IT that does not get dumped on your office manager.
Or surprise your CFO at quarter-end.
In most HVAC, plumbing, and electrical shops, IT falls to whoever did not say no fastest. The office manager. The ops lead. The controller. We become the IT partner that takes the weight off their plate, keeps dispatch and Successware21 (or ServiceTitan, or Housecall Pro) running, protects customer payment data, and gives leadership a monthly bill they can actually defend at the board meeting.
Your IT problem is a dispatch problem and a budget problem.
Field service shops face a unique mix: mobile-everywhere workforce, same-day payments, customer data on every truck, and IT decisions that usually get made by whoever has time. Both your ops team and your CFO deserve better.
Dispatch downtime = lost revenue
When the dispatch board goes down on the hottest day of summer, calls back up and customers go to your competitor. Every minute of downtime is real money.
Field techs are mobile risk
Tablets, laptops, and phones on every truck. Lost devices, jobsite Wi-Fi, customer data on the go. Mobile device management is no longer optional.
PCI compliance applies to you
Taking card payments in the field or at the office means you fall under PCI-DSS. Most field service businesses do not realize this until their merchant processor pushes back.
IT should not be the office manager\u2019s second job
The hidden cost of an HVAC shop running IT by committee: lost productivity, security gaps, billing surprises, and burned-out staff. Your CFO is paying for it. Your ops lead is fighting it.
Built for the way field service shops actually operate
Managed IT for Field Services
Office and dispatch IT, mobile device management for field tablets and phones, network and printer support, secure backups, and the proactive care that keeps dispatch and field teams in sync.
Cybersecurity & PCI Defense
MFA, email security, endpoint detection, encrypted communications, PCI scope reduction, network segmentation, and security awareness training built for field service operations.
Field Software Support
ServiceTitan, Housecall Pro, FieldEdge, Jobber, Workiz, FieldRoutes. Licensing, deployment, integration with QuickBooks/Sage, mobile rollout, and support for the FSM platform you run on.
AI Tools for Field Operations
Dispatch optimization, customer call triage, service report drafting, parts ordering automation, customer review response. Built on Anthropic Claude with the data handling required.
Stop paying for 12 tools. Start using the 6 you need.
Most Phoenix HVAC shops we audit are running double-digit software vendors, paying for unused seats, and overlapping platforms that quietly add up to four or five figures a month. We know every tool in the field service ecosystem, which means we can tell you which to keep, which to cut, and where to consolidate.
- × Two dispatch tools running in parallel
- × Paying for 18 seats, using 11
- × Three separate accounting bridges
- × Office manager juggling 7 vendor portals
- × No one negotiated renewal in 3 years
- ✓ Right-sized FSM (SW21, ServiceTitan, or peer)
- ✓ Seat licenses audited and right-sized quarterly
- ✓ One integrated accounting pipeline
- ✓ One vendor portal: ours
- ✓ Renewals negotiated by people who do this every week
The platforms we negotiate, install, integrate, and where it makes sense, replace.
Frameworks first. Customers protected.
We do not claim certifications we do not hold. We build, document, and operate to the standards PCI-DSS, your merchant processor, your insurer, and your customers expect. When the question comes up, the answer is on file.
Find out if you are PCI-compliant →What it looks like when we work together
Dispatch software dies on the 115-degree day in July.
We restore service fast, communicate with techs in the field, prevent the next outage with monitoring and architecture changes, and document the root cause. Calls stop backing up.
Your merchant processor flagged you for a failed PCI scan.
We remediate the scan findings, segment your network to reduce PCI scope, and produce the documentation your processor and acquirer need. Fines avoided.
You are hiring 12 field techs for cooling season.
We build a fast, secure, repeatable onboarding workflow. New techs get tablet, FSM access, MFA, and field training in a single day. Departures are clean.
A fake invoice impersonating you tried to redirect customer payment.
We investigate, harden email authentication, retrain office staff on payment verification, and document the incident for your insurer.
No contracts, no surprises, no offshore handoff
Three steps from “we should talk” to “we’re your IT team.”
Discovery + walkthrough
30-min call about your shop, your dispatch software, your seasonal mix, and your customer payment flow. Then a 30-min review of your environment, remote or on-site.
Written assessment
Within 3 business days of the assessment, you receive a written gap report. Gap report against PCI-DSS, your insurer questionnaire, and the controls your merchant processor expects. Prioritized recommendations, scoped proposal. Yours to keep.
Onboard + go live
If we are a fit, we run a structured 30-day onboarding. Documentation, monitoring, training, and a named engineer who knows your business, and a client portal where your credentials are always yours.
What field service owners ask before they call
Do you work with other field service shops?
Yes. We work with multiple businesses across the Phoenix metro. Confidentiality is part of the job, so we do not name clients publicly, but on the assessment call we are happy to walk through specific situations we have solved that look like yours.
Can you support our FSM platform (ServiceTitan, Housecall Pro, FieldEdge, Jobber)?
Yes. We support the major field service management platforms plus QuickBooks, Sage, and the typical small business stack. Tell us your tools on the assessment.
Are we actually PCI-compliant?
Most field service shops we assess are technically not, even when they think they are. The assessment will tell you exactly where you stand and how to fix it.
Can you help us scale for summer?
Yes. We architect for the surge, not the trough. Fast onboarding, performance tuning, and on-call escalation through the busy months.
Who owns our passwords and IT documentation?
You do. We maintain a client portal where all your credentials, vendor info, and IT documentation are always available to you, so if you ever need to vet another vendor or move on, nothing is held hostage.
Do you require a long-term contract?
No, we don’t require one. Assessment is free, onboarding is scoped, and ongoing managed services default to month-to-month. Cancel any time. For clients who want budget predictability or locked-in pricing, we also offer 1-year and 3-year agreements.
Before the next 115-degree day, your next PCI scan, or your next wire-fraud call.
One hour with a Scottsdale-based engineer who works with field service shops every day. You leave with a written gap assessment and a prioritized fix list. Yours to keep.