Walk the home, size and recommend the system, price it, compare options, and sign the Installation Agreement.
Open Evaluator →Guided diagnostics, safety hard-stops, repair-vs-replace, billing, and a customer sign-off — works offline.
Open Sidekick →Run the install by phase, capture commissioning & the customer sign-off. Won't complete until the office clears the permits.
Open Foreman →What the truck needs, and whether you have it. Kits are drafted by AI and released by a person — nothing produces a materials list until somebody has read it. Checks stock, what was actually ordered, and what the shop still has to fabricate.
Open Takeoff →Catalog, truck & shop stock, receiving with moving-average cost, and low-stock alerts. Works offline.
Open Quartermaster →Shop to van, van to shop, van to van, counts and write-offs. Or photograph a counter receipt and it lands on the truck at cost. Every movement recorded.
Open Move Stock →What each van is short of, what it used since last time, and whether the shop can fill it. Assign the run to whoever is loading.
Open Restock →What is on order and when it is due. Answers the one question that stops the second order — did we already order those? The receipt still sets the cost.
Open Purchasing →What should be on the van and what actually is. Set a minimum and a target per part; anything below shows as a restock list.
Open Truck Stock →Walk a van or a shelf and enter what is actually there. Parts that aren't in the catalogue yet can be added as you go. Nothing saves until you finish.
Open Count Stock →Decks, bathrooms, punch lists. Quote it, track what it actually costs in materials and labour, then bill it — as a normal invoice, in the same ageing report as everything else.
Open Contracting →Which tools are on which truck, who signed for them, and what is due for calibration or service.
Open Tool Register →Snap any receipt — gas, company, or personal card — for approval & reimbursement. Fuel auto-assigns to the truck.
Open Paymaster →Load a distributor price file — what they charge, cabinet sizes for checking whether a replacement fits, and matched systems at real costs. Vendor prices never become catalogue cost on their own.
Open Vendor catalogue →Set equipment costs, margins, add-ons, and the discount floor — or build tier costs from real Quartermaster part costs. Reps price from this; cost stays here.
Open Price Book →KPIs, the permits queue, equipment-confirm & scheduling, maintenance-due, and license/registration compliance.
Open Dashboard →Manage users & roles, technician credentials, and municipality eligibility & licensing — with renewal tracking & change log.
Open Admin Console →Company staff directory — names, titles, and work contacts. Office & admins also see personal mobile, emergency contacts, and birthdays.
Open Directory →Service-agreement manager — enroll members, track auto-renewals, run the win-back worklist, and keep the full attribution history (who closed the sale & every save).
Open Memberships →Targeted campaign tracker — load a farm list, log every touch (door knock, hanger, call, form) from the field, and tie won deals back to the marketing that closed them.
Open Marketing →Import a county assessor list, filter it to a neighbourhood, and work it door to door. A row becomes a prospect when a flyer goes on the door — not before, so the pipeline stays a pipeline.
Open Territory →Shows which days have unsold truck-hours and where the open slots physically are, then drafts advertising aimed at that area — only for work somebody on shift is actually carded to do. Drafts only; nothing sends without approval.
Open Fill the week →Commercial accounts, their sites, and every rooftop/boiler/chiller unit on the books — plus planned-maintenance agreements with closer attribution. The asset registry the commercial side runs on.
Open Commercial →Commissionable recurring & contract sales by rep — membership enrollments, win-back saves, and PM-agreement sales — with the base dollars credited to each closer and a preview-rate estimator.
Open Commissions →Assign installs, repairs, and PM visits to techs and crews on a day/week board. Surfaces unscheduled work, warns on double-booking, and feeds each tech's day.
Open Dispatcher →Who is committed to what, by day. Multi-day install and construction work, and the answer to "who is free Wednesday". The same person twice in a day is refused.
Open Crew Board →Each tech's day in order, with estimated driving between stops and a flag where the next window looks unreachable. An estimate and a prompt — never a decision.
Open Day Route →The rules engine for inbound leads and after-hours emergencies: business hours, who's on call, how fast a lead is texted to a rep, and how it escalates if unclaimed.
Open Dispatch Control →Work everything the self-help page brings in: service requests with the homeowner's full triage checklist and nameplate photo, plus self-resolved leads ready for a maintenance nudge. Claim, schedule, convert, or close.
Open Requests & Leads →Your assigned jobs for today and tomorrow — arrival windows, addresses with one-tap directions, and a status button to mark on-my-way, started, and done. Opens straight into Foreman or Sidekick.
Open My Day →Estimate on-site time for a job by task, equipment brand, and conditions — a Goodman blower motor vs. a Mitsubishi compressor, or recovering an already-charged system. Builds the durations that drive service windows and routing, and learns from your trucks.
Open Labor Guide →Collect a card or bank payment, or offer consumer financing on a replacement — the customer pays or applies on the provider's secure page, so no card data or credit decision ever touches the app. Send the link by text or email and track status.
