Detailed estimates & proposals

Line-item equipment, labor hours, permits, and extended warranties—then send a branded proposal your homeowner or light commercial buyer can approve online.

• AHRI matchups & model notes
• Good-better-best packages
• Financing disclosure blocks

Simple invoicing & payments

Progress billing on changeouts and card-on-file for membership renewals—with automated reminders so nothing sits in AR.

• Visa, Mastercard, ACH, Apple & Google Pay
• Deposit and balance workflows
• Export-friendly for accounting

Project management

Kanban or calendar for coordinators—see tune-ups, installs, and warranty callbacks without losing the thread in group texts.

• Install vs. service lanes
• Parts delay flags
• Startup and commissioning tasks

Expense management

Tag every supply house run and fuel receipt to a job or truck—so gross margin on installs reflects reality.

• Receipt photos from the field
• Inventory handoff where you track it
• Job P&L visibility

Staff tracking on map

Know which tech is closest to the no-AC call and who is still wrapping startup—without calling every driver.

• On site / en route / offline
• Better customer ETAs
• Accountability for SLAs

Time clock

Clock in on the install or tune-up so payroll, job costing, and flat-rate efficiency reports stay aligned.

• Mobile clock in/out
• Job-linked hours
• Supervisor approvals

Inspection reports

Document coil condition, pressures, electrical checks, and startup photos—then send a signed PDF before you leave the driveway.

• Template by system type
• Customer signature on tablet
• Warranty-ready packet

Inspection reports overview

Accounting reports

Revenue by lead source, truck, or maintenance plan—so you invest marketing dollars where ROI is proven.

• P&L snapshots
• AR aging
• Labor burden vs. revenue