HVAC & Climate Systems Cloud: survey, quote, install, and certify.
Pre-installation site surveys that convert straight into a priced quotation, equipment tracked at the customer's site with warranty and preventive maintenance, AMC contracts with auto-renewal billing, and a real numbered Testing & Commissioning certificate — on top of the same CRM, Projects, and Finance every FlashCat.ai organization already runs.
4
Real HVAC Modules
8
Core Platform Included
0 days
Setup, No Deploy Needed
0
Hardcoded Industry Logic
Survey notes, equipment history, and AMC renewals usually live in three different places.
A generic CRM tracks the client relationship, but has no idea what a technician found on a site visit, which unit is installed at which customer site, when its warranty expires, or when an AMC contract needs to auto-renew. HVAC contractors end up re-typing field notes into a quotation, tracking equipment in a spreadsheet, and chasing AMC renewals manually.
From site survey to signed-off installation
Each of these is a real, working module attached to the same Client record your CRM already has.
Run the site survey
Building info, existing system condition, requirement, electrical/access readiness, and photo evidence — captured once in the field.
Convert to a Proposal
The survey's findings become a real priced quotation with one click — no re-typing into a separate quoting tool.
Track the installed equipment
Every unit is linked to the customer and the exact site it's installed at, with serial number, brand, and warranty expiry on record.
Issue the Commissioning Certificate
A checklist-driven test record with a real numbered certificate, PDF-downloadable and signable by the client.
AMC auto-renewal billing
Annual maintenance contracts renew and bill automatically — no manually chased renewal.
Where this shows up in your day
Field Technicians
Need to capture a site survey once, in the field, without re-typing it back at the office.
Survey findings feed directly into the quotation.
Service Managers
Need to know which units are under warranty and due for maintenance across every customer site.
Equipment tracked per client and site with warranty and maintenance schedules.
Commissioning Engineers
Need a defensible, signed record that a unit passed testing before handover.
A checklist-driven certificate with a real sequential number and client sign-off.
Agency Owners
Need AMC renewal revenue to bill itself instead of being chased manually.
Auto-renewal billing on the same Finance module every organization already runs.
An AC installation, survey to certificate
A technician runs a site survey at a prospective client's office: building type, existing system condition, tonnage requirement, and electrical readiness — with photos.
The survey converts into a Proposal with one click; the client accepts and e-signs it through the client portal.
Once installed, the equipment is registered as an Asset linked to the client and the exact site address, with serial number and warranty expiry on record.
A commissioning engineer walks the testing checklist and records readings; the certificate is issued with a real sequential number and downloadable as a PDF.
An AMC contract is set up for annual maintenance — it renews and bills automatically each year, without anyone chasing the client.
Part of one platform, not a bolt-on
CRM Pipeline
Site surveys, proposals, equipment, and AMC contracts all attach to the same Client record your CRM already tracks.
See Customer CloudModule Marketplace
Enable Asset Register, Site Surveys, and Testing & Commissioning independently — most HVAC contractors use all three, but they're not bundled by force.
Configure ModulesConstruction Cloud
Contractors running larger installation projects alongside service work can add BOQ estimation and site progress tracking on the same platform.
See Construction CloudRun surveys, equipment, and AMC in one system.
HVAC & Climate Systems Cloud is a real, working part of FlashCat.ai today — not a roadmap item. Start a 7-day free trial, no card required.