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We delete the software you do not use, connect what is left, and install the systems and AI that run dispatch, same-day invoicing, service agreements, and maintenance. In 30 days your operation runs on systems, not on you. You own it.
Not a platform you configure, and not six point tools bolted together. One operating infrastructure that runs every lane of the business, from the first call to collected cash, built around your certifications, contracts, and call volume.
Every service call, web form, and after-hours request answered and booked automatically. No lead lost to voicemail in the middle of a heat wave.
Customers get a real repair or replacement price on the spot, pulled from your price book, while they are still on the phone. The slow quote loses the job; yours is instant.
Replacement proposals tracked and chased automatically, with financing options attached and win-back sequences on the bids that go cold.
Calls routed to the right tech by EPA 608, NATE certification, location, and travel time. No dispatcher required for standard calls; emergency escalation built in.
Techs run the day from their phone: checklists, equipment readings, photos, parts used, and time captured at the job instead of re-keyed Friday night.
Know what is on every truck and what is in the warehouse. Parts reorder before a tech runs out mid-call, and stock ties back to the job cost.
The moment a tech marks a job complete, the invoice generates from the job record - parts, labor, add-ons - and sends with a payment link. Most collect 60-80% same-day.
Estimated vs. actual margin on every job, by tech and by service type, every week. You stop guessing which work and which people actually make money.
AR, financing, and install deposits tracked so a big replacement season does not quietly float your cash between the job and the deposit.
Every maintenance contract tracked, scheduled, and renewed automatically. Renewal sequences fire 60-90 days out; lapsed agreements get re-engaged. No manual follow-up.
EPA certifications, NATE credentials, state licenses, and refrigerant handling tracked per tech, with expiration alerts before they become a fine, and certs feed back into dispatch routing.
Revenue, capacity, AR, and call volume live on your phone. The morning meeting becomes a glance, and you can leave for a week without the wheels coming off.
FieldEdge, Service Fusion, and Successware are platforms you run. TMI is a system we build and install for you.
| Capability | TMI | FieldEdge | Service Fusion | Successware |
|---|---|---|---|---|
| Done-for-you installation | Yes | No | No | No |
| Autonomous dispatch (cert-aware) | Yes | Assisted | Assisted | Assisted |
| Same-day invoice at job close | Yes | Manual trigger | Manual trigger | Manual trigger |
| Service agreement automation | Full cycle | Basic tracking | Basic tracking | Basic tracking |
| Predictive maintenance alerts | Yes | No | No | No |
| Revenue leakage detection | Yes | No | No | No |
| Custom build to your operation | Yes | No | No | No |
| Unified operations view | Yes | Partial | Partial | Partial |
A structured discovery session where TMI maps your current operation - dispatch, billing, agreements, compliance - identifies where revenue is leaking, and builds a custom system plan. It applies to your full build.
TMI engineers build your dispatch logic, invoice workflows, service agreement sequences, and maintenance alert rules around your certifications, your pricing, and your service area. Nothing generic.
We install the system, connect your existing tools, migrate your data, and run it live. Your team gets trained. You get a system that runs the operation - not another platform to manage.
The highest-impact systems are autonomous dispatch, same-day invoicing triggered at job close, and service agreement renewal automation. Together these three recover unbilled revenue, cut dispatcher overhead, and keep maintenance contracts renewing without manual follow-up.
TMI's dispatch system reads incoming job requests, matches them against technician certifications, current location, and travel time, then assigns and routes automatically. Techs receive job details on their phone. No dispatcher required for standard calls. Emergency calls escalate based on rules you define.
Yes. The system is built around your actual capacity - not a static schedule. When call volume spikes in summer or during a cold snap, routing rules automatically prioritize by urgency and geography. You can pre-configure surge protocols that trigger when daily job volume exceeds set thresholds.
Service agreement management tracks every active contract, schedules maintenance visits automatically, and triggers renewal sequences 60-90 days before expiration. Customers get reminders, techs get scheduled, and lapsed agreements get re-engagement sequences - all without admin intervention.
Implementation starts with the Complete Audit. That's a structured discovery process where TMI maps your current operation, identifies the highest-value automation opportunities, and delivers a custom build plan.
Most HVAC companies are live on core systems within 4-8 weeks. Timeline depends on how many integrations you have running and how much data migration is required. The Audit establishes exact scope and timeline for your operation.
FieldEdge is a platform you configure yourself. TMI is a done-for-you build - we design, build, and install the system around how your operation actually runs. You don't buy software and figure it out. You get a working system installed and running.
TMI can integrate with ServiceTitan or replace it depending on your needs. Many HVAC companies use TMI to add automation layers ServiceTitan doesn't natively include. Others switch entirely. The Audit determines which path makes more sense for your operation.
The dispatch system tracks EPA 608, NATE certifications, refrigerant handling credentials, and any company-specific skill tags you define. Jobs requiring specific certifications are only routed to techs who hold them. Expiring credentials trigger alerts before they become a compliance problem.
When a tech marks a job complete in the field, the system automatically generates the invoice from the job record - parts used, labor time, and any add-ons - and sends it to the customer. Payment links are included. Most HVAC companies using this system collect 60-80% of invoices the same day the work is done.
Start with The Audit. Map where the revenue is leaking, build the plan, and get a system that runs - not another tool to manage.
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