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 seeded demonstration projects across planning statuses — Project Board shown with seeded demonstration data.

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 is being built around 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 seeded demonstration 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 pricing with labor, material, cost, margin, and sell-price visibility
Versioned proposal documents, alternates, history, email delivery, and project handoff

Ventrixx dispatch board showing seeded demonstration 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 status, timecards, mobile time capture, and office review
Recurring maintenance agreements, PM task execution, and deficiency tracking
Equipment history across service, maintenance, projects, and refrigerant events

Ventrixx accounting overview showing seeded demonstration 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 customers and opportunities, price labor and material, govern proposal review, publish documents, and retain version history through handoff.

Project Operations

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

Service and Mobile Field Work

Coordinate service work orders, dispatch, technician status, mobile time capture, work summaries, office review, charges, and billing readiness.

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.

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.

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.