Project delivery and service work on one platform: long-lead equipment purchasing, submittals, AIA progress billing, service agreements that generate their own maintenance visits, and certified payroll — for mechanical and HVAC contractors who install the equipment and then service it for years.
A mechanical contractor runs two businesses on one customer base. The project side wins bid and design-build work, buys long-lead equipment, and bills against a schedule of values with retainage. The service side runs work orders, dispatches techs, and maintains the equipment the project side installed. Most software picks one side and makes you duct-tape the other.
SitewideOps runs both. Projects get a schedule of values, G702/G703 pay applications, change orders that roll the revised contract, submittals, RFIs, and a cost-to-cost WIP schedule. Service gets work orders, crew-based dispatch, and service agreements that generate recurring maintenance on their own. One customer record, one cost history, one system — so the install job and the agreement that follows it are never strangers to each other.
The project side and the service side, working from the same data.
Purchase orders commit cost against the job the day you place them, receipts record what landed, and bills true it up — so a chiller ordered in March shows in the job’s committed cost all summer, not just when the invoice arrives.
Submittal items grouped into packages and tracked through sent, responded, and approved. RFIs and drawing sets live on the same project, so the paperwork gating an equipment release is visible next to the PO.
Agreements carry a maintenance program — interval, type, budgeted hours — and generate the recurring visits automatically per covered property. Nothing depends on someone remembering the quarterly PM.
A crew-based dispatch board with multi-day assignments, a map view, and a weather outlook. Maintenance visits and project work sit on the same board, so one dispatcher sees the whole week.
WH-347 reports generated from the same field time that hits job cost, with prevailing-wage rate groups for public work. No separate certified-payroll spreadsheet.
A source-document cost ledger by cost code and cost type, committed versus actual, an EAC forecast, and a cost-to-cost WIP schedule your controller can trace back to documents.
Air handlers, RTUs, and chillers get ordered months before they ship. The question that decides your margin is whether those dollars are visible in the meantime. In SitewideOps, the purchase order commits the cost against the job’s cost code the day it’s placed, so committed-versus-actual on the job-cost ledger always includes the equipment you’re waiting on — not just the bills that have arrived.
When the equipment lands, the receipt records it. At month end, the received-not-billed report and GRNI aging show exactly what’s been delivered but not yet invoiced, and the committed-cost report shows what’s still on order — by job and cost code. Your controller closes the month from reports, not from calling the purchasing desk.
The business model, end to end, in one system.
Estimate by cost code with assemblies, convert the quote to a project, bill against the schedule of values with G702/G703 pay applications, and let approved change orders roll the revised contract.
The project workflow carries the job through substantial completion, punch list, and closeout, with retainage tracked and released at the end.
Set up a service agreement covering the property. Its maintenance program generates the recurring visits automatically — the quarterly filter change is on the board before anyone asks.
Work orders and maintenance visits dispatch from the same crew board, techs log time and photos from the mobile app, and customers see their work through the portal. The cost history keeps accruing on the same customer.
There is no bolt-on “HVAC module” — the fit comes from configuration. Cost codes, cost types, the item catalog, assemblies, custom fields, and roles are all yours to define, so your pipe, sheet metal, and service divisions run as your departments with your vocabulary, not someone else’s template.
See how a mechanical contractor tracks a job from the long-lead PO to the service agreement it becomes. Free 21-day demo account.
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