Connect Suite

Connect Software consists of five (5) interconnected modules, each working on a common database of customer and equipment information.

This shared platform ensures your teams are sharing updates in real-time and improves the flow of accurate information from sales & operations to the customer and back again. Click on a module to learn more.


This common database of customer data includes not only detailed customer account and contact information but also each physical location where you service the customer and the detailed equipment inventory for each location, with photos.

The depth of detailed stored for each piece of equipment allows for quick and easy project and maintenance estimating, capital planning, life-cycle analysis and mobile equipment assessments.

Each of the other Connect modules extracts data from the Accounts section to populate information for quotes, schedules, reports and more. Learn More >


Designed for Project and Maintenance Sales reps and Service Managers on-the-go, the Workbook provides a quick, simple tool to build estimates and prepare formal, professional documentation with a few simple clicks.

Each document or report is fully customizable to match your branding and messaging, with the assistance of our design team. This gives you ultimate control over what is put in front of potential customers, to include updates to Terms and Conditions, service offerings and even pricing parameters. Learn More >


You can’t manage what you don’t measure. With the detailed data provided through the extensive use of the Workbook, the Funnel reports on sales activity, backlog, won & lost opportunities, contract anniversaries and more.

Every report and dashboard in the funnel is viewable by division (preventive maintenance, quoted repairs and/or projects), by sales rep and by team or branch. The funnel also allowed splits in credit for a sale, facilitating speedy calculations for sales incentive. Learn More >

Portal (Client View)

More than just a window into a dispatching program, the Connect Software Client Portal is a true differentiator in any marketplace for a commercial HVAC service company. In addition to project and maintenance schedules, customers can access quick links to their automation systems, a capital plan for equipment replacement, an energy dashboard, all the documentation provided to them by their representatives and more.

No two customers are alike. Because of this, each Client Portal is customizable by the Client, allowing you the flexibility to show only information that will improve the relationship between you and your customer, without overburdening your teams with unnecessary upkeep or displaying information that may be irrelevant or risky to the relationship of any given customer. Learn More >

Portal (Admin View)

The administrative side of the Client Portal is much more than management of what a customer sees. In addition to the one-time set-up features of the Client Portal (i.e. Capital Plans and Building Automation Links), the Portal offers a series of management and scheduling dashboards, keeping your entire organization in the loop on the status of the business.

From maintenance and project scheduling to work ticket management, operations associates can view and delegate assignments from one Connect module with a few simple clicks. In addition, the Portal has a file management center where all associates can access reports, quotes, service reports, etc., from anywhere with an internet connection. Learn More >


This simple-to-use mobile version of Connect is meant for Maintenance Sales Reps and technicians to use in the field. Maintenance Sales Reps can easily build equipment inventory and load equipment photos while performing equipment surveys.

Meanwhile, technicians can access preventive maintenance details, filter and belt lists, on-site contact information, Work Ticket resolution notes and more. In addition, they can edit equipment inventories and add photos, perform equipment assessments, submit Work Tickets to the office and log refrigerant usage. Learn More >

Created by HVAC Service Contractors and their customers, the Connect Software Suite provides a platform to improve the productivity of your sales team, improve communication, and set your company apart from your competitors.