Live on the App Store · Bilingual · AI-Powered

Run your entire company.
From one platform.

The AI-powered platform for HVAC, plumbing & electrical contractors. CRM, dispatch, comfort advisor, iPad tech app — built around Rex AI, your tech in the field.

Watch a 2-min tour
White-glove migration Live in 14 days No contracts EN / ES
Connected today · Live integrations
QuickBooks Online Stripe Twilio Voice Apple Push (APNs) Angi Thumbtack Google LSA GreenSky Amply · Coming Soon CoolCalc · Coming Soon Synchrony Square Pricebook Import Rilla Voice · Coming Soon Google Reviews QuickBooks Online Stripe Twilio Voice Apple Push (APNs) Angi Thumbtack Google LSA GreenSky Amply · Coming Soon CoolCalc · Coming Soon Synchrony Square Pricebook Import Rilla Voice · Coming Soon Google Reviews
14days
From contract to live — not 3–6 months
16
Integrations live in production today
3
Trades — HVAC, Plumbing, Electrical — one CRM
2EN / ES
Languages, every screen + customer-facing PDF
The whole job, in three moves

Sell. Serve. Get paid.

Every workflow your contractor business runs on — from the first lead to the last paid invoice — happens inside one platform with one login.

Proposal and sign screen from the Home Comfort Survey
1 · Sell

Close more, in-home.

A guided in-home Sales Advisor with Manual J, energy ROI, tier pricing, financing, real images, customer signature — and a live commission preview for the advisor.

SignedAug 15 install · 2 techs assigned
PermitsNewark Twp · 2 permit types queued
RebatePSE&G $750 + Federal IRA tax credit
  • HVAC, Plumbing & Electrical — one wizard, three trades
  • Customer-facing iPad presentation mode
  • One-click sold: job + permits + rebates + commission
Dispatch board inside the CRM
2 · Serve

Run the truck.

A native iOS app — iPhone and iPad — techs actually want to use. Voice-to-diagnosis, on-screen signatures, photo workflow, truck inventory, cross-truck parts locator. Live on the App Store today.

Tech speaks“cap mfd low, blower screw stripped, replaced and tested”
Rex writes“Capacitor reading below spec. Replaced damaged blower screw. System tested and confirmed operational.”
  • Voice notes → diagnosis & work-completed reports
  • Data-plate scan: make · model · serial · age · refrigerant
  • Card payments in-app — Tap-to-Pay on iPhone, manual on iPad
Revenue dashboard inside the CRM
3 · Get paid

Close the invoice loop.

An automated collections loop chases aging invoices nightly, sends bilingual reminders, and gives every customer a one-tap Pay Now portal. When they pay, Stripe closes the invoice and pushes it to QuickBooks the same minute.

Day 7Friendly reminder SMS + email (bilingual)
Day 14Second nudge + one-tap Pay Now portal link
Day 30+Customer routed to collections call queue
  • Cards, ACH, and photo-of-check deposit in the portal
  • QuickBooks sync — auto on, or your bookkeeper can run it manually
  • Commissions fire automatically the moment an invoice is paid
Built for your trade

One platform. Every trade.

Trade-specific catalog, safety quiz, calculators & financing — on one CRM, one dispatch, one accounting layer.

HVAC

HVAC

The trade Rex was born for. Comfort Advisor, Manual J, IAQ catalog, refrigerant 608 logs, hybrid dual-fuel pricing, superheat/subcooling calc.

  • Equipment compatibility matching
  • Sales-tax defaults by category
  • Bilingual SH/SC calc + diagnoses
See HVAC →
Plumbing

Plumbing

Water heater diagnostic, Plumbing Health Check, filtration catalog. CA-parity wizard adapted for plumbing-specific tools — financing, safety quiz, customer contacts.

  • Tankless / storage / hybrid comparison
  • 25-year operating cost line
  • Service-agreement upsell built in
See Plumbing →
Electrical

Electrical

Panel upgrades (200A → 400A), surge protection, generators, EV chargers, smart-panel catalog. NFPA safety urgency built into the script.

  • NEC reference + permit catalog
  • Span / Lumin smart-panel presets
  • Generator + battery sizing tool
See Electrical →
Why ONEREQ PRO

Three things nobody else ships.

Most platforms give you the record-keeping. We give you the multiplier on top — and we bake it into every screen instead of selling it as an add-on.

Rex AI on the iOS app

Rex AI on every screen

Voice notes → professional diagnosis with tech approval. Data-plate scan with Vision. Day-planner AI for dispatch. Marketing copy + hero artwork generator. Bilingual translation — one click.

