The record behind every door.
For every property and every unit: what was observed, when, by whom. What the customer said. What was recommended, what was approved, what's still open. Not notes buried in a job ticket. A living history your whole team can walk in with.
Make, tonnage, install year, per unit on the property.
Every memo, dated and attributed. The history a new tech inherits.
In their words, not paraphrased into a job note.
Open items resurface on the next visit instead of dying in a ticket.
Every open item carries the number it was quoted at.
What this address has been worth since the record started.
Visit one versus visit twenty.
Visit one, your tech walks in cold. Visit twenty, they walk in knowing the condenser was flagged last spring, the customer asked about financing, and two recommendations are still open. Same tech skill. Completely different conversation.
Follow-ups close. Cold pitches don't.
A recommendation with history behind it isn't a pitch, it's a continuation. Your techs reference what was found last time and what's changed since. Open items resurface instead of dying, unsold estimates get a second life, and average ticket grows because the conversation starts further along. Same crew, same calls, more billed.
Open items resurface
Unsold estimates get a second life
The conversation starts further along.
Turn every visit into property data you own.
Your FSM tells a tech where to go and what they're booked for. Mentat adds the layer on top: what was seen, what was said, what's still open. Every memo enriches the record, so each property file gets deeper and more valuable with every job.
Your data remains yours.
The property intelligence your team builds belongs to you. Cancel anytime and it stays readable. We think you'll stay because it keeps getting more valuable, not because you're locked in.