Built for commercial HVAC and mechanical contractors

Ventrixx

A connected operating system that keeps CRM, estimating, projects, service, maintenance, equipment, rental assets, purchasing, inventory, billing, accounting, and reporting working from one shared source of truth.

Explore the platform View workflows

Ventrixx is currently available through a controlled early-access program for commercial HVAC and mechanical contractors.

Ventrixx project board showing sample projects across planning statuses — Project Board workspace. Sample records shown.

Sell Customers, contacts, sites, worksheet estimating, proposal governance, approvals, alternates, maintenance pricing

Execute Projects, scheduling, service dispatch, PM visits, mobile field workflows

Control Purchasing, AP, inventory, job cost, equipment, rental assets, refrigerant, progress billing

Account Billing, payments, general ledger, financial statements, reconciliation, period close

Built around the real mechanical workflow

One operating system from opportunity to financial close.

Ventrixx connects the actual handoffs inside a mechanical contractor: price the work, convert it, schedule it, purchase it, execute it, bill it, account for it, and preserve the equipment, rental-asset, and customer history behind it.

Ventrixx proposal pipeline showing sample estimates organized by sales stage

Estimating and sales

Proposal work stays connected from the first opportunity.

Sales teams can manage opportunities, build worksheet pricing, publish proposals, use role- and permission-gated submit, approve, or reject status changes, and convert sold work without losing the original pricing context.

Opportunity ownership plus permission-gated submit, approve, and reject status history
Worksheet labor, materials, margin, overtime and double-time pricing, and version-specific subcontractor quotes
Separately priced alternate worksheets, proposal documents, history, email delivery, and sold-work handoff

Explore worksheet estimating and alternates →

Ventrixx dispatch board showing sample work and technician schedules

Field coordination and maintenance

Service, PM, projects, and equipment stay connected.

Dispatchers and managers can coordinate service work, maintenance visits, project schedules, and field updates while preserving the customer, site, equipment, and work history behind each visit.

Service dispatch, technician evidence, Service Review, and reasoned billable-hour decisions
Recurring maintenance, structured mobile equipment inspections, measurements, photos, and deficiencies
Equipment warranty coverage, callback review, part claims, and reviewed no-charge invoices

Explore service and warranty → · Explore mobile inspections →

Ventrixx accounting overview showing sample financial work areas

Native accounting and financial control

Purchasing, inventory, billing, and accounting share the same operational data.

Financial workflows stay tied to the project, work order, customer, vendor, and equipment records that created them. Ventrixx is designed to reduce the handoff between operations and accounting instead of recreating the same job in separate systems.

Purchase orders, receiving, vendor bills, AP payments, inventory, and job-cost context
Service invoicing, customer payments, progress billing, stored materials, and retainage
AR/AP/bank reconciliation workflows, accrual and prepaid schedules, management close packages, and KPI scorecards

Mechanical depth without disconnected modules

Built to run the whole contractor.

Ventrixx combines the fast operational workflows used by sales, dispatch, technicians, project managers, purchasing, rental operations, and maintenance teams with the controls needed by billing, accounting, and management.

CRM, Estimating, and Proposals

Track opportunities, price labor and materials with overtime and double-time, attach subcontractor quotes, price alternates, and carry versions through sold-work handoff.

Project Operations

Manage project status, tasks, Gantt planning, manpower context, spend plans, change activity, closeout evidence, and linked customer/site/equipment records.

Service, Warranty, and Mobile Field Work

Coordinate dispatch and Service Review, set billable hours, review warranty coverage and callbacks, track part claims, and prepare charges or no-charge invoices.

Maintenance Agreements

Price recurring agreements, generate PM visits, execute asset-based task lists, capture deficiencies, manage materials, and track renewal information.

Purchasing, AP, and Inventory

Manage vendors, purchase orders, partial receiving, vendor bills, payment batches, inventory locations, stock movement, issues to work, and cost history.

