Can Obra manage preventive maintenance agreements?
Yes. Recurring services generate the maintenance visits, and routes organize them.
HVAC business software
HVAC software for maintenance agreements, dispatch, technicians, estimates, and service history
HVAC and air-conditioning work mixes planned maintenance with urgent repairs. Obra gives each property a usable history and helps the office move from request to dispatch, diagnosis, approval, return work, and payment.
The problem
Keep planned service and urgent repair connected
Maintenance agreements and emergency calls create competing schedules.
Technicians need equipment history and access information before arrival.
Diagnosis, quoted repair, return visit, and installed parts lose their connection.
Worker pay and client charge must remain separate.
How it works
A clear service lifecycle
01
Maintain the site
Keep equipment notes, photos, access, contacts, and recurring service on the property.
02
Dispatch the right technician
Surface assignment conflicts and preserve one-off versus permanent changes.
03
Standardize diagnosis
Use customizable maintenance and repair checklists with readings, photos, and issues.
04
Quote, return, and bill
Create the estimate and follow-up work from the visit, then connect labor, parts, invoice, and payment.
Connected by design
Information enters once and keeps working.
- Keep every client, property, job, visit, document, cost, and payment connected.
- Give office staff, field workers, and clients a view designed for what each person needs.
- Capture screenshots, photos, PDFs, messages, and voice notes without losing the original.
- Work in English or Spanish and keep client-facing information clear.
Frequently asked questions
What to know before you start
Can technicians see prior property information?
Authorized workers can see the assignment, site access, directions, checklist, and relevant work history without seeing protected finance data.
Does Obra connect repair quotes to the original visit?
Yes. An estimate or follow-up can be created from the visit and remain linked to the same job and site.
Ready to organize the work from the start?
Join the waitlistJoin the waitlist for early access and launch offers.