HVAC software built around the work your team does every day
Dispatch, estimates, invoicing, rebates, inventory, customer portal. All of it. One place.
One workflow from the first call through payment
Dispatchers see nearby jobs before offering a time slot. Technicians can open customer, equipment, estimate, and invoice details from the same job record.
Plenum connects scheduling, multi-option proposals, invoicing, and Rebate Gate so each handoff carries the information the next person needs.
The features below are organized by business function. Operations and logistics features help you schedule and dispatch efficiently. Finance features handle pricing, rebates, and accounting integration. Field efficiency features give technicians tools that actually work in basements and attics.
The practical result is less re-entry between office and field, clearer choices for customers, and a job record that stays useful after the work is complete.
Operations & Logistics
Dispatching isn't just about filling slots. It's about maximizing density and minimizing windshield time. Our clustering engine does the math for you.
Intelligent Routing
Our clustering algorithm groups nearby jobs and shows dispatchers the route impact before they offer a time slot.
Live Map View
Real-time technician tracking with geofence alerts and status updates.
Inventory Tracking
Know exactly what parts are on which truck before dispatching.
Product preview
Interactive workflow preview
Product preview
Interactive workflow preview
Finance & Rebates
Rebate Gate™ keeps incentive checks in the estimating workflow, with technical eligibility rules available as supporting detail.
Rebate Gate™
Verify customer income eligibility for federal and utility rebates instantly.
Instant Invoicing
Convert estimates to invoices with one click. Collect payment on-site.
Automated Filing
We generate and submit the rebate paperwork for you.
Field Efficiency
Give your technicians a tool they'll actually use. Built offline-first for basements, attics, and rural areas.
Offline-First Architecture
Full app functionality without cell service. Syncs automatically when connection returns.
Visual Pricebook
Beautiful, photo-rich presentation mode for high-ticket system sales.
AHRI Match
Never mismatch a coil and condenser again. Built-in AHRI directory integration.
Trane XV20i System
Trane XV18 System
Trane XR14 System
The full rundown.
Every capability, documented.
Product preview
Interactive workflow preview
Product preview
Interactive workflow preview
Multi-option proposals help customers choose the right solution, dramatically increasing close rates
Track which marketing channels drive real revenue with complete attribution from first touch to close
Monitor and improve your online reputation with intelligent review analysis and automated workflows
Never miss important details from customer calls with automatic transcription and searchable records