About Smart Plan AI
The HVAC industry hasn't kept up. We're here to change that.
Why We Exist
While other industries have embraced AI to improve accuracy, speed, and customer experience, HVAC maintenance and service planning is still stuck in spreadsheets, static schedules, and manual admin.
Engineers are buried in paperwork. Sales teams are guessing what to propose. Customers are sold plans they don't fully understand — or trust.
Smart Plan AI Was Created To Change That
We built Smart Plan AI because HVAC professionals deserve tools that match their expertise. Tools that help them win more work, deliver better service, and spend less time on admin.
The Problem With The Old Way
Most HVAC maintenance plans today are built in isolation, based on assumptions rather than real context, and are hard to explain, justify, or adapt.
Lower
Sales Conversion
Weaker
Customer Loyalty
Frustrated
Engineers on Admin
That's not a people problem. It's a systems problem.
How Smart Plan AI Is Different
Smart Plan AI brings AI and collaboration into the entire HVAC lifecycle — from pre-sales through to ongoing maintenance.
Collaborative Selling
Customers can see, understand, and engage with what's being proposed. When customers understand the 'why,' they buy faster and stay longer.
AI-Powered Planning
AI runs throughout the platform to standardise planning, reduce guesswork, minimise errors, and remove unnecessary admin.
Engineers Supported
Engineers are supported — not replaced — and can focus on the technical work they're trained to do, not paperwork.
Scalable Quality
Standardise processes across teams and help HVAC businesses scale without losing consistency or quality.
That's not a people problem. It's a systems problem.
Less Admin. More Engineering.
This is the core of everything we do.
Smart Plan AI dramatically reduces admin, standardises processes across teams, and helps HVAC businesses scale without losing consistency or quality.
Good engineers shouldn't be managing spreadsheets. They should be engineering.
Collaborative Selling
Customers can see, understand, and engage with what's being proposed. When customers understand the 'why,' they buy faster and stay longer.
AI-Powered Planning
AI runs throughout the platform to standardise planning, reduce guesswork, minimise errors, and remove unnecessary admin.
Engineers Supported
Engineers are supported — not replaced — and can focus on the technical work they're trained to do, not paperwork.
Scalable Quality
Standardise processes across teams and help HVAC businesses scale without losing consistency or quality.
That's not a people problem. It's a systems problem.
The Team Behind Smart Plan AI
Smart Plan AI is built by people who have spent decades inside the HVAC industry — running operations, selling services, and supporting engineers on the ground.
This platform exists because the team behind it knows exactly where the industry breaks down.
Tom Walton
CEO
Advanced maintenance IP source and innovator, sales leadership, founder/partner.
Dave Klunder
Retired Contractor Owner
Contractor relevance advisor, business leadership, partner.
Nadeem Mohammed
CTO
SaaS & AI technical and business expert, technology leadership, partner.
Craig Medley
Contractor Owner
Contractor relevance and software usage advisor, partner.
Jody Liner
COO
Current contractor owner, contractor relevance and software usage advisor, partner.
Ready to Transform Your HVAC Business?
Join the HVAC professionals who are closing more deals and spending less time on admin.
Helping contractors and Maintenance buyers collaborate better maintenance planning and performance
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