Replacement estimates that get followed up
Every open system quote comes into one list by value and age. Follow-ups go out on your schedule, and the owner sees the biggest ones each week.
More of the big tickets you already quoted get sold.
Know which estimates, agreements and calls are slipping before the season turns.
Omnira One connects your field software, your books, your phones and your marketing into one record your company owns. You see unsold replacement estimates, lapsed maintenance agreements and missed calls in one place. Then we use the same record to keep the board full between the busy months.
Does this sound like your week?
- We're slammed in July and dead in October.
- Replacement estimates sit for weeks after the first follow-up.
- Maintenance agreements renew late or not at all.
- Some techs sell and some don't, and we can't tell which.
- We spend on ads and can't say which ones booked jobs.
The page your team opens
Each part shows where its numbers come from. Nothing on it has to be typed in twice.
Every company also gets a Map of its customers, work and market, and a People page with each person's numbers and who uses Omnira One.
Open replacement estimates
Every system quote still open, with its age, its value and the last follow-up.
Maintenance agreements
Agreements coming due, visits done and owed, and the ones that lapsed.
Lead source to revenue
Which ads and sources booked jobs, and what those jobs were worth.
Technician scorecard
Close rate, average ticket and callbacks by tech.
See it working for HVAC
These are real screens from the Omnira One demo, set up for a sample HVAC company. Open the demo to click through every page yourself.
Built with your team
Omnira One is built around how you work. Every page, number and alert is shaped with your team, and we keep changing it as you grow.
Your pages
Show the pages your team uses and hide the rest.
Your words
Call things what your team calls them, whether that is a membership, a club or a service plan.
Your numbers
Pick the numbers that sit at the top of Today for each role.
Who sees what
The owner sees everyone. A manager sees their team. A tech sees their own work.
Your morning text
Choose when Quinn sends the morning numbers, and whether it comes by text or email.
In the demo, open Make it yours and try it. On your second call, we make these changes live with you.
One record, one meaning
Each of these gets one definition across every system you run, so a number means the same thing on every page.
- Customer
- Location
- Equipment
- Job
- Estimate
- Invoice
- Maintenance agreement
- Technician
- Call
Your field software stays the system of record for jobs and agreements. Your books stay the books. Omnira One makes them agree.
Works with the tools you already run
We connect the field software, books, phones and CRM you already run. Here are the ones owners ask about most, and the full list is one click below. If your company runs on something else, ask us. Spreadsheets always work.
Built for your industry
Books, CRM and phones
- Salesforce
- HubSpot
- Google Workspace
Field service and work orders
- ServiceTrade
Roofing, restoration and estimating
Construction
ERP and manufacturing
- NetSuite
Books, payroll and payments
- BILL
- Gusto
- Sage
- Square
CRM, marketing and reviews
- Thumbtack
- Constant Contact
- Google Ads
- Google Business Profile
- Mailchimp
- Meta ads
Phones
- RingCentral
Documents and email
- Dropbox
- Microsoft 365
No tool for part of the work yet?
If part of your work still runs on paper, a whiteboard or someone's memory, we build the internal tool for it on open source and connect it the same way. Custom internal tools are what we specialize in, and we build them on top of what you already run.
Three problems we start with
Agreements that renew on time
Every agreement due in the next 90 days sits on one list, with the visits done and the visits owed. Reminders go out before it lapses.
You keep more recurring revenue, and the shoulder months have work in them.
Ad spend you can trace to jobs
Each call and form is tied to the source it came from and the job it turned into.
You can cut what doesn't book and spend more on what does.
Edge cases we plan for
These are the cases that break a normal report. We set them up from the start.
Warranty callbacks
A callback on equipment still under warranty is tied to the install, the tech and the claim, so the labor doesn't disappear.
Membership renewals
Agreements due in the next 90 days sit on one list with the visits done and owed, before they lapse.
One quote in two systems
A replacement quote built in one tool and financed in another shows up as one estimate, with one value.
Omnira One watches it for you
Quinn, our AI, answers questions about your business in plain English and sends your morning numbers by text and email. Watchers keep an eye on the record and tell the right person when something slips. Two of the first ones we'd set up:
Unsold estimate
A replacement estimate over the amount you set goes a week with no follow-up.
