--- title: "Commercial HVAC, plumbing and electrical contractors …" description: "Align multisite customers, service agreements, truck-stock evidence and closeout records across commercial MEP operations." canonical: https://www.stacksync.com/industry/construction/commercial-mep-contractors last_modified: 2026-09-21 --- Commercial HVAC, plumbing and electrical contractors # Two-way sync and automation for commercial HVAC, plumbing and electrical contractors. > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md ![Commercial HVAC, plumbing and electrical contractors systems connected through Stacksync two-way sync: Salesforce, NetSuite, HubSpot, Acumatica, Supabase](https://www.stacksync.com/images/industry-heroes/icp-commercial-mep-contractors-800.webp) 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. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide. Make shared records dependable Keep customer and contract context aligned, coordinate emergency and renewal decisions, and prepare reviewable service closeout. 1. **Service site** Service administration · Keep location history stable across property-management changes. 2. **Billing customer** Finance · Own the legal payer and agreement billing terms. 3. **Contract term** Contract administrator · Separate active coverage from a proposed renewal. 4. **Visit closeout** Service supervisor · Distinguish performed work, warranty questions and recommendations. The platform, in operating order ## Start with live data. Put it to work. 01 ### [Two-way sync](https://www.stacksync.com/two-way-sync) Keep shared customer, order, and operational records aligned, with clear field ownership. Explore two-way sync 02 ### [Workflows](https://www.stacksync.com/workflow-automation) Move approved work between systems, assign exceptions, and confirm the result. Explore workflows 03 ### [AI agents (Genies)](https://www.stacksync.com/ai-agents) Investigate cross-system questions, assemble the evidence, and prepare the next action. Explore ai agents (genies) 04 ### [EDI](https://www.stacksync.com/edi) Connect trading-partner documents to operational records and exception handling. Explore edi Built 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. ### Emergency service handoff Coordinate dispatch, rate authorization and performed work without treating urgency as unlimited commercial approval. [Explore workflows ↗](https://www.stacksync.com/workflow-automation) ### Agreement renewal Route service-scope and pricing review before accepting and activating the next term. [Explore workflows ↗](https://www.stacksync.com/workflow-automation) ### MEP service closeout Turn technician notes, parts and sign-off into an evidence-backed packet for supervisor and finance review. [Explore Genies ↗](https://www.stacksync.com/ai-agents#genies-job-icp-commercial-mep-contractors) 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. | [Salesforce](https://www.stacksync.com/connectors/salesforce) [NetSuite](https://www.stacksync.com/connectors/netsuite) [HubSpot](https://www.stacksync.com/connectors/hubspot) [Acumatica](https://www.stacksync.com/connectors/acumatica) [Supabase](https://www.stacksync.com/connectors/supabase) [Salesforce + NetSuite integration](https://www.stacksync.com/integrations/netsuite-and-salesforce) [HubSpot + Acumatica integration](https://www.stacksync.com/integrations/acumatica-and-hubspot) 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 sync [Salesforce–NetSuite Two-Way Sync for Commercial MEP Contractors](https://www.stacksync.com/use-case/salesforce-netsuite-commercial-mep) Give dispatch, account teams and finance a shared view of commercial service customers, sites and jobs. - Two-way sync [HubSpot–Acumatica Two-Way Sync for MEP Service Contracts](https://www.stacksync.com/use-case/hubspot-acumatica-mep-service-contracts) Keep sales renewal work aligned with the actual MEP agreement, covered sites and billing customer. - Workflows [Emergency MEP Service-to-Billing Workflows](https://www.stacksync.com/use-case/emergency-mep-service-billing-workflow) Carry emergency callout authorization and performed-work evidence into a clear billing handoff. - AI agents (Genies) [AI Service Closeout for Commercial MEP Contractors](https://www.stacksync.com/use-case/genies-commercial-mep-service-closeout) Turn technician notes and parts evidence into a reviewable closeout packet with Genies. Implementation and operating guides ## Work through the details - Two-way sync [HVAC, Plumbing, and Electrical Customer Sites: Align Salesforce Accounts With NetSuite Billing Hierarchies](https://www.stacksync.com/blog/hvac-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 sync [Multi-Trade Service Contracts: Keep HubSpot Renewal Dates and Acumatica Contract Status Aligned](https://www.stacksync.com/blog/multi-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 sync [Truck Stock and Service Parts: Connect a Supabase Field App With NetSuite Item and Location Records](https://www.stacksync.com/blog/truck-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. - Workflows [Emergency MEP Service Calls: Route Dispatch, Rate Approval, and Billable Work](https://www.stacksync.com/blog/emergency-mep-service-calls-route-dispatch-rate-approval-and-billable-work) Coordinate emergency HVAC, electrical and plumbing callouts without losing authorization, rate and visit evidence. - Workflows [Service Agreement Renewals for MEP Contractors: Coordinate Price Review and Customer Approval](https://www.stacksync.com/blog/service-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](https://www.stacksync.com/blog/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](https://www.stacksync.com/blog/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. - EDI [HVAC Distributor EDI for Mechanical Contractors: Track Equipment POs, Backorders, and Partial Receipts](https://www.stacksync.com/blog/hvac-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. [Book a demo](https://www.stacksync.com/book-a-demo) Explore your process in a demo, or get our shared two-way sync architecture guide.