Turn every HVAC visit into planned maintenance revenue.
Give owners, admins, and technicians one app to find local commercial prospects, turn data plate photos into reviewed equipment profiles, quote PMAs, and run the full maintenance lifecycle after the deal closes.
Prospecting Built for HVAC Techs
Find the next maintenance agreement while your tech is already in the area.
A technician can pull up a map of nearby businesses that are not clients yet, navigate to promising properties, capture HVAC data plates with AI assistance, and deliver a planned-maintenance quote without switching tools.
Find nearby businesses
Open the local map, see commercial properties around the tech, and spot buildings that are not clients yet.
Capture the data plate
Route to the site, photograph the equipment plate, and let AI suggest make, model, serial, capacity, voltage, and refrigerant.
Quote planned maintenance
Build an estimate from the equipment profile, share a PDF, and convert accepted quotes into agreements.
Nearby opportunities
Technician prospecting mode
Oak Plaza Dental
Not a client yet
Oak Plaza Dental
2 rooftop units
Harbor Fitness
Likely RTU + split
Cedar Creek Retail
Filter program fit
AI Equipment Intake
Turn a data plate photo into a cleaner equipment record.
Field techs should not have to type long model and serial numbers from a rooftop or mechanical room. Upload a data plate photo, review AI-suggested equipment details, and apply the fields only after a human confirms them.
Extract the hard-to-type fields
Manufacturer, model, serial, equipment type, voltage, refrigerant, and capacity are suggested from the image.
Keep technicians in control
Confidence, visible plate text, and technician notes make the output reviewable before anything is saved.
Feed better PMA quotes
Cleaner equipment profiles improve maintenance scope, filter planning, and quote quality downstream.
AI equipment intake
Data plate photo to reviewed equipment profile
CARRIER
NOMINAL COOLING CAPACITY 3 TONS
Suggested equipment fields
Technician reviews before applying
Manufacturer
Carrier
Model
24ACC636A003
Serial
2619E12345
Type
Condenser Unit
Capacity
3 tons
Refrigerant
R-410A
Voltage
208/230V
Confidence
95%
Built Around Planned Maintenance
The operational record from cold prospect to long-term client.
Generic field-service tools usually treat maintenance as another job type. This app keeps prospecting, HVAC equipment profiles, maintenance contracts, field service activity, and customer-facing records connected.
Role-Based Workflows
One system for admins, techs, and customers.
Owners and admins
- Track PMA pipeline and active clients
- Create estimates and invoices
- Review work orders and reports
Field techs
- Discover nearby prospects on the map
- Inventory equipment and capture photos
- Share PMA quotes from mobile
Customers
- Review linked equipment
- See service history
- Access agreements and quotes
Mobile field app
Offline-aware work execution
Mobile Parity
Field workflows stay usable when the connection does not.
The mobile app now covers core field and company-admin work: prospecting, clients, equipment, service records, agreements, estimates, invoices, PDF sharing, email delivery, and queued offline writes for critical field actions.
Production Controls
Security and release checks are part of the product, not an afterthought.
Tenant isolation
Role-aware Supabase policies keep global admins, company staff, field techs, and customers in the right data boundary.
Protected profile fields
Direct client updates cannot escalate role, company, user, or email ownership fields.
Verified production gates
Lint, TypeScript, builds, remote DB lint, RLS smoke tests, and browser role checks are tracked before launch.
Launch Packages
Start with the workflows your HVAC team already runs, then add a growth engine.
Pricing and onboarding can be tailored around team size, client count, data migration, prospecting strategy, and whether you need white-glove launch support.
Production onboarding
For companies ready to move planned maintenance operations onto web and mobile.