Every customer profile includes installed equipment with serial numbers, maintenance contract status, complete service history, and automated renewal reminders.
These challenges cost you time, money, and customers. IntelliDrive OS solves them.
The serial number for the condenser is on a sticky note, the furnace model is in an old email, and the thermostat brand is unknown. Techs arrive unprepared.
Without automated tracking, maintenance agreements expire and customers are not contacted for renewal. You lose recurring revenue without realizing it.
You do not know which customers have 15-year-old systems nearing end of life. You miss replacement opportunities worth thousands.
Six capabilities designed specifically for how hvac technicians work.
Log every installed unit with brand, model, serial number, SEER rating, installation date, and warranty expiration. Linked to the customer and property.
See all active contracts with renewal dates, visit schedules, and included services. Filter by expiring soon to prioritize renewals.
Every service call, repair, installation, and maintenance visit in chronological order per customer.
Flag customers whose equipment exceeds a set age threshold. Target them for replacement consultations before peak season.
Commercial customers and landlords often have multiple properties. Track equipment and service history per location under one account.
Send seasonal tune-up reminders, contract renewal notices, and filter change alerts automatically.
Four simple steps to transform your customer management workflow.
Add the customer with property address and initial equipment details from the first visit.
Record all HVAC equipment with serial numbers, models, and installation dates.
Attach a maintenance agreement with visit schedule, pricing, and renewal terms.
The system sends tune-up reminders, renewal notices, and flags aging equipment for replacement conversations.
Real improvements from hvac technicians using IntelliDrive OS.
Actively managed maintenance contracts renew at a higher rate, creating steady recurring income.
Equipment age alerts surface high-value replacement leads before customers call a competitor.
Techs arrive knowing the equipment, history, and past issues. Faster diagnosis, happier customers.
Join hvac technicians who use IntelliDrive OS to save time, reduce errors, and grow their business.
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