Master Your Service Agreements and Unit
Asset Tracking.
A high-performance CRM for residential and commercial HVAC companies. Track model years, refrigerant types, and recurring maintenance plans from one field-ready dashboard.
Active Grid
3 NO HEATDave M. • Van #4
En Route (12m)
4522 Maple Dr • Emergency: No A/C
Sarah T. • Van #2
On Site (1h 15m)
890 Industrial Pkwy • Commercial RTU Repair
2018 Carrier
Infinity Series
System Health
92%
Filter Size
16x25x1
Refrigerant
R-410A
Tonnage
3.0 Ton
Install Date
Oct '18
Service Notes
Last visited: 4 mos ago
Is Your Service Data Falling Through the Grates?
Relying on paper invoices and scattered texts costs you money on every truck roll.
The "Model Guessing" Game
Technicians arriving at a service call without knowing if they need a 410A or R22 filter, leading to costly second trips.
Maintenance Agreement Leakage
Losing high-margin recurring revenue because you have no system for tracking and billing seasonal tune-ups automatically.
Fragmented Unit History
Searching through old emails to find when a compressor was last replaced or if a part is still under warranty.
HVAC Proficiency System
Tools built for the high-end mechanical contractor.
Equipment Vault & Asset Tagging
ID every condenser and air handler with a QR code. Your techs scan it for instant access to every previous service note, filter size, and warranty status.
Service Agreement Automation
Automatically flag active contracts. Prompt for renewal billing the moment the Spring or Fall tune-up is complete.
Good / Better / Best Quoting
Present 3-tiered options for a $15,000 new system install directly from the tablet, complete with financing integrations.
EPA Refrigerant Logs
Capture exact weights of refrigerant pulled or added to comply with EPA regulations and ensure accurate homeowner billing.
Emergency Map Routing
Live map dispatching allows you to grab the closest technician for emergency "No Heat" calls during a blizzard.
"Our service agreement renewal rate hit 95% once we automated the reminders. It’s consistent, reliable revenue we used to miss."
Operations Manager
Arctic Masters HVAC
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