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Proudly Canadian
Platform
Core
✅
Checklists
Run consistent workflows
📅
Cadence
Manage recurring commitments
📊
Scorecards
Track key operational metrics
📚
Knowledge
Centralize operational knowledge
👥
Customers
Track client relationships
📦
Assets
Manage equipment & locations
Capabilities
📱
QR Code Access
Scan to start workflows
📝
Custom Forms
Build any form
📸
Photo Capture
Capture photos on checklists
⚡
Automation
Trigger actions on events
📅
Scheduling
Recurring tasks & reminders
📋
Compliance
Timeline & audit trails
Industries
🔧
Field Services
HVAC, plumbing, electrical
🏢
Property Management
Inspections & turnovers
🏨
Hospitality
Room inspections & housekeeping
🏛️
Facilities Management
Equipment & safety
🍽️
Restaurants
Food safety & operations
✨
Commercial Cleaning
Quality & documentation
❤️
Senior Care
Care routines & wellness
💼
Professional Services
Insurance & accounting
🏪
Local Shops
Auto repair, bakeries & more
🏋️
Fitness & Gyms
Equipment & facility checks
Use Cases
☀️
Opening Shift Checklist
Ensure every location opens correctly
🌡️
HVAC Maintenance Visit
Document every service call with proof
🔗
View All Use Cases
Updates
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The platform for getting work done right. Systemize execution, capture proof, and guarantee quality for service companies that care about how the work gets done.

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    See DemoGet Started
    Use Case

    HVAC Maintenance Visit

    "Can you prove what your tech actually did on site?"

    Transform reactive service calls into documented, professional visits. Know your customer before you arrive, follow a standardized checklist, capture real data and photos, and get customer sign-off—all from a mobile device.

    See This in ActionGet Started

    The Scenario

    A commercial customer calls—their HVAC system needs maintenance. You dispatch a technician. They drive to the site, do some work, scribble notes on a paper ticket, and head to the next job.

    Three months later, the customer disputes the bill. "Your guy was only here for 20 minutes. He didn't check the refrigerant." You have no proof. Just a crumpled paper ticket with illegible handwriting.

    The problem isn't your technicians—it's the lack of structure. No customer context before arrival, no standardized process, no documentation that holds up when questions arise.

    HVAC technician completing maintenance checklist on mobile device

    The Transformation

    ✗Before ScaleWyz

    Arrive Blind

    No idea what equipment exists or what was done last time

    Paper Tickets

    Handwritten notes that get lost or can't be read

    Inconsistent Work

    Every tech does it their own way

    No Proof

    Customer disputes with nothing to show

    No Visibility

    Office doesn't know if the job is done until tech calls in

    Lost History

    Previous visit notes are in a filing cabinet somewhere

    ✓After ScaleWyz

    Workflow Progress1 of 5
    Customer record showing Grand Plaza Hotel with locations, contacts, and service history
    Step 1
    Click each step on the left to see it in action

    See It in Action

    Watch how a professional HVAC service visit works from start to finish—customer lookup, checklist execution, and customer sign-off.

    The Professional HVAC Service Workflow

    From dispatch to sign-off—every step documented, every visit professional.

    1

    Customer Lookup

    Find the customer in CRM. See locations, contacts, equipment, and service history.

    2

    Create Service

    Create the service record, select type, assign technician, set date.

    3

    Execute Checklist

    Tech follows standardized checklist—safety, diagnostics, maintenance tasks, photos.

    4

    Customer Sign-Off

    Customer reviews work, signs on screen. Complete record stored permanently.

    What HVAC Companies Say

    Real feedback from service companies using ScaleWyz

    We eliminated customer disputes overnight. When they question the work, I pull up the service record with photos and their signature. Conversation over.

    MT

    Mike T.

    Owner, Commercial HVAC

    My techs actually like the checklists. They know exactly what to do, they don't forget steps, and they don't have to call me asking what was done last time.

    SL

    Sandra L.

    Operations Manager, Residential HVAC

    The customer lookup alone is worth it. Before, my guys showed up not knowing what equipment was there or who to talk to. Now they look professional from the first minute.

    DR

    Dave R.

    Service Manager, Multi-location HVAC

    Also Works For Other Trades

    The same workflow applies to any field service that makes on-site visits.

    Plumbing

    Service Visits

    Plumbers can use the same workflow for service calls—customer lookup, service creation, standardized checklists, photo documentation, and customer sign-off.

    Example Checklist

    Leak inspection
    Pressure test
    Fixture check
    Photo of repair
    Electrical

    Service Visits

    Electricians documenting panel inspections, outlet testing, and circuit repairs benefit from the same structured approach with photo evidence.

    Example Checklist

    Panel inspection
    Voltage readings
    Ground test
    Safety check
    Appliance Repair

    Service Visits

    Appliance techs servicing refrigerators, washers, and dryers can capture model numbers, diagnostic codes, and repair photos systematically.

    Example Checklist

    Model/serial capture
    Diagnostic codes
    Parts replaced
    Test run verified
    General Contractors

    Service Visits

    Any trade making service visits—roofing, flooring, painting—can standardize their process with customer context and documented proof of work.

    Example Checklist

    Site assessment
    Work completed
    Materials used
    Customer approval

    Ready to Professionalize Your Service Visits?

    See how ScaleWyz transforms your HVAC maintenance visits into documented, professional service calls.

    Request a DemoGet Started

    Related Use Cases

    Opening Shift Checklist

    Ensure every location opens correctly

    HVAC Scheduled Service

    Coming soon