Your field software runs the call. The office still runs everything around it.
Dispatch, estimates and invoicing live in ServiceTitan or Housecall Pro. Warranty registrations, supplier invoices, agreement renewals and rebate forms still get typed in by somebody in the office. We automate that part.
The tech installed a new system on Tuesday. The warranty registration is still on a sticky note on Friday.
An HVAC shop can run a clean dispatch board and still lose money in the back office.
We build the connections between your field service platform and everything it does not reach: manufacturer and distributor portals, accounting, rebate paperwork and the customer-facing site. The platform stays. The retyping goes.
Good at the job. Thin at the edges.
Warranty registration happens on someone else's website
Your platform can store equipment and warranty details against the customer. Registering the unit with Carrier, Trane, Lennox or Goodman still means logging into that manufacturer's portal and keying the model, serial and install date again, one unit at a time.
Parts invoices do not know which job they belong to
Parts come from the supply house on a counter ticket or a monthly statement. Matching each line to a job, a truck and a warranty claim for returned parts is a spreadsheet exercise in most shops.
Renewals work until the agreement is unusual
Standard residential memberships renew fine. Commercial agreements with custom visit counts, multi-site customers and equipment lists that change mid-term are where the office falls back to a calendar and a list.
Accounting and the booking form sit outside the loop
Sync to accounting covers the easy cases and leaves exceptions for someone to fix by hand. Website service requests often arrive as an email that someone re-enters as a job.
Built around the field software you already run.
Warranty registration automation
Completed installs register themselves with the manufacturer, with a person checking the batch rather than typing every field.
Agreement and renewal tracking
Visit schedules and renewal reminders for the agreements your platform handles awkwardly, especially commercial and multi-site ones, with refrigerant and equipment history kept on the record.
Supplier invoice matching
Parts lines matched to jobs and trucks so job costing reflects what was used.
Rebate paperwork
Rebate submissions, AHRI certificates included, assembled from the job record instead of rebuilt from email attachments.
Accounting sync that handles exceptions
A connection to QuickBooks or your accounting system that flags the records it could not post instead of dropping them.
Service request intake
Website requests that arrive as jobs, not as emails that someone copies over.
A website you do not maintain
Managed Website plans from $495 a month, build included. Service area pages, seasonal offers and the booking form kept current.
Owner reporting
Agreement counts, renewal rates and job margins pulled from the systems of record into one view.
Automation and custom software work is scoped and delivered for a fixed estimate you approve before we start.
$450,000 saved. One portal, one record at a time, automated.
We have not built for an HVAC contractor yet. What we have done is the same shape of problem. CASH had 275,000+ settlement claims to file with a claims administrator, about five minutes each by hand. We built a system that filed them straight from their spreadsheets, unattended, and it saved more than 13,500 hours in the first round alone.
A manufacturer warranty portal is the same job with different field names.
Running a company's websites and tools without an IT team.
Most HVAC shops have a field platform, an accounting system, a website and three portals, and nobody whose job is to make them agree. The playbook covers what that costs and where to start.
Show us what the office retypes.
Bring your field platform, your supplier accounts and the portals you log into every week. We will show you which of those can stop being manual.