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Everything Your Entire HVAC
& Plumbing Business Needs

Todays field service teams face unique challenges in an ever more competitive space. Increased customer service demands, and back office tasks takes up valuable staff time and overhead required to run a business. logistixAI offers a specialized platform that addresses these challenges to get a step ahead of the competition.  Built from the truck up to provide work assignment and routing  efficiencies, service and warranty support, and customer communications and white label service portals, with easy to use crew applications and tools.

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logistixAI is a cutting-edge software platform tailored to meet the dynamic demands of HVAC and Plumbing service companies,
prioritizing efficient work assignment and an advanced crew mobile application. Our platform is a unified solution designed to streamline
operations for service providers, ensuring a seamless experience for your crews and customers.

Capability Without the Cost
Managing inventory, parts ordering, crew management, routing, and customer communication using multiple systems results in fragmentation and increased costs. logistixAI eliminates this complexity by providing a single platform that enhances capabilities while significantly reducing operational costs and improving resource efficiency.
Complex Services

Accurate and cost-effective planning of labor, quality monitoring, parts tracking, and adapting to evolving requirements demand a powerful, configurable system. Residential and commercial service companies need live visibility into each request and work order, as well as customer interactions. logistixAI provides this visibility andcommunication, including real-time parts tracking, detailed work order management and customer engagement.

Premium Customer Experience

Today’s customers expect more than just basic service. They want real-time communication and the ability to schedule or reschedule appointments at their convenience.  Customers
also expect your customer service teams to have access to
accurate information in real time. logistixAI ensures that customers are proactively communicated with resulting in happier customers, and less phone calls.  The end result? More repeat work.

Key Functionality

Key Functionality Designed for Service Providers Supporting Field Service Teams

logistixAI offers a comprehensive solution for work order management, providing a single source of truth. Easily access detailed customer histories, documents, notes, and a complete work order history, giving you full visibility into who did what and when.

Boost productivity in the back office and the field, using automatic work assignment and routing. Always send the perfect tech for the task, with skill-set based work assignment ensuring maximum efficiency and customer satisfaction.

Managing multiple crews with overlapping service areas and diverse skill sets is crucial for HVAC and Plumbing service providers. logistixAI simplifies crew onboarding, vetting, assignment, and performance tracking, down to individual levels. This includes managing crew contracting and market assignment, truck specifications and skillsets, parts, plus billing and payment calculation in real- time.

logistixAI’s integration with Stripe allows for easy quoting, and payment processing whether you are behind a desk or in an attic.

Easily manage parts from with logistixAI’s price book.  Use Truck Stock to understand what is on hand, and track the status of ordered parts in the order itself to provide transparent service.

Our app, designed for iOS and Android, ensures a smooth experience for your team on-the-go. In the HVAC and Plumbing industry, reliable data is crucial. With our tailored mobile workflows, gain consistent and quality data from the field, empowering your decision-making.  Earn more recurring revenue while in the field by encouraging technicians to discuss membership plans.

Sync with QuickBooks Online effortlessly! Export job details directly into your accounting system for streamlined tracking and synchronization. With logistixAI, your financial records are always up-to-date and organized.

HVAC and Plumbing service providers operate in complex environments with changing needs from licensing to warranties and service plans. logistixAI can create custom workflows for different business clients and services, including diagnostics, complex installations, and repairs. It also streamlines aftercare appointments, parts ordering, and claims processing.

Elevate your home warranty contracting business with logistixAI.  Automatically accept or deny jobs to hit your KPI’s. With automated scheduling and routing features, you can allocate tasks efficiently. Keep your customers in the loop with real-time updates and feedback. Plus, with all crucial job updates syncing back to Dispatch.me instantly, you can track performance metrics and ensure your clients are always satisfied. Simplify, optimize, and enhance your operations with logistixAI and Dispatch.me working hand in hand.

logistixAI is your all-in-one solution for HVAC and Plumbing service providers, offering advanced routing capabilities and a powerful crew mobile application. It’s designed to streamline your operations, reduce costs, and exceed customer expectations in today’s demanding service industry.

“Switching to logistixAI from Service Titan was a game-changer. It met my needs for automated routing and real-time updates while offering all the features I wanted. My customers and staff are delighted; I wish I’d made the switch 5 years ago!“

Mike Kauffmann

President HVAC/Plumbing Company