HVAC business software

Every HVAC call, connected.

Run service calls, quoted repairs and planned maintenance through your own branded system. Give the office the request, the technician the property context and the customer a clear way to approve and pay for the work.

Order Now →Explore the service operation ↓
One residential property in section, showing its heating and cooling system and the three kinds of work the business coordinates on the same address.A section through one residential HVAC property at 47 Elm Court. The drawing shows the actual heating and cooling system: an outdoor unit on a pad at grade, the line set running to the wall, an indoor air handler inside the property, the supply duct rising from it and running to two registers, and a thermostat on the interior wall. A measured service clearance of one metre is drawn between the outdoor unit and the wall. Three accent markers locate the three kinds of work the business coordinates on that one address: a service call at the outdoor unit, a quoted repair at the assessed indoor unit, and planned maintenance across the system. Three recorded bands underneath name each kind of work and what it carries: a service call holds the reported problem, the property and access; a quoted repair holds the assessed scope and the options the customer accepts or declines; a maintenance customer holds recurring visits on agreed terms. Work that needs assessment stays on a quote path, and maintenance follows the configured agreement. The equipment layout, clearances, work types and dates are illustrative example service records.HVAC / THE SERVICE OPERATIONOne property, three kinds of work.47 ELM COURT · RESIDENTIAL · MAPLE WEST TERRITORY1SERVICE CALL2QUOTED REPAIR3PLANNED MAINTENANCE1.0 m clearanceLine setIndoor unitOutdoor unitThermostatUpper floorGround floor1 · Service callProblem, property and access2 · Quoted repairAssessed scope and options3 · Maintenance customerRecurring visits, agreed termsIllustrative service operation · equipment layout, clearances, work types and dates are example service recordsWork that needs assessment stays on a quote path; maintenance follows the configured agreementHVAC · SERVICE OPERATIONOne property, three kinds of work.OUTDOOR UNITINDOOR UNITService call · quoted repair · maintenanceOne operation holds all threeSame address, different work, one accountIllustrative equipment layout · counts are example recordsIllustrative service operation · equipment locations are example records
When the request arrives

Know what the visit needs to resolve.

A no-cooling request, a scheduled tune-up and a replacement inquiry need different preparation. Configure service-specific questions so the office receives the requested work, customer and property together.

Address qualification checks your configured service area and serving location. The catalog can then present the services and prices available for that property.

Explore your service storefront →
Collect the relevant context
Ask about the service being requested, the reported issue and access conditions. Conditional follow-up questions can gather the details relevant to that answer without making every customer complete the same long form.
Define what the price includes
Configure a service visit, maintenance offering or other eligible catalog service using your pricing method, fees and geographic rules. Keep work requiring assessment on a quote path.
Give the office a usable request
A quote-visit request includes contact information, property and requested scope. The office schedules the assessment, and the customer can review its status through the supported self-service flow.
Explore service conditions and pricing →
Scope before approval

Make the repair decision clear enough to act on.

When a technician or estimator has established the work, create a manual quote against the customer and property. Include the service, custom work, line-item breakdown and notes that explain the proposed repair or replacement.

Two assessed HVAC scopes for the same property drawn at one scale: repair the failed outdoor unit, or replace both units and reconnect the line set.Two assessed scopes for the same property at 47 Elm Court, on quote Q810, drawn as two sections of that property on one shared floor line and at one scale. Both columns show the same four recorded system items in the same order and at the same size: the outdoor unit on its pad outside the wall, the line set crossing the wall, the indoor air handler standing on the floor inside, and the supply run that rises from the handler to the ceiling and along it to a register. In option A the assessment found the outdoor unit failed, so only that one item carries the accent state and the other three are retained as assessed — one item renewed, one visit. In option B the outdoor unit and the indoor air handler are renewed and the line set is reconnected, while the duct run is retained — three items renewed, two visits. A dimension of 0.9 metres is drawn against the outdoor unit in both columns, showing that the two options share one scale. The recorded row carries the assessed work, the item and visit count for each option, and the customer decision: option B accepted, which the office follows up with the selected scope. Item counts, visit counts and the recorded decision are illustrative example service records.HVAC / SCOPE BEFORE APPROVALTwo assessed scopes, drawn at one scale.47 ELM COURT · ASSESSED BY ALEX RIVERA U-037 · QUOTE Q810OPTION A · REPAIRThe failed component is replaced; the rest of the system stays.OPTION B · REPLACEThe two units are renewed and the line set reconnected.0.9 mOutdoor unitLine setAir handlerDuct run0.9 mOutdoor unitLine set · reconnectedAir handlerDuct runASSESSED WORKOutdoor unit failedOPTION A · REPAIR1 item · 1 visitOPTION B · REPLACE3 items · 2 visitsDECISION RECORDEDOption B acceptedOption A · the repair scopeOne item renewed · three retained as assessedOption B · the replacement scopeThree items renewed · the duct system retainedIllustrative quote scope · assessed work, item and visit counts and the recorded decision are example service recordsHVAC · SCOPE BEFORE APPROVALRepair or replace, drawn to compare.47 ELM COURT · QUOTE Q810OPTION A · REPAIROPTION B · REPLACE0.9 m0.9 mOUTDOOR UNITAIR HANDLEROUTDOOR UNITAIR HANDLERLINE SET1 of 4 recorded items renewed3 of 4 recorded items renewedOption A · the repair scopeOne item renewed · three retained as assessedOption B · the replacement scopeThree items renewed · the duct system retainedIllustrative quote scope · item counts are example service records

Present meaningful alternatives

Organize different scopes into an option packet, with the price and inclusions for each. The customer can review the details, download a PDF and accept or decline options with a response note.

