Predictiv Apps / system start
Connecting the operating path
hvac operations software
Manage service calls, installs, maintenance plans, technician schedules, parts, and customer history.
Trade workflow
Each stage reflects the records, constraints, approvals, and field conditions that shape this trade from the first request through owner reporting.
Separate no-cool and no-heat calls from maintenance requests, replacement opportunities, and planned installations at intake. Capture equipment type, service history, warranty or maintenance-plan status, symptoms, and access details before dispatch.
Build repair options or replacement proposals from diagnostic findings, equipment selections, efficiency ratings, accessories, labor, rebates, and financing handoffs. The approved option becomes the install or service scope instead of being re-entered by the office.
Balance emergency demand, maintenance-plan visits, sold installs, geography, technician skills, parts, and seasonal capacity on one board. Dispatch can protect promised windows while adjusting when weather drives a surge in calls.
Technicians can record diagnostic readings, equipment model and serial numbers, refrigerant or parts used, photos, recommendations, and required checklists from the field. Install teams receive the sold equipment and scope, site notes, and startup requirements in the same record.
Move approved repairs, labor, parts, maintenance-plan discounts, and installation payment steps into billing without rebuilding the ticket. Field collection status and office follow-up stay visible against the customer and equipment history.
Track service demand, first-visit completion, callbacks, maintenance agreement renewals, replacement pipeline, install backlog, and technician capacity. Owners can distinguish seasonal volume from operational bottlenecks before adding overtime or another truck.