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IntelligentHVAC service& maintenanceoperations.

SERVICELATTICE AI · HVAC & MECHANICAL SERVICES

ServiceLattice AI unifies HVAC service requests, technician dispatch, equipment diagnostics, repair estimates, field operations, quality verification, and invoicing in one intelligent platform. Connect emergency call intake through on-site repair and compliance without dropped balls or manual paperwork.

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ServiceLattice AI — Intelligent HVAC service and maintenance operations
The Intelligent Command Center

One central view for all your HVAC operations.

ServiceLattice AI connects the entire HVAC and mechanical service lifecycle — from emergency call intake and technician dispatch to diagnostics, repair estimates, and final payment. Each module manages a critical phase, helping dispatchers, technicians, and operations leaders deliver faster service and ensure no billable work order is missed.

ServiceLattice AI — Operations Command Center dashboard
1

Workload forecast & open orders

Weekly work order volume forecasting and real-time first-time fix rate monitoring.

1 / 4

Proven Business Impact & ROI

Enterprise SaaS Benchmark
45%
Right parts & skills

Faster First-Time Fix

Match the right technician with van parts stock on the first trip to eliminate costly callbacks.

99.2%
Emergency triage

Dispatch SLA Met

Automatically prioritize no-heat and no-cooling emergency calls with optimized routing.

3.5 hrs
Less manual paperwork

Saved Per Tech / Day

Replace paper work orders and manual price books with mobile diagnostics and automated invoicing.

2.8x
Predictive renewals

Maintenance Agreements

Grow recurring revenue with automated seasonal tune-up reminders and equipment lifecycle tracking.

The Nestack Operations Suite

Built for every corner of operations.

Operations move differently in every field, with unique teams, workflows, documents, and decisions. Your tools should be built to work the way your industry does.

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The Core Modules

Everything you need from intake to paid invoice.

ServiceLattice AI unifies your entire HVAC and mechanical service operation. Each module manages an essential operational stage — coordinating dispatchers, technicians, and billing teams in one interconnected lattice so no service call or warranty dollar slips through the cracks.

Swipe through all 7 modules — tap any screen to open it full size.

Service Intake01/7

Triage calls, customer requests & equipment alerts into verified tickets

Capture incoming service requests across phone, portals, and telemetry into a structured triage board. Automatically parse customer sites, installed equipment tags, warranty coverage, roof access requirements, and emergency severity levels.

Service Intake — ServiceLattice AI
  • Structured triage pipeline: New, Needs Info, Verified, and Ready for Dispatch
  • Automated equipment identification (RTU, AHU, Chillers) and warranty verification
  • Pre-dispatch checklists with site access requirements and customer confirmation
Smart Dispatch02/7

Match technicians by skills, certifications, truck stock & route SLA

Automate dispatch assignments with AI-powered skill matching. Evaluates technician EPA certifications, HVAC-R licenses, chiller qualifications, van inventory, and real-time availability to assign the highest-probability first-time fix.

Smart Dispatch — ServiceLattice AI
  • AI technician skill matching with percentage suitability scores and badge checks
  • Real-time board tracking across Unassigned, Scheduled, En Route, and On Site
  • Automated SLA window monitoring, site access notes, and instant assignment confirmation
Equipment Diagnostics03/7

Live manifold telemetry, pressure curves & AI fault hypotheses

Streamline rooftop and plant-room troubleshooting with live digital manifold telemetry. Track suction/discharge pressures, line temperatures, superheat, and subcooling on interactive R-410A schematics to score likely fault hypotheses.

Equipment Diagnostics — ServiceLattice AI
  • Live digital manifold telemetry for suction, discharge, superheat & subcooling
  • Interactive R-410A circuit schematic with dynamic pressure trend monitoring
  • AI fault hypothesis scoring (dirty coil, low charge, failing fan motor) with 1-click quote handoff
Repair Estimates04/7

Itemized repair quotes, margin tracking & AI pricing recommendations

Turn diagnostic findings into itemized, customer-ready repair estimates in seconds. Automatically itemize diagnostic labor, coil cleaning, refrigerant top-offs, contactor replacements, and trip charges with transparent gross margin visibility.

