YieldOS
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For HVAC, plumbing & electrical shops
YieldOS is one system for the pricebook, the quote, the schedule and the invoice — so the number a customer approves on a Tuesday is the number on the bill, and you can see the margin on it either way.
Private preview — access is by invitation.
Everything below is shipped and in daily use in a real shop.
Materials, equipment and labour with the bill of materials underneath, so a quote is built from what the job really consumes rather than from a number somebody remembered.
Build three options and present them on the customer’s own screen, with photos and specifications. They pick one and approve it there and then.
Schedule visits, see every technician’s day, and reassign work by dragging it. The board updates live rather than when somebody refreshes.
A technician sees only their own day, texts the customer they are on the way, and moves the job forward from the driveway.
Turn an approved option into a job and the job into an invoice, with sales tax applied per line and the same totals the customer already agreed to.
Revenue, receivables, pipeline and margin — from your own records, with an assistant that can be asked about them in plain English.
One price for the shop, however many people work there. Hiring a technician should not be a billing event.
By invitation
YieldOS is in private preview