One Platform. Every Job. Start to Finish.

The all-in-one field service management platform for HVAC, Plumbing, and Electrical contractors. CRM, dispatch, invoicing, tech app, memberships, marketing automation, and AI-powered diagnostics with Rex — everything your team needs to run and grow.

24+
Built-In Modules
45%
Revenue Increase
$12K+
Annual Savings
2.5hrs
Saved Daily
Schedule a Demo RexSee the Platform
HVAC
Plumbing
Electrical
Rex the AI Tech waving

Hey there! I'm Rex the AI Tech! Let me help you run your entire business from one platform!

5-7
disconnected tools per company
$50K+
wasted annually on software
3hrs
lost per tech per day

Disconnected Tools Are Holding You Back

Most contractors juggle separate systems for dispatch, invoicing, CRM, marketing, and field operations. Data gets lost between tools, techs waste time on paperwork, and you can't see the full picture of your business.

ONEREQ PRO replaces them all — one platform that handles everything from the first customer call to the final invoice.

AI-POWERED FIELD SERVICE

Meet Rex the AI Tech — Your Smartest Team Member

Rex powers the industry's smartest parts requisition system. No more wrong parts,
no more wasted trips, no more costly returns. Just the right part, first time, every time.

Rex taking picture

AI Vision AnalysisSnap & Identify

Point your camera at any equipment data plate. Rex instantly reads model numbers, specs, and identifies the exact equipment — even on faded or damaged plates.

  • Reads any data plate in seconds
  • Extracts model, serial, specs
  • Works on old & legacy equipment
  • Suggests manufacturer videos
Rex with iPad

Smart Diagnostics1,200+ Scenarios

Describe the symptom, Rex identifies the cause. Cascading diagnostic workflows guide technicians from problem to solution, recommending exact parts needed.

  • Symptom-to-solution guidance
  • Confidence levels on diagnoses
  • Callback prevention suggestions
  • Model-specific known issues
Rex success

Vendor IntelligenceNever Wrong Again

Rex knows which vendors carry which brands. Parts automatically route to the correct supplier — no more ordering from the wrong vendor and waiting for returns.

  • Automatic vendor routing
  • OEM vs universal recommendations
  • Warranty job compliance
  • Real-time inventory checking
Rex presenting

Smart CompatibilityEvery Trade

Rex prevents incompatible parts orders across all trades — from HVAC cabinet dimensions to water heater connections to electrical panel specifications.

  • Trade-specific matching algorithms
  • Physical compatibility verification
  • Code compliance checking
  • Eliminates costly returns

Meet All Versions of Rex

Rex adapts to every situation — from thinking through complex problems to celebrating successful jobs

Rex waving

Waving Rex

Welcomes you to the app

Rex thinking

Thinking Rex

Analyzing your problem

Rex success

Success Rex

Found the right parts!

Rex presenting

Presenting Rex

Shows recommendations

Rex thumbs up

Thumbs Up Rex

Job complete!

98%
First-Time Accuracy
3hrs
Saved Per Tech/Day
80%
Fewer Wrong Parts
$450
Avg Saved Per Mistake

Rex's Tool Suite

Specialized diagnostic tools and sales presentations for every trade — all built into ONEREQ PRO

HVAC

HVAC Diagnostic & Sales Tools

Thermostat

Pressure/Temperature Calculator

Instant P/T chart lookup for R-410A, R-22, R-32, and R-134A. Enter pressure, get saturation temperature instantly.

Superheat Subcool

Superheat & Subcooling Calculator

Calculate superheat from suction line temp and subcooling from liquid line temp. Flags undercharge, overcharge, flooding, and restriction issues automatically.

Home Comfort

Home Comfort Presentation

Interactive survey with videos, energy savings calculator, and system upgrade proposals. Increases replacement sales 40%.

IAQ Equipment

IAQ Sales Presentation

Complete Indoor Air Quality sales tool with air filtration demos, UV education, and tiered wellness protection plans.

Plumbing

Plumbing Diagnostic & Sales Tools

Plumbing Health Check

Plumbing Health Check

Comprehensive assessment covering water heaters, drains, fixtures, water quality, and sewer lines with upgrade recommendations.

