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Autonomous dispatch, same-day invoicing, service agreement automation, and predictive maintenance. TMI builds the system, installs it, and hands you the keys.
Not a platform you configure. A complete operating infrastructure designed around your certifications, your contracts, and your call volume.
Routes incoming calls to the right tech automatically - matching by EPA 608, NATE certification, current location, and travel time. No dispatcher required for standard calls. Emergency escalation rules built in.
The moment a tech marks a job complete, the invoice generates from the job record - parts, labor, add-ons - and sends to the customer with a payment link. Most companies collect 60-80% same-day.
Every active maintenance contract tracked, scheduled, and renewed automatically. Renewal sequences trigger 60-90 days before expiration. Lapsed agreements get re-engagement. No manual follow-up needed.
Equipment performance data - runtime hours, temperature differentials, refrigerant readings - feeds into alert logic that identifies likely failures before they become emergency calls. Dispatch proactive visits at scale.
Estimates build from parts pricing, labor rates, and travel time. Actuals capture automatically at job close. You see estimated vs. actual margin on every job - weekly, monthly, by tech, by service type.
Tracks EPA certifications, NATE credentials, state licenses, and refrigerant handling status for every tech. Expiration alerts fire before they become compliance issues. Certifications factor into dispatch routing.
FieldEdge, Service Fusion, and Successware are platforms you run. TMI is a system we build and install for you.
| Capability | TMI | FieldEdge | Service Fusion | Successware |
|---|---|---|---|---|
| Done-for-you installation | Yes | No | No | No |
| Autonomous dispatch (cert-aware) | Yes | Assisted | Assisted | Assisted |
| Same-day invoice at job close | Yes | Manual trigger | Manual trigger | Manual trigger |
| Service agreement automation | Full cycle | Basic tracking | Basic tracking | Basic tracking |
| Predictive maintenance alerts | Yes | No | No | No |
| Revenue leakage detection | Yes | No | No | No |
| Custom build to your operation | Yes | No | No | No |
| Unified operations view | Yes | Partial | Partial | Partial |
A structured discovery session where TMI maps your current operation - dispatch, billing, agreements, compliance - identifies where revenue is leaking, and builds a custom system plan. The $997 applies to your full build.
TMI engineers build your dispatch logic, invoice workflows, service agreement sequences, and maintenance alert rules around your certifications, your pricing, and your service area. Nothing generic.
We install the system, connect your existing tools, migrate your data, and run it live. Your team gets trained. You get a system that runs the operation - not another platform to manage.
The highest-impact systems are autonomous dispatch, same-day invoicing triggered at job close, and service agreement renewal automation. Together these three recover unbilled revenue, cut dispatcher overhead, and keep maintenance contracts renewing without manual follow-up.
TMI's dispatch system reads incoming job requests, matches them against technician certifications, current location, and travel time, then assigns and routes automatically. Techs receive job details on their phone. No dispatcher required for standard calls. Emergency calls escalate based on rules you define.
Yes. The system is built around your actual capacity - not a static schedule. When call volume spikes in summer or during a cold snap, routing rules automatically prioritize by urgency and geography. You can pre-configure surge protocols that trigger when daily job volume exceeds set thresholds.
Service agreement management tracks every active contract, schedules maintenance visits automatically, and triggers renewal sequences 60-90 days before expiration. Customers get reminders, techs get scheduled, and lapsed agreements get re-engagement sequences - all without admin intervention.
Implementation starts with The Audit at $997. That's a structured discovery process where TMI maps your current operation, identifies the highest-value automation opportunities, and delivers a custom build plan. The $997 applies toward your full build if you move forward.
Most HVAC companies are live on core systems within 4-8 weeks. Timeline depends on how many integrations you have running and how much data migration is required. The Audit establishes exact scope and timeline for your operation.
FieldEdge is a platform you configure yourself. TMI is a done-for-you build - we design, build, and install the system around how your operation actually runs. You don't buy software and figure it out. You get a working system installed and running.
TMI can integrate with ServiceTitan or replace it depending on your needs. Many HVAC companies use TMI to add automation layers ServiceTitan doesn't natively include. Others switch entirely. The Audit determines which path makes more sense for your operation.
The dispatch system tracks EPA 608, NATE certifications, refrigerant handling credentials, and any company-specific skill tags you define. Jobs requiring specific certifications are only routed to techs who hold them. Expiring credentials trigger alerts before they become a compliance problem.
When a tech marks a job complete in the field, the system automatically generates the invoice from the job record - parts used, labor time, and any add-ons - and sends it to the customer. Payment links are included. Most HVAC companies using this system collect 60-80% of invoices the same day the work is done.
Start with The Audit. Map where the revenue is leaking, build the plan, and get a system that runs - not another tool to manage.
Start with The Audit - $997 →