
Geo & Time Stamps
Every action automatically geo-tagged and time-stamped for audit trails.
Digital proof of every job

WHY HVAC OPERATORS PICK ELOGII

Built for the realities of mechanical services

Reactive callouts, PPM rounds and install commissioning live together in one platform. Engineers get clear routes with asset history and parts lists. Customers get branded tracking and response-time evidence. Contract managers get SLA data without chasing.

01

Emergency callouts without wrecking the plan

Same-day re-optimization drops breakdowns into live routes, picks the nearest qualified engineer with parts, recalculates ETAs and notifies affected customers automatically.

02

Skill, cert and parts-on-van enforcement

Gas-safe, F-gas, refrigeration and electrical certifications plus van inventory enforced at dispatch. No more dry-runs because the engineer could not open the boiler or lacked the part.

03

Proof of service that ends SLA disputes

Geo-tagged arrival times, photos, checklists, asset history and electronic signature on every visit. Auto-generated PDF evidence per visit for warranty, compliance and contract reviews.

04

Open REST API, keep your accounting stack

Class-leading REST API and real-time webhooks slot in alongside your CRM, job management and accounting systems. Sandbox and production environments for phased rollouts.

What HVAC teams use most

15 capabilities

Plugs into the stack you already run

eLogii integrates with Samsara for live vehicle telematics, location and driver behavior, and with Twilio for masked calling between engineers and customers. what3words handles hard-to-find plant rooms and site access points. Beyond that, our class-leading REST API and webhooks connect eLogii to any CRM, job management, ERP or accounting platform an HVAC operator runs. Sandbox and production environments support phased rollouts. Live in weeks.

Samsara
Live vehicle telematics, location and driver behavior in the plan.
Twilio
Masked calling and SMS so engineer and customer numbers stay private.
what3words
Precise 3-word addresses for plant rooms and hard-to-find access points.
REST API & Webhooks
Class-leading REST API and real-time webhooks for any CRM, job management or accounting system.

Frequently asked questions

Route planning and scheduling software for HVAC operators automates the daily and weekly process of assigning reactive callouts and PPM visits to engineers, sequencing jobs by geography and skill, and surfacing digital proof of service to end customers and contract holders. It replaces spreadsheets, paper job cards and legacy dispatch tools with a modern optimization engine, an offline-capable engineer app with photo proof of service and parts scan, branded customer tracking and a REST API for integrations with CRM, job management and accounting systems.

Yes. eLogii is built for scaled field service operations running tens to hundreds of engineers across multiple depots, with reactive callouts, PPM contracts, installs and commissioning visits all planned in a single platform.

Yes. eLogii combines pre-planned PPM rounds with same-day dynamic dispatch in one optimization. Same-day re-optimization slots emergency callouts into live routes, identifies the nearest available engineer with the right skills, recalculates ETAs and pushes updates straight to the engineer app and to the customer tracking page.

Yes. Skills, capability and availability matching enforces engineer certifications automatically: gas-safe registered engineers for boiler work, F-gas certified engineers for refrigeration and AC, apprentices paired with qualified supervisors. Site-specific notes, access instructions and asset history travel with the task to the engineer app.

The driver / engineer app supports configurable PPM checklists per asset type, photo capture with geo and time stamps, electronic signature, barcode scan for parts and consumables used on the van, and automatic PDF proof-of-service generation per visit. Failed visits, return options and reattempt workflows are fully configurable for parts-chase, second visits and warranty callbacks.

Yes. Every visit is logged with start, finish, on-site duration, checklist completion and geo-tagged photos. Dashboards, lateness monitoring panel and exportable reports give contract managers auditable evidence of SLA compliance per client, per site and per contract period - including against response-time commitments on emergency callouts.

Yes. eLogii supports multi-depot, multi-team operations with zone-based team allocation, team skill groups and per-depot start locations. PPM contracts and reactive callouts in different geographies are planned together without engineers crossing depot territories unnecessarily.

Yes. Vehicle selection and management, capacity constraints (weight, volume, compartments) and task-rule automation let you model the equipment and parts inventory each engineer or van carries. Tasks are only assigned to vehicles that can actually deliver the job, with consumable tracking via barcode scan on the engineer app.

Yes. eLogii's class-leading REST API and real-time webhooks connect to any job management, CRM, ERP or accounting platform an HVAC operator runs. Sandbox and production environments support phased rollouts and a data-mapping import layer covers CSV and SFTP feeds from clients and contract holders.

Yes. Branded multi-brand tracking pages, Email/SMS notifications and self-service rescheduling are native. Customers and site managers can see when engineers are scheduled, en route, on-site and signed off, with your brand on every touchpoint. Phone masking via Twilio is supported for engineer-to-customer calls.

Most HVAC and mechanical services operators are live in weeks, with phased depot-by-depot rollouts that de-risk migration from spreadsheets or legacy tools. The REST API and import workflow remove the need for middleware or a bespoke data project.

eLogii is purpose-built for field service operators that need genuine route optimization at scale alongside a modern engineer app and branded customer experience. Compared to job-management-first tools like simPRO, BigChange, Joblogic and Commusoft, eLogii brings a class-leading optimization engine with zones, clustering, traffic-aware routing and same-day re-optimization, plus an open REST API that lets you keep your existing accounting and CRM stack.

Ready to Optimize?

See what eLogii would save your HVAC operation

We'll model your actual routes and schedules with a custom data simulation - real numbers, not estimates.