Water Filtration

Water Filtration Presentation

Interactive water quality education with softener and filtration recommendations. Shows hard water damage and health benefits.

Water Heater

Water Heater Diagnostic

Tank and tankless troubleshooting with age analysis, efficiency calculations, and replacement recommendations.

Water Quality

Water Quality Quiz

Customer quiz identifying hard water, contaminants, and filtration needs. Generates personalized solution recommendations.

Electrical

Electrical Diagnostic & Sales Tools

Electrical Safety

Electrical Safety Check

Complete electrical safety inspection covering panels, outlets, grounding, GFCI/AFCI protection, and code compliance.

Panel Upgrade

Panel Upgrade Presentation

Visual demonstrations of panel capacity, safety upgrades, and whole-home surge protection benefits.

Generator Sizing

Generator Sizing Tool

Calculate backup power needs by circuit. Recommends standby vs portable solutions with transfer switch options.

Electrical Upgrade

Electrical Upgrade Presentation

Showcase LED upgrades, smart home solutions, EV charger installations, and whole-home electrical improvements.

Smart Compatibility Matching

Every trade has unique compatibility challenges. Rex understands them all and prevents costly mistakes before they happen.

HVAC

HVAC

Cabinet Width & Tonnage Matching

The #1 cause of HVAC returns: ordering coils that don't physically fit the cabinet, or mismatching tonnage between indoor and outdoor units.

Common Mistakes Rex Prevents:
  • 21" coil ordered for 17.5" cabinet
  • 3-ton condenser with 2-ton air handler
  • Wrong metering device for system type
  • Incompatible refrigerant components

Rex verifies cabinet dimensions & system specs before ordering

Plumbing

Plumbing

Connection & Capacity Matching

Water heater replacements fail when connection types don't match existing plumbing, or capacity doesn't meet household demand.

Common Mistakes Rex Prevents:
  • Side inlet tank for top inlet rough-in
  • 40-gal replacement for 6-person home
  • Wrong gas valve type (LP vs Natural)
  • Mismatched venting requirements

Rex checks connection types, capacity needs & fuel compatibility

Electrical

Electrical

Panel & Load Matching

Electrical callbacks happen when breakers don't fit panels, or new circuits exceed panel capacity and load calculations.

Common Mistakes Rex Prevents:
  • Wrong breaker brand for panel type
  • Undersized wire for circuit load
  • Generator transfer switch incompatibility
  • GFCI/AFCI requirements not met

Rex validates panel compatibility & load requirements

See It In Action

Built for How You Actually Work

Real tools, real screens, real results. Here's what your team sees every day inside ONEREQ PRO.

DISPATCH BOARD

Real-Time Dispatch That Runs Itself

See every job, every tech, every status at a glance. Drag-and-drop scheduling with live updates, arrival windows, and automatic notifications.

  • ✓ Timeline, Board, Week & Month views
  • ✓ Drag-to-resize job blocks
  • ✓ Live status tracking with green pulse
  • ✓ Auto tech-on-the-way SMS
Dispatch Board Live
Timeline Board Week
3
Unassigned
8
Scheduled
5
In Progress
12
Completed
8 AM9 AM10 AM11 AM12 PM1 PM2 PM3 PM
Mike T.
Johnson - AC Repair
Smith - Furnace
Sarah K.
Garcia - Water Heater
Lee - PM
James R.
Brown - Panel
Wilson - Generator
Tony M.
Martinez - System Install
Spring Sales Showdown 2026
Leaderboard
Week 6 of 12 Live
🏆
MT
Mike Torres
HVAC Lead Tech
2,450
points
🥈
SK
Sarah Kim
Plumbing Specialist
2,180
points
🥉
JR
James Rivera
Electrical Tech
1,920
points
4
TM
Tony Martinez
HVAC Installer
1,680
points
CONTESTS & GAMIFICATION

Motivate Your Team With Live Competitions

Run sales contests with real-time leaderboards, gold/silver/bronze rankings, point tracking by trade, and prize management. Watch performance soar.

  • ✓ Live leaderboards with rankings
  • ✓ Points by trade & category
  • ✓ Team & individual competitions
  • ✓ Auto-calculated commissions
REX AI ASSISTANT

Your Smartest Team Member Never Calls in Sick

Rex scans data plates with your camera, diagnoses problems from symptoms, checks part compatibility, and guides techs through repairs — all from the field.