Carry the decision into scheduling

Acceptance records the customer's choice for office follow-up. Your team arranges the approved work and continues the order or invoice process with the selected scope available, including a separate return appointment when needed.

Explore estimates and quote options →
A service relationship through the year

Give maintenance its own commercial and operating rules.

Offer the maintenance services your company delivers as individual visits, packages or ongoing agreements. Define included services, duration, billing frequency and terms in the configured catalog.

Explore agreements and contract content →
One HVAC maintenance agreement at one property producing two planned seasonal visits with different covered items.One year at 47 Elm Court under maintenance agreement A-118, drawn as a single year axis carrying two recorded visits. In the cooling season the visit recorded on 14 April covers the outdoor unit, the indoor unit and the filter. In the heating season the visit recorded on 12 October covers the indoor unit, the flue and the filter. The same property is drawn identically in both halves at one scale, so the overlap is visible: the indoor unit and the filter are in scope in both seasons, and exactly one item differs — the outdoor unit in spring and the flue in autumn, which is what makes this one agreement rather than two separate services. Included services, duration, billing frequency and terms come from the configured agreement rather than being decided per visit, and a visit stays editable so it can be reassigned or rescheduled while keeping its customer, property and service context. Visit dates, covered items and staff assignments are illustrative example service records.HVAC / MAINTENANCE THROUGH THE YEAROne agreement, two seasonal visits, different work.47 ELM COURT · AGREEMENT A-118 · MAPLE WEST TERRITORYCOOLING SEASON · VISIT RECORDED 14 APRILHEATING SEASON · VISIT RECORDED 12 OCTOBERVISIT ONE · COOLING SEASONOutdoor unit · indoor unit · filterVISIT TWO · HEATING SEASONIndoor unit · flue · filterIncluded services, duration and termsSet on the agreement, not decided per visitA visit stays editableReassign or reschedule it and the account keeps upIllustrative maintenance program · visit dates, covered items and staff assignments are example service recordsIncluded services, duration, billing frequency and terms come from the configured agreementHVAC · MAINTENANCE THROUGH THE YEAROne agreement, two seasonal visits.COOLING SEASON · APRILHEATING SEASON · OCTOBERSame property, two seasonal visitsApril covers the outdoor and indoor unitsExactly one item differsThe outdoor unit in spring, the flue in autumnIllustrative maintenance program · visit details are example service records

Schedule the actual visits

Create recurring appointment patterns and assign staff in the operational calendar. Day, week, month and staff-comparison views let the office see maintenance commitments alongside one-time repairs.

Keep changes connected

Edit, reassign or change an appointment's status as plans change. Customer, property, service and order context stay connected to the scheduled work, so a return visit has a clear place in the account.

Let customers manage routine account tasks

The branded portal brings upcoming service, invoices, quote visits and support together. Customers can use permitted rescheduling and eligible reorder actions under the rules you configure.

Explore recurring scheduling →

Put the visit context in the technician's hands.

The staff portal connects assigned service and quote visits to the customer, property, route and field activity. The technician can work from a supported phone browser.

Before arrival
Review assigned stops, service details and property context. Route sequence and map context help staff follow the day's assigned work.
At the property
Use supported entry and exit events, on-site timing and manual assistance to capture the visit. Record general field reports, hazards or incidents in the operational context.
Across the day
Separate driving, on-site and hold time. The office can use recorded activity to understand how service calls and maintenance appointments use staff capacity.

Field tools run in a responsive PWA. GPS, maps and related browser behavior depend on permissions, supported devices and provider configuration.

Explore field operations →

See how the work performs.

Compare available service, customer and staff performance with recorded driving, on-site and hold time, revenue and cost coverage. Use that context when reviewing the balance between repair work, recurring maintenance and travel across your service area.

Explore operating and financial visibility →

Keep the business under your brand.

Bring the service storefront, customer account and staff experience into your dedicated branded environment. Configure roles and access for the people handling sales, scheduling, field work and administration.

For multiple locations, control which services, pricing and branding are shared and which stay local. Each location keeps its operating geography and time zone.

Explore location controls →

Build your HVAC operation in OrdexisOne.

Choose your setup and enabled capabilities. Packages, contracts and other advanced workflows depend on the selected plan and configuration; payment and map services require their provider connections.

Order Now →