Run the service calls. Prove the safety work. Same system.
Dispatch, equipment history, maintenance agreements and invoicing for mechanical companies, with hazard assessments and competency attached to the jobs they belong to.
Two jobs usually done in two systems
One program runs the service calls. Another, or a binder, holds the safety records. Neither knows the other exists, so a general contractor’s prequalification request becomes a week of digging.
In Orientra the job and its safety record are connected. The technician sees what applies to this call and no more, and the proof ends up where it needs to be without anybody filing it twice.
- Dispatch board with who has room on Thursday
- Serial, model, install date and service history per unit
- Maintenance agreements that generate their own visits
- Labour, parts, quotes and invoices on the job
- Refrigerant, gas and confined space competencies visible before the job is assigned
- Works on a phone in a mechanical room with no signal
Common questions
Is this field service software or safety software?
Both, and you can use either one alone. Most HVAC and plumbing companies need to run the service calls and prove the safety work, and here those two know about each other.
Does it keep equipment history?
Yes. Every job that touched a unit is in one place, with its serial, model, install date and service record.
Can it handle maintenance agreements?
Yes. A service agreement generates its own visits on a twelve-month horizon, without creating the same job twice.
Does it handle quotes and invoices?
Yes. Labour, materials from your price book, quotes and invoices all sit on the job, and cost and margin are visible while the job is still open.
See it on your kind of service call.
Try it for 45 days with your own company, no card required, or book a demonstration built around your work.