engineered maintenance
Close More Deals with Collaborative Selling
Smart Plan helps HVAC firms win more business by working with clients to build transparent, tailored maintenance plans.
✓ Tailored Maintenance Plans
✓ Month-by-Month Clarity
✓ Standardised Task Times
Top Features
✓ Collaborative Quoting
✓ Transparent Pricing
✓ Standardised Task Times
About Smart Plan
Smart Plan is a sales tool built specifically for HVAC maintenance firms that want to win more contracts through transparency and collaboration.
Instead of pushing pre-built packages, Smart Plan lets you sit with your client and build their maintenance plan together – based on their equipment, usage, and budget. This collaborative approach transforms the sales conversation into a partnership, removing guesswork and building instant trust.
With built-in task time standards and monthly breakdowns, your team delivers exactly what was promised – efficiently and consistently. Whether you’re quoting a new client or standardising your offer across branches, Smart Plan makes it easy to sell smarter, close faster, and deliver better.
95%
Client Engagement Rate
30%
Faster Sales Cycle Time
100%
On Track Delivery
Frequently Asked Questions
How is Smart Plan different from traditional quoting tools?
Smart Plan is built for collaboration—letting you and your customer create the maintenance plan together, making every quote feel like a joint decision, not a sales pitch.
Can I customise maintenance plans for each client?
Yes! You can tailor every plan based on the client’s equipment, frequency, and budget—ensuring they get exactly what they need and nothing they don’t.
Does Smart Plan include task times for engineers?
Contact us and we’ll make every effort to accommodate your request!
Can my team use this across different locations or engineers?
Yes. Smart Plan creates a standardised approach that can be rolled out across your entire sales and service team—making quoting and delivery consistent.
Is Smart Plan hard to learn or set up?
Not at all. It’s designed to be simple and intuitive, and our onboarding support ensures you’ll be up and running fast with minimal training required.
What customers think of us
★★★★★
4.8 from 400+ customers
“It Feels Like We’re Selling With the Customer”
Smart Plan completely changed how we quote. Our clients feel involved from the start, and that makes closing the deal so much easier.”
★ ★ ★ ★ ★
James Carter, Owner, EcoTemp Services
“One Tool. So Many Wins.”
From better quotes to smoother handovers, Smart Plan just works. It’s now a core part of how we sell and deliver.
★ ★ ★ ★ ★
Liam O’Connell, CEO, HVAC Logic Group
“Quotes That Practically Sell Themselves”
Before Smart Plan, quoting felt like guesswork. Now, everything is clear, consistent, and clients love seeing the breakdown. It’s a game changer.
★ ★ ★ ★ ★
Angela Brooks, Director, AirSure HVAC
“30% Faster Sales Cycle! No Joke”
Our average sales cycle dropped from 10 days to 7. Smart Plan helps us get to yes faster, with fewer objections.
★ ★ ★ ★ ★
Malik Johnson, Managing Director, FlowTemp Systems
Sell Smarter. Close Faster
Start building HVAC maintenance quotes your clients actually say yes to.