Built for mechanical contractors
A connected operating system for HVAC and mechanical teams that need estimating, project control, service visibility, maintenance planning, purchasing, inventory, and reporting to work from one shared source of truth.
Ventrixx is currently in private build and workflow validation with a focused group of mechanical contractors.
Built around the real work
Ventrixx is being built for the daily movement of mechanical work: qualify the opportunity, price the work, hand it to the right team, and keep the office in control of documents, costs, and status.
Estimating and sales
Sales teams can manage the proposal pipeline, build worksheet pricing, publish proposal documents, track stage history, and prepare approved work for project or service handoff.
Field coordination
Office users can coordinate service work, maintenance visits, and project-related scheduling from shared operational views, with project context kept close to the work that needs to be scheduled.
Control and reporting
Purchasing and AP records, service invoicing, inventory, refrigerant tracking, accounting exports, and reporting stay connected to the customer, site, equipment, and job records that operations teams already use.
One connected workspace
Ventrixx is being shaped around the real handoffs inside mechanical contracting: sales to projects, projects to purchasing, dispatch to technicians, and maintenance agreements back into recurring work.
Track opportunities, build worksheets, publish proposal PDFs, and convert approved quotes into projects or future work orders.
Manage project status, customer/site details, linked equipment, spend planning, and scheduling context from one project record.
Coordinate service work orders, dispatch visibility, recurring maintenance agreements, PM schedules, mobile field updates, and office review.
Keep vendor records, purchasing documents, supplier attachments, and reporting in the same operating workspace.
Review service billing readiness and create tenant-scoped accounting export batches without losing the operational context behind the work.
Manage rental assets, assignments, calendar availability, documents, and repairs alongside the rest of the operation.
Manage inventory items and locations, adjust stock, receive materials, and issue inventory to work while retaining a transaction history.
Track refrigerant cylinders and linked events for additions, recovery, transfers, adjustments, reclaim, and disposal.
Designed around handoffs
The platform is organized around the way office teams, project managers, service teams, and accounting need to see the same job from different angles.
Customer, site, scope, worksheet lines, margin, and proposal documents stay linked.
Approved quotes can become controlled project work, with the original proposal and its pricing context retained.
Projects, service, maintenance, purchasing, inventory, rental equipment, and field updates stay connected to the same tenant data.
Reports and event history help teams understand revenue, costs, approvals, and operational movement.
Current platform direction
CRM, proposals, project management, scheduling, service, maintenance, purchasing and AP, service invoicing, customer payments, accounting export, inventory, refrigerant tracking, and rental equipment.
Mobile technician status and time-capture workflows, along with office review, keep field activity visible to the service team.
Advanced financial controls and policy, deeper project and service financials, inventory valuation, full refrigerant compliance reporting, and customer equipment history.