Mechanical & HVAC Contractors
Mechanical and HVAC contractors live in two worlds — install/construction projects with piping and welding QC, and a recurring service business. Field PM covers weld mapping and job costing for the build side and dispatch, maintenance plans, and AR for the service side.
For mechanical piping, log every weld against the iso with welder, WPS, and joint detail, track NDE and repairs, and assemble the turnover data book in one click. It's included free — no separate weld-tracking product to buy.
The install/construction side gets daily reports, job costing, and progress billing. The service side gets a dispatch board, on-the-way SMS, on-site invoicing, and AR — sharing the same customers and executive dashboard so leadership sees the whole company.
Maintenance and service agreements generate scheduled visits automatically, so PM contracts don't slip through the cracks, and AR aging keeps collections visible. Equipment served can link to the customer's assets for history.
Daily reports and the optional GPS time clock capture manhours by cost code, feeding productivity and margin tracking so install jobs don't quietly lose money on labor.
Pipe weld logs, NDE, and turnover data books — free.
Learn more →Dispatch, maintenance agreements, on-site invoicing, AR.
Learn more →Field manhours and progress on the install side.
Learn more →Job costing and margin across install projects.
Learn more →Inspections and punch lists for mechanical scope.
Learn more →JSAs, hot-work permits, incidents, OSHA 300.
Learn more →Yes, and it's included free. You get drawing-linked weld maps, weld logs, WPS/PQR, welder qualifications, NDE and repair tracking, and one-click turnover data books — the full suite mechanical contractors usually buy separately.
The Service Dispatch add-on gives you a dispatch board, technician scheduling, on-the-way SMS, on-site estimates and invoices, maintenance agreements, and AR aging — all sharing the same customers as your install projects.
Service-agreement plans generate scheduled visits automatically so recurring PM work doesn't get forgotten, and the revenue and AR feed the same executive dashboard as the rest of the business.
14 days, no credit card. Field crews are free; you pay only for licensed office seats, and add Service Dispatch only if you run a service department.
14-day free trial · no credit card · cancel anytime · unlimited foremen, QAQC, safety & subs always free.
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