HVAC Installation
Management Software
Manage jobs, work orders, crew scheduling, and builder integrations. Track every phase from Rough to Startup.
Everything You Need, One Dashboard
Real-time visibility into every job, work order, crew, and dollar—from Rough to Warranty.
Ron Wilson
Operations Manager
Dashboard
Dec 10, 2024 • 2:34 PMGood afternoon, Ron
Here's what's happening across your operations.
Recent Jobs
Latest HVAC installations
Sunset Ridge Phase 3
DR Horton • Lot 142
Started 2h ago
Maple Creek Estates
Lennar Homes • Lot 87
Tomorrow 8am
Heritage Oaks
Pulte Homes • Lot 23
Completed today
Active Work Orders
Today's scheduled work
Rough-In
Team Alpha • 3-Ton Carrier
WO-8891
Gas Line
Team Bravo • 80K BTU Furnace
WO-8890
Trim QC
QC Team • 4-Ton Trane
WO-8889
Built specifically for Long Heating & Air's workflow
What Long OS Delivers
Long OS is designed around two core value drivers: Margin Protection & Expansion and Organizational Accountability & Control. Each phase unlocks specific value.
Office Efficiency
Phase 0 + Phase 1
Eliminate the manual portal work, spreadsheet tracking, and phone tag that buries coordinators. Every job, work order, and schedule change flows through one system.
- 30–40+ hours saved per week across coordinators
- Eliminate double-entry into QuickBooks
- Real-time visibility replaces status chasing
Material Margin Protection
Phase 2
Standardized BOMs ensure every job is priced correctly. Controlled purchasing eliminates counter buys and unplanned spending. Real-time costing surfaces margin leaks before they compound.
- Catch $35K-per-plan discoveries immediately
- Prevent uncontrolled counter purchases
- Projected vs actual visibility per job
Branch Visibility & Controls
Phase 3
Answer the critical question: "Why is Branch A profitable and Branch B struggling?" Compare performance, identify best practices, and enforce financial discipline across all operations.
- Branch-level P&L visibility
- 3-way match prevents overbilling
- Warranty recovery tracking
No More Surprises
Phase 4
AI proactively surfaces critical issues, automates routine decisions, and provides a daily Morning Brief tailored to each role. Fewer surprises, faster problem-solving.
- AI-generated daily priorities per role
- Exception triage and routing
- Predictive scheduling recommendations
Total Annual Impact
$750K – $2.5M+
Combined margin improvement across office efficiency, material controls, warranty recovery, and reduced operational surprises.
The operational challenges you face today
Long Heating & Air's growth has placed new demands on coordination, scheduling, and builder integrations. Current workflows rely on:
Manual Portal Downloads
Downloading and reconciling builder portal orders one by one consumes hours daily.
Double-Entry into QuickBooks
Manual data entry for AR and AP creates errors and delays in billing and payroll.
Scattered Scheduling
Constant status chasing across spreadsheets and phone calls slows down operations.
No Single Source of Truth
Critical job information is fragmented across portals, spreadsheets, and QuickBooks.
Blind to Material Margin
No visibility into projected vs actual job costs. BOM misalignment and uncontrolled purchasing erode margins silently.
Branch Accountability Gap
No way to compare branch performance or identify why one branch thrives while another struggles.
These bottlenecks limit throughput, create scheduling conflicts, and increase operational overhead.
The Long OS Vision
A centralized operating platform that transforms how Long Heating & Air manages builder HVAC installations.
Auto-imports builder portal orders in real time
Creates jobs and work orders automatically based on HVAC lifecycle stages
Syncs with QuickBooks for AP/AR and document control
Manages crew scheduling across thousands of annual builder jobs
Delivers real-time job visibility across all phases
Provides an AI operations assistant to reduce daily task load
This is not generic HVAC software.
This is your internal system—purpose-built for your processes, your builders, and your scale.
The Automated Flow
Five-Phase Roadmap
A phased approach that delivers value incrementally—each phase unlocking specific outcomes while building toward the complete vision.
Platform Initialization
Core Operations OS
Branches, builders, communities, jobs, work orders, scheduling, portal integrations, QuickBooks.
See Full ScopeCosting, Inventory & Procurement
Floorplans & BOM, projected vs actual costing, inventory, automated POs.
Learn MoreAnalytics, Controls & Multi-Branch
KPI dashboards, crew analytics, builder insights, 3-way match, warranty tracking.
Learn MoreAI-Driven Operations
Long OS Assistant, Morning Brief, AI exception triage, predictive scheduling.
Learn MoreInvestment Overview
A transparent, phased plan that aligns investment with value delivery.
Total Platform Investment
$1.5M
Fixed-fee, milestone-based across all phases
Phase 1
Core Operations
$500K
Phase 2
Costing & Inventory
$250K
Phase 3
Analytics & Controls
$500K
Phase 4
AI Operations
$250K
Phase 1 Investment
$500K
Core Operations Build
Phase 1 Timeline
~15 weeks
From kickoff to go-live
Annual ROI Potential
$750K – $2.5M+
Margin improvement