HVAC. Plumbing. Electrical. Appliance repair. ZeroFi handles service-call quotes, system install proposals, and recurring maintenance contracts — all from the same workflow.
HVAC System Install
3-ton heat pump replacement · 2-zone
Schedule
50% deposit on acceptance · 50% on completion · Net 15
The field services reality
Diagnostic fees applied to repair if approved. Most quote tools don't model that. ZeroFi handles it as default scope wording.
Replace the disconnect, code wants a GFCI breaker now. Without "code upgrades passed through" wording, you're eating the price difference.
"It's an emergency" at 11pm Saturday. Service-contract customers covered? Walk-ins billed? ZeroFi handles both flavors in the same proposal.
Field services defaults, day one
Default scope exclusions
Default payment terms
Service calls due upon completion. Larger installs follow 50/50 (deposit + completion). Service contracts Net 15. Past-due 1.5%/mo. Valid 30 days.
Default warranty wording
1-year workmanship on labor. Parts carry manufacturer warranties (typically 1–5 years) passed through. Diagnostic fees are non-refundable. Repairs to systems beyond their useful life are warranted only on the repaired component, not the system as a whole.
Same product, trade-shaped
From the truck. Diagnosis + parts + labor + warranty wording. Customer signs on your tablet. Stripe payment on completion.
"Tech A: 92% first-call resolution. Tech B: 67%, mostly diagnosis-only callbacks." Data on where the labor's going.
Annual HVAC maintenance auto-billed. Plumbing service plans auto-renew. Stripe charges run on schedule, not on chasing.
"Service-call quote from the truck cut our 'we'll get you a price tomorrow' problem in half. Sign rate went up 30%."
Brian Kowalski
Owner · Apex HVAC · Cleveland, OH
Placeholder — replace with real customer once available.
14-day trial. Field Services pre-selected. Generate a real HVAC / plumbing / electrical quote in the demo data.