Equipment Health Platform · Commercial HVAC

Survey any commercial HVAC site in minutes.

Scan a faceplate and AI builds the equipment record — condition, life cycle, and the budget the building owner needs — so your rep walks out with a quote, not a clipboard full of homework.

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Works alongside ServiceTitan, BuildOps and the tools you already run. No credit card required.

Nameplate

Carrier • 48HCDA18A2A5

Rooftop Unit • 15 Ton

SN 0820A12847

MFR 2014

R-410A 410a

Equipment type Rooftop Unit

Age / life cycle 11 yrs • 4 yrs left

Condition Moderate — service due

Est. replacement $18,400

Send budget →

Time saved

~1 day → minutes

Works alongside

ServiceTitan • BuildOps

The Complement, Not the Replacement

The four things your software can't do

Dispatch platforms schedule work. Smart Plan builds the equipment health record that makes every job more valuable.

Survey

Capture any unit's make, model, age and condition in minutes with a scan.

Readings

Techs log live readings from the field, straight into the equipment's record.

Trends

AI plots the trend, flags the warning signs, and tells you what to check.

Collaborative Quote

Turn the findings into a budget and a quote the owner helps shape — and says yes to.

No Rip-and-Replace

Works alongside the tools you already run

Smart Plan is the Equipment Health layer that sits beside your system of record. It integrates and hands off — it does not replace your dispatch, invoicing or accounting platform.

ServiceTitan BuildOps ServiceTrade FieldEdge ServiceChannel QuickBooks

Three Steps

How it works

01

Scan

Point your phone at the faceplate; the asset record builds itself.

02

See the health record

Condition, life cycle, readings and trends in one place.

03

Send the budget

Hand a clear capital budget and quote to the owner — or to your dispatch tool.

~1 day → minutes

Asset data collection per building

More buildings

Bid more — because surveying is fast

Win the bid

Walk out with a quote the owner will sign

Replace a day of manual asset collection with a few minutes per unit — so your reps bid more buildings and win more of them.

Any Unit. Any Manufacturer.

Survey industry equipment instantly

One scan captures the health record — regardless of who made the unit, how old it is, or whether you've serviced it before.

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