"Can you prove what your tech actually did on site?"
Transform reactive service calls into documented, professional visits. Know your customer before you arrive, follow a standardized checklist, capture real data and photos, and get customer sign-off—all from a mobile device.
A commercial customer calls—their HVAC system needs maintenance. You dispatch a technician. They drive to the site, do some work, scribble notes on a paper ticket, and head to the next job.
Three months later, the customer disputes the bill. "Your guy was only here for 20 minutes. He didn't check the refrigerant." You have no proof. Just a crumpled paper ticket with illegible handwriting.
The problem isn't your technicians—it's the lack of structure. No customer context before arrival, no standardized process, no documentation that holds up when questions arise.

Arrive Blind
No idea what equipment exists or what was done last time
Paper Tickets
Handwritten notes that get lost or can't be read
Inconsistent Work
Every tech does it their own way
No Proof
Customer disputes with nothing to show
No Visibility
Office doesn't know if the job is done until tech calls in
Lost History
Previous visit notes are in a filing cabinet somewhere

Watch how a professional HVAC service visit works from start to finish—customer lookup, checklist execution, and customer sign-off.
From dispatch to sign-off—every step documented, every visit professional.
Find the customer in CRM. See locations, contacts, equipment, and service history.
Create the service record, select type, assign technician, set date.
Tech follows standardized checklist—safety, diagnostics, maintenance tasks, photos.
Customer reviews work, signs on screen. Complete record stored permanently.
Real feedback from service companies using ScaleWyz
We eliminated customer disputes overnight. When they question the work, I pull up the service record with photos and their signature. Conversation over.
Mike T.
Owner, Commercial HVAC
My techs actually like the checklists. They know exactly what to do, they don't forget steps, and they don't have to call me asking what was done last time.
Sandra L.
Operations Manager, Residential HVAC
The customer lookup alone is worth it. Before, my guys showed up not knowing what equipment was there or who to talk to. Now they look professional from the first minute.
Dave R.
Service Manager, Multi-location HVAC
The same workflow applies to any field service that makes on-site visits.
Service Visits
Plumbers can use the same workflow for service calls—customer lookup, service creation, standardized checklists, photo documentation, and customer sign-off.
Example Checklist
Service Visits
Electricians documenting panel inspections, outlet testing, and circuit repairs benefit from the same structured approach with photo evidence.
Example Checklist
Service Visits
Appliance techs servicing refrigerators, washers, and dryers can capture model numbers, diagnostic codes, and repair photos systematically.
Example Checklist
Service Visits
Any trade making service visits—roofing, flooring, painting—can standardize their process with customer context and documented proof of work.
Example Checklist
See how ScaleWyz transforms your HVAC maintenance visits into documented, professional service calls.
Opening Shift Checklist
Ensure every location opens correctly
HVAC Scheduled Service
Coming soon