Oracle ERP for HVAC & Mechanical Services.

How does ETHX Softcon implement Oracle field service for HVAC and mechanical services companies?

ETHX Softcon implements Oracle together with the ETHX Field Service Portal for HVAC, mechanical and building services companies, so dispatch, technicians, parts and billing work from the same data. Oracle Service Cloud is configured for work order management and case routing, and service contracts cover entitlement, coverage, SLAs, escalation paths and renewals. HVAC service flows include preventive maintenance, breakdowns, retrofits and contract renewals. Dispatchers use a schedule board with drag-and-drop, SLA traffic lights and route optimisation, while technicians use an offline-first mobile app with local queueing, automatic sync, parts, photos, signatures and completion.

Van stock, replenishment, returns, warranty and stocktake workflows are supported, and billing covers time-and-material and contract billing with deferred revenue recognition and AR integration into Fusion Financials. An AI co-pilot is available for technicians and dispatchers. Delivery moves from assessment and design of work order types, SLAs, skill matrix and dispatch rules to build, a two-to-four-week single-region pilot with real calls and technicians, and region-by-region rollout with in-shift training.

What should HVAC and building services companies plan for in an Oracle ERP programme?

HVAC and building services companies should plan the ERP around the installed equipment they service: service agreements, preventive maintenance schedules, field execution and refrigerant compliance all depend on an accurate record of which asset is at which customer site. If that asset record is weak, contract billing, dispatch and regulatory records all suffer.

Service agreements and preventive maintenance are the first consideration. Contracts define which equipment is covered, what labour and parts are included and how often visits occur. In Oracle's cloud applications, customer-owned installed base assets can carry maintenance programmes whose forecasts generate work orders, which Service Logistics turns into service requests and service work orders for technicians using Oracle Field Service; technicians record a debrief, and administrators review parts and post charges. Design decisions include the depth of the asset hierarchy (site, system, unit), how contract coverage separates billable from included work, and how van stock and parts returns are controlled.

The second is refrigerant compliance in the United States. Under Clean Air Act Section 608, EPA prohibits intentionally venting ozone-depleting refrigerants and their substitutes, such as HFCs, during servicing, and runs a technician certification programme. Under the AIM Act Emissions Reduction and Reclamation rule, beginning January 1, 2026 owners or operators and certified technicians must comply with leak repair requirements for certain appliances with a charge of 15 pounds or more of an HFC or certain HFC substitutes, including a leak rate calculation each time refrigerant is added and records kept for three years. For ERP design, refrigerant type and charge size belong on the asset, refrigerant additions should be captured in the technician debrief, and certification should be checked before assignment. Third, retrofit and installation projects often run alongside service, so project costing and billing should share the same customer and asset data.