Residential HVAC, booking to rebate
Every booking lands on the right truck, and every job ends with the paperwork done.
Plenum takes the booking and puts it on the route already nearby. The technician runs the job from a phone. The estimate, invoice and rebate forms stay on one customer record.
Built with UniColorado Heating & Cooling in Denver · Used on their jobs every day
A Denver block from above, from morning to evening. A booking lights up a house, the nearest truck drives there, the job is marked done and the invoice is paid.
One job, start to finish
Booking, route, visit, money and paperwork, on one customer record.
Step 1: Book
Customers pick from times you offer, online or from a text link. The office books the same times by phone.
Step 2: Route
Each request is weighed against work already nearby, so a truck spends the day in one part of town.
Step 3: Work
The technician has the job, the history, the photos and the estimate on a phone, signal or not.
Step 4: Record
Estimate, approval, invoice and payment stay on one customer record. Nothing is typed twice.
Step 5: Paperwork
Rebate forms and tax-credit papers start from the equipment that was installed.
01 · 7:02 AM
Customers book times a truck can reach
- Times come from your hours, service lengths and technicians
- Approve new bookings by your own rules, or review each one
- The appointment lands on the schedule the office already uses
UniColorado Heating & Cooling
Book a visit
Service
Furnace tune-up
About 90 min
October
Mon
13
Tue
14
Wed
15
Thu
16
Fri
17
Arrival window, Tue 14
- 8 to 10 AM
- 10 AM to 12 PM
- 12 to 2 PM
- 2 to 4 PM
02 · 7:04 AM
Work lands on the truck already nearby
- Drive time is part of every time offered
- Conflicts show as warnings an admin can override
- Moves and reassignments notify the technician
Truck 2
Tue, Oct 14
- 7:30AC check, Wheat RidgeDone
- 8:00Furnace tune-up, LakewoodDrive in 9 min, drive out 7 minNew
- 10:30Heat pump estimate, Lakewood
- 1:00Install day 2, Golden
Warning: runs into the 12 PM block. An admin can override.
03 · 10:30 AM
The technician runs the job from a phone
An estimate on the phone with three options, option 2 approved and signed.
Estimate 1685
Holly and Mark Suroosh
Option 2 includes
- Heat pump, 3 ton$9,850
- Matched air handler$2,640
- Line set and pad$860
- Permit and startup$550
Rebate paperwork starts from this equipment
Customer signature
Signed in the driveway, 11:42 AM
04 · 5:00 PM
One record from estimate to rebate
The option the customer picks becomes the install, the invoice and the rebate paperwork. The office never retypes a model number.
- Up to five options on one estimate, each with its own price
- Invoices go out with a pay link by text or email
- Rebate and tax-credit paperwork starts from the installed equipment
An estimate, an invoice and a rebate packet for the same customer, fanned out on a desk, then stacked and bound into one blue folder with the customer name on the tab.
Built with UniColorado, on real Denver jobs
Plenum comes from the team behind UniColorado Heating & Cooling. They have installed heating and cooling across Denver and the Front Range since 2014. Their office and crews run on Plenum every day. When something is slow or wrong, they find it first.
The .blue tools come with Plenum
Your Plenum account signs you in to rebate.blue, spec.blue and calc.blue, built by the same Colorado team.
- You are herePlenumRunning the shopBooking, dispatch, estimates, invoicing and rebate paperwork on one customer record.plenum.pro
rebate.blueRebates and QMIDsFind rebates and QMIDs for Form 5695. RebateGate automated paperwork is paid extra.rebate.blue (opens in a new tab)- spec.blueModel and serial lookupHVAC model and serial number lookup: age, size, manuals, fault codes.spec.blue (opens in a new tab)
- calc.blueLoad calculationRoom-by-room Manual J loads and heat pump sizing, with reports.calc.blue (opens in a new tab)
- Comingfix.blueRepair guidesHVAC symptom and repair guides at Simple, Pro and Tech levels.fix.blue
- forecast.blueWeather, no accountForecasts as ranges, plus design temperatures and degree days by town.forecast.blue (opens in a new tab)
- PlenumYou are hereRunning the shop
- rebate.bluerebate.blueRebates and QMIDsFind rebates and QMIDs for Form 5695. RebateGate automated paperwork is paid extra. (opens in a new tab)
- spec.bluespec.blueModel and serial lookupHVAC model and serial number lookup: age, size, manuals, fault codes. (opens in a new tab)
- calc.bluecalc.blueLoad calculationRoom-by-room Manual J loads and heat pump sizing, with reports. (opens in a new tab)
- fix.blueComingRepair guidesHVAC symptom and repair guides at Simple, Pro and Tech levels.
- forecast.blueforecast.blueWeather, no accountForecasts as ranges, plus design temperatures and degree days by town. (opens in a new tab)
UniColoradounicolorado.comThe contractor behind itHeating and cooling installs across Denver and the Front Range since 2014. (opens in a new tab)
Talk to us about your shop
Tell us how many trucks you run and what you use today. A person reads every inquiry.
- A confirmation email with what you sent and your reference number
- Sign-in to rebate.blue, spec.blue and calc.blue with every account
- Straight pricing: $999 a month with five technician seats
Questions about Plenum
What does Plenum do?
Plenum runs a residential HVAC shop from the first booking to