Streamlined. Scalable. Smarter: Inside Oakland Air Control's operational shift to Joblogic
Before switching to Joblogic, Oakland Air Control managed its operations across disjointed platforms that posed a risk to reliable and efficient service delivery. Oakland needed an intuitive, cloud-based system tailored to HVAC to replace its expensive, outdated software and provide critical mobile functionality.
The story in brief
With multiple teams and contracts to oversee, maintaining clarity, consistency and control became central to sustaining performance at scale. This forward-looking mindset set the foundation for the next phase of the company’s development.
Before switching to Joblogic, Oakland managed its operations across disjointed platforms that lacked the functionality and reliability required for efficient service delivery. Engineers relied on clunky laptops and a mix of legacy software and manual processes that often failed to meet the demands of fieldwork. Manual scheduling slowed them down, and staff had to juggle multiple platforms to handle F-Gas compliance and asset tracking.
Oakland needed an intuitive, cloud-based system tailored to HVAC that could replace its expensive, outdated software and provide mobile functionality. Mobile access plays an important role in HVAC, helping engineers access job details, asset histories, and forms on-site without relying on phone calls or paperwork. Joblogic delivered exactly that.
Since adopting Joblogic, Oakland Air Control has seen tangible benefits across its operations
Why Oakland Air Control chose Joblogic
Oakland chose Joblogic to:
Replace outdated desktop software with a modern, cloud-based solution
Equip engineers with mobile tools that required minimal training
Streamline F-Gas and asset management to meet REFCOM and ISO 9001 standards
Improve visibility and communication between field and office staff
Challenge & Opportunity
Oakland’s previous field service system was clunky, expensive and poorly suited to HVAC service and maintenance, limiting mobility, usability and operational efficiency.
No mobile application for field engineers, relying on laptops and manual processes
Software not designed for HVAC or service-led workflows
Heavy customisation required to make the system usable
Engineers needed a simple, reliable and intuitive mobile experience
Multiple disconnected systems causing duplication and inefficiency
Oakland needed a mobile-first, industry-specific field service management platform to support engineers, compliance and growth.
Support F-Gas and Refcom compliance with auditable processes
Centralise asset management, service history and compliance data
Provide a scalable solution that could grow with the business
Replace multiple systems with one scalable, integrated platform
“We recommend Joblogic to any HVAC business. Its F-Gas compliance tools are second to none – seamlessly integrated and endorsed by Refcom, they give us complete confidence during audits and inspections. Having all our records centralised in one system saves time and ensures we never fall short of compliance standards.”
Alistair Henderson
The Joblogic features Oakland Air Control uses most
F-Gas & Cylinder Management
Oakland keeps detailed, audit-ready records of refrigerant usage and cylinder movements. This simplifies site reporting and helps the service team stay proactive during inspections.
PPM Contract Management
Oakland now handles planned maintenance contracts with greater accuracy and speed, from initial scheduling to final invoicing. This has helped improve customer service while reducing administrative load.
Mobile App
Engineers work more independently, using their phones to access job details and asset histories. This minimises office support needs and accelerates completion times.
Customer Portal
Clients stay informed through real-time access to documentation and job statuses, improving trust and reducing the need for follow-up calls.
Quote Reminder
This tool from the Joblogic Marketplace keeps sales momentum going by automatically chasing open quotes. This ensures consistent follow-up, even when the team is busy elsewhere. Data analysis shows it has generated an additional £10,000 of PPM sales since implementation and supported the acquisition of £25,000 in additional works.
The project timeline
An overview of the four essential phases guiding the project from initial discovery to final delivery.
STEP
1
Conducted in-depth workshops with key stakeholders to understand challenges, map current workflows, and validate the most critical needs for change.
STEP
2
Outlined the core MVP features—intelligent scheduling, mobile engineer app, invoicing, and reporting—aligned to business priorities.
STEP
3
Launched a pilot with selected engineers to validate usability, collect feedback, and refine the system before wider deployment.
STEP
4
Rolled out Joblogic across departments with structured onboarding and tailored training for engineers, administrators, and managers.
STEP
5
Introduced advanced reporting and a customer portal while providing ongoing support and enhancements to drive long-term value.
Our Approach
A structured process that ensured the right solution, smooth adoption, and long-term impact for the client.
Review processes and align technology to client needs
Pilot, train, and roll out across the organization
Ongoing updates, feedback, and long-term growth
OUTCOME & IMPACT
What Joblogic has done for Oakland Air Control
Since adopting Joblogic, Oakland Air Control has seen tangible benefits across its operations:
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Stronger compliance: The dedicated F-Gas module, endorsed by REFCOM, helps Oakland meet all industry regulations with ease. Auditors rely on the system, and the team generates reports quickly.
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Reduced operational costs: Labour and stationery expenses fell thanks to streamlining mobile reporting and reducing manual admin tasks.
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Smarter service management: The team now manages PPM contracts more efficiently, from asset allocation through to invoicing – improving customer service and internal control.
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Paperless processes: Oakland eliminated nearly all physical paperwork, improving day-to-day operations by reducing overheads and accelerating turnaround times.
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Increased revenue: The Quote Reminder Marketplace App recovered previously lost revenue by automating follow-ups and driving conversions.
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Consistent sales growth: Oakland has experienced consistent growth in its HVAC and Trend Controls maintenance base, with year-on-year increases between 2022-2024 of 13% and 27% respectively. This expanded contract base has naturally led to additional work, further contributing to overall sales.
Today, the team uses Joblogic for nearly all service operations, optimising daily workflows, and improving the overall service experience, which has enhanced consistency and service delivery.
“Our engineers aren't IT experts, they need intuitive tools. We used to have several different systems and it was slowing things down. Now, Joblogic handles 95% of our service operations - a vital level of integration. The mobile app has been a game changer in the field, too.”
Alistair Henderson
Service & Maintenance Director
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- Eliminate inefficiencies and manual processes with one powerful platform.
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