Mechanical & HVAC Service Software for Commercial Service Companies
Commercial mechanical and HVAC service companies face a constant pressure to deliver preventative maintenance on schedule, respond quickly to emergency calls, manage service agreements profitably, and keep technicians productive across dozens of accounts. DinoMyte CRM was built to give you full operational control — from the first service call through the annual maintenance contract renewal.
What Holds Mechanical & HVAC Companies Back from Growing Profitably
Most mechanical and HVAC service businesses hit a growth ceiling when their operations systems can't keep up. Preventative maintenance visits get missed because there's no reliable system to track them. Technicians arrive at sites without equipment history. Service agreement billing is inconsistent. And managers have no clear picture of which jobs and contracts are actually profitable.
DinoMyte CRM solves these problems with a connected platform that links your scheduling, equipment history, service agreements, mobile technician tools, and billing into one system your entire team can rely on.
Complete Business Management for Mechanical & HVAC Companies
Purpose-built tools for commercial HVAC and mechanical service operations.
Scheduling & Dispatch
Schedule preventative maintenance visits, emergency service calls, and installation crews with a real-time dispatch board. Reduce windshield time and maximize billable hours per technician.
Preventative Maintenance
Set up recurring PM schedules for commercial HVAC, refrigeration, and mechanical equipment. Automate reminders, create PM work orders, and track completion rates across your customer base.
Quoting & Proposals
Generate professional proposals for equipment replacement, system retrofits, and service agreements. Include equipment specs, labor rates, and warranty terms with a branded proposal template.
Inspections & Compliance
Run equipment inspections with custom forms, photo documentation, and technician sign-off. Track equipment condition history and generate reports customers can use for compliance purposes.
Technician Mobile App
HVAC and mechanical technicians access job details, equipment history, parts lists, and service forms from their mobile device. Clock in, log work, and collect signatures without paperwork.
Parts & Inventory Management
Track filters, belts, refrigerant, compressors, and parts across your warehouse and service vehicles. Reduce lost inventory and ensure technicians are stocked for scheduled visits.
Service Agreements & Billing
Manage commercial maintenance contracts with automated invoicing and renewal tracking. Build predictable recurring revenue with tiered service agreement packages.
Reporting & Performance Metrics
Track technician productivity, service agreement retention, first-call resolution rates, and profitability by equipment type, customer, or job category.
Built for Commercial Mechanical & HVAC Operations
Equipment record management with full service history per unit and per location
Automated PM scheduling with technician assignment and customer notification
Service agreement contract tracking with tiered pricing and automated renewal billing
Emergency dispatch with GPS tracking and real-time technician availability
Refrigerant tracking and usage logging per technician and per job
QuickBooks integration for seamless billing and payment reconciliation
Customer portal for equipment records, service history, and invoice access
Custom dashboards for PM completion rates, response times, and contract profitability
Still Running Multiple Systems?
See how DinoMyte replaces your CRM, scheduling, inspections, and billing with one platform built for service companies.