Open Payments →Log a part you need from the field and it starts the clock on time lost. Then compare a return trip (priced from your real burdened labor rate) against same-day delivery to the job site — and pick whichever's cheaper.
Open Parts Runner →One-tap clock in and out with an optional GPS stamp, a running daily total, and your week's hours. Office gets a team timesheet showing who's on the clock and total hours by person.
Open Time Clock →Hours by person, and where each shift started and finished. Tap a pin to see the spot. Checked against the job address with a tolerance, because a basement fix is not evidence of anything.
Open Time Card →Schedules, time-off requests, holiday/on-call bidding, PTO.
Open Workforce →Capacity-driven marketing — recommend, confirm, launch (gated).
Open Growth →Revenue & gross profit, the lead funnel with cost-per-booked-job by channel, tech performance, membership health, and callback quality — with date ranges and one-tap export to Excel or CSV (both open straight in Google Sheets).
Open Reports →The text & email engine: edit your appointment and receipt templates, watch the send queue, manage your SMS/email voices, and see inbound replies and opt-outs. Notifications send exact facts; marketing goes out in your chosen voice.
Open Messaging →Scan a mechanical room, attic, or whole area with a Pro iPhone/iPad LiDAR app, then import the 3D model here. Confirm the key measurements and get an AI install-readiness brief — line-set run, panel distance, access, and the clearances to verify — so the crew knows what's coming before the truck rolls.
Open Site Scan →See every external connection — payments, financing, distributors, manufacturers, lead sources — and whether it's live or running on a mock. Each one activates the moment its credentials are set; partnership-gated ones show what relationship you still need.
Open Integrations →Every device that signs in shows up here. Label them, assign them to techs, and flag the ones the business actually owns — the company-owned flag is what gates continuous location tracking so a personal phone never qualifies.
Open Device Fleet →Pick a rep, see when they are actually free, and book an estimate. It saves here first and then appears in their Google Calendar — and says so plainly if the calendar copy fails.
Open Book a sales visit →Every lead from every source — canvassing, website, referrals, Concierge — on a stage board to a won deal. Referrals earn an assignable thank-you gift, tracked from earned to sent, with per-referrer history.
Open Pipeline →Log refrigerant add/recovery, credential-gated to the tech's EPA cert, with audit-ready export.
Open Refrigerant Log →The full life of every unit in one place — sold, installed, commissioned, warranty, every maintenance visit and repair. One record instead of six.
Open Asset History →Found rotted duct or an undersized panel once the job was open? Document it, price it, and get the customer’s approval on the spot — before you do the work.
Open Change Orders →Run a seasonal tune-up on the standard checklist — every task recorded, with the CO and combustion checks required on gas equipment. A failed safety task red-tags the visit.
Start a visit →The customer-facing sheet explaining what a plan includes and why — both seasonal visits, the documented CO/combustion check, member benefits, and the warranty-documentation point. Print or save as PDF.
Open Plan Sheet →Tear-out economics — does recovered scrap cover the labour to strip a unit? Plus harvested parts with bench tests and provenance, and the community-service ledger for donated work.
Open Resource Recovery →Who owes you money and how long it has been sitting. Aging buckets, payments against invoices, and the 90-day column you do not want to look at.
Open →Who to ring today and what they owe. The automation chases three times, then hands it back — biggest and oldest first, with the balance read live off the invoice.
Open Call List →When to chase an unpaid invoice, and when to stop. Nothing contacts anybody until you switch it on — and you cannot switch one on without first seeing exactly who it would reach.
Open Follow-up →Injuries, near-misses, vehicle and property incidents, in the shape an OSHA 300 log needs. Report near-misses too — they are the cheap version of the lesson.
Open →Personal-vehicle miles for door hangers, sales calls and supply runs. Odometer or straight miles, calculated at your shop’s rate.
Open →Partner firms with insurance gating, job assignments with expiring links, and review of the work they send back. They document; you price.
Open Subcontractors →Refrigerant pressure/temperature — daily drivers pinned up top, full list below. Bubble & dew for glide, superheat/subcool math, safety class shown. Works offline.
Open P/T Chart →Size gas piping to code by BTU load, length, and material. Verify against the table — combustion safety.
Open Gas Pipe Sizing →Wire and breaker sizing from nameplate MCA/MOCP, to NEC 440.
Open Electrical Sizing →Size the refrigerant line set for the system and run.
Open Line Sizing →Total external static pressure check and diagnosis.
Open Static Pressure →Customer records, equipment history, and job links.
Open Client Book →Turn real, honest jobs into factual social posts — pick a voice, approve, publish.
Open Honest Marketing →Your Field Engineer plan, usage, and billing portal.
Open Plan & Billing →Create a customer self-service login and link them to their property and membership. They see only their equipment, service history, and plan — never pricing, cost, or internal notes.
Open Customer Access →The read-only page customers sign in to. Open it to preview what they see, or share the link with a customer once you’ve created their login.
Open Customer Portal ↗The public, no-login intake to share with homeowners. Keep this separate from the internal tools above.