Repair Estimates — ServiceLattice AI
  • Automated line items for diagnostic labor, coil cleaning, refrigerant & OEM parts
  • Live margin calculator displaying total cost, gross profit, and markup percentages
  • AI pricing recommendations for preventative agreement bundling and worn-part replacement
Field Service Mobile05/7

Guided field execution, OSHA LOTO safety & mobile checklist tracking

Empower field technicians to execute approved work with complete operational discipline. Track job status from OSHA Lockout/Tagout (LOTO) clearance through fan motor replacement, operational testing, and completion photo documentation.

Field Service Mobile — ServiceLattice AI
  • Real-time field execution board: Prepared, In Progress, Awaiting Parts & Complete
  • Mandatory safety verification including OSHA Lockout/Tagout (LOTO) protocols
  • Time-stamped milestone checklists for motor replacements, coil repairs & testing
Quality Control06/7

Functional performance tests, commissioning logs & deficiency rework

Ensure zero unverified handoffs and eliminate costly callbacks. Run automated Functional Performance Tests (FPT) comparing supply/return air temperatures, static pressures, fan motor amperages, and control sequences before sign-off.

Quality Control — ServiceLattice AI
  • Rigorous Functional Performance Testing (FPT) with automated Pass/Fail evaluations
  • Live delta-T, static pressure, fan motor amperage & control sequence verification
  • Deficiency flagging with immediate 1-click technician rework requests
Invoicing & Payments07/7

Automated billing, OEM parts reconciliation & overdue payment tracking

Convert completed work orders and verified service hours into collectible invoices without manual billing entry. Track live receivables, overdue balances, itemized OEM parts, and payment status with one-click payment reminders.

Invoicing & Payments — ServiceLattice AI
  • Instant invoice generation with labor, OEM parts & warranty breakdowns
  • Aging receivables tracking across Drafts, Pending, Sent, Partially Paid & Overdue
  • Direct action controls to send payment reminders, record payments, and sync to accounting
How It Works

From service request to paid invoice in four steps.

An interconnected operational workflow that eliminates dispatch phone tag, accelerates diagnostic troubleshooting, and ensures every job is code-compliant and billed accurately.

01Step 1 of 4

Ingest & Triage Request

Capture emergency phone calls, tenant portal tickets, or telemetry alerts. ServiceLattice AI parses equipment details, serial numbers, and severity into an urgent work queue.

Calls · Portals · Telemetry · Email
02Step 2 of 4

Smart Match & Dispatch

Automated dispatch optimization matches the job to the best technician based on EPA license, van parts stock, GPS proximity, and SLA response windows.

Skills · Van Stock · GPS SLAs
03Step 3 of 4

Diagnostic & Mobile Execution

Technicians follow guided diagnostic sequences on mobile, decode manufacturer fault codes, capture photo proof, and build Good/Better/Best quotes on-site.

Guided Diagnostics & Quoting
04Step 4 of 4

Compliance, Payment & Care

Refrigerant recovery logs are audited to EPA Section 608 standards, signed invoices are collected instantly, and recurring maintenance tune-ups are scheduled.

EPA 608 · Instant Pay · Contracts
Traditional Field Service vs ServiceLattice

Don’t settle for the AI your software chose.

Most legacy platforms ship a single generic chatbot and you work inside its limits. ServiceLattice puts an intelligent orchestration layer between equipment telemetry, work orders, and AI models — routing each diagnostic, dispatch, and quote step to the specialized intelligence that suits it.

Traditional Field Service
Built-in
AI

One model, one pass, and no step you can point somewhere else.

You work within its limits.

