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For HVAC, plumbing & electrical shops

Quote it right, dispatch it, and bill exactly what you quoted.

YieldOS is one system for the pricebook, the quote, the schedule and the invoice — so the number a customer approves on a Tuesday is the number on the bill, and you can see the margin on it either way.

Private preview — access is by invitation.

What it does

Everything below is shipped and in daily use in a real shop.

A pricebook that knows your costs

Materials, equipment and labour with the bill of materials underneath, so a quote is built from what the job really consumes rather than from a number somebody remembered.

Good, better, best — in front of the customer

Build three options and present them on the customer’s own screen, with photos and specifications. They pick one and approve it there and then.

The day, on one board

Schedule visits, see every technician’s day, and reassign work by dragging it. The board updates live rather than when somebody refreshes.

Field work that fits a phone

A technician sees only their own day, texts the customer they are on the way, and moves the job forward from the driveway.

Invoices that match the quote

Turn an approved option into a job and the job into an invoice, with sales tax applied per line and the same totals the customer already agreed to.

Your numbers, not a guess

Revenue, receivables, pipeline and margin — from your own records, with an assistant that can be asked about them in plain English.

Pricing

One price for the shop, however many people work there. Hiring a technician should not be a billing event.

By invitation

YieldOS is in private preview

  • One flat price per shop — no per-seat counting
  • Unlimited users, office and field
  • 14-day free trial, no card required
  • Your data stays yours, and stays exportable