Powerful Features for Modern HVAC Contractors
Everything you need to manage multi-site maintenance contracts, from initial proposal to ongoing service delivery.
Collaborative Sales
Transform your sales process from pushing to partnering
Customer Collaboration
Invite customers to view and participate in building their maintenance plans. They see exactly what they're paying for.
Professional Proposals
Generate beautiful, contract-ready proposals with detailed pricing, equipment lists, and service schedules.
Customer Portal
Give customers 24/7 access to view proposals, sign contracts digitally, and track their maintenance history.
Site & Equipment Management
Keep track of every site, every piece of equipment, every service need
Multi-Site Management
Handle customers with dozens of locations. Each site has its own equipment inventory and service requirements.
Equipment Tracking
Catalog every piece of HVAC equipment with make, model, age, condition, and service history.
Service Library
Build a library of standard maintenance tasks with time estimates. AI can generate task sheets for any equipment type.
Scheduling & Operations
Keep your team organized and your customers informed
Smart Scheduling
Automated visit scheduling based on service agreements. Drag-and-drop calendar for easy adjustments.
Notifications
Automated reminders for upcoming visits, expiring contracts, and overdue tasks.
Mobile App (PWA)
Works offline. Technicians can access job details, equipment info, and task lists from any device.
Analytics & AI
Make smarter decisions with data-driven insights
Business Analytics
Track revenue, job performance, close rates, and team productivity with customizable dashboards.
AI Task Generation
Describe your equipment and AI generates a complete maintenance task sheet with time estimates.
AI Business Insights
Get AI-powered recommendations for improving your business based on your data.
Ready to Join Us?
Start your 14-day free trial and see what collaborative maintenance planning can do for your business.
Helping HVAC contractors close more deals through collaborative maintenance planning.
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