ServiceLattice · routed service operations
  1. 01

    Read equipment nameplates & wiring schematics

    Layout-aware OCR extracts model tags, wiring diagrams, and compressor specs that general vision models blur

    MistralMistral API
  2. 02

    Classify fault severity & dispatch SLA

    Specialized mechanical fault classifier flags critical cooling failures and tenant emergency SLAs in milliseconds

    Hugging FaceInference Providers API
  3. 03

    Analyze multi-year unit history & telemetry

    Long-context window correlates recurring compressor faults, past repairs, and BACnet telemetry across seasons

    GeminiGemini API
  4. 04

    Extract required parts, labor hours & refrigerant

    Schema-locked extraction maps OEM part numbers and flat-rate labor directly into inventory and work orders

    OpenAIOpenAI Responses API
  5. 05

    Draft diagnostic findings & multi-tier estimates

    Composes Good/Better/Best replacement options with transparent customer-facing explanations and rebate notes

    ClaudeAnthropic Messages API
  6. 06

    Audit EPA Section 608 compliance & gross margin

    Automated verification double-checks refrigerant recovery logs, vacuum micron specs, and job profit margins

    DeepSeekDeepSeek API
One verified service & repair record186 diagnostic fields · 98.4% dispatch match · 0 warranty claims lost

Note: Model names and marks are the property of their owners and appear here to say which APIs an intake step can be routed to. No endorsement or partnership is implied. Families are named without version numbers because the frontier re-ranks faster than a page can be edited.

Connectivity

Your whole stack, connected.

Accounting, CRM, supplier catalogs, smart meters, and fleet telematics — and the rest of what your business already runs on. 24 integrations across 4 operational stages, every one of them reading the tool’s own public API.

  • Gmail
  • Drive
  • Dropbox
  • Box
  • Egnyte
  • Zapier
  • Autodesk
  • Revit
  • AutoCAD
  • Archicad
  • SketchUp
  • Rhino
  • ArcGIS
  • Mapbox
  • Google Maps
  • OpenStreetMap
  • HubSpot
  • Airtable
  • Notion
  • Sheets
  • Asana
  • Trello
  • Xero
  • QuickBooks

Note: Tool names and marks belong to their respective owners. No endorsement or partnership implied.

Compliance & Safety

The mechanical and environmental standards your work answers to, verified on every job.

ServiceLattice AI automatically integrates EPA Section 608 refrigerant logs, ASHRAE airflow standards, OSHA field safety rules, and AHRI rebate requirements into technician checklists. This ensures every service visit is audit-ready, safe, and fully documented.

  • EPA Section 608

    EPA Section 608 Refrigerant Management

    Refrigerant recovery, evacuation vacuum levels, leak rate threshold calculations, and certified recovery cylinder records logged per technician and job.

  • ASHRAE 62.1 & 90.1

    ASHRAE Ventilation & Energy Standards

    CFM airflow ventilation rates, delta-T verification, outside air intake calculations, and commercial mechanical system energy efficiency compliance.

  • OSHA & NFPA

    OSHA Field Safety & NFPA Mechanical Codes

    Mandatory electrical lockout/tagout (LOTO), rooftop fall protection checklists, arc flash protocols, and NFPA 90A/90B duct safety compliance.

  • AHRI & DOE

    AHRI Efficiency & Energy Rebate Standards

    SEER2, EER2, and HSPF2 rating verification for municipal rebate qualification, federal clean heat pump tax credits, and utility incentive filings.

    • Note: ServiceLattice AI structures and tracks these operational standards so technicians never miss required safety, environmental, or code logs. It does not replace certified testing by a licensed mechanical engineer or authorized municipal inspector.

    ServiceLattice ships

    Intelligent service agents, in production, handling real field operations.

    Which is the mission-critical half. It runs 24/7 across emergency call queues, telemetry fault alarms, and on-site repair estimates where an unhandled error means frozen pipes, spoiled commercial refrigeration, or delayed technician trucks.

    • Emergency dispatch & scheduling assistants
    • Diagnostic & repair estimating agents

    Both catalogued in playbook HOM023

    Sister platform — Nestack Agent CareHOM023 · 24 playbooks

    Your HVAC & Mechanical Services AI agents, run like production systems.

    Telemetry, evaluations, guardrails, human review, and a crew on call when one of them starts drifting at 3am.

    143
    Failure modes
    60
    Sev-1 failure modes
    1950+
    Baseline eval cases
    24/7
    Agent monitoring
    Open the Construction playbook

    Note: HVAC & Mechanical operations agents are catalogued under Construction & Facilities — playbook HOM023.

    Hardware Add-ons

    Connected diagnostic hardware for your technicians.

    Two connected field diagnostic devices. Both stream measurements directly into ServiceLattice AI work orders, ensuring refrigerant pressures, airflow, and leak tests are recorded accurately before the truck leaves the job.

