Smart Plan | Collaborative HVAC Maintenance Planning Software to Close More Deals

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Simple, transparent pricing

Start with Survey. Add Propose and Perform as you grow.

14-day free trial · No credit card required · Cancel anytime

Survey

Start Here

Capture asset inventory in minutes — HVAC & plumbing

$49 /user/month

Start your free trial

Unlimited site registration
Unlimited users
Equipment asset inventory (make, model, serial, age, condition, more)
Life-cycle input for calculating client capital replacement reserves
Photo capture for equipment
Asset tagging (location, criticality, warranty status)
Export inventory to Excel / PDF
Captured info can be entered into any maintenance estimating software
Captured info transitions seamlessly into Smart Plan automatically
Capture equipment readings
Produce trend analysis reports using AI

Propose

Most Complete

Plan, price & propose maintenance

$249 /user/month

or $2,739/user/year ($228/mo — save 15%)

Start your free trial

Equipment lifecycle tracking from Smart Plan Survey
Advanced maintenance planning, pricing, proposing
Customer portal access
Maintenance pricing using Tasks/Times database
Build customised Tasks/Times manually or with AI
Service scheduling
Company-branded proposals
QR-code generated site and equipment plates
Included training: video training
Email & Zoom support / sales / strategy sessions
Dedicated Smart Advisor from sales through to usage
Optional personal paid support

Option

Quote add-on

+$149/user/mo

AI replace / repair quoting — option inside Propose

AI replace / repair quoting
Instant cost estimates using asset age and condition data
Repair-vs-replace analysis with capital planning support
Quote-to-proposal conversion for maintenance upsell

Perform

For Techs

Techs capture readings & trends in the field

$19 /user/month

Start your free trial

Access to 500+ HVAC services categorised by equipment type (RTUs, AHUs, Chillers, Boilers, Split Systems, etc.) and component configuration
Access to AI-generated services (Propose stage required)
Detailed preventive maintenance schedules
Labour time benchmarks per task
Material lists per task
Editable services (Tasks/Times)
Trade-school access mode (student accounts)
Monthly updates to services in count and accuracy
Share your service task-time sheets with other techs

Frequently asked questions

Everything you need to know about pricing

How does the 14-day free trial work?

Sign up with just your email — no credit card required. You get full access to all features for 14 days. If you love it, choose a plan. If not, no charge.

Which plan should I start with?

Start with Survey. It's $49 per user per month and gives you the equipment health record that every other plan builds on. You can add Propose and Perform as your needs grow.

Can I use Smart Plan alongside ServiceTitan or BuildOps?

Yes — Smart Plan is designed to complement your existing dispatch and accounting tools. It does not replace them. You can hand finished quotes and schedules to your existing system of record.

What is the Quote add-on?

Quote is an optional add-on inside the Propose plan at $149 per user per month. It adds AI replace/repair quoting — useful for teams that handle both planned maintenance and reactive repair work.