Emergency service handoff
Coordinate dispatch, rate authorization and performed work without treating urgency as unlimited commercial approval.
Explore workflows ↗Commercial HVAC, plumbing and electrical contractors
Two-way sync and automation for commercial HVAC, plumbing and electrical contractors.
Align multisite customers, service agreements, truck-stock evidence and closeout records across commercial MEP operations.
Dispatch knows the visit is complete while billing still needs coverage, parts and customer authorization evidence.
Explore your process in a demo, or get our shared two-way sync architecture guide.
The platform, in operating order
Start with live data. Put it to work.
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediBuilt around your operations
For teams managing more than one business model
US commercial HVAC, plumbing, electrical and multi-trade service groups with 100–1,000 employees.
Agreement renewal
Route service-scope and pricing review before accepting and activating the next term.
Explore workflows ↗MEP service closeout
Turn technician notes, parts and sign-off into an evidence-backed packet for supervisor and finance review.
Explore Genies ↗Your systems and records
Agree on ownership before automating actions
| Record | Owner | Operating rule |
|---|---|---|
| Service site | Service administration | Keep location history stable across property-management changes. |
| Billing customer | Finance | Own the legal payer and agreement billing terms. |
| Contract term | Contract administrator | Separate active coverage from a proposed renewal. |
| Visit closeout | Service supervisor | Distinguish performed work, warranty questions and recommendations. |
SalesforceNetSuiteHubSpotAcumaticaSupabaseSalesforce + NetSuite integrationHubSpot + Acumatica integration
HVAC equipment POs, accessory backorders, split shipments and warehouse versus direct-site receipts.
Evaluate your next process
Find the right fit for your systems
- Two-way syncSalesforce–NetSuite Two-Way Sync for Commercial MEP Contractors
Give dispatch, account teams and finance a shared view of commercial service customers, sites and jobs.
- Two-way syncHubSpot–Acumatica Two-Way Sync for MEP Service Contracts
Keep sales renewal work aligned with the actual MEP agreement, covered sites and billing customer.
- WorkflowsEmergency MEP Service-to-Billing Workflows
Carry emergency callout authorization and performed-work evidence into a clear billing handoff.
- AI agents (Genies)AI Service Closeout for Commercial MEP Contractors
Turn technician notes and parts evidence into a reviewable closeout packet with Genies.
Implementation and operating guides
Work through the details
- Two-way syncHVAC, Plumbing, and Electrical Customer Sites: Align Salesforce Accounts With NetSuite Billing Hierarchies
Connect commercial MEP service sites to the right relationship account, billing customer and operating branch.
- Two-way syncMulti-Trade Service Contracts: Keep HubSpot Renewal Dates and Acumatica Contract Status Aligned
Keep MEP renewal opportunities aligned with the actual contract term, covered sites and approved service status.
- Two-way syncTruck Stock and Service Parts: Connect a Supabase Field App With NetSuite Item and Location Records
Give field teams current parts context while keeping truck-stock adjustments and reservations under inventory control.
- WorkflowsEmergency MEP Service Calls: Route Dispatch, Rate Approval, and Billable Work
Coordinate emergency HVAC, electrical and plumbing callouts without losing authorization, rate and visit evidence.
- WorkflowsService Agreement Renewals for MEP Contractors: Coordinate Price Review and Customer Approval
Route multi-trade service renewals through scope, pricing and customer approval before activating the next contract term.
- AI agents (Genies)Genies for Commercial MEP Service Closeout: Turn Technician Notes Into an Invoice-Ready Packet
Use a Genie to connect technician notes, parts evidence and customer acceptance into a reviewable MEP service closeout.
- AI agents (Genies)MEP Service Closeout Exceptions: Warranty Work, Callbacks, Missing Parts, and Customer Sign-Off
Handle the MEP closeout cases that require service judgment before an AI-prepared packet reaches billing.
- EDIHVAC Distributor EDI for Mechanical Contractors: Track Equipment POs, Backorders, and Partial Receipts
Map HVAC supplier EDI to equipment purchase lines and job allocations while preserving backorder and receiving decisions.
Questions from commercial HVAC, plumbing and electrical contractors teams
Can one customer have several sites and payers?
Yes. Preserve separate site and billing identities so dispatch reaches the right location and finance uses the approved customer.
Can truck-stock visibility reserve parts?
Visibility and reservation are different. Confirm the specific inventory action and ownership rule before the app promises a part allocation.
Does a completed visit automatically become billable?
No. Coverage, authorized scope and the required acceptance evidence still need review.
Bring one real process
See how your records and handoffs fit together.
Bring the systems, record types, and exceptions your team handles today. We’ll scope the connections and actions, then walk through the path to a confirmed result.
Explore your process in a demo, or get our shared two-way sync architecture guide.
