One operating layer

Every handoff stays visible.

Service Install gives your team a shared operating view from the first customer signal to finished, paid work.

Explore the demo View plans

Request → closed loop

01Intake

02Dispatch

03Active Work

04Closeout

05Service history

Five service stages, matching the console. Explore fourteen guided scenes, with billing tracked separately.

01
Capture every signal
Email and web requests enter one accountable queue.
02
Coordinate the work
Office, dispatch, field, and management see the same next move.
03
Close the loop
Verified completion, payment, and customer history stay connected.

Current Manager and Owner console showing active work and service work types with fictional demonstration data

Manager / Owner console · captured October 14, 2026 · fictional demonstration data

Four kinds of work. One connected platform.

A new installation starts with a bid.

From a five-ton home system to a small commercial project: scope the work, price it, and put the customer’s decision in the same workflow as delivery.

Repair

Restore existing equipment.

Replacement

Replace existing equipment.

RXO

Repair + installation

Coordinate both scopes on one case.

Project

Installation / Project

Bid a new installation without a repair ticket.

Try the project path

Bid → customer decision → Dispatch

Sample project

Manager / Owner · priced scope · R1

Five-ton home installation

Cedar House · sample residence

New five-ton system, equipment setting, connections, startup, and commissioning. Final site readiness and permits reviewed before scheduling.

Equipment package: $8,200
Installation labor: $2,600
Materials & commissioning: $1,200
Maximum authorized total: $12,000

Illustrative project pricing. Actual bids use the shop’s approved worksheet selling prices; internal costs and margins stay private.

Customer · review and authorize

Draft stays with the shop.

Publish the current revision to make it available for a customer decision.

Dispatch handoff

Waiting for customer acceptance

○ Approved scope attached
○ One installation work order
○ Technician assignment and readiness review
○ Confirmed visit and separate payment workflow

Demo preview · sample data. Controls stay in this browser. Real customer decisions require verified account access and signed consent; acceptance does not book a visit or charge a payment method.

From request to resolution

Watch one request become accountable, completed, and paid work.

Follow the five service stages across Customer, Manager / Owner, and Technician consoles. Repair and installation share Active Work; invoices and settlement are tracked separately.

Controls change fictional browser state only; no provider call, reservation, or charge occurs.

Explore standalone Installation / Project bids ↑

Interactive workflow loads as you approach

Product preview

Three consoles. One shared service record.

Follow the customer, office, and field handoffs. Pause the guided tour or enlarge any screen to explore the details.

A guided look inside Service Install

27-second guided tour · sample data

Service Install owns

Intake through verified completion

Connected workflow

Connected commerce

Customers, catalog, invoices, payments

Inside the Technician console

A field kit worth opening.

Explore all 13 built field tools, Mapbox work discovery, coaching, and offline sync. Choose a view or play the quick-cut tour.

Claim map1 / 18 · captured Oct 14, 2026

Demo preview

3 visits · one accountable run

Sasquatch Lodge · RTU-3

Claim → travel → work

Mapbox-powered work discovery

Demo preview · sample data. Tools retain their displayed advisory and estimate limits.

A dedicated refrigerant demonstration

Every reading. Every movement. One service record.

Walk through the refrigerant workflow on its own—from equipment context and field tools to cylinder movements and owner review.

Fictional sample · real tool captures · no live record is created

DEMO · SASQUATCH LODGE / RTU-3

Equipment

RTU-3 · Circuit A

Comfort cooling · fictional appliance

Refrigerant: R-410A
Full charge: 12.0 lb · sample nameplate
Sample cylinder: DEMO-CYL-04
Service case: DEMO-4821

Step 1 of 5

Start with the appliance, not a loose note.

The refrigerant service form connects the work to an appliance and its independent circuit. Nameplate facts stay attached to that record.

Plan configurator loads as you approach