HVAC service reports & compliance, without the paperwork.
The problem
Your techs finish the job, scribble notes, take photos — then someone re-types it all into a service report, a maintenance log for EPA/compliance, and the billing system. Hours a week, per tech. You can't invoice until it's done, so cash sits waiting. Notes get lost. Audits are a scramble.
What we build
A simple mobile-friendly app your techs fill in on-site: pick the service type, log equipment + readings, snap photos, done. It auto-generates the branded service report (PDF), keeps an audit-ready compliance log, and pushes the data straight to invoicing — same day, no re-typing.
What it typically saves
A mid-size HVAC company doing ~20 service calls/month at ~3 hours of paperwork each, at $40/hr fully loaded, wastes about $2,400/month. Cut ~90% of that and you get back the hours and invoice days faster.
What's included
- On-site data capture (mobile) — service type, equipment, readings, photos
- Auto-generated branded service reports (PDF)
- Audit-ready maintenance & EPA compliance logs
- Same-day invoicing hand-off (or built-in)
- Searchable service history per client / unit
Why PLGM
Off-the-shelf field-service platforms cost $500+/month and are bloated with features you'll never use. We build exactly what your workflow needs — simple, affordable, and yours. You work directly with the person building it.
See what your paperwork is costing you
Tell us your workflow — we'll reply by email with the numbers and how we'd automate it. Free.
Get a free workflow audit →