HVAC
Rooftops, splits, heat pumps, furnaces, chillers, boilers and make-up air, with the seasonal changeover that comes round twice a year whether the schedule is ready or not.
7 equipment profiles14 formsACCA Standard 4
Some trades turn up to a unit with a history. Others turn up to a property on a schedule. Both run the same way here — book it, work it, prove it, bill it — and the parts you do not need switch off.
The job is a unit with a history. These arrive with equipment profiles, maintenance cadences and inspection forms modelled on the standard.
Rooftops, splits, heat pumps, furnaces, chillers, boilers and make-up air, with the seasonal changeover that comes round twice a year whether the schedule is ready or not.
7 equipment profiles14 formsACCA Standard 4
Walk-ins, reach-ins, display cases and ice machines, where a warm box is a food-safety problem before it is a mechanical one.
2 equipment profiles3 formsEPA Section 608 (40 CFR Part 82 Subpart F)
Commercial water heaters, backflow assemblies, sump and sewage ejector pumps, and the annual tests a water authority will ask for.
2 equipment profiles6 formsIPC §712 (sumps & sewage pumps)
Standby generators, distribution panels, thermal surveys, emergency egress lighting and EV charger commissioning.
2 equipment profiles4 formsNFPA 70B
Sprinkler risers, fire alarm panels, extinguishers and emergency lighting, inspected under NFPA 25 and NFPA 72 on a fixed calendar.
2 equipment profiles6 formsNFPA 72 Chapter 14
Traction units on monthly maintenance, with ASME A17.1 Category 1 annual and Category 5 five-year testing.
1 equipment profile3 formsASME A17.1/CSA B44 §8.6, §8.11
The job is a property on a schedule. These run on recurring agreements, route-ready dispatch, checklists you write yourself and billing that collects itself.
Weekly and fortnightly cuts, seasonal contracts, crews rather than individuals, and a route that has to stay tight to be worth running.
3 formsrecurring agreements · route dispatch
Quarterly and bi-monthly plans, licensed applicators, product and rate records, and re-service calls that are part of the plan rather than a new sale.
3 formsrecurring agreements · route dispatch
Nightly and weekly scopes, different checklists per area, supply restocking, and monthly invoicing against a contract.
3 formsrecurring agreements · route dispatch
One-off jobs and annual contracts, surfaces that need different methods, and results that are sold on the photographs.
3 formsrecurring agreements · route dispatch
Weekly chemical readings, pumps, filters and heaters that fail like any other equipment, and a log the customer may need to produce.
3 formsrecurring agreements · route dispatch
Small jobs in volume, time and materials, and property managers who want one invoice covering six addresses.
3 formsrecurring agreements · route dispatch
The list is where the written-up starter content is, not the limit of what the product runs. If you schedule visits, send people to them, record what was done and invoice for it, this fits — roofing, painting, tree care, appliance repair, garage doors, septic, window cleaning. Tell us the trade on a demo and we will run one of your own jobs through it.
Half an hour, screen shared, running one of your jobs from booking to invoice.