Core Feature

Six Agreement Types

Having options for your clients means you have a better chance of winning their business. We bring more agreement types than any other estimating system.

Preventive Maintenance

Scheduled seasonal inspections with complete maintenance tasks for each equipment type. The most common agreement sold.

Full Coverage

Complete parts and labor coverage including emergency service. Gives clients total peace of mind with predictable costs.

Full Coverage Plus

Enhanced full coverage with faster response times, additional inspections, and premium service tiers.

Inspection Only

Perfect for clients who want professional inspections and detailed reports without committing to full maintenance.

Labor Only

Cover all labor costs while clients provide their own parts. Ideal for clients who stock their own inventory.

Custom Agreements

Build completely custom agreement types using our modifiers. Mix and match coverage levels for any client need.

See It In Action

Real Screenshots From the App

Here's what you'll be working with every day. Clean, intuitive, and built for commercial HVAC service professionals.

Dashboard & Reporting

Track sales activity, monitor generated labor hours, and see your most recent estimates at a glance. Your team's performance data is always one click away.

MSB Dashboard with sales activity and labor hours

Job Management

Every job shows a complete view with sidebar status, equipment lists, agreement details, and document history. Everything you need in one place.

Equipment Database & AI Quick Add

Select from a pre-built database of commercial HVAC equipment, or use Quick Add to type equipment in plain English and let AI do the rest. Each item comes with calculated maintenance hours and material costs based on 30+ years of real service data.

Team Management

Add team members, assign roles, and control who can create jobs, edit locations, and manage billing. Keep your whole team aligned.

Customizable Pricing

Set your own labor rates, material margins, tax percentages, and markup values per location. Your pricing, your way.

Premium Branded Documents

Pick from classic and premium proposal templates. The premium designs automatically match your company's brand color, pulled straight from your logo, so every agreement looks consistent and professional. Edit everything in the browser and download a polished, client-ready PDF in one click.

See it in action

Everything Included

Packed With Professional Tools

Pre-Built Equipment Database

Select from a comprehensive list of commercial HVAC equipment types and sizes. Get maintenance hours and material costs instantly. No manual calculations needed.

Custom Equipment

Don't see what you need? Add custom equipment types with your own labor hours and material costs. Your database grows with your business.

AI Equipment Recognition

Type equipment in plain English like "3 RTUs 25 ton, 2 splits 5 ton" and our AI instantly identifies types, sizes, and quantities. Supports 20+ HVAC equipment categories with instant results, no manual lookups needed.

Agreement Modifiers

Fine-tune every aspect of your estimates. Adjust labor rates, markup percentages, visit frequency, and more to match any client requirement.

Images in Proposals

Add photos of your client's actual equipment to your proposals. Show them you've been on-site and understand their specific needs.

Premium Branded Templates

Choose classic or premium proposal designs. Premium templates automatically apply your brand color, detected from your logo, for a consistent, professional look on every agreement and report. No design work required.

One-Click PDF Download

Generate a finished proposal and download it as a clean, print-ready PDF in a single click. Email it, print it, or present it at the table the same day.

Add Proposal Pages

Include additional pages in your proposals: cover letters, terms and conditions, company information, or anything else your client needs to see.

Mobile Access

Build estimates from your phone, tablet, or laptop. Access your entire estimating system from anywhere with an internet connection.

Team Management

Add team members with controlled access. Share estimates across your organization and keep everyone working from the same data.

Complete Access Control

You control who has access to your estimating system. Unlike physical installations, there are no discs to lose or hidden files on computers.

Nightly Backups

Complete data backups performed every night, stored for 7 days, then archived for 30 days. Your estimates and proposals are always safe.

Included With Every Plan

Free With Your Subscription

We don't charge extra for the things that make you successful. Every plan includes everything you need to get started and keep growing.

Free Setup Assistance

We'll help you get your account configured and ready to go. Import your existing data and customize everything to your needs.

Free Live Training

Schedule training sessions Tuesday-Thursday, 8:30am-5:30pm CST. We'll teach every user how to get the most from the system.

Free Live Support

Every one of your questions will be answered. We'll even help you customize your maintenance agreement documents.

Free Updates

As we improve the platform, you get every update automatically at no additional cost. Your estimator keeps getting better.

See These Features in Action

Start your free 30-day trial today. No credit card required, no commitment, and free training to get you up and running fast.

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