Software for Mechanical Contractors.
We're an Edmonton software development company that builds custom software for mechanical contractors — service agreements, per-site equipment history, dispatch, project and service quoting, and job costing in one system, wired into QuickBooks or Sage, and yours to own.
Projects, Service & the
Agreements Nobody Tracks.
A mechanical contractor runs an install business and a service department at once, on top of a preventive-maintenance book that's pure recurring revenue — if anyone keeps it current. Here's where it leaks, and what custom software does about each.
Service agreements run on memory
Preventive-maintenance contracts are recurring revenue — but the visit schedules, covered equipment and renewal dates live in a spreadsheet nobody keeps current. Visits get missed, renewals slip, and the most profitable part of the business leaks quietly.
No equipment history per site
A tech arrives at a building and has no record of the units on the roof, their model and serial numbers, what was serviced last time, or which parts are on their third failure. Every visit starts from zero.
Two businesses: projects and service
Mechanical contractors run large install projects and a live service department at the same time — one needs submittals, schedules of values and progress billing; the other needs fast dispatch and same-day invoicing. Off-the-shelf tools force both into one shape.
Quoting big mechanical jobs by hand
Equipment, sheet metal, piping, controls and labour assembled across suppliers and spreadsheets — slow, inconsistent, and priced from the estimator's memory of last quarter's costs.
Warranty & parts tracking
Which install is still under warranty, which callback is billable, which part is on a manufacturer claim — the answers live in binders and heads, and margin walks out the door on jobs that should have been covered.
Job costing after the fact
Committed costs, tech hours, equipment and change orders land in different places, so a project's real margin only surfaces once it's closed and too late to steer.
One System for Install and Service.
Custom software shaped around how your shop actually runs both sides of the business — built, deployed and operated by the company that built it, and owned by you.
Service-agreement management
Every PM contract with its covered equipment, visit schedule, billing rhythm and renewal date — visits generated automatically, renewals flagged before they lapse, recurring revenue you can actually see and grow.
Per-site equipment & asset history
Every unit at every building — make, model, serial, install date, service log and parts history — so a tech arrives knowing exactly what they're walking into and what's failed before.
Dispatch + project in one system
A fast service lane (intake, dispatch, same-day invoice) and a project lane (submittals, schedule of values, progress billing) sharing one customer and site list, so nothing is entered twice.
Assembly-based quoting
Equipment, sheet metal, piping, controls and labour priced as assemblies from your real supplier costs and rates — accurate, consistent quotes out in a fraction of the time.
Warranty, callback & job costing
Warranty windows tracked per install, callbacks flagged billable or covered, and live job costing tying committed costs, hours and change orders to each job so you steer margin, not discover it.
Integrated with your stack
Built around QuickBooks or Sage, your supplier price files, and field tools you already run — invoices and payments flow both ways instead of being re-keyed.
We haven't published a mechanical case study yet — so here's exactly what we've built for Alberta contractors, with the numbers those owners measured. The estimating, dispatch and back-office patterns transfer directly to a mechanical shop; the assemblies and the service-agreement layer change.
Mechanical Software, Answered.
Do You Build Software Specifically for Mechanical Contractors?
Yes. We're an Edmonton software development company, and mechanical contracting is a strong fit for custom software because it runs two businesses at once — a project side and a service department — plus a preventive-maintenance book that off-the-shelf tools handle poorly. We build one system around how your shop actually runs both, with per-site equipment history and service agreements at the centre.
How Is This Different From ServiceTitan or BuildOps?
Those platforms rent you their workflow, per user per month, and your service agreements, equipment history and pricing live in their product. A custom build is yours: shaped around your mix of project and service work, integrated with the accounting and supplier tools you keep, no per-seat fees as you scale, and an asset you own. When an off-the-shelf platform genuinely fits, we'll say so — but when your operation fights the tool, custom is what stops the fight.
Can It Handle Both Our Project Work and Our Service Department?
Yes — that split is exactly why generic tools frustrate mechanical contractors. We give projects a submittals-schedule-of-values-progress-billing lane and give service a fast intake-dispatch-invoice lane, in one system with one customer and site list, so a building you installed is the same record your service techs work against for the next fifteen years.
Will It Integrate With QuickBooks, Sage and Our Supplier Pricing?
Yes — that's usually the point. We build around what stays: your accounting (QuickBooks, Sage), supplier price files, and field tools you already run. Because the system is custom, an integration you need is part of the scope, not a feature request on a vendor's roadmap.
Are You Based in Edmonton, and Do You Work Across Alberta?
Yes. AltaPro AI is an Edmonton, Alberta software development company, and everything we build is cloud software — mechanical contractors in Calgary, Red Deer and across Alberta run the same systems the same way. The discovery call is a video call.
For Alberta mechanical contractors
Book a 30-Minute Call.
30 minutes. We map how projects, service calls and PM agreements move through your shop today, show you the biggest leak, and hand you a costed plan for the software that fixes it — whether you build with us or not.
Edmonton, Alberta · No commitment · 587-937-6948