  • ✓ AI data plate scanning
  • ✓ Photo diagnosis of issues
  • ✓ Voice-to-text field notes
  • ✓ 1,200+ diagnostic scenarios
Rex
Rex AI Assistant
Online - Ready to help
Rex thinking

I scanned the data plate. This is a Carrier 24ACC636A003 — a 3-ton, 16 SEER condenser, R-410A, manufactured March 2018.

Customer says it's not cooling. Compressor runs but no cold air.

Rex success

Top 3 likely causes:

92%Low refrigerant charge
78%Faulty TXV metering device
45%Compressor valve failure
Customers
+ New Customer Import
1,247
Total
342
Members
28
New This Week
JM
Johnson, Michael
(555) 234-5678 - Dallas, TX
Premium
SG
Smith, Grace
(555) 876-5432 - Plano, TX
Classic
RW
Rivera, William
(555) 345-6789 - Frisco, TX
Optimum
AB
Anderson, Beth
(555) 456-7890 - McKinney, TX
Deluxe
CRM & CUSTOMERS

Every Customer, Every Detail, One Place

Full customer profiles with equipment history, service records, membership tiers, tags, multiple locations, and lead source tracking. Know your customers before you knock on the door.

  • ✓ Equipment tracking with age alerts
  • ✓ Membership tier badges
  • ✓ Service history & invoices
  • ✓ Google address autocomplete
REPORTS & ANALYTICS

Know Your Numbers Without a Spreadsheet

Revenue by trade, tech performance rankings, job costing, commission tracking, membership revenue, budget vs. actuals — all in real-time dashboards you can print or export.

  • ✓ Revenue & job costing reports
  • ✓ Technician performance rankings
  • ✓ Commission & payroll tracking
  • ✓ Print & CSV export
Reports Dashboard
$184K
Collected
$32K
Outstanding
847
Total Jobs
$28K
MRR
Revenue by Trade
HVAC$98,400
Plumbing$52,800
Electrical$33,200
Top Technicians
1. Mike Torres$42,800
2. Sarah Kim$38,200
3. James Rivera$31,600

The Complete Field Service Platform

Everything you need to run your business — from the first call to the final invoice. No more juggling 5-7 separate tools.

Core Operations

📋

Dispatch Board

Real-time timeline view with drag-to-resize job blocks, arrival windows, status tracking, and tech assignment across all trades.

👥

CRM & Customers

Full customer database with contact info, equipment tracking, service history, tags, multiple locations, and lead source attribution.

📱

Technician App

Mobile-first field app with daily dashboard, job management, equipment scanning, pricebook access, timesheets, and earnings tracking.

📞

Call Center

Integrated calling, SMS, call recording, and tech-on-the-way notifications powered by Twilio. Book jobs directly from inbound calls.

Revenue & Finance

💵

Invoicing & Estimates

Create estimates and invoices with line items, tax, membership discounts. Online payments via Stripe. Digital signatures built in.

📝

Memberships & Agreements

Tiered service plans with monthly/annual billing, auto-renewal, deferred revenue tracking, and equipment-specific tiers.

📊

Accounting & Reports

AR management, batch exports, job costing, revenue reports, tech performance, budget tracking, and commission management.

💳

Financing

Integrated financing options for system replacements. Finance partner management with fee calculations built into proposals.

Sales & Marketing

🎯

Comfort Advisor

In-home sales tool with tiered system packages, IAQ assessments, equipment sizing, branded proposals, and public signing pages.

📣

Marketing Automation

Multi-channel campaigns (email, SMS, direct mail), audience segmentation, lead tracking, reputation management, and promotions.

📋

Quoting & Proposals

Professional quotes with templates, digital signatures, valid-until dates, and automatic conversion to invoices when accepted.

🔄

Follow Up Engine

Automated follow-ups for unsold estimates, expiring memberships, recurring services, surveys, and expiring credit cards.

Operations & Tools

📦

Pricebook

Complete catalog with services, materials, equipment, system packages, rebates, discounts, and dynamic pricing rules per trade.

