Sorsi OS

For HVAC contractors

Installs and service stop living in two different businesses.

Sales, install crews, equipment vendors and maintenance techs share one live job record from first lead to seasonal service.

What is Sorsi OS for hvac?

Sorsi OS is a contractor operating system for HVAC companies. It connects CRM, estimating, scheduling, purchasing, install and service on one live record so installs hand off cleanly into maintenance instead of starting over.

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The hvac problem

Where hvac jobs leak time and margin.

Install and service never share a file

Warranty and maintenance techs rebuild history that the install team already had.

Equipment lead times surprise the schedule

Condensers and air handlers are ordered late because purchasing sits outside the job.

Dispatch fights with the sales calendar

Changeouts and maintenance routes collide when each team owns a different tool.

Callbacks eat the margin

No one sees the original load calc, model numbers or photos when a unit fails.

One sentence

Speak the job. Every company on it moves.

Example: “Schedule the Nguyen heat-pump changeout for Tuesday and order the matching air handler.” Sorsi checks the live record, reaches the right people and keeps permissions in place.

Diagram: one spoken command flows into a live project that reaches the contractor, subcontractors, suppliers, logistics, third parties and the customer.

What changes

How Sorsi OS helps hvac contractors.

One record from sale to service

Install details, model numbers and photos follow the customer into maintenance.

HVAC trade blueprint

Changeout, new construction and maintenance workflows with photo checklists.

Purchasing linked to the estimate

Equipment and materials stay tied to what was sold and scheduled.

Talk to Sorsi from the truck

Ask what needs attention today and assign the next tech without opening five apps.

Explore trade blueprints

Still one system

Built for your trade. Ready for the next one.

Add solar to roofing, service to HVAC, or electrical to a multi-trade shop without bolting on another stack. Starter is free for your first 6 months.

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Workflows and pipelines screen with trade toggles including roofing, solar, HVAC and related contractor trades.
Design mockup, illustrative data.

Other trades

Same operating system. Different pain language.

Early access

Join the waitlist

Be the first to know when Sorsi OS opens up. Starter is free for your first 6 months.

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  • No demo call required
  • Starter free for your first 6 months
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