Mechanical Contractors
One platform for the field and the office, so nothing falls between the truck and the ledger.
HVAC, plumbing, and fire protection contractors run on estimates that don't connect to job costs, field crews that can't see the office, and service agreements tracked in spreadsheets. ReDEFY brings estimating, project management, service, and field operations onto one Salesforce platform with AI — so the bid, the build, and the service call all share one record.
30 minutes. Bring your most complex project week. We'll show you what changes.
We know what's burning margin on your jobs.
Mechanical contracting runs on tight margins and complex coordination. When your estimating, field operations, and service teams work in disconnected systems, every handoff is a place where time, money, and accountability disappear.
- Job costing lives in one system, estimating in another, and field hours in a third — so you don’t know a job is losing money until it’s over.
- Field crews work off paper or disconnected apps, so what happened on site doesn’t reach the office until someone drives it back.
- Service agreements are tracked in spreadsheets or someone’s head. Renewals slip, PM visits get missed, and revenue leaks quietly.
- Estimates take days because every bid is built from scratch — pulling labor rates, material costs, and equipment specs from scattered sources.
- Subcontractor scope, submittals, and schedules live in email chains. Coordination gaps show up as rework on the jobsite.
- Warranty and callback work isn’t tracked against the original job, so you can’t see patterns, can’t hold subs accountable, and you absorb the cost.
None of that is a staffing problem. It's a systems problem — and it's fixable when the bid, the build, and the service call share one record.
Know where every job stands before it's too late.
When the estimate, the purchase orders, the field hours, and the change orders all live on one record, you see cost-to-complete in real time — not thirty days after the job closes. Project managers catch overruns while they can still act, not when the invoice arrives.
Change orders flow from the field to the office to the customer without a phone call, so approved scope changes hit the job cost the same day — and unapproved work doesn't start.
Every agreement tracked. Every PM visit scheduled. Every renewal captured.
Service agreements stop living in spreadsheets and start generating work orders automatically — PM visits scheduled on cadence, dispatched to the right tech, and documented on the equipment record. Renewals surface before they expire, not after the customer calls someone else.
When a reactive call comes in, dispatch sees every tech's location, skills, and current load — so the right person shows up with the right parts, the first time.
What happens on site reaches the office the same hour.
Field techs and install crews log time, capture photos, collect signatures, and update work orders from a mobile device — online or off. When they're back in range, everything syncs: hours hit payroll, materials hit the job cost, and the PM sees progress without waiting for a phone call.
Dispatchers see every crew's location and availability in real time, so emergency calls get routed to the closest qualified tech instead of the first name on a whiteboard. Schedule changes push to the crew's device instantly.
The result: fewer truck rolls, less windshield time, and field documentation that's complete the day the work happens — not the day someone gets around to typing it up.
Your crews and your customers, in their language.
Field crews log work in their preferred language. Customer-facing service portals, appointment confirmations, and invoices render in the customer's language. No separate system, no manual translation — the platform handles it so your team doesn't have to.
Built on Salesforce.
Field Service · Service Cloud · Sales Cloud · CPQ · Experience Cloud · Data Cloud · MuleSoft · Slack
Estimating, project management, field service, and customer service on one platform — not bolted together from five vendors' tools. Your data stays in one place, your teams see one record, and AI works because the context is already there.
Proof
We'd rather show you than tell you.
A building manager calls about a rooftop unit that stopped cooling. It becomes a case on the service agreement, dispatch routes the nearest qualified HVAC tech, the tech diagnoses on site and logs parts and labor from their device, the PM visit is documented on the equipment record, and the invoice generates from the work order — all on one platform, without anyone re-keying data. We'll run it on your service agreements. No slides.
Bring us your most complex project week.
Give us 30 minutes and a real stretch of bids, installs, service calls, and change orders. We'll show you how the field and the office stop working in parallel and start working together — on one record, in real time.