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Mechanical

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One job recordfor the whole crew.

For a mechanical contractor, Thermal is one system for HVAC, piping and controls work run as one operation, across branches, with subs in the loop. The record sits at the job, not the ticket, so the crews and the back office read from the same file. It is the same equipment record as commercial HVAC, extended for multi-trade work.

The plant,on the record.

Chillers, boilers, air handlers, pumps and cooling towers are each a serialized record with nameplate, readings and visit history, tagged with the trade that works on it.

A hospital central plant: two water-cooled chillers, the chilled-water line with its valve and gauge, and a riser leaving the room for the roof.
CH-1HVAC

400-ton water-cooled chiller

Central plant, Building C

Leaving water
44.1 °F
Next PM
Quarterly, Jan 14
CT-1HVAC

Two-cell cooling tower

Roof, on this condenser riser

Season
Spring startup, Apr 2
Last visit
Fall shutdown, Oct 3
CHWP-1Piping

Chilled-water pump, 40 HP

Isolation valve on this line

Discharge
52 psi
Next PM
Semi-annual, Mar 10

Not in this room. Same record.

The boiler and the air handlers sit elsewhere in the building. They carry the same record and the same agreement.

B-1Piping

Hot-water boiler, 3,000 MBH

Boiler room, Building C

Last visit
Combustion test, Sep 18
Next PM
Annual, Sep 15
AHU-3HVAC

Air handler, third floor

Mechanical room 3

Supply air
55.2 °F
Filters
Quarterly, Jan 14

One agreement.Every cadence in the plant.

A mechanical agreement covers a plant, not one unit. Each piece of equipment keeps its own scope and PM schedule, and the visits come from the agreement by frequency and season.

Coverage per unit

Live

Inclusions, exclusions and labor-rate overrides are written against each unit, and the technician sees the coverage on the work order.

Visits by frequency and season

Live

Quarterly chiller PM, a spring cooling-tower startup and an annual boiler test come from the same agreement, branch-aware, with no one booking them by hand.

PM per unit

Live

Each visit runs against the unit’s own schedule, with the checklist and the last visit’s readings attached.

AGR-0311Active

Central plant, full coverage

Harbor Medical Campus · 3 sites

Next visitCadence
Jan 14
Chillers CH-1, CH-2
Quarterly
Leaving-water readings; tube inspection at the annual
Jan 14
Air handlers AHU-1 to AHU-6
Quarterly
Filters each visit; belts and coils in spring
Mar 10
Pumps CHWP-1, CHWP-2
Semi-annual
Apr 2
Cooling tower CT-1
Seasonal
Spring startup, monthly in season, fall shutdown
Sep 15
Boiler B-1
Annual
Combustion test before the heating season

Each row opens its own work orders from this agreement, and they land on the board with the equipment list.

What a mechanicalaccount carries.

One work order across every visit

Live

A phased job stays one work order across every visit and every crew, so history and billing do not split into a ticket per trip.

WO-48877In progress

Boiler replacement, phased

Garfield Middle School · Boiler room

Work order
One across rough-in, startup and punch list
Trades
HVAC and piping, each with its own crew
Subs
Purchase order and compliance documents in one place
Cost
Labor, material and sub cost as the job runs
Visits completed
3 of 5

Sub coordination in the same system

Live

Purchase orders, work assignments and compliance documents for subs and vendors go through the subcontractor portal, not emails the office reconciles by hand.

Sub compliance in view

Live

Insurance and license documents for each sub feed the same compliance queue the office works from.

Job cost capture

Live

Labor, material and sub cost capture against the job as it happens, visit by visit.

Contract P&L across branches

Agreement and contract margin roll up per branch as well as per account. Dispatch and contract P&L scope to the branches a user can see.

Also on a mechanical account

CapabilityWhat it doesStatus
Project margin rollupMargin across a multi-visit job. Cost capture itself works today.Early access
Prevailing-wage flagTurn on Track prevailing-wage jobs in Settings, Billing, and jobs and projects carry a flag. Off by default; it does not change pay rates.In Settings
Prevailing-wage payroll exportSending the flag to your payroll export is not available yet.On the roadmap
Certified or union payrollThermal does not run it. It stays with a dedicated payroll system.Not offered

Statuses are current as of October 2026.

Straight answers.

Is this a different product from commercial HVAC?

No. Same record, same platform. A multi-trade mechanical contractor adds phased jobs, sub coordination and contract-level cost to it. See commercial HVAC.

Does Thermal handle prevailing-wage or certified payroll?

Thermal does not run certified or union payroll; that stays with a payroll system. You can flag jobs and projects as prevailing-wage in Settings, Billing. Sending the flag to your payroll export is not available yet.

How does sub coordination work?

Subs and vendors work through a portal for purchase orders, work orders and compliance documents, which feed the same compliance queue the office uses. See subcontractors.

What is the difference between cost capture and full job costing?

Cost capture, logging labor, material and sub cost against a job as it happens, works today. Margin rollup across a multi-visit project is early access. See job costing.

Does Thermal scope dispatch and reporting by branch?

Yes. Dispatch and contract P&L scope to the branches a user has access to, so one system runs the operation without every office seeing every other branch’s numbers by default.

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