From the first call to the final invoice, MEPSub covers the full workflow of an MEP, HVAC, BMS or service contractor. Here's the whole toolkit.
Plan the day in the office and run it from any phone — the board and the field stay in sync.
Drag-and-drop board to plan the day and assign crews — one live picture for everyone.
Day, week and month views of every appointment and job across your team.
Book, confirm and remind — with automatic notifications to your customers.
Turn any job or service call into a trackable work order or ticket.
Techs see their day and clock in and out from any phone.
A phone-first view for the field: details, checklists, photos and sign-off.
Standard checklists per job type so nothing gets missed on site.
Move jobs in seconds and keep crews and customers notified.
Run contract jobs from award to closeout with the controls general contractors expect.
Plan phased jobs with tasks, dependencies and live progress.
Capture crew, weather, hours and notes from the field each day.
Log requests for information and track responses to close-out.
A 3-mode wizard to build, package and route submittals.
Track open items to completion with photos and sign-off.
Keep permits and inspection dates in one organized place.
Price, e-sign and track change orders against the contract.
Manage subcontract commitments and tie vendor bills to them.
Pull quantities straight from plan drawings with AI.
Win more work with fast, consistent estimates and branded proposals.
Build from parts and labor — or let AI Create draft the estimate for you.
Send branded proposals customers can review, e-sign and accept.
Capture and track leads from first contact all the way to won.
Request quotes from vendors and compare them side by side.
Priced parts and labor catalog to estimate fast and consistently.
Recurring maintenance contracts with AI-assisted drafting.
Turn finished work into cash — with the financial controls contractors actually need.
One click from a finished job to a sent, payable invoice.
G702/G703 progress billing for phased project work.
Automate repeat billing for service and maintenance accounts.
Hold and release retention automatically across invoices.
Log and categorize job expenses with receipts attached.
Track vendor bills and stay on top of what you owe.
Issue POs and match them to bills and jobs.
See real cost vs budget and work-in-progress per job.
A clean chart of accounts and ledger behind the numbers.
Send customers a clear statement of open balances.
Track W-9s, insurance certs and 1099 vendors.
Define labor rates that flow through estimates and costing.
Field hours flow straight into timesheets, job costing and payroll.
Clock entries roll into timesheets ready for payroll.
Request and approve PTO in one place.
Accurate clock-in/out tied to jobs and cost codes.
A full customer record and a branded self-serve portal your clients will actually use.
Every customer, site and contact in one clean record.
A branded portal to book, approve, pay and see history.
Track every unit you service with full history.
Schedule recurring PM visits on tracked equipment.
Log and manage warranty work and claims to resolution.
Message customers and keep the whole thread on the record.
Know what's on the shelf and what each job consumed.
Track stock levels, usage and reorder points across your parts.
Save common parts kits and add them to jobs in one click.
AI that does real work — drafting, measuring and watching your numbers.
Ask questions and get work done across your whole workspace.
Draft estimates, agreements and documents from a short prompt.
Quantities from plan drawings, automatically — priced from your catalog.
An anomaly scan that flags unusual numbers before they cost you.
Per-workspace AI usage caps and clear cost visibility.
Configure it your way and connect the tools you already run on.
Fine-grained roles so people see only what they should.
Configure branding, plans and preferences per workspace.
Customize the emails and documents customers receive.
Stripe, QuickBooks, SMS, Slack, a public API and outbound webhooks.
Keep the team in the loop by email, SMS and in-app.
A customizable bento dashboard tailored to each role.
Built-in, role-aware how-to guides right inside the app.
Profitability, job costing and operational reports.
Three areas where MEPSub goes further than a scheduling app. Dive into how each one works.
The dispatch board, Field mode, time clock and work orders — how the office and the field stay in sync.
Explore field & scheduling →Invoicing, AIA G702/G703 billing, retainage, job costing and A/P — the money side, done right.
Explore financials →AI Assistant, AI Create, AI Takeoff and anomaly alerts — practical AI built into the workflow.
Explore AI →Get early access and we'll set up your workspace, or log in if you already have one.