Suprata for commercial HVAC and mechanical contractors

Sound familiar?

What a normal week looks like without the right system

We hear these from commercial HVAC and mechanical contractors all the time. Here is what Suprata does about each one.

One property manager has eighteen buildings with us. Every invoice has to go to the right owner, and they all want one statement a month.

One contact can sit on many accounts, and a billing account can receive the invoices for many sites on a single statement.

Our quarterly PM visits live in a spreadsheet. A missed filter change on a school rooftop costs us the contract.

A service agreement creates each quarterly visit for each site on its own, and recurring visits can repeat across a multi-site customer.

The tech gets to the roof and there are six units. Nobody knows which one we replaced the compressor on last year.

Each installed unit is tracked at its service location with model, serial and service history, so the job is tied to the exact unit.

Accounts payable at these companies pays on net thirty, and chasing the stragglers eats my office manager's week.

Payment terms sit on the account, and the aging report, bulk statements and past-due reminders show who to call today.

What runs your day

The parts of Suprata that fit commercial HVAC and mechanical contractors

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability. These are the pieces that matter most to you.

Suprata Suite module

Suprata Subscribe

Quarterly and semiannual planned maintenance runs from agreements that create the visits and the billing for every site.

See Subscribe Suprata Suite module

Suprata CRM

Accounts, many contacts per company, service locations with access notes and the equipment at each site.

See CRM Suprata Suite module

Suprata Invoice

Net terms, statements of account and aging keep commercial receivables moving.

See Invoice Suprata Suite module

Suprata Vendor

Purchase orders to your suppliers, received into stock or straight onto the job.

See Vendor Suprata Suite module

Suprata Tasks + Notify

Help desk tickets with service levels track facility requests from first report to closed.

See Tasks + Notify Suprata Suite module

Suprata Tax

Tax locations charge the rate of the place where the work was done when you cross a county or state line.

See Tax Suprata Suite module

Suprata Integrate

Closed invoices and payments sync one way to QuickBooks Online or Xero.

See Integrate

A day in the life with Suprata

One ordinary day, start to finish

Here is how the work flows when every call, job, booking and payment lives in one place.

6:30 am
Board for the week

Dispatch sees forty-two planned maintenance visits generated from agreements, grouped by site.
8:00 am
On the roof

The tech opens the site record, picks the right rooftop unit and fills in the HVAC Evaluation form with readings and photos.
10:15 am
Parts on order

A failed economizer motor goes onto a purchase order to the supplier, and the job moves to Awaiting Parts.
1:00 pm
Facility request

A building engineer reports a hot office. The ticket gets a priority, a due date and an owner.
3:30 pm
Quote the fix

The office sends a proposal for the replacement unit to the property manager, who signs online.
5:00 pm
Month-end statements

Statements go out to each property owner with every site's invoices and a pay link.