🚚

Inventory & Purchasing

Truck stock tracking, warehouse bin management, requisitions with auto-PO#, replenishment ordering, and supplier management.

📋

Permits

Permit application management with checklists, multi-vendor submission, status tracking, and complete history archives.

🏆

Contest & Gamification

Run sales contests with live leaderboards, points tracking, and prize management. Gamify performance and motivate your team.

Digital Signatures
In-person & remote signing
Customer Portal
Self-service scheduling & payments
Multi-Language
Full English & Spanish support
Online Payments
Stripe-powered checkout

Interactive Sales Presentations

Turn every service call into a growth opportunity. Smart presentations identify upsell opportunities and generate proposals that close.

Rex Home Comfort Presentation
+40%
More Replacement Sales
🔥 HVAC: HOME COMFORT SURVEY

Transform Every HVAC Call Into a Sales Opportunity

The Home Comfort Survey is your techs' secret weapon. Walk customers through a professional, interactive assessment that educates and builds trust — turning service calls into sales.

  • ✓ Visual System Scoring — Equipment age, efficiency, condition
  • ✓ Energy Cost Calculator — Real savings estimates
  • ✓ IAQ Recommendations — Air quality upsell opportunities
  • ✓ Built-In Educational Videos — Content that sells
+65%
IAQ Sales
+48%
Maintenance
Rex Plumbing Health Check
+52%
Water Heater Replacements
🔧 PLUMBING: HEALTH CHECK SURVEY

Turn Plumbing Calls Into Recurring Revenue

The Plumbing Health Check gives techs a professional way to assess entire plumbing systems. Document water heater condition, fixture age, and pipe health — then present clear upgrade paths.

  • ✓ Water Heater Assessment — Age, efficiency, tank condition
  • ✓ Fixture & Faucet Evaluation — Upgrade opportunities
  • ✓ Drain & Sewer Inspection — Find hidden issues
  • ✓ Water Quality Testing — Filtration sales opportunities
+35%
Service Agreements
+45%
Filtration Sales
Rex Electrical Safety Check
+50%
Panel Upgrade Sales
⚡ ELECTRICAL: SAFETY CHECK SURVEY

Protect Customers & Close Safety Upgrades

The Electrical Safety Check helps techs identify hazards and present solutions professionally. Document panel condition, code violations, and upgrade opportunities with photo evidence.

  • ✓ Panel Capacity Analysis — Load calculations, upgrades
  • ✓ Safety Hazard Documentation — Photo evidence
  • ✓ Surge Protection Assessment — Whole-home protection
  • ✓ Generator & EV Readiness — Future-proofing
+60%
Surge Protection
+38%
Generator Sales

One Platform. Every Trade.

ONEREQ PRO supports the trades that keep homes running — with more coming soon.

HVAC
❄️

HVAC

Heating, cooling, and indoor air quality

  • Comfort Advisor with system packages
  • IAQ Sales Presentation with videos
  • Smart compatibility matching
  • Equipment intelligence & age tracking
  • Home Comfort Survey tool
  • AI diagnostics with Rex
Plumbing
💧

Plumbing

Water heaters, fixtures, and pipe systems

  • Plumbing Health Check survey
  • Water Filtration Sales Presentation
  • Water Heater diagnostics
  • Connection & capacity matching
  • Equipment age & condition tracking
  • AI diagnostics with Rex
Electrical
⚡

Electrical

Panels, generators, and electrical systems

  • Electrical Safety Check survey
  • Panel Upgrade Presentations
  • Generator sizing & sales tools
  • Panel & load matching
  • EV charger & smart home upgrades
  • AI diagnostics with Rex

Built-In Integrations

ONEREQ PRO connects with the tools you already use — plus more coming soon.

Twilio

Calling, SMS, recordings & notifications

Live
Stripe

Online payments & checkout

Live
Google

Address autocomplete & maps

Live
QuickBooks

Accounting & expense tracking

Live
🔌

Developer API Available

Use our REST API to build custom integrations with your proprietary systems.

Rex thumbs up

Ready to Run Your Business on One Platform?

Join the contractors using ONEREQ PRO to manage dispatch, invoicing, memberships, marketing, and field operations — all in one place with AI-powered tools that grow your business.

Schedule a Demo