Your Shop Desk
Commercial HVAC · Custom Shop Desk CRM

A Custom CRM for Commercial HVAC Contractors

Your customers are property managers with a dozen rooftop units and a PO process. Here is what your desk would track so every PM visit happens, every unit has a history, and every invoice has the PO it needs.

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A Shop Desk set up the way a commercial hvac business would run it
A Shop Desk set up the way a commercial hvac business would run it

Shown: Tallpine IT, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Commercial HVAC Words

Every service call or PM visit moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Dispatch
  3. 03Diagnose
  4. 04Quote
  5. 05PO Received
  6. 06Repair
  7. 07Invoiced

A service call or PM visit on your desk hangs off the building and its units.

So the card asks for what you actually need, and nothing a commercial hvac business would never fill in.

  • Unit tag and model
  • Tonnage
  • Filter size and count
  • Roof access notes
  • PM schedule
  • PO number
Where it leaks

Where Commercial HVAC Businesses Lose Work

PM Visits That Slip

The maintenance agreement says quarterly, but the fall visit never gets scheduled. The customer notices at renewal time.

Invoices Stuck Waiting on a PO

The work is done, but the invoice sits because accounts payable wants a PO number. You wait sixty days for no good reason.

Replacement Quotes Nobody Chases

The tech flags a unit that is on its last legs. The quote goes out once and dies in the facility manager's inbox.

What we would build

Fitted to How You Already Work

  • A History for Every Unit

    Each rooftop unit carries its tag, model, photos and every visit. A tech on the roof knows what was done last time.

  • A PM Calendar That Books Itself

    Every agreement's visits show on the schedule with the right filters to bring. Nothing slips because someone was out that week.

  • No Invoice Without a PO

    Customers who need a PO get asked for it before the work starts. The invoice goes out the day the job closes.

  • A Page for the Facility Manager

    Property managers see every unit, open quotes and past visits for their buildings. They can approve a repair or a replacement from their phone.

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Questions

What Commercial HVAC Owners Ask

Can one customer have many buildings?
Yes. A property management company can have many sites, each with its own units and contacts. Invoices can go to one billing address.
Can techs log refrigerant used?
Yes. Each visit can carry the refrigerant type and pounds added. It stays on the unit's history.
Can it handle service agreements with set pricing?
Yes. Each agreement carries what is covered and your rates, so the invoice prices itself off the work. Out of scope work gets flagged for a quote.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Commercial HVAC Business Runs

We will tell you honestly what a desk fitted to it would take.

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