BUILT FOR YOUR TRADE

Not generic software. Purpose-built for HVAC, Plumbing & Electrical.

Every feature, every tool, every AI model is calibrated for your trade. Forms, pricebooks, permits, safety checks, sales presentations — all configured and ready.

Jump to your trade ↓
HVAC

HVAC

Tune-ups to full system replacements — every tool dialed in for heating & cooling contractors.

+40%
Replacement Sales
+65%
IAQ Attachment
+48%
Maintenance Agreements

Diagnostic & Sales Tools

🌡️ P/T & Superheat Calculator

Instant P/T chart lookup for R-410A, R-22, R-32, R-134A. Flags undercharge, overcharge, flooding, restriction.

🏠 Home Comfort Presentation

17-step in-home assessment with urgency scoring. Drives +40% system replacement sales.

💨 IAQ Sales Presentation

Air filtration demos, UV education, tiered wellness plans — close bigger tickets with wellness upsells.

🔧 Refrigerant & Leak Tracking

Log refrigerant usage per job. Compliance built in. Leak-check workflow with Rex flags.

Rex Rex Smart Compatibility — HVAC

Prevents the #1 cause of HVAC returns: wrong-sized coils & mismatched tonnage.

21" coil ordered for a 17.5" cabinet.✓ Rex blocks the order, suggests the correct 17.5" coil.
3-ton condenser with 2-ton air handler.✓ Rex flags mismatch, shows compatible options.
Wrong metering device for refrigerant.✓ Rex validates TXV vs piston compatibility.

🏛️ Permit workflow — built in

📝Submitted
🔎In Review
Approved
🛠️Inspection
🏁Passed

11 HVAC permit fixtures pre-configured

Hot Air FurnaceAir ConditioningWater HeaterGas PipingFuel Oil PipingSteam BoilerHot Water BoilerOil TankLP Gas TankFireplaceGenerator

Rex Rex's HVAC intelligence

What Rex knows out of the box — no training, no setup. Just turn it on.

Seasonal patterns

AC demand in summer, furnace calls in fall — Rex pre-routes capacity.

Refrigerant tracking

R-410A, R-22, R-32, R-134A charges logged for EPA compliance.

SEER & tonnage math

Rex picks the right ton + SEER tier for each home, every time.

Rebate windows

IRA 25C, utility rebates, heat-pump incentives — auto-attached.

Equipment age flags

Systems >12 yrs auto-tagged for replacement pitch on next visit.

AHRI matching

Outdoor + indoor + coil matched to a valid AHRI bundle automatically.

Plumbing

Plumbing

Service, drains, water heaters, repipes — calibrated for plumbing contractors.

+52%
Water Heater Sales
+35%
Service Agreements
+45%
Filtration Sales

Diagnostic & Sales Tools

💧 Plumbing Health Check

Water heaters, drains, fixtures, water quality, sewer lines — structured walkthrough every tech can run.

🚰 Water Filtration Presentation

Interactive education with recommendations based on local water data.

🔥 Water Heater Diagnostic

Tank/tankless, age analysis, efficiency calc, replacement recommendations with ROI.

🧪 Water Quality Quiz

Identifies contaminants, generates personalized filtration solutions on the spot.

Rex Rex Smart Compatibility — Plumbing

Ensures water heater replacements match connections & household capacity.

Side inlet tank ordered for a top-inlet rough-in.✓ Rex flags mismatch, shows compatible options.
40-gal replacement for a 6-person household.✓ Rex suggests upsized tank to avoid callback.
Wrong gas valve type (LP vs Natural Gas).✓ Rex blocks, suggests correct valve.

🏛️ Permit workflow — built in

📝Submitted
🔎In Review
Approved
🛠️Inspection
🏁Passed

17 plumbing permit fixtures pre-configured

Bath TubLavatoryShowerFloor DrainSinkDishwasherDrinking FountainWashing MachineHose BibbWater ClosetUrinal / BidetSewer PumpBackflow PreventerGrease TrapSewer ConnectionWater ServiceStacks

Rex Rex's plumbing intelligence

What Rex knows out of the box — no training, no setup. Just turn it on.

Water heater lifespans

Tracks age by brand + fuel type. Flags replacement candidates.

Pipe material map

Copper, PEX, cast iron — Rex logs what's behind every wall.

Fixture counts per property

For permits, repipes, capacity sizing — Rex has the count ready.

Gas valve + venting rules

LP vs Natural Gas, direct vent vs power — blocks wrong installs.

Water quality data

By zip code — recommends filtration specific to local water.

Permit thresholds

Knows when a job triggers a permit vs when it doesn't.

Electrical

Electrical

Service, panels, generators, EV chargers — tools built for licensed electricians.

+50%
Panel Upgrades
+60%
Surge Protection
+38%
Generator Sales

Diagnostic & Sales Tools

🛡️ Electrical Safety Check

Panels, outlets, grounding, GFCI/AFCI, code compliance — structured inspection protocol.

⚡ Panel Upgrade Presentation

Visual demos of capacity, safety upgrades, whole-home surge protection benefits.

🔋 Generator Sizing Tool

Calculate backup power by circuit. Standby vs portable recommendations.

💡 Electrical Upgrade Presentation

LED upgrades, smart home, EV chargers — in-home education & proposals.

Rex Rex Smart Compatibility — Electrical

Validates panel compatibility & load requirements before you order.

Wrong breaker brand for panel type.✓ Rex validates panel compatibility.
Undersized wire for calculated load.✓ Rex flags under-rated wire, suggests correct gauge.
Generator transfer switch incompatible with panel.✓ Rex blocks, shows compatible ATS options.

🏛️ Permit workflow — built in

📝Submitted
🔎In Review
Approved
🛠️Inspection
🏁Passed

14 electrical permit fixtures pre-configured

OvenElectric Water HeaterDryerDishwasherGarbage DisposalCentral ACSpace HeaterBaseboardHP MotorTransformer / GeneratorServiceSub-PanelsMotor Control CenterElectric Sign

Rex Rex's electrical intelligence

What Rex knows out of the box — no training, no setup. Just turn it on.

Load calculations

Auto-computes full-home load by appliance + square footage.

Panel & breaker compatibility

Blocks wrong breaker brand for panel type — no bad orders.

Generator sizing

Standby vs portable, KW math per circuit — done in seconds.

Code & AFCI/GFCI rules

Flags where current code requires ground/arc-fault protection.

EV charger routing

Knows wire gauge, conduit runs, service upgrade thresholds.

Rebate eligibility

Panel upgrades, heat pump + EV incentives — auto-attached.

Running 2 or 3 trades? One login, one CRM.

Most contractors running multiple trades end up running multiple tools. We unify everything so a customer with AC + water heater + panel is one record.

🔁

Cross-trade leads

Plumbing tech spots an old panel — creates an electrical lead from the iPad. Worth 20 points on the contest board.

🗓️

Unified dispatch

All trades on one board. Filter by trade, tech, priority. Multi-trade jobs assigned to multi-trade techs automatically.

👤

Shared CRM

One customer record across every service. Equipment list spans HVAC, plumbing and electrical — with age + replacement opportunity tags.

🎯

Combined memberships

"Whole-Home" memberships covering HVAC tune-ups + plumbing inspections + electrical safety checks — higher ticket, stickier customer.

📣

Trade-aware marketing

Rex drafts campaigns per trade. AC tune-up emails for your HVAC list, water heater upgrade for your plumbing list.

💳

Unified commissions

Different commission structures per trade, per tech. All computed automatically from completed jobs.

See your trade, live.

Book a demo and we'll load your actual trade config — forms, pricebook structure, permits, contest points.