For HVAC and mechanical service contractors
A failing capacitor becomes a signed quote before your tech leaves the driveway.
Nameplate organizes maintenance work around the equipment, not the calendar. Every reading, photo, and deficiency hangs off the serial number — so the upsell writes itself and the renewal conversation has evidence behind it.
No card to start. Two seasonal HVAC checklists preloaded. Your techs keep their own phones.
Where we are
We would rather show you the checklists than a wall of logos.
Nameplate is new. There is no customer count to quote here and no review average to borrow, so this is what is actually in the box the day you sign up.
- 8
asset types on day one
Rooftop unit, split condenser, air handler, gas furnace, mini-split head, boiler, water heater, exhaust fan.
- 30
checklist items, already written
A Spring Cooling PM and a Fall Heating PM, with photo requirements and the help text a green tech actually needs.
- 14
readings with pass ranges
Temperature split, manifold pressure, ambient CO, capacitor microfarads. Fall outside the range and the app offers the deficiency.
Those pass ranges are conservative starting points, not gospel — and the app tells you so. Wrong ranges produce false deficiencies, and false deficiencies destroy a technician's trust faster than any bug. Edit every one of them against your own practice before the first visit.
The difference
Everything hangs off the nameplate
Field service software organizes around the job on the calendar. That is fine for a one-off repair and useless for a maintenance book, where the thing you are selling against is a specific piece of iron with a specific history.
Six tables, one spine. Because a deficiency knows which asset it came off, the quote knows which customer to bill, and the renewal conversation knows what it has been fixing for four years.
Ask what happened to the rooftop unit with serial 1809E31234 — and get an answer.
The serial number is the primary key
Manufacturer, model, serial, install date, warranty expiry. Search a serial and you get the unit, not seventeen job notes that happen to mention it.
History follows the equipment, not the tech
When the guy who has serviced that rooftop for six years quits, the readings, the photos, and the two deferred repairs stay exactly where they were.
What was captured stays captured
Responses copy the item label, type, and unit at capture time. Editing a template in 2027 cannot rewrite what a tech recorded in 2026.
How it works
The whole loop, one visit
Six steps from pulling into the driveway to a signed quote and a report in the customer's inbox. No office step in the middle.
Try it on your own bookThe tech opens today’s list
Assigned visits for the day, with the site address, the gate code, and every asset that needs a checklist run against it.
A checklist per asset, not per job
Readings with pass ranges, pass/fail items, and photos where they matter. Everything writes to the phone first, so one bar of signal changes nothing.
A reading falls out of range
The app offers a deficiency with the reading already written into the title. The tech adds severity, a photo, and an estimate in about fifteen seconds.
The deficiency lands in the money queue
Priced against your labor rate, sorted safety-first then oldest. Tick the ones a customer should see and convert them to a quote in one tap.
The customer signs
On the tech’s phone in the driveway, or from an emailed link on the couch that evening. No login, no app to install, no portal password.
The report writes itself
A service report PDF with the readings, the photos, and the signature block lands in the customer’s inbox before the truck is off the street.
In the field
Built for the crawlspace, not the conference room
A tech who cannot tell whether his readings made it will enter them twice, then stop entering them at all. So the field app never blocks on a request, and it always says where your data is.
Nothing waits on the network
Checklists, photos, and deficiencies write to the phone first and replay when signal comes back. Every record is stamped with an id generated on the device, so a replay after a dead zone cannot double-post a visit.
Sized for gloves and sunlight
Field controls are 48 pixels tall, text never drops below 14, and nothing important hides behind a hover state. The whole capture screen works one-thumbed on a ladder.
On the phone they already own
It installs to the home screen straight from the browser. No app store review, no device management, no arguing about who pays for the tablet.
Pricing
Flat, per shop
Not per user. Hire a fourth tech, add your office admin, give the owner a login — the bill does not move until you outgrow the tier.
