Ventrixx

Built for mechanical contractors

Ventrixx

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.

Explore the platform View workflows
Estimate Opportunity setup, worksheet pricing, proposal publishing
Execute Projects, scheduling, service work, maintenance programs
Control Purchasing, AP hooks, inventory, refrigerant tracking roadmap
Report Financial visibility, event history, operational dashboards

Built around the real work

Marketing-clean on the outside, operationally serious underneath.

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.

Ventrixx proposal workspace with pipeline columns and worksheet pricing

Estimating and sales

Proposal work stays connected from the first opportunity.

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.

  • Configurable opportunity stages and ownership
  • Worksheet pricing with cost, labor, margin, and sell price visibility
  • Proposal Maker foundation for tenant-controlled PDF templates
Ventrixx dispatch and scheduling view with technician schedule bars

Field coordination

Dispatch, maintenance, and project schedules stay visible.

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.

  • Service and maintenance work stay together for the field team
  • Project scheduling can open filtered to a selected project
  • Scheduling foundations are ready for technician workflows
Ventrixx financial operations view with purchasing, AP, inventory, and reporting

Control and reporting

Purchasing, AP hooks, inventory, and reports share the same job data.

Ventrixx is being shaped so project, service, maintenance, purchasing, and future AP/inventory workflows can connect back to the same customer, site, equipment, and job records.

  • Vendor and purchasing document foundations
  • Service financials and project cost tracking foundations
  • Inventory and refrigerant tracking roadmap for Phase 2/3

One connected workspace

From first quote to field execution.

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.

01

Proposal Workspace

Track opportunities, build worksheets, publish proposal PDFs, and convert approved quotes into projects or future work orders.

02

Project Operations

Manage project status, customer/site details, linked equipment, spend planning, and scheduling context from one project record.

03

Service and Maintenance

Coordinate service work orders, dispatch visibility, recurring maintenance agreements, PM schedules, and handoffs into scheduling.

04

Purchasing and Controls

Vendor records, purchasing documents, supplier attachments, AP foundation hooks, and reporting foundations are being built into the same operating layer.

Designed around handoffs

Work moves through Ventrixx without falling out of view.

The platform is organized around the way office teams, project managers, service teams, and accounting need to see the same job from different angles.

1

Capture and price the opportunity

Customer, site, scope, worksheet lines, margin, and proposal documents stay linked.

2

Convert approved work

Approved quotes can become controlled project work, with future support for service work order routing.

3

Schedule, purchase, and track

Projects, service, maintenance, purchasing, and inventory foundations share the same tenant data.

4

Review performance

Reports and event history help teams understand revenue, costs, approvals, and operational movement.

Current build direction

Phase work is already underway.

Live foundation

CRM, proposals, project management, setup, service foundations, maintenance foundations, reporting, purchasing/AP hooks.

Next operational depth

Invoice workflows, receiving, deeper project/service financials, inventory valuation, and AP controls.

Field and compliance

Mobile technician workflows, customer equipment history, refrigerant tracking, and compliance reporting.