An HVAC/R outside rep has to be in a lot of places at once. Residential contractors who are at the shop for an hour in the morning and in the field the rest of the day. Commercial mechanical contractors in job trailers. Refrigeration companies servicing grocery stores and restaurants. School, hospital and property maintenance departments. And in peak season, everyone is too busy to talk.
The app helps your reps plan the week, log what happened in seconds, and see which accounts need attention before it's too late.
Plan the route and the territory
The calendar and route show every stop today, this week and this month, with route and time planners. The route map shows each stop on a map, and the territory plan breaks the area into zones, lists the companies in each, and sets which day to work them. Monday the north side contractor shops, Tuesday the hospital and university, Wednesday the refrigeration accounts, and so on.
The off-season matters just as much in HVAC. Spring and fall are when reps can actually sit down with a contractor about next season's equipment program. A planned territory makes sure every account gets that visit.
Log visits without paperwork
Reps don't want to write call reports, so the app keeps it short:
- Visit log: tap Serviced and the visit is stamped with the date and time.
- Talk-to-log voice notes: talk your notes on the way back to the car and they're typed for you.
- Follow-ups with alerts: every promise to a customer becomes a dated follow-up with a reminder.
- Message the office: send a note to customer service or purchasing from the field.
- Texts to customers: text from the app, and every text is saved to the account.
When a service manager says "check on that backordered coil for me," it becomes a dated follow-up instead of something the rep tries to remember. Location on a visit is optional and only recorded if the rep ticks the box.
See which customers are slipping
Customers slipping shows items a customer buys like clockwork that have stopped coming, with a one-tap follow-up. If a contractor has bought filters and capacitors from you every week for a year and hasn't in a month, something changed. Maybe a new rep from another supply house is buying lunches. Your rep should know now, not at the end of the season.
Customer health rolls it up: which customers are slipping, at risk or lost. Category gaps show what each customer buys from you and what they buy elsewhere. A contractor who buys all their equipment from you but none of their duct and fittings is an easy conversation to start.
Know the account before you walk in
Pull up a customer puts the whole account on one screen: what they buy, open orders, invoices, recent visits and notes. Thirty seconds in the car before the stop, and the rep knows about the open quote, the past-due equipment invoice and the item that stopped coming.
Managers get the other side: each rep's month against goal, and a weekly review email every Monday with each rep's own accounts, while the GM desk sees everyone. A rep who knows where to go and what to say at each stop sells more without working more hours, and when a rep leaves, the history stays with the accounts.
Book a demo and see it with your counter and inside sales team.