Build the equipment roster
Enter model numbers and location tags, or scan a nameplate to prefill editable unit details.
PM Scope Builder
Build the scope.
Prepare the field.
Turn a model-number roster or optional nameplate scans into a commercial PM proposal, then use the approved report to seed a field-ready technician checklist.
Roster inputs
Model-number roster Unit identity and location tag
Optional nameplate scan Editable equipment details
Prepared outputs
PM proposalDownloadable Word report organized by equipment
Technician checklistIn-app tasks seeded from the approved report
Roster reviewed before generation
From equipment roster to field work
One equipment record.
Two useful handoffs.
Keep the sales proposal and technician checklist connected to the model numbers and nameplate details your team reviewed.
Prepare the PM proposal
HVAC Hero retrieves OEM maintenance information and organizes it into a standardized sales report.
Review and download
Review the roster, then download the generated PM proposal as a Word document.
Seed the field checklist
The technician uploads that generated report to build fresh in-app checklists for the visit.
What it is built to prepare
Less blank-page work.
More consistent planning.
PM Scope Builder helps commercial teams turn equipment identity into a standardized proposal and carry that same equipment context into the field visit.
Accepted contextModel numbers, location tags, and optional nameplate photos or manual unit details.
Sales outputA downloadable Word PM proposal with equipment schedules and maintenance scope.
Field outputIn-app technician checklists with available targets, readings, notes, and task photos.
Team controlReview editable equipment details before generation; the downloaded report becomes the handoff record.
Bring the equipment roster