Business Solutions for Field and Office

Conduit Tech (www.getconduit.com) is an HVAC design and sales platform for HVAC pros. Accessible on iPad Pros, HVAC Pros can use LiDAR (Light Detection and Ranging) and Augmented Reality to help visualize and design the perfect install in every home.

LiDAR is a remote sensing technology that measures distances by emitting laser pulses and calculating the time it takes for the light to bounce back. These sensors provide highly precise measurements of dimensions and elevations, generating accurate 3D representations of a room or space.

How it works:

With Conduit Tech, creating an accurate load calculation starts with a LiDAR -powered scan, combined with a proprietary property database and location -specific data. By combining LiDAR scanning, 3D modeling, and ACCA- certified Manual J® calculations, Conduit Tech transforms a load calculation into a highly visual, interactive experience and proposal.

Contractors can capture precise room-by-room measurements in minutes using an iPad Pro, generate 2D floor plans and 3D models, and walk homeowners through system options in real time. This helps customers see exactly where ductless heads or registers will go, understand how the system works, and even customize the design, minimizing last-minute changes and creating a smoother install process.

Pricing: annual contracts with monthly billing  

TrueContext

TrueContext (www.truecontext.com) is field service workflow software for use on field service personnels’ mobiles devices. It enables field personnel to create, customize, and populate forms to suit your company needs, facilitating and streamlining data collection, including orders, signatures, and photos.

The solution is designed to optimize workflows and technician productivity and has the ability to generate reports and analytics that provide operational insights. It is offered in three scaled plans differentiated by the type of apps you can build, the number of conditional logic rules per form, and the maximum number of users.

All the plans connect business systems with the field via several different cloud storage connectors and support organizing forms by due date, priority, or locations.  

The Essentials tier, suitable for a small number of straightforward linear workforms, includes job dispatching, organize of mobile-native form design and data collection, repeatable sections, version control and change management, and conditional form comments. Reports include Basic and Advanced Analytics, Job Reports and Customer Work Order Records, as well as customizable reports and records. In addition to facilitating organizing forms by due date, priority, or locations, it can issue real time SMS notifications.

Pricing: per month, billed annually.

The Advanced tier, suitable for teams that want to improve the quality of their field data captured across connected workflow, adds mobile search and other productivity-enhancing capabilities including conditional term logic, template-based forms, and in-form help. It also connects with several third-party business systems, including Google Cloud Storage, DropBox Storage, Salesforce, ServiceMax, ServiceNow, and ZenDesk.

Pricing: per month, billed annually.

The Enterprise plan, configured for organizations looking to reap the benefits of infield intelligence, includes those third-party business connections and also has additional features to optimize workflow and technician productivity, including Camera-to-Text, document scanning, customer feedback forms, data routing, and teamwork. 

Pricing: individually customized.

QuoteIQ

QuoteIQ (www.myquoteIQ.com) is a business management tool suitable for contractors performing residential or commercial jobs, including those in the HVAC and plumbing sectors, particularly contractors who manage field crews, commercial service contracts, or documentation-heavy jobs. It provides tools for streamlining quoting, job scheduling, and client communications. Three monthly no-contract plans are available: Beginner, allowing one user; Pro, for up to five users; and Elite, for unlimited users.

All the plans have the ability to create and send estimates and invoices, collect payments, and track expenses and include Map Measure Pro (a mobile app that allows users to measure distances, areas, and perimeter on interactive maps), a Map Street view, a business analytics dashboard, a National Average guide, business calculators, mass import of contacts, a website version, and live chat and email support.

They also include the Review Multiplier, which gives the user the option of asking a customer to go to your review page immediately after the invoice is paid through QuoteIQ, making the review process feel as seamless as possible, with the aim of  helping you collect more reviews. 

The Pro plan adds several productivity enhancing features including QuoteIQ Cam, which includes customizable inspection and job forms suitable for documenting equipment checks, service notes, and maintenance records; email and text automation; a Before/After Photo Generator which allows technicians to snap before and after photos directly in the app and attach them to invoices or job records; in-app texting; a website contact form; an hourly rate calculator; and On The Way text.

For contractors who need to keep accurate records for legal or compliance reasons, QuoteIQ automatically stores all inspection forms and photos for peace of mind and for helping protect against potential disputes   

The Elite plan adds InstaQuote and InstaSchedule, which allows your customer to self-schedule appointments based on your availability, mass text and email campaigns, and TimeTracker Pro.