PrimeX for HVAC
The operating system for HVAC — Prime AI dispatches, drafts, invoices, and learns your tune-up cadence so the office runs while you run the truck.Start freeSee pricing
HVAC is a recurring-revenue business hiding inside a service business. Every install in May becomes a tune-up in October becomes a part replacement in February — the operators who win are the ones who never let a capacitor failure or a clogged drain pan slip past the calendar. PrimeX is built around that fact. The recurring-visit cadence, the part-failure pattern recognition, the seasonal route density — Prime tracks them so you stop tracking them in your head.
A typical morning on PrimeX: Prime opens with a brief that names today's six service calls, the two tune-ups stacked on the same block, and the three customers whose 8-year-old units are entering capacitor-failure territory. Recurring visits are auto-generated from each plan's frequency — monthly, biweekly, quarterly, semi-annual, annual — and Prime drafts the customer reminder SMS the day before. You approve the batch in three taps; the messages go out spaced through the morning so the customer doesn't feel pinged.
Mid-day, the dispatch board re-flows when a tune-up runs long. Prime suggests the swap before you ask — moving the next call to a closer tech, drafting the apology SMS to the customer who's now thirty minutes later, and updating the ETA banner the customer sees on the public job-status link. The customer never sees a vague "running late" — they see "Mike is finishing a heat-pump rebuild and will be there in 35 minutes," because Prime read the open job's status and filled in the actual reason.
When a unit fails for a real reason — a capacitor at year eight, a contactor worn from short cycling, a refrigerant leak Prime's been watching for two visits — the invoice writes itself. Line items pull from your pricebook, parts attach with photo evidence from the field, and the customer gets a payment link that accepts Apple Pay + Tap to Pay on iPhone + a tip routed straight to the tech who did the work. End of day, Prime closes the books with a wrap brief: revenue, jobs completed, route-time saved, capacitor pattern flags. The next morning starts where the last one ended — already five steps ahead.
Plans auto-expand into work orders on the cadence you set — monthly filter swaps, biweekly drain-line flushes, quarterly inspections, semi-annual tune-ups, annual deep services. The customer reminder SMS drafts a day ahead and routes through the approval queue.
Prime watches install dates, brand mix, and previous-visit symptoms across your customer base. When a unit enters capacitor-failure territory (year 7-9 for most brands), Prime surfaces the customer for a proactive reach-out before the failure call comes in.
When a tech notes refrigerant top-off on a job, Prime auto-schedules a 60-day follow-up to verify the system is holding charge. EPA leak-rate compliance built into the workflow without a checklist a tech has to remember.
Every customer profile holds the install date, model, serial, and warranty end-date for every unit on premises. When a part fails inside warranty, the dispatcher sees it before the tech is dispatched — the right call gets categorized as a warranty job, not a billable one.
Customer texts route through Prime's approval queue with AI drafts in your business voice. Quiet-hours enforcement (8pm-7am by default, configurable) prevents the late-night reminder that costs reviews.
Tech finishes the install, swipes the customer's card on iPhone — no reader, no external dongle. Funds land in the tenant's bank in 2 days. Tip lines route to the tech who did the work.
Prime tracks every capacitor replacement across your customer base, indexes by brand + age + symptom pattern, and surfaces the next 5-10 customers who match the profile before they call you in panic on a 95° afternoon. You decide whether Prime drafts a proactive maintenance offer or stays quiet — the data is yours either way.
Service plans expand into work orders on cadence (monthly through annual). Prime assembles the optimal route the night before each tune-up day — by zip cluster, drive time, and tech availability — so the tech wakes up to a route that doesn't backtrack. Saves an average 35 minutes per route per day across the fleet.
Any time a tech logs refrigerant added on a service call, Prime auto-creates a follow-up work order for 60 days out. The customer gets a reminder text two days before; the tech gets a route slot already populated. EPA leak-rate compliance + customer trust + recurring revenue all from one auto-generated row.
Yes — PrimeX replaces ServiceTitan plus QuickBooks plus Mailchimp plus a fractional dispatcher. ServiceTitan is a feature-by-feature CRM; PrimeX is the operating system with Prime AI as your CFO + dispatcher built in. No per-tech fees, no $150/hr implementation consultant, no 4-week onboarding.
Yes — service plans expand into work orders on the cadence you set (monthly, biweekly, quarterly, semi-annual, annual). Recurring billing runs the saved card on file. Customer reminder SMS drafts a day ahead and ships through the approval queue. MRR auto-tracked in your dashboard.
Tap to Pay on iPhone is built in — no external reader. Funds land in your bank in 2 business days. Tip lines route directly to the tech who did the work, not pooled.
You import your pricebook on day one (CSV or Excel). Prime reads it, indexes it by part / SKU / labor type, and uses it on every estimate and invoice. When you change a price, every future quote inherits it; previous quotes are immutable so you never re-bill a customer for a number that drifted.
Both. The Core tier is built for owner-operators and 2-3 tech shops; Pro and Premier scale into 10+ trucks with more advanced reporting + Prime AI capabilities. No per-tech licensing — your bill scales by tier, not headcount.
Most HVAC operators are running real jobs through PrimeX inside a day. Pricebook import is the longest single step (15-30 minutes for most lists). Customer + history import is fully automated through Prime Migration — drop your old CRM's CSV exports and Prime maps them.