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GamePlanPro™ Built by Ucora | Canada

Commercial HVAC service software

Commercial HVAC service software that gets repair quotes out before the technician leaves site.

Built in Canada for independent commercial HVAC service companies. Capture repair revenue faster, keep pricing under control, and shorten field-to-invoice time.

Commercial HVAC service only Best fit: 15 to 50 technicians Built in British Columbia
Book a Demo See how field quoting works
600 to 6 Proposal backlog reduced in customer proof.
300+ items Equipment records on one work order in the case study.
1 day Field-to-invoice turnaround in the Patti case study.
Service Operations Dashboard
1-day field-to-invoice
Service history Pricing logic

On-site quote path

Repair quoted and sent on site
On site
From problem found to quote sent
Same visit

No office queue. The technician stays in one workflow until the quote is out.

Problem found Repair found on site.
History + pricing ready Context and pricing are already loaded.
Quote sent before leaving Customer-ready proposal goes out from site.
Equipment history Prior work and site context stay visible.
Management visibility Pricing, open work, and exceptions stay visible.
Asset history ready Open work, contacts, and site notes are visible.
Pricing logic active Commercial HVAC pricing applies in the field.
Quote sent from site Repair quoted and sent before the tech leaves site.
Open work stays visible Dispatch and office teams stay in sync while the visit is still live.
Management control Technicians quote on site inside your rules.

Management keeps visibility into pricing, open work, and exceptions while the quote moves faster.

Operational scale

Ucora-powered companies have processed more than $1 billion in work orders through the platform.

Built for commercial HVAC service companies that need quoting, service history, pricing control, and field-to-invoice flow to stay organized as volume grows.

Best Fit

Best fit for independent commercial HVAC service companies.

  • Run roughly 15 to 50 technicians
  • Manage complex equipment and multi-site service work
  • Have outgrown patchwork tools, spreadsheets, and workarounds
  • Want faster quoting, less office dependency, and better visibility

Not a fit: Not built for residential-first companies or construction-only businesses.

What owners are usually trying to fix

  • Quotes take too long to reach the customer.
  • Approved work falls through the cracks.
  • Technicians still need to call the office for basic history.
  • Invoicing lags behind completed work.
  • PM follow-through is inconsistent.
  • Growth is making the owner a bigger bottleneck, not a smaller one.

Before And After

What changes when service work stops waiting on office bottlenecks.

This is not just quoting software. It is a better operating system for commercial HVAC service execution. Technicians quote inside your pricing rules and approval logic, while management keeps visibility into pricing, open work, and exceptions.

Before GamePlanPro™

Office dependency slows the work down
  • Quote goes tech to office to queue.
  • History is hard to find.
  • Office controls every step.
  • Invoicing is delayed.

After GamePlanPro™

Work moves in the field without losing control
  • Technician quotes on site inside your rules.
  • History is visible in real time.
  • Work moves with less office dependency.
  • Field-to-invoice time is shorter.
Faster field-to-invoice time Quoted repairs and completed work move through the office faster instead of waiting on re-entry and follow-up.
Less office dependency Service history, pricing logic, and open work stay visible to field and office teams in the same workflow.
Cleaner follow-through PM follow-through, service history, and quoted repair activity stay easier to track with less management friction.

Measured results

Repair quotes sent on site. 1-day field-to-invoice. 600 to 6 proposal backlog.

Faster quoted repairs, cleaner service history, and real-time visibility for dispatch, field, office, and customer-facing teams.

“My dispatch, my dashboard, they see exactly everything.” Patti Allen, Senior Manager

Case study outcome: repair quotes sent on site, 300+ equipment items on one work order, and 1-day field-to-invoice turnaround.

Read the case study
600 to 6 Proposal backlog reduced at one customer
On site Repair quotes sent before the technician leaves site
1 day Field-to-invoice turnaround in the case study
300+ items Equipment records on one work order in the case study

Guarantee

Defined outcomes. Written commitment.

We define outcomes up front. If agreed outcomes are not achieved, we refund onboarding fees and up to 6 months of monthly fees.

We qualify fit first, document the outcomes, and then back the rollout in writing. The guarantee sits below proof and fit on purpose.

See how the guarantee works

Implementation support

  • Direct onboarding with our team
  • Workflow setup around how your company operates
  • Training for office staff and technicians
  • Support after go-live

We do not hand you a login and leave you to figure it out alone.

Next Step

See whether GamePlanPro™ fits your commercial HVAC service workflow.

We walk through field quoting, pricing control, implementation fit, and where the workflow can reduce office bottlenecks.

Book a Demo Ask About Fit First