Design ERPERP · for HVAC contractorsRun a heating & cooling business like a tech company.
Dispatch boards, fleet GPS, crew hour reconciliation, and real-time job costing — purpose-built for residential and commercial HVAC contractors. No more ServiceTitan-priced compromises.
Every screen the office and field crew needs.
Scheduler + Builder Sync
Module 1Multi-day Gantt for installs, weekly grid for service, conflict detection — plus auto-import of EastBrook (TouchPoint), Bosgraaf (IHMS), and JTB (IHMS) schedules with one-click work-order creation for unopened tasks.
Fleet GPS + Team & Hours
Module 2Live truck + job-site tracking on a neon greyscale map, plus the GPS-vs-claimed hour reconciler that flags timecard variance the next morning. Same data backbone, two purpose-built views.
PDF Invoice Ingestor
Module 3Email-forward or PDF upload of supplier bills → OCR → auto-match to PO and job → post bill to QuickBooks → roll cost into the customer invoice. Eliminates manual AP entry.
Where every truck is — right now.
Live positions for every service van, install rig, and supervisor truck. Job sites glow on a greyscale map so you spot dispatch conflicts before the customer does.
- 10-second GPS refresh, no driver action needed
- Auto-flag overtime when a truck stays on site past schedule
- Emergency call? See the closest truck instantly
- Off-hours geofence alerts during summer demand spikes
Build only what you need. Pay for it once.
Design ERP is a custom build, not another monthly SaaS contract. Each module is quoted as a one-time development cost — you own the code, the data, and the deployment. Start with one module, add the rest as the business needs them. Pricing below covers design, implementation, mobile-friendly UI, and a two-week stabilization period after go-live. Hosting, GPS data, and ongoing support are quoted separately.
Scheduler + Builder Sync
$8,400Multi-day Gantt for installs, weekly grid for service, conflict detection — plus auto-import of EastBrook (TouchPoint), Bosgraaf (IHMS), and JTB (IHMS) schedules with one-click work-order creation for unopened tasks.
View live demoFleet GPS + Team & Hours
$10,800Live truck + job-site tracking on a neon greyscale map, plus the GPS-vs-claimed hour reconciler that flags timecard variance the next morning. Same data backbone, two purpose-built views.
View live demoPDF Invoice Ingestor
$5,400Email-forward or PDF upload of supplier bills → OCR → auto-match to PO and job → post bill to QuickBooks → roll cost into the customer invoice. Eliminates manual AP entry.
View live demoPriced and ready to schedule.
The next wave of work — each quoted as a one-time fixed build like the three above, estimated from scope and complexity at the same rate. All four reuse the customer, work-order, job, and GPS data already in Design ERP with zero migration.
Retainage + Commercial Management
$12,000Track retainage held on every commercial contract — schedule-of-values progress billing, percent withheld per draw, retainage-receivable aging, and one-click release + collection at closeout. Built for AIA-style new-construction billing.
View live demoTime Clock + Time Tracking
$15,600Installer clock-in/out derived from live GPS (shop depart → last job site) with a mobile confirm screen, office task-based timecards, approval routing, and approved hours written straight back to payroll.
View live demoCatalog + Pricing History
$7,200Central item master for equipment, parts, and labor — vendor cost, sell price, and margin in one place, with full price-history versioning so every change is effective-dated, audited, and always pulled correctly into estimates.
View live demoBuildplan + Attributes + Executive Rollup
$14,400Per-lot build plans with configurable attributes and add-ons (spec upgrades, options), rolled up into an executive analytics view — margin, volume, and progress across every active build for ownership at a glance.
View live demoTools the office uses on commercial + new-construction work.
Sized in T-shirts (XS → XL). Pull any of these in once the three main modules are stable — they reuse the existing customer, work-order, and tech data with zero migration.
Dispatch board
Drag-and-drop daily swimlanes by tech, color-coded by job type, with priority + ETA tracking.
View live demoEfficiency report
Labor hours vs. spend, equipment installed, materials used, days-on-site per job — plus crew-level roll-ups (Install / Service / Commercial) showing billable ratio and revenue per tech.
View live demoPricing & model estimator
Sales-tool calculator: enter sq ft + scope, get Good/Better/Best tiers from the live equipment catalog with sizing, parts, labor, and one-click save-as-estimate.
View live demoMCP tools
A read/write Model Context Protocol server exposing the Design ERP data warehouse — customers, work orders, schedule, inventory, GPS, invoices. Plug into Claude, ChatGPT, Cursor, or any MCP-compatible AI. Office staff can ask plain-English questions and trigger workflows without touching a screen.
View live demoSet the company up to handle residential calls and work at scale.
Built for high-volume residential operations — same-day service, recurring tune-ups, and a self-serve customer experience. All three reuse the customer + equipment data already in Design ERP.
Residential service desk
High-volume residential intake: emergency triage rules, smart routing to the closest qualified tech, customer-satisfaction tracking, and self-service rebooking. Scales the office to 200+ calls/week without adding admins.
View live demoCustomer portal
Customer-facing site for signing estimates, viewing invoices + history, paying online, and requesting service. Magic-link sign-in, no passwords.
View live demoMaintenance plans
Basic / Silver / Gold plans with recurring revenue tracking and PM visit calendar.
View live demoFour connected modules to own the quote-to-cash flow.
Trade the recurring Method CRM bill (~$5,700/yr Pro · ~$9,300/yr Enterprise) for a single-cost, purpose-built solution you own outright. Every dollar of subscription you stop paying compounds into a competitive edge — faster intake, deeper data, and workflows shaped around how Design Heating actually works, not how a generic SaaS assumes you do.
Reuses the customer + work-order data already in Design ERP. Every module ships with a real demo on this site.
Sales pipeline
Leads → Contacted → Estimating → Quoted → Won/Lost. Source tracking, owner assignment, one-click conversion to customer + estimate.
View live demoEstimates + e-sign
Line-item builder with parts/labor catalog, magic-link approvals, auto-convert to work order on signature.
View live demoQuickBooks sync
Two-way bridge: customers, invoices, payments, items. Conflict policy with field-level winner rules and admin reconciliation log.
View live demo- CallInbound · 4 min
- SMSReminder sent
- EstEstimate signed
- Pay$489 ACH
- WOTune-up done
Activity timeline
Unified per-customer feed: calls, emails, SMS, work orders, invoices, payments, portal logins. SMS/email templates baked in.
View live demo