Lapsed agreement
A maintenance agreement passes its renewal date with no renewal and no reminder.
Then we use the same record to book more jobs.
Most data products stop at the dashboard. They show you the estimate that went cold and leave the calling to your team. We keep going, because we already run the work that turns those numbers into booked jobs.
Aging equipment
Past customers with older systems, worked again before their unit fails in the first heat wave.
New building permits
Omnira Signal tracks new permits and names the contractor and the work, so you can bid the mechanical early.
Commercial accounts
Outreach to the property managers and facilities teams you want service agreements with.
Signal tracks building permits and commercial projects, and names the contractor and the work.
See the next system install before it goes out to bid.
New buildings, new tenants and new owners all need heating and cooling, and they all file paperwork first. Signal finds that paperwork in your territory and turns it into a call list.
A commercial building permit names the contractor.
Your team calls the general contractor to bid the mechanical work before it's awarded.
A new clinic, dental office or med spa build-out is registered.
Medical spaces need tight climate control. You bid the system and the maintenance plan together.
A new restaurant or bar gets its license.
Kitchens need hoods, makeup air and refrigeration service. You offer a maintenance agreement before opening day.
A commercial building changes hands.
New owners review every service contract. You make the first offer.
A permit issues for a new house or an addition.
You reach the builder or the owner while the equipment is still being picked.
A hurricane or tornado crosses a neighborhood.
Rooftop units and condensers take the hit. Your past customers in the path hear from you first.
What our team has done
$1.65 million
A restoration company recovered $1.65 million from its own list of past customers, a list it had written off.
Read the story$2.5M to $5M
A residential services company went from a $2.5 million to a $5 million run rate in 90 days, on follow-up our team built.
Read the story1,649
Past customers on a dormant list, reached.
23.1%
Replied.
6.3%
Booked a job.
$53K
Recovered in just over three weeks.
One recent result: we reached out to a residential services company's dormant customer list of 1,649 past customers. 23.1% replied and 6.3% booked a job, recovering $53K in revenue in just over three weeks.
We have since turned it into a full operating system that sends job reminders, plans truck dispatch to save gas and time, manages invoices and payroll, runs follow-up campaigns on dormant customers, and finds and automatically bids on government and commercial contracts.
What you own
Your data stays yours
It lands in a database your company owns, and it stays with you if you ever stop working with us.
Nothing changes without a yes
We read from your systems. Anything written back, and anything sent to a customer, waits for someone on your team to approve it.
No charge per user
One setup fee and a flat monthly fee. Your whole team can use it.
Questions owners ask
- Does this replace our field software?
- No. It stays your system of record, and your team keeps working in it. Omnira One reads from it and makes it agree with your books.
- Can we see results by technician?
- Yes. Close rate, average ticket and callbacks by tech, from your own jobs.
- We do commercial service too. Does that fit?
- Yes. Commercial accounts, sites and agreements sit on the same record as residential customers.
Other industries
- PlumbingCalls, estimates and memberships on one record, and more of your quotes turned into jobs.
- ElectricalService calls, project work, change orders and bids on one record, so you get paid for what you did.
- Roofing and restorationJobs, claims, supplements and storms on one record, so you get to the next storm first.
- Landscaping and snowCommercial grounds contracts, sites, snow events and margin by property on one record.
- Construction and contractingJob cost, change orders, bids and sub compliance on one record, with margin you can see mid-job.
- Industrial services and manufacturingSites, assets, service agreements and deficiencies on one record, with your field software and books in agreement.
- Professional servicesClients, matters, unbilled time and referral sources on one record, for law, accounting and engineering firms.
- Healthcare practicesCalls, open slots, recall due and billing totals for independent practices, as counts, never patient records.
- Property managementOwners, doors, leases and work orders on one record, with the owners you might lose flagged early.
- Private equity and family officesEvery company you own on one back end, with one board view, synergies against plan and the software you pay for twice.
- BrokeragesReal estate, insurance and business brokers: every lead, deal and commission on one record, and every new lead answered fast.
Tell us what should run itself.
We'll tell you plainly whether a build fits, and what you'd own at the end.