Challenges
Asset history • Recurring maintenance • Parts and engineer coordination
Industry solution
Equipment records, service schedules, parts, recurring maintenance, and engineer dispatch.
HVAC is part of the universal trade roadmap. Core ERP workflows apply broadly while trade-specific templates should be validated before being sold as complete.
Workflow template
Asset history • Recurring maintenance • Parts and engineer coordination
Equipment records, service schedules, parts, recurring maintenance, and engineer dispatch.
CRM, customers, sites, estimates, quotes, jobs, scheduling, materials, purchasing, invoices, and reporting.
Field schedules, site information, photos, notes, checklists, and completion actions support the wider mobile direction.
Requests, approvals, documents, and payment routes expand the customer side of the trade workflow.
General material, asset, or supplier patterns apply while trade-specific templates are validated.
AI-supported qualification, drafting, reminders, and summaries remain human-approved and availability-labelled.
Accounting, payments, calendar, maps, storage, and APIs sit in the broader integration roadmap.
Respond faster, reduce admin, organise work clearly, improve customer communication, and understand profitability.
FAQ
Recurring scheduling patterns are part of the broader roadmap; core CRM, jobs, and invoices already exist.