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HVAC contractors

Run service, maintenance, and replacement installs from one system.

Connect AI call intake, dispatch, equipment history at every address, technicians, replacement estimates, install crews, maintenance agreements, customer communication, invoices, payments, and job financials around the same operating record.

Service board · 94°F today Peak load
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Installs & agreements 3 crews out
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Figures shown are demo tenant data.

Three kinds of work

A no-cool call, a spring tune-up, and a system changeout are three different days.

The workflow changes with the work. The equipment at the address stays on one record.

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Answer the call

On the hottest day of the year, every call gets answered.

Hope captures the facts, checks the agreement, and routes the work on rules you set — including who gets priority when the board is full.

Live call · Hope 1m 22s
Caller

"The AC is running but it's blowing warm and the house is at 84."

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Comfort agreement active — priority scheduling applied
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Booked with Devon R. — today 1:30 PM · agreement member window
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Call types — you configure the routing
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Where AI stops
Hope captures, qualifies, schedules, and hands off. It does not diagnose equipment, size a system, judge refrigerant or combustion conditions, or advise on repairs. Gas smell, carbon-monoxide concerns, and no-heat calls in freezing weather escalate to a person on your rules.
The equipment & the dispatch

The tech should know the system before pulling into the driveway.

Reyes Residence Agreement member
Installed equipment — one record per unit
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Service history at this address
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Third repair on a 14-year-old condenser — the replacement conversation is already in the record.
Assigning · no cool · member priority
Reyes Residence — 3-ton condenser, R-410A
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Recommended: Devon R. — EPA 608 Universal, 19 minutes out
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syteOn recommends. Your dispatcher decides.
The day & the technician

In peak season, every wasted mile is a call you couldn't take.

Devon — Tuesday Member call inserted at 1:30
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Sequence and placement are recommendations from real service areas, certifications, and travel — your dispatcher sets the day.
Today's call Devon R. · 1:30 PM
Reyes Residence
No cool — running warm, house at 84°
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The field view never shows company margin, internal pricing rules, or other teams' work.
Repair or replace

The repair-or-replace conversation shouldn't start from a blank page.

Age, repair history, and what the customer already paid are on the record before the tech brings it up.

Tech diagnoses → three outcomes Same customer, property, and equipment record in all three
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Flat-rate catalog 3-ton changeout — assembly
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Same pricing logic in the office, in the estimate, and on the tablet in the driveway.
Replacement options · built in the driveway
Reyes Residence — 3-ton system changeout
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Rebates, utility programs, and financing are tracked as proposal line items you enter. Rebate lookup — planned
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Installs & project work

Service calls and install crews shouldn't fight for the same calendar.

A changeout is a one-day install. A commercial rooftop job is a project. Both grow on the same record.

Labor types
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Peak-season capacity is visible before the office promises a date it can't keep.

Project #6204 · Sarah M. · Install 2
Dunmore Retail — 4 rooftop units
Active Week 2 of 3
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Phases — unit by unit, tenant by tenant
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Unit 3 waits on the crane window and the tenant's after-hours approval. Dependency automation — planned
New construction & light commercial run the same way
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Equipment & parts The crew shouldn't arrive before the equipment does. Distributor inventory — planned
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Maintenance agreements

Recurring revenue only works if the visits actually get scheduled.

An agreement nobody books is a refund waiting to happen — and a renewal you won't get.

Reyes — Comfort Plan Active
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Member benefits applied automatically: priority scheduling, no diagnostic fee, 15% parts discount.
The book of business 428 agreements
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Unbooked visits and expiring agreements surface as office work, not as a spreadsheet somebody remembers to check.
Seasonal campaign — spring tune-ups
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Outreach is prepared for review before it sends. Auto-renewal billing — planned
Field condition · Dunmore rooftop · 6 photos

Unit 2 curb doesn't match the new footprint — adapter curb and additional crane time required.

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Change Order #2 · +1 day Customer approved
Approved → the project updates itself
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The customer & getting paid

From "is someone coming today?" to "is my system running right?" — keep the answer clear.

Your brand Service customer
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Reyes — capacitor replacement
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Paid Member pricing applied · connected processor
Install — Reyes changeout
$9,840
16 SEER2 3-ton system · installed Thursday
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Warranty registration and the new unit's record are created at closeout. Explore Client Experience →
Project — Dunmore rooftops $42,300
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The business

A booked-solid August isn't the same thing as a profitable one.

See today's service, this week's installs, and the agreement base underneath both.

Dunmore rooftops — #6204
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Estimate vs actual {{ v.label }}
Today & this month
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Needs attention
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What's driving replacements Profit by source — planned
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Your agreement base is the largest replacement source you own. Explore Grow →
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syteOn recommends. Your certified technicians make every technical decision. Explore AI in syteOn →
The equipment lifecycle

A system you installed is a customer you keep for fifteen years.

Reyes Residence One customer, one property, one equipment record
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Multi-property customers Dunmore Property Group · 12 buildings, 46 units tracked
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What it consolidates
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Accounting, payroll, and payment processing stay connected where appropriate. See Get Paid →

One HVAC company. Every call, tune-up, and changeout. One operating system.

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Bring one real no-cool call, a changeout you sold last season, or your agreement base — and we'll walk it through syteOn from first ring to final payment.

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