Progress Billing and Job Cost

Maintain Schedule of Values lines and pay-application periods with prior work, current work, stored materials, percent complete, balance to finish, and retainage.

Equipment and Refrigerant

Track customer equipment, mechanical asset profiles, service and maintenance history, refrigerant cylinders, refrigerant events, condition, risk, and related project history.

Rental Asset Management & Lifetime Economics

Track company-owned rental equipment by asset number, category, model, serial number, location, availability, rates, and costs; manage customer/project assignments, calendar blocks, conflict checks, returns, rental documents, asset photos, repair charges, and evidence-backed lifetime economics.

Explore Rental Asset Lifetime Economics →

Accounting and Controller Close

Use tenant-scoped chart of accounts, fiscal periods, journals, Trial Balance, Income Statement, Balance Sheet, direct-method Cash Flow, reconciliations, and governed close workflows.

Mobile Equipment Inspections

Use reusable startup, commissioning, and condition checklists with measurements, photos, deficiencies, and office review. Capture assigned inspections offline with encrypted entries and photos in the iOS app.

Role-aware, tenant-scoped access, audit/event evidence, controlled CSV imports, and permission-aware search help each team work from shared records with appropriate visibility.

More of Ventrixx

Explore the people, records, and controls behind every job.

The connected platform includes the everyday workflows that support selling, executing, and managing the work.

CRM and customer access

Company-defined pipelines, activity timelines, follow-up, retained customer approvals, and configured customer portal access. Explore CRM and customer workflows →

Project and maintenance control

Locked spend plans, change-order documents, approved maintenance visit plans, equipment amendments, and billing proofs. Project controls → · Maintenance programs →

Purchasing, stock, and workforce

Stock reservations, reorder signals, timecard review, payroll preparation, receipts, expense approvals, and incentive handoff. Purchasing and inventory → · Time and expenses →

Reports, AI, and controller tools

Performance reports, saved custom reports and AI plans, CSV/PDF exports and delivery, WIP schedules, and fixed-asset workflows. Reports and Reporting AI → · Controller tools →

Field and equipment records

Surveys, company service forms, refrigerant certifications and readiness review, rental calendar blocks, and agreement documents. Surveys and forms → · Refrigerant records → · Rental controls →

Connected tools and company controls

Use role-aware dashboards and global search to find permitted records. Configure role-based access, company templates, and supported data imports. Scoped API credentials and webhooks support selected integration workflows; OAuth-authorized MCP tools expose supported Ventrixx records and reporting to connected assistants. Access requires setup and granted permissions.

Designed around handoffs

Work moves through Ventrixx without losing context.

The same customer, site, equipment, rental asset, project, work order, agreement, purchasing, and financial records can be viewed from the perspective of the team doing the work without breaking the chain of evidence behind the job.

Capture and price the opportunity

Customer, site, scope, labor, material, margin, approvals, and proposal history stay linked.

Convert and plan the work

Approved work moves into project or service execution while retaining its commercial context.

Schedule, dispatch, maintain, rent, and purchase

Field execution, PM work, rental assignments, deficiencies, purchasing, inventory, and job-cost activity remain connected.

Bill, account, close, and analyze

Invoices, payments, progress billing, ledger evidence, reconciliations, financial statements, and close controls carry the work through the financial cycle.

Connected across the business

Built for the full contractor workflow.

Ventrixx brings the operational, field, financial, and equipment records used by commercial HVAC and mechanical contractors into one connected system.

Connected Operations

CRM, proposals, projects, scheduling, service, maintenance, mobile field workflows, purchasing/AP, inventory, refrigerant tracking, rental asset management, billing, and customer payments.

Financial & Project Control

Schedule-of-values progress billing, stored materials, retainage, job-cost reporting, general ledger, Trial Balance, management Income Statement and Balance Sheet, direct-method Cash Flow, reconciliations, fiscal periods, and controller close workflows.

Field & Equipment

Mobile assigned work, time capture, service summaries, maintenance execution, equipment history, visual site surveys, roof maps, photos, refrigerant records, and rental assets.