Starter
Up to 3 technicians
$99/month, flat
The owner-operator and a couple of trucks. Everything you need to run a maintenance book and sell off it.
Start free trial- Unlimited customers, sites, and assets
- Unlimited maintenance agreements, with visits generated from them
- Offline field app for every tech
- Deficiency queue with one-tap quote conversion
- Customer-signed quotes — no login for them
- Service report PDFs emailed when a visit closes
Pro
Up to 15 technicians
$249/month, flat
A dispatcher, a service manager, and a real book of agreements you cannot afford to let lapse.
Start free trial- Everything in Starter
- Renewal pipeline — agreements surfaced before they expire
- Warranty expiration alerts, per asset
- Invoicing with a payment link on your own Stripe account
- Dispatch board across every site and crew
- Priority support, direct to the people building it
Enterprise
Up to 40 technicians
$500/month, flat
Several crews and a service manager who needs the whole book in one place. We help you get your equipment data in.
Start free trial- Everything in Pro
- Onboarding call to get your existing assets loaded
- Custom checklist templates built with your lead tech
- A named contact rather than a ticket queue
- Annual invoice billing if you prefer it to a card
- Migration help off your current system
14 days free, no card required. Load your assets, run a real PM, and decide after you have seen a quote come back signed. Cancel from the settings page — no call, no retention script. Running more than 40 techs? Email us and we will quote it honestly.
FAQ
Questions worth a straight answer
Does it actually work offline?
Yes, and it is the part we built first. Checklist answers, photos, and deficiencies save to the phone the moment a tech taps them — there is no spinner waiting on a request. When signal comes back the queue replays in order.
Every record carries an id generated on the device, so a queue that replays twice cannot create two copies of the same visit. Photos upload on their own track, so a 4 MB picture on one bar never blocks the readings behind it. The only thing that needs signal is opening a visit for the first time.
Do I have to move off Jobber or Housecall Pro?
No, and on day one we would tell you not to. Run Nameplate alongside what you have for a season: leave dispatch and invoicing where they are, and put only the maintenance agreements and the equipment in Nameplate.
That is the half those tools are weakest at and the half that pays for itself. If it earns the rest of your workflow later, move it later.
What happens to my data?
It is yours. Every row is scoped to your organization inside the database itself, not by a check in application code that somebody could forget to write — another shop’s login is refused by Postgres, not by our good intentions.
We do not sell it, mine it, or train anything on it. Ask for an export at any time and you get plain CSV; your customers already have the service report PDFs in their inboxes. If you cancel, the export still comes.
How long does setup take?
Signing up takes a minute, and the account arrives with eight HVAC asset types and two seasonal PM templates already in it. Adjust the pass ranges to your practice and you are ready to run a visit.
The honest cost is entering equipment: budget fifteen to twenty minutes for a first site, because somebody has to walk out and read the nameplates. Most shops never do a migration project — the tech adds the unit on its first PM, and the book loads itself over one season.
Can my techs use their own phones?
Yes. It runs in the browser on any iPhone or Android from roughly the last five years, and installs to the home screen so it opens like an app. No app store, no device management profile, nothing for a tech to refuse to install.
If you issue company phones instead, it is the same thing. Nothing about the field app assumes a particular device or a data plan.
Is this only for HVAC?
The content that ships is HVAC: cooling and heating PM templates, the asset types a residential and light-commercial shop actually services. That is who we built it for and who we want first.
The underlying model is not HVAC-specific — asset types carry a trade, so fire, backflow, and generator PM fit the same schema. But we are not going to claim a vertical we have not written the checklists for.
Something not answered here? support@valor-automation.com reaches the people who wrote the code.
The deficiency your tech found this morning is still unsold tonight.
That is the whole business case. Nameplate shortens the path from found to booked to the length of a driveway — and you can test it on your own equipment for two weeks without handing over a card.
No card. Cancel from the settings page.