DiagnosisTech voice notes → clean customer-facing report
PlannerAI Day Planner auto-builds tomorrow’s dispatch board
ProposalComfort Advisor writes the in-home pitch script
MarketingOne prompt → branded hero artwork + ad copy
  • Voice-to-diagnosis with one-tap tech approval before save
  • AI Day Planner sequences tomorrow’s dispatch automatically
  • Comfort Advisor AI writes the in-home pitch script live
  • Marketing copy + branded hero artwork from one prompt
3 hrssaved per tech, per day
Tech app home screen on iOS

Native iPad. Live on App Store.

Not a responsive website crammed into a webview. A real Swift / Capacitor iOS app for iPhone + iPad with offline sync, background GPS, native push, on-screen signatures, in-field Stripe Terminal, and a contest tab that only appears during live contests.

OfflineTruck inventory + jobs cached, syncs on signal
GPSBackground tracking through screen lock
ScanBarcode + data-plate camera, native iOS
PaymentsStripe Terminal + Tap-to-Pay on iPhone
  • Cross-truck Parts Locator (scan + transfer)
  • Direct Messaging — 1:1 + group chats
  • Stripe Terminal + Mobile Check Capture
  • Spanish toggle — every screen, every prompt
Liveon App Store · iPad-native today
AI data-plate scanner on iOS

Bilingual, top to bottom

Every customer-facing surface — signing pages, estimates, invoices, PDFs, transactional emails, the customer portal — renders in the customer's preferred language. Tech app and CRM both have an EN/ES toggle.

PDFsEstimates, invoices, agreements render in customer’s language
PortalCustomer-facing pages auto-translate by preference
AppTech app toggles EN/ES on every screen, every prompt
EmailsTransactional + marketing emails translated by audience
  • Per-customer preferred-language setting
  • Locale-aware T&Cs per company
  • AI marketing translation w/ audience filter
  • Spanish-first onboarding for Spanish shops
EN / ESevery customer-facing surface
See it, not just hear about it

Real screens. Real workflows.

Two halves of the platform contractors live in every day — the office CRM and the in-home Comfort Advisor your salespeople run on an iPad. Plus the iOS tech app live on the App Store today.

CRM · Office

Dispatch, dashboard, fleet — one login.

Drag-and-drop dispatch with live tech GPS, revenue + leaderboard reports, fleet tracking, vehicle maintenance — all wired into the same data your tech app writes from the field.

Dispatch board
Dispatch board
Dashboard
Dashboard
Leaderboard
Leaderboard
Vehicle tracking map
Live fleet map
Comfort Advisor · iPad

The in-home wizard that closes more.

Customers walk their own home on the iPad — what’s broken, what matters, what fits. Ends in a signed proposal.

Discovery — What are you looking for
Discovery
Priorities — What matters most
Priorities
Choose your system
System selection
Proposal and sign
Proposal & sign
iOS Tech App · iPhone + iPad · Live on App Store

The iOS app techs actually want to use.

Daily dashboard, job details with voice-to-diagnosis, AI data-plate scan, truck inventory, in-app memberships, real earnings — all native iOS.

Home screen
Home screen
Requisitions
Requisitions
AI scanner
AI data-plate scan
Truck inventory
Truck inventory
Memberships
Memberships
My Earnings
My earnings
Commissions · Auto-calculated

Commissions paid right, every time.

Plans by trade × position × seniority. Engine fires on invoice payment — labor + commission frozen to job_costs the moment cash clears. Approval queue + payout report for the office, real earnings on every tech's iPad.

Commissions dashboard
Tech payouts
Commission plans matrix
Plans by trade × position
Commission approvals
Approvals queue
Commission payout
Payout report
Outreach · Outbound Dialer

From a list of numbers to a booked job.

Upload a list, queue it on the dialer, watch the funnel fill. Dispositions auto-log, bookings drop into dispatch with the customer + property pre-created. Per-agent leaderboard + funnel report so you know what's working.

Outbound overview
Dialer Results
Call list
Spring Tune-Up list
Dialer work screen
Call-the-list UI
Outreach report
Dials → connects → bookings
Reports · One Source of Truth

The reports your numbers actually come from.

Twelve standard reports — KPI, Revenue, Job Costing, Technicians, Customers, Outreach, P&L, Leaderboard, Budget vs Actual, Financial, Custom — all reading from the same job_costs and invoice tables your dispatch and payroll write to. No spreadsheet drift.

Revenue report
Revenue Dashboard
Job costing report
Job Costing P&L
Technician performance
Technician Performance
Financial report
Financial / P&L
Budget · Set Targets, Track Live

Build a budget. Track the variance live.

Set monthly revenue, labor, and cost-of-goods targets per trade. The Budget vs Actual report compares live invoice + job_costs data against the plan — green when you're ahead, red when you slip. No more end-of-quarter surprises.

