From intake to recurring revenue, WorkFlow OS covers the full HVAC job lifecycle — office and field, online or off.
Capture customer data once. Manage multiple service locations under a single billing account, with full job and equipment history tied to the property — not just the contact — so it survives ownership changes.
A modern Gantt-style dispatch board — technicians on one axis, time on the other — with drag-and-drop assignment, snap-to-grid scheduling, and live status color coding: Open, Driving, Working, Completed.
Technicians see assigned tickets, log status changes that auto-generate timecards, dictate voice-to-text notes, and capture and annotate job-site photos — all from a thumb-friendly, glove-friendly interface.
A native drag-and-drop form builder for safety checklists and inspections (boolean, text, photo, dropdown) — no pinch-and-zoom PDFs. Export any completed form as a compliant PDF when you need one.
Build estimates from a digital flat-rate price book, present Good / Better / Best options on-site, convert to invoices in one tap, and collect payment through embedded Stripe — tap-to-pay or SMS/email link.
Service Agreements auto-generate tickets on a schedule, surface renewal alerts 90 days out, and keep preventative maintenance contracts from quietly lapsing.
Dashboards for revenue, unpaid invoices, and job-status breakdowns — with native bi-directional QuickBooks (Online & Desktop) sync, so the office never re-enters a number twice.
Owners decide exactly what a technician can see — including whether they can view pricing or build estimates in the field. The field is empowered; the office stays in control.
Jobs, history, and forms cache locally and sync automatically the moment signal returns — built for basements and rural job sites.
Large pill-shaped controls for "Start Job" and "Navigate," usable one-handed and with gloves on.
Saves OLED battery in the field and cuts eye strain in attics, basements, and overnight calls.
High-contrast map and dispatch views, with icon and text indicators alongside color for color-blind users.
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WorkFlow OS