The Complete
Operating System.
Every tool you need to run a high-performance service business, integrated into one cohesive platform.
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 jobs by neighborhood, reducing drive time by up to 30%.
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.
Finance & Rebates
Stop leaving money on the table. Plenum is the only CRM with Rebate Gate™, our proprietary real-time rebate verification engine.
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
No stone unturned.
We've thought of everything, so you don't have to.
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