    FieldPro Smart Manifold & Probe Set
    Bluetooth HVAC diagnostic probe kit

    FieldPro Smart Manifold & Probe Set

    Captures superheat, subcooling, compressor suction pressures, and delta-T directly on outdoor condensers, auto-syncing readings into diagnostic records.

    Lands inEquipment Diagnostics

    As live operating telemetry and baseline diagnostic curves

    AeroSense IoT Telemetry & Leak Gateway
    Continuous vibration & refrigerant monitor

    AeroSense IoT Telemetry & Leak Gateway

    Mounts to commercial chillers, VRF units, and rooftop AHUs for 24/7 acoustic leak sensing, compressor vibration tracking, and automated EPA threshold alerts.

    Lands inQuality Control

    As automated EPA Section 608 logs and predictive fault alarms

    Note: Hardware, installation, and integration are not included in the standard ServiceLattice AI subscription. Additional charges apply based on the hardware selected, integration modules required, and implementation scope.
    Pricing

    One plan. Every service workflow.

    Starting at$200/mo

    Flat, for the whole platform. All eight modules included — Service Intake, Smart Dispatch, Equipment Diagnostics, Repair Estimates, Field Service Mobile, Quality & Safety, Invoicing & Payments, and Maintenance Agreements. No per-seat math, no tiers to decode.

    Note: AI API usage is charged separately. Clients must recharge their AI credit balance based on their usage.
    Book a demo
    • Per technician seat
    • Per work order dispatched
    • Per diagnostic scan
    • Per invoice generated
    • Tier upgrade fee
    Onboarding

    What your onboarding fee covers

    A one-time setup that gets your HVAC operations live before the first monthly cycle — customer and equipment history imported, phone lines and portals wired in, every module tuned to your dispatch and service workflows.

    Each fee is a starting point. We scope the final number against:

    • Environment
    • Security
    • Integrations
    • Data volume
    • Compliance
    • Deployment

    Essential

    01/3
    $1,000+one-time

    8 deliverables

    • Kickoff and service-workflow mapping for your dispatch & field operations
    • Workspace provisioning with your equipment categories, parts catalog, and labor rates
    • Import of your active customer records, warranty contracts, and service addresses
    • Service Intake, Smart Dispatch, and Mobile Execution modules configured to your workflow
    • Email, phone transcript, and web portal intake connected so requests land automatically
    • Roles and permissions set for dispatchers, service managers, and field technicians
    • Triage SLAs and emergency call response rules tuned before your first live job
    • Onboarding handbook and field technician mobile app setup guide

    Plus

    02/3
    Recommended
    $2,500+one-time

    Everything in Essential, plus 6

    • Guided migration of historical work orders, equipment tags, and service history
    • Integrations with your accounting system (QuickBooks / Xero) and distributor parts catalogs
    • Custom flat-rate price book and Good/Better/Best repair estimate templates configured
    • Dispatch routing rules and technician territory boundaries configured
    • Live training session for dispatchers and field leads, with video recordings
    • Dedicated HVAC onboarding specialist through full go-live

    Enterprise

    03/3
    $5,000+one-time

    Everything in Plus, plus 6

    • Multi-branch and regional service territory rollout across residential and commercial accounts
    • Bespoke integrations: commercial BMS telemetry, smart thermostat APIs, and custom ERPs
    • Bulk equipment asset registry migration with serial validation and warranty matching
    • Quality & Safety module configured for EPA Section 608 audits and municipal mechanical codes
    • Role-based training tracks for dispatch leads, service managers, and mobile technicians
    • Named onboarding manager with a guaranteed go-live milestone schedule
    Deployment
    same monthly subscription, either way

    ServiceLattice AI handles critical operational data — customer service histories, equipment diagnostic telemetry, technician truck inventory, and invoicing records. Run it whichever way your organization’s security policy requires.

    Cloud (SaaS)

    Runs in Nestack’s managed cloud — nothing to provision, fastest way to get your practice live. We handle hosting, updates, and scaling so your team just logs in and works.

