// For commercial mechanical contractors
AI for mechanical contractors, tested on work your office already closed out.
For commercial and industrial HVAC, plumbing, process piping and sheet metal contractors. Start in the service department: planned maintenance visits billed against the agreement that covers them. A free AI proof of concept runs that job on 20 to 30 visits your billing clerk already invoiced. On the project side, closeout packages make the second test.
- First job
- Service agreement billing
- You send
- 20 to 30 billed PM visits, after an NDA
- We touch
- No service, accounting or project system
- Reviewer
- Named by the owner, often your service billing lead
- Left out
- Certified payroll
- Price
- A range before it starts
// Jobs we would test
Jobs on the service desk and the project side
Service agreement billing
Each PM visit checked against the agreement that covers it: what was included, what was extra, and which repairs were quoted and approved before anyone billed them.
See the service billing pageCloseout documents
O&M manuals, warranties, test and balance and startup reports gathered against the spec's closeout sections, then tracked until the GC accepts them.
See the closeout pageEquipment quotes, leveled
Quotes from equipment reps against the same schedule, lined up side by side: what each one includes for startup, freight, controls and warranty, and what each leaves out.
See the bid leveling pageRepair quotes from PM findings
Deficiencies a technician writes up on a maintenance visit, drafted into repair quotes for your service manager to price and send.
See the repair quotes page// Why service billing first
The agreement, the ticket and the invoice are all on file
Many commercial mechanical contractors run two businesses from one office. The construction side installs plumbing and HVAC on bid projects, the work MasterFormat files under Division 22 and Division 23, and bills a GC. The service side keeps the same kind of equipment running under maintenance agreements that renew each year. The trade's own association reflects the split: MCAA's member organizations include the Mechanical Service Contractors of America for service shops, the Plumbing Contractors of America and the National Certified Pipe Welding Bureau.
Service billing is the better first test because its answer key fills up quickly. Each planned maintenance visit leaves behind the agreement it falls under, the technician's completed checklist and work ticket, and the invoice your billing clerk sent. Agreements bill monthly, quarterly or once a year across your whole customer list, so 20 to 30 billed visits come from a month or two of ordinary work.
The checklists also have a common reference point. ANSI/ASHRAE/ACCA Standard 180 sets the minimum inspection and maintenance tasks for commercial building HVAC, listed by equipment type in tables whose baseline frequencies are the minimum for compliance. Whether your task lists follow it or the manufacturer's manual, each visit has a known shape that a draft can be checked against, task by task.
Closeout comes second for a different reason. Much of a mechanical closeout package is written by other people: equipment manufacturers' startup reps, the controls contractor, the balancing firm, your sub-tier insulators. The work is gathering, checking and resubmitting until the GC accepts, which suits a test on two or three projects you already turned over.
Neither test depends on your software. Service departments run Vista Service Management, ServiceTitan's commercial setup or BuildOps, and projects run in Procore beside the books; the proof of concept works from copies and exports and never logs in.
// Across industries
Jobs compared with other industries
Compliance documents
Billing automation
// How it runs
One job, then a decision
- Step 01
The proof of concept
After the NDA, you send copies of 20 to 30 billed PM visits: the agreement and equipment list each one falls under, the technician's checklist and ticket, and the invoice. Nothing connects to your service software or accounting system. Agreements that can't leave the office get rebuilt as look-alikes with your billing lead.
- Step 02
Your reviewer decides
The owner names the reviewer, usually whoever checks service invoices before they go out, and the success criteria go in writing before day one, with a price range for the live job. Your reviewer then sets each drafted invoice beside the one your office sent.
- Step 03
Live for about 30 days, after a yes
The job runs on new visits for about 30 days, and a person approves each invoice before a customer sees it. Closeout, or whichever job is next, follows only after its own yes, priced on its own.
Priced per job. You get a range before the proof of concept and a fixed price before you sign.
The range comes on the call, once we know roughly how many agreements you bill, how often they bill, and which system your service department runs on.
// Questions
Questions from mechanical contractors
Do you work with ServiceTitan, BuildOps or Vista?
Every one of our agreements is different. Is that a problem?
Do you handle certified payroll?
Can we start with closeout instead of service billing?
Rob Eason, founder
// Book a proof-of-concept call
Start with last month's PM visits.
30 minutes with Rob. You'll be asked for your company and role, the job you want tested, and roughly how many agreement visits you bill in a month. Hold agreements and tickets back until the NDA is signed.
- Co-owned a 60-employee financial services firm and sold his share to his partner.
- Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
- 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
- 4.3/5 from 6 Google reviews of Massmarket AI.
- Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
- Takes every proof-of-concept call himself.