PPM & Reactive Scheduling
Schedule planned preventative maintenance alongside reactive call-outs from one central calendar. Manage SLAs, engineer availability and site grouping to maximise utilisation and reduce travel time.
HVAC compliance software
Stop running your HVAC business on spreadsheets, paper job sheets and disconnected systems. Collabit brings together planning, mobile job reporting, asset registers, contract renewals, compliance tracking and invoicing, including Xero integration, all in one joined-up system.
Real Collabit screens with example records; illustrative site photography. Select a screen to enlarge.
One connected platform
Collabit connects your entire HVAC workflow in one system: digital service reports completed onsite, assets and leak checks logged per location, remedials converted into quotes, and completed jobs flowing straight into billing with no duplicate data entry, lost compliance records or revenue leakage.
Schedule planned preventative maintenance alongside reactive call-outs from one central calendar. Manage SLAs, engineer availability and site grouping to maximise utilisation and reduce travel time.
Track every HVAC asset by site, floor and location. Maintain full service history, warranty details and equipment specifications for faster diagnostics and improved first-time fix rates.
Record leak checks, refrigerant movements and certification details in line with UK F-Gas requirements. Store TM44 inspection reports and compliance documentation securely in one place.
Engineers complete structured service reports on mobile, including checklists, test readings, parts used and customer signatures.
Manage recurring maintenance contracts, renewal dates and response targets, and ensure PPM visits are never missed.
One connected workflow
No more double booking. No more wasted travel time. No more missed remedials.
Plan PPM and reactive work from one calendar.
Use skills, certifications and site grouping to build efficient days.
Complete digital job sheets with photos, readings and customer signatures.
Track remedials, create quotes and send invoicing forward with full job evidence.
Collabit AI Planner spotlight
Collabit AI Planner uses the jobs, locations, qualifications and availability already held in Collabit to help HVAC planners group work, reduce unnecessary travel and respond faster when reactive work changes the day. Every proposed plan remains available for review before customer commitments are confirmed.
Practical outcomes
Use skills-aware planning, site grouping and route optimisation to spend more of the working day on productive HVAC work.
Turn defects, photos and engineer notes into tracked quotes and follow-up work instead of leaving revenue in job sheets.
Keep asset registers, leak checks, refrigerant movements, reports and signed job evidence together for faster retrieval.
Carry completed job data and supporting evidence into the invoicing workflow without typing the same information twice.
Bring your operational information together and share trusted data across the tools your teams already use.
See how Collabit helps HVAC teams manage planning, field activity, compliance and invoicing in one joined-up system.
Free consultation
Our specialists have taken companies like yours from paperwork and spreadsheets to one connected system. In the consultation you get:
No sales pressure, no charge and no obligation.
Just a quick question? Send us a message.
“The patience from the Collabit team made a huge difference.”
We will confirm your time by email the same working day.