Monthly
Per-user access with month-to-month billing.
- One named user
- Saved projects
- Full drawing tools
- Templates and profiles
- Support access
Start, resume, and review HVAC controls packages from one clean workspace.
| Project | Customer | Status | Equipment | Points | Action |
|---|
Use this as the contractor punch list. Check each major workflow item when it is complete and open the exact page when something needs work.
The template defines the fields. Each equipment selection stores its own editable values.
Choose the controller manufacturer and model number. This controls the generated terminal drawing.
Green models have a source-backed exact template. Yellow models have official documents linked but still need full terminal and silhouette verification. Everything else is still profile-based draft output.
Products are the controls-side parts used for schedules, pricing, and exports.
Utilities that help check the project without replacing the main workflow.
Create the customer account once, then use the same email and password to sign back in from this workspace later.
Open a customer session exactly as they see it.
Choose monthly or annual access for one professional using estimating, sensors, review, drawings, and export from the same managed customer account.
Premium estimating formulas for GM, job cost, PM, material, labor, and sell price.
Upgrade this account to unlock contractor finance formulas, Excel formula import, and saved account defaults.
Paste an Excel formula and map cells to formula variables before importing it into a selected row.
This screen reflects the current managed customer session the app is using on this device.
This real-app walkthrough shows project setup, upload review, equipment import, sensors, review approval, Red LINING drawings, terminal assignment, and the final PDF export.
Use this when the instructions do not answer the issue. Choose the step, describe what happened, and send it from the signed-in account.
Use this list when you are not sure what a button does before clicking it.
If you do not know how to load sensors, use this order. Sensors are saved by equipment target, signal group, selected points, and wiring details.
Use Points for normal sensor loading. Select All Visible is a shortcut for every point currently shown by the group and filter. Clear resets the checked list before you save.
Use Dual Sensors when one physical product covers multiple points, such as temperature plus humidity. Pick the dual sensor product, click Queue Covered Points, then review the covered points and save them.
The saved list is your confirmation. Edit reopens a saved point, Remove deletes it, and Show Saved or Collapse controls whether the saved rail is visible while you keep loading points.