    Private / self-hosted

    The same platform deployed inside your own infrastructure — your cloud, VPC, or on-prem — for data-sensitive teams. Your RFPs, drawings, and predictions never leave your environment, and the monthly subscription stays exactly the same.

    Pre-Purchase FAQ

    Everything you need to know before buying.

    Clear answers on flat monthly pricing, zero per-seat fees, technician field adoption, data migration, and real ROI for HVAC & mechanical contractors.

    View pricingBook a demo
    How does the flat subscription work? Are there per-technician or per-truck fees?

    ServiceLattice AI is billed as a flat platform subscription starting at $200/month with zero per-technician, per-truck, or per-dispatcher seat fees. Unlike legacy field service platforms that penalize your growth by charging $150–$300/month for every tech you hire, your flat rate covers all eight core modules for your entire company. AI compute (call transcription, automated dispatch triage, and OEM diagnostic lookups) is billed transparently via pay-as-you-go credit recharges so you only pay for what you consume.

    Are there hidden fees, per-work-order charges, or surprise upgrade costs?

    No. You won't find per-invoice charges, work-order dispatch fees, or forced tier upgrades. Every subscriber gets full access to Service Intake, Smart Dispatch, Equipment Diagnostics, Multi-Tier Estimates, Field Mobile Execution, EPA Section 608 Quality Logs, Invoicing, and Maintenance Agreements from day one.

    Are we locked into a multi-year contract or early termination penalties?

    Never. We don't believe in holding contractors hostage with 2- or 3-year contracts. ServiceLattice AI is offered on flexible month-to-month terms or discounted annual billing. You can modify or cancel your subscription at any time with 30 days' notice. Your data remains 100% yours—you can export complete customer records, installed equipment tags, work order histories, and EPA compliance certificates anytime.

    What if our field technicians aren't tech-savvy, or lose cell service on roofs and in basements?

    The technician app was built specifically for field conditions—gloved hands, low-light mechanical rooms, and high-glare commercial rooftops with zero complicated forms. It operates with full offline caching: technicians can pull equipment history, log diagnostic readings, record refrigerant tare weights, capture photos, and capture customer sign-offs completely offline. Everything automatically syncs back to the office dispatch board the instant connectivity returns.

    How quickly does ServiceLattice AI pay for itself?

    Most HVAC contractors see full payback within their first 14 to 30 days. By automating phone triage and eliminating dispatcher phone tag, suggesting matching OEM replacement parts on first-time calls, catching unbilled refrigerant through automated EPA recovery prompts, and closing higher-ticket repair quotes on-site with Good/Better/Best options, contractors report capturing an average of $850+ in previously missed revenue per truck every month.

    How does ServiceLattice AI compare to legacy software like ServiceTitan or Housecall Pro?

    Legacy platforms were built years ago as accounting-first databases that bolted on mobile apps and punitive per-user pricing. ServiceLattice AI is an AI-native operational platform designed specifically for mechanical workflows: voice-to-work-order intake that extracts unit serials, intelligent dispatch matching EPA certifications to truck inventory, automated manufacturer fault diagnostics across 40+ brands, and instant on-site payment processing at a predictable flat rate.

    How long does onboarding take, and will it disrupt our active dispatch board?

    Zero downtime for your live service calls. Our implementation team manages the entire transition in parallel with your daily operations. Through our structured onboarding tiers (Essential, Plus, Enterprise), we handle workspace provisioning, workflow mapping, price book integration, and staff training. Your dispatch board keeps running seamlessly, and most contractor teams are fully operational within 5 to 10 business days.

    Can we import our customer history, equipment tags, and price books from QuickBooks or spreadsheets?

    Yes. You never have to manually re-type your history. During onboarding, our engineers securely import your customer profiles, recurring service agreement schedules, installed unit model/serial numbers, and flat-rate parts & labor price books directly from QuickBooks (Desktop or Online), legacy FSM software, or existing Excel workbooks.

    What ongoing technical support do our dispatchers and technicians receive?

    Every plan includes priority customer support via live chat, email, and phone, plus our comprehensive library of on-demand operational playbooks. For contractors with high-volume dispatch or 24/7 commercial emergency coverage, our Enterprise tier and Nestack Agent Care provide dedicated account engineers and around-the-clock monitoring.