Budget targets + variance
Targets + live variance
Job analytics
Job analytics
P&L report
P&L by month
Leaderboard
Tech leaderboard
Permits · Auto-Generated PDFs

Type the address. We generate the permit.

Parcel auto-fill pulls block, lot, qualifier, municipality, county the moment you type the address — wherever county GIS supports it. Pick the permit type, attach spec sheets, and ONEREQ PRO auto-generates the application PDF ready to e-file.

Permits dashboard
Permits dashboard
New permit modal with parcel auto-fill
Create + AUTO parcel fill
Rebate Catalog — federal/IRA + utility programs
Rebate Catalog
Auto-generated permit PDF
Auto-generated PDF
vs. the others

Leaving ServiceTitan, Housecall Pro, or Jobber?

A side-by-side of the things contractors actually email us about. Setup cost, time to live, what's actually in the base price.

  ONEREQ PRO ServiceTitan Housecall Pro Jobber
Setup cost$0$3K – $10K
Time to live14 days3 – 6 monthsWeeksWeeks
AI on every screen (Rex)
Bilingual EN / ES platform-wide
Native iPad tech appPartialPartialPartial
Sales Advisor (HVAC + Elec + Plumb)HVAC only
AR Collection Loop (cron + portal)
Per-tech surprise chargesNone~$250 / techTier-gatedTier-gated
Branded customer portal — TestCo HVAC example
Live Now

White-Label Customer Portal

Live and shipping with every Professional plan today — your customers schedule, pay, sign agreements, review service history, and self-enroll in memberships under your brand. The matching native customer app for iPhone and iPad (Face ID, branded splash) is in final App Store review.

Lock-screen marketing

Push marketing your customers can’t miss. Send branded promos, seasonal tune-up reminders, and membership renewal nudges — one tap, straight to their lock screen. Web push today, native APNs the day the app drops.

  • Marketing campaigns — web push + email + SMS by audience
  • Push notifications — lock-screen, bypass the inbox
  • Online scheduling + Stripe Pay-Now
  • Membership self-signup with data-plate scan
  • Magic-link account setup
  • Per-tenant branding + QR codes for truck wraps
  • Native customer app — iPhone + iPad coming soon
See the portal →
Integrations

Connected to the tools you already use.

Real, in-production integrations — accounting, payments, telephony, lead providers, financing, reviews, and AI — using each vendor’s own API. Already built from running the CRM.

Live
QuickBooks Online
Bidirectional sync — customers, invoices, payments, items.
Live
Stripe
Cards · ACH · customer portal · AR webhook.
Live
Twilio Voice
Managed lines or BYO. Call recording + routing.
Live
Angi
Lead ingestion via universal webhook.
Live
Thumbtack
OAuth + NegotiationCreatedV4 lead webhook.
Live
Google LSA
Local Services Ads lead intake.
Live
Square
Payments integration for Square merchants.
Live
Google Reviews
Read + reply via Business Profile API.
Live
Synchrony
Consumer financing — dealer fee wired into the pricing engine.
Live
GreenSky
Consumer financing — dealer fee wired into the pricing engine.
Apple Push (APNs)Live
Tech app + Team Hub + customer portal notifications.
Don’t see your stack?Coming Soon
Our universal webhook receiver covers most lead + CRM sources. Request an integration during onboarding.

Plus pricebook + data import from ServiceTitan, Housecall Pro, Jobber, or CSV — sequential hierarchy import for 10k+ item catalogs.

Common questions

The questions we hear most.

Correct. Pricing is per company, with a tier ceiling on how many active technicians the plan supports (Starter 5 / Pro 15 / Enterprise unlimited). You don't pay extra each time you hire a tech inside the tier.
Most shops are live in 14 days. Setup is a one-time white-glove fee — $1,500 Starter, $3,000 Professional, $5,000 Premium — and covers full data migration (customers, jobs, equipment, memberships, pricebook), trade configuration, financing partner connection, accounting + phone integration, and live training for office staff and technicians. No nickel-and-diming after that.
We've migrated shops off ServiceTitan, Housecall Pro, and Jobber. The pricebook gets imported with the ServiceTitan sequential positional hierarchy parser, customer records come over with equipment intact, and you keep your data the whole way. No contracts — month-to-month. Setup is a one-time fee that's a fraction of what ServiceTitan charges for the same migration scope.
Yes — EN/ES toggle across the CRM and the iPad tech app, including the Superheat / Subcooling calculator. PDF estimates and invoices render in the customer's preferred language. Transactional emails too. ~70 dedicated Spanish strings for customer-facing surfaces.
Rex thumbs up

One platform. Every job.
Start to finish.

See your shop run on ONEREQ PRO in a 30-minute demo. No deck, no slides — we walk you through the platform with your real workflow.

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