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Packaged rooftop units on a hospital roof at first light, an orange lockout tag on the nearest one.

For commercial and mechanical contractors.

Your techs know the iron. Now your software does too.

Dispatch, PM and invoicing on one record per unit.

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RTU-07On site

25-ton packaged rooftop

Harbor Medical Campus · North Tower roof

Lockout
6:04 AM · D. Okafor
Today
Quarterly PM, visit 4 of 4
Last PM
Jul 14 · “Comp 2 running hot. Watch it.”
Filters
6 × 20×25×2, MERV 13
Belts
2 × BX42
Refrigerant
R-410A, 21 lb 4 oz
Serial
2118G40372
Installed
2014

It suggests. It says why. Then it waits.

Every suggestion shows a reason and waits for a person. Each module runs Off, Suggest or Auto; one switch stops all of it.

A walk-in freezer evaporator at a cold-storage warehouse, its fan guards and suction line packed with frost.
SuggestedPM add-on

Add a coil clean to Thursday’s PM

EVAP-3B · Northline Cold Storage · Freezer 3

Reason
Frost on the coil at 3 of the last 4 visits. Last coil clean Apr 9.
Adds
45 min to WO-48377, Thu Oct 22
ApplyDismiss
PM suggestionsOffSuggestAuto
One switch stops every moduleOn

No signal in the boiler room. The record works anyway.

Technicians work the same record offline. Readings and notes save on the phone and send when the signal is back.

A hot-water boiler in a dark school basement, its data plate lit by one caged bulb.
Today’s jobsOffline

Boiler room

B-1
Semi-annual PM

Site and equipment

Site
Garfield Middle School · Ashford Unified
Type
Hot-water boiler, 2,500 MBH
Serial
0921-44817

Readings

Stack temperature
362 °F
CO, air-free
38 ppm
Supply / return
180 / 158 °F
Inlet gas pressure
7.0 in. w.c.

3 changes saved on this phone. They send when there is signal.

Thirteen trucks. One board. Every job somewhere.

Northstar’s freezer went down at 12:48. It went after Elena’s PM at Harbor Medical, drive checked on the map, because schedule and map are one board.

Dispatch

Tuesday, October 20 · 13 technicians · 1 emergency

BoardSchedule
Technician
12 PM1 PM2 PM3 PM
EE. Ruiz2 jobs
Harbor Medical11:30 AM · Q4 PM
22 min
Northstar Cold Storage1:40 PM · Emergency
MM. Hale1 job
Garfield MS12:00 PM · Boiler PM
PP. Nair2 jobs
Northline12:15 PM · Coil clean
Bayview Grocery #142:00 PM · Belt
Northstar placed 12:51 PM by T. Brennan · Undo

Route · E. Ruiz

Harbor Medical to Northstar

22 min · 9.4 mi
Harbor Medical · 1:15 PMNorthstar · 1:40 PM
A water-cooled chiller in a hospital central plant, hard window light across its shell and gauge.

The year, on the agreement.

PM work orders open themselves from this record, and the renewal goes out with the year’s history attached. Invoices come from the visit, not from memory. QuickBooks Online syncs both ways; Xero, Sage Intacct and Business Central are on the roadmap.

AGR-0219Active

Harbor Medical Campus

Quarterly PM · 14 units across 3 sites · renews Sep 22, 2027

Last four visitsRenews Sep 22, 2027
Jan 13
Q1 PM · 14 of 14 units
Done
Jan, Jul
Q1 and Q3 PM · 14 of 14 units
Done
Apr 15
Q2 PM · RTU-03 condenser fan motor failing
Done
Repair WO-48102, Apr 17 · invoice INV-20417
Jul 14
Q3 PM · 14 of 14 units
Done
Oct 20
Q4 PM · opened itself Sep 20
Today

Renewal draft carries all four visits, the repair and its invoice.

INV-20417Paid

Harbor Medical Campus

From WO-48102, Apr 17

DescriptionTotal
Labor, 2 techs × 3.5 h
$980.00
Condenser fan motor, 1 HP
$412.00
After-hours, Fri 6 PM
$240.00
Total
$1,632.00
QuickBooks OnlineBoth waysSynced 3:12 PM

Run the whole shop.

Live

  • Dispatch
  • Service agreements and PM
  • Equipment records
  • Work orders
  • Invoicing and job costing
  • Subcontractors
  • Inventory
  • Customer portal
Rentals
Early access
QuickBooks Online
Syncs both ways
Xero, Sage Intacct, Business Central
On the roadmap

No traps.

Switching, in writing

Coming in
Guided import of customers, sites, equipment and agreements, with a review before anything lands.
Leaving
Every record exports free, any time. No export ransom, no penalty exit clause.
Exit terms
Published. Read them
How migration works

Straight answers.

How big a shop is this for?

Ten to two hundred technicians, commercial and mechanical first. Mixed teams run on one Thermal.

Do the office and the truck see the same record?

Yes. One record per unit, and it works offline on the truck.

What runs on its own?

Only modules set to Auto, within your bounds. Everything else suggests and waits; one switch stops all of it.

How is it priced?

One base fee plus usage by completed work orders. No seats, no tiers. Free to start.

What happens if we leave?

Every record exports free, any time. No penalty exit clause.

Put one building in.Judge it on that.

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