Customer, site, equipment, agreement, work order and invoice are one connected record. Each of the twelve modules is a view of it, and every one is in the base fee.
400-ton water-cooled chiller
Harbor Medical Campus · Central plant
None is a separate product, and every one is in the base fee.
Schedule and map on one board. An emergency surfaces above the rail with its history open.
Open dispatchEvery unit at every site, with serials, nameplate data and the full service history.
Open InventoryLiveStock by truck and warehouse, serialized where it matters, costed on receipt.
OpenCoverage, pricing and the visits promised, on one record that renews with its history.
Open service agreementsPM work orders open themselves from the agreement and land on the board with the equipment list.
Open Customer portalLiveCustomers see their sites, equipment, visits and invoices without calling the office.
OpenInvoices built from the visit, with prebill approval and progress billing. QuickBooks Online syncs both ways.
Open invoicingQuotes start from the equipment on site; the customer accepts and signs online.
Open Job costingEarly accessLabor, parts and subcontractor cost against each job. Project roll-up is in early access.
OpenEach module runs Off, Suggest or Auto. Every action shows its reason; one switch stops all of it.
Open automationOutside trades on the same work order, with their compliance in view before they go.
Open RentalsEarly accessRental units from reservation to return, tracked like any other equipment.
OpenStatuses are current as of October 2026.
Records come in through a guided import with a review step before anything lands, and go out as a full export, free, any time.
No. Every module is in the base fee, so turn on the ones you need now and add the rest when the shop is ready. They all work from the same record.
No. QuickBooks Online syncs customers, items, invoices and payments both ways today. Xero, Sage Intacct and Business Central are on the roadmap.
A guided import brings customers, sites, equipment, agreements and open work across from your current tool, with a review step before anything lands.
We use optional cookies to see how people use this site. You pick which ones to allow.