System Architecture

Under
the Hood.

Dispatch, estimates, invoicing, rebates, inventory, customer portal. All of it. One place.

What Makes Plenum Different

Most field service software is built by people who have never run a truck. They add features because competitors have them, not because they solve real problems. The result is bloated, slow software that makes simple tasks complicated.

We built Plenum differently. Every feature exists to solve a specific operational problem. Intelligent routing reduces drive time by 30-40%. Multi-option proposals increase close rates from 25% to 60%. Rebate Gate automates the most tedious paperwork in the industry.

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.

We don't build features for the sake of feature lists. We build tools that measurably improve your business. Fewer miles driven. Higher close rates. Faster technician onboarding. More jobs per truck per day. These are the metrics that matter.

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.

Financial Breakdown
Total Savings
ELIGIBLE
System Cost$14,200.00
Instant Utility Rebate
-$1,200.00
We claim this for you
Federal Tax Credit (25C)
-$2,000.00
Claim on tax return
Net Investment$11,000
*After all incentives applied
Proposal for
John & Sarah Smith
Platinum

Trane XV20i System

$18,450
or $185/mo
25 SEER2 Efficiency
Variable Speed Compressor
RECOMMENDED
Gold

Trane XV18 System

$14,200
or $145/mo
18 SEER2 Efficiency
Best Value
10-Year Warranty
$2,000 Tax Credit Eligible
Silver

Trane XR14 System

$11,500
or $115/mo
14.3 SEER2
Single Stage
Decline
Approve Selected

The full rundown.

Every capability, documented.

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

40-60% close rate
Complete attribution
Smart review analysis

Feature Questions

Still have questions?