Work-order intake
Capture the customer, site, equipment, scope, priority, and operating status.
Commercial HVAC service, warranty, and inspections
Service work stays connected from intake to billing readiness.
Ventrixx connects the customer, site, equipment, work order, dispatch, field evidence, Service Review, warranty decisions, and billing readiness. Structured mobile inspections keep equipment findings tied to the same operating record.
Inside Ventrixx
Coordinate unassigned work and technician schedules.
Give dispatchers one view of incoming service and survey work, technician availability, assigned work, and the week ahead.
Dispatch with context
Give dispatchers and technicians the same picture of the work.
The service event stays connected to the equipment and customer history that explains it.
Scheduling and dispatch
Coordinate assignments and status so the office can see scheduled and active work.
Equipment-aware history
Keep each service visit connected to prior equipment, maintenance, and work history.
Mobile field capture
Record work summaries, time, materials, photos and other evidence, and customer signatures.
Service Review
Work from a completed-work review queue. Review field evidence, set billable hours with adjustment reasons, and refine customer-facing service narratives while retaining technician evidence.
Charges and billing readiness
Carry reviewed work into charge preparation and the billing workflow.
Warranty-aware service
Make coverage part of the service decision.
Keep equipment coverage, callback context, and the office billing decision connected to the work performed.
Equipment warranty coverage
Record equipment warranty coverage and see active coverage warnings when preparing service work.
Covered and billable work
Review labor and part coverage explicitly, distinguish warranty callbacks from billable work and internal rework, and preserve the decision with the service record.
Part claims and no-charge invoices
Track warranty part claims and prepare reviewed no-charge invoices that show covered value and any remaining amount due.
Mobile equipment inspections
Bring a structured inspection to each piece of equipment.
Use reusable inspection templates for startup, commissioning, and condition checks. Technicians capture findings against the equipment being inspected, and office teams review the resulting evidence.
Checklists and measurements
Build grouped inspection tasks with configured answers, measurements, required photos, notes, and deficiencies. Track required tasks through completion or a reasoned waiver.
Protected offline iOS capture
In the Ventrixx iOS app, assigned inspection entries and photos remain encrypted on the device while offline. Pending evidence syncs automatically when connectivity returns, with conflicts surfaced for review.
Field evidence and office review
Keep inspection results and photos tied to the equipment and work context. Review completed inspections in the office and reopen tasks when corrections are needed.
Field surveys, forms, and review
Bring field findings into the next office decision.
Use structured records for site discovery and the forms that accompany service work.
Site surveys and proposal handoff
Create and dispatch surveys, capture equipment and photos, review sales readiness, and import supported survey details into proposal work.
Company service forms
Design and publish company form templates, choose default forms, and keep completed work-order forms with the service record.
AI-assisted service narratives
When enabled with a configured AI provider, suggest a customer-facing narrative from the reviewed service context. Office staff review the wording before using it.
The service workflow
From service request to controlled financial handoff.
Ventrixx is structured around the office and field handoffs that make service difficult in disconnected tools.
Capture the request
Record the customer, site, contact, equipment, problem, and service context.
Schedule and dispatch
Assign work while keeping technician and work-order status visible.
Document field activity
Capture summaries, time, materials, photos, evidence, and customer signatures.
Review and prepare charges
Review field evidence, billable hours, customer-facing narratives, and warranty coverage before preparing charges and billing.
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