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FieldServiceTech

HCool FSM — Field Service Management Platform

H-Cool Aircon

H-Cool Aircon's air-conditioning service business ran on paper job sheets and phone calls, with no central system to schedule technicians, track contracts, or generate invoices across a growing client base.

16 weeks
Duration
Web + Mobile Web
Platform
4 months
Time to Launch
HCool FSM — Field Service Management Platform

Results

70%
Faster Technician Scheduling
60%
Reduction in Manual Invoicing Time
3x
Increase in Contract Renewal Visibility

Challenge

H-Cool Aircon's team coordinated technician visits, maintenance contracts, and client servicing manually — job assignments were tracked over calls and paper reports, contract renewals were easy to miss, and invoicing required rekeying job data into accounting software by hand. There was no live view of which technician was where, no digital service reports, and no way for admins or clients to see job status in real time.

Our Solution

We built HCool FSM, a full field service management platform with a NestJS/PostgreSQL backend and a React (Refine) admin dashboard paired with a dedicated mobile-optimized technician interface. The system covers the entire service lifecycle: client and property management (with contacts, addresses, and notes), maintenance contracts with repeat scheduling, service and task templates, a visual daily/weekly/monthly scheduling board for dispatching technicians, digital service reports with photo uploads and customer signatures captured on-site, and direct Xero integration to auto-generate invoices from completed jobs — removing manual re-entry entirely.

Outcome

H-Cool Aircon moved from paper-based, phone-coordinated operations to a single connected system covering scheduling, servicing, and billing. Admins get a real-time schedule board and dashboard visibility across all contracts and technicians, technicians get a mobile flow to view assigned jobs, complete on-site reports, and capture signatures, and completed services now flow straight into Xero for invoicing — cutting the admin overhead that used to follow every job.

Key Features

Role-based login (Super Admin, Admin, Technician) with JWT auth
Client, property, and point-of-contact (POC) management
Maintenance contracts with recurring/repeat scheduling
Service & task template library for standardized job types
Visual scheduling board — daily, weekly, and monthly views
Mobile technician app: job list, client details, adhoc job creation
Digital on-site service reports with photo upload (S3) and signature capture
Automated invoice generation via Xero integration
Technician leave management
Activity log for full audit trail across jobs and records
Admin dashboard with contract and service KPIs

Benefits

Zero double-entry billing

Direct Xero sync means completed service reports convert straight into invoices, eliminating the manual rekeying that used to delay billing by days.

Real-time technician visibility

The scheduling board gives dispatchers a live view of technician availability and job load, replacing phone-call coordination with a single glanceable timeline.

Paperless service reports

Technicians capture photos and customer signatures directly on mobile, so reports are complete, timestamped, and stored the moment a job finishes — no lost paperwork.

Tech Stack

ReactViteTypeScriptRefineNestJSTypeORMPostgreSQLAWS S3Cloudflare R2JWT AuthXero APIpnpm MonorepoDocker

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