Jobber for HVAC Contractors: Adding Field Documentation to Your Workflow

Jobber is one of the most widely used tools for HVAC business management. It handles the business side of your operation brilliantly. What it doesn't handle is the field documentation side — equipment surveys, commissioning checklists, before-and-after photos of unit installations, and spatial records of mechanical rooms that future service technicians will need.

What HVAC contractors need from field documentation

• Equipment nameplates and serial numbers on arrival — photographic record of what was there before you touched it
• Pre-existing conditions — any damage, wear, or issues that aren't your responsibility
• Before-and-after on unit installations and replacements
• Refrigerant line routing before ceiling or wall closure
• Commissioning data tied to specific equipment
• Mechanical room layouts for future service reference

See our complete guide: HVAC as-built documentation — what to capture and when.

How Manifold works with Jobber for HVAC

Connect Manifold to Jobber via the Jobber App Marketplace. Your Jobber jobs sync automatically. Your technician arrives on site, opens the job in Manifold, photographs existing equipment with GPS tagging, completes the commissioning checklist with required photos at each step, and generates a PDF report — all tied to the Jobber job. See the full Jobber for HVAC field documentation guide.

Orbit Measure for mechanical rooms

For mechanical rooms where spatial relationships matter, Orbit Measure lets any technician walk the space for 60 seconds with any iOS or Android phone and get a measurable 3D model. Future techs can locate isolation valves and measure clearances remotely. See our Manifold for HVAC contractors page for more.

Photo plan: $16/user/month. Photo+Scan with Orbit Measure: $24/user/month. No seat minimums. Free trial.

Start your free trial or book a demo.