Field Reports & Tiered Quotes That Close HVAC Jobs
Empower technicians to complete digital inspections with photo evidence, auto-generate Good-Better-Best solution tiers, and get signed customer approvals on site.
Active Dispatch & Inspection Audit
Real-time field call tracking · Refreshes live
Johnathan Hayes
COMPLETED412 Ridgecrest Dr · Tech: Adam Riker
Emergency Capacitor & Contactor
Replaces blown run capacitor to restore cooling immediately.
Capacitor + Deep Chemical Coil Clean
Restores 15% efficiency loss and prevents compressor burnout.
High-Efficiency Heat Pump
16.5 SEER2 system with $1,200 utility rebate and 10-yr warranty.
Built For Real Field Technicians & Busy Service Managers
Replace confusing generic forms with purpose-built HVAC inspection workflows, automated repair recommendations, and transparent pricing.
Standardized Inspections
Guided checklists for AC, heat pumps, furnaces, and air distribution. Pass, Caution, and Fail statuses with compulsory photo evidence.
Automated Tiered Quoting
Inspection findings instantly map into Must, Should, and Could solution tiers. Homeowners see transparent options instead of single take-it-or-leave-it prices.
AI Dataplate Decoding
Snap a photo of the unit's rating plate. Computer vision automatically extracts the model, serial number, tonnage, and calculates equipment age.
Office Command Center
Service managers monitor active field technicians, audit flagged safety findings, schedule next-day follow-ups, and review unbilled tickets.
Instant Homeowner Share
Send clean, branded digital inspection links via SMS or email. Homeowners review high-res before/after photos, choose their package, and sign electronically.
Usage-Based Pricing
No contracts or $300/user fees that punish you when you bring on summer apprentices. Simply top up credits and pay $1.00 when a report is completed.
From Field Arrival To Signed Invoice in Minutes
A friction-free experience engineered for field ease and homeowner confidence.
Inspect with Photo Proof
Technician follows structured inspection cards on phone or tablet. Points are marked Pass, Caution, or Fail with captured photos.
Auto-Generate Solutions
Smart rules automatically attach recommended solutions based on failed items, creating 3 clear pricing options (Must / Should / Could).
Homeowner Approves & Signs
Customer reviews findings on screen or their own mobile device, selects the tier that fits their budget, and provides an e-signature.
Why Good-Better-Best Generates Higher Ticket Averages
When customers are given three distinct paths, over 68% choose the recommended middle or premium options rather than bare-minimum emergency patches.
Critical Safety & Repair
Addresses direct component failures, active code violations, and safety hazards to restore minimal operation.
- Failed component replacement
- Emergency safety restart
- ✕ No preventative system wash
- ✕ Standard 30-day part warranty
Complete System Restoration
Replaces worn parts, performs deep coil cleaning, restores lost airflow, and protects against secondary breakdowns.
- All critical components replaced
- Deep evaporator & condenser wash
- 2-Year extended part warranty
- 15% Member discount applied
High-Efficiency Upgrade
Full replacement with a modern inverter heat pump or complete air purification system for aging equipment over 12 years.
- Brand new high-SEER2 system
- Whole-home air purification included
- 10-Year parts and labor warranty
- Eligible for $1,200 utility rebates
Simple, Predictable $1.00 Per Job Billing
No bloated enterprise fees. No per-technician monthly licenses. You only pay for what you produce.
Deducted automatically from your company balance only when a technician marks a report completed.