Three Products. One Equipment Health Platform.
Everything built around the health record
Survey captures it. Perform maintains it. Propose turns it into a budget the owner signs. Each product works standalone — and better together.
Survey
Scan a faceplate and AI builds the full equipment health record — condition, life cycle, capital reserve budget — in minutes. The record that powers every other decision.
Every new building a rep wants to win needs a survey first. Survey is how a rep walks into an unknown site and walks out with a quote.
Start your free trialSurvey features
- 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
Perform features
- Access to 500+ HVAC services (task & time standards), 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
Perform
Techs capture live readings, follow structured task lists, and log findings directly into the equipment's health record — from any device, in any signal.
500+ HVAC service standards. Every reading logged goes back to the asset record, building a trend history that tells you — and the owner — what's changing.
Start your free trialPropose
Turn the equipment health record into a maintenance plan, a price, and a branded proposal the building owner reviews and signs — collaboratively, through their own portal.
Includes a dedicated Smart Advisor from sales through to usage. No cold-start — your advisor gets you quoting within days.
Start your free trialPropose features
- 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
Quote add-on
AI replace / repair quoting — available as an 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
Ready to see these features in action?
Start your 14-day free trial. No credit card required.
The Equipment Health platform for commercial HVAC — a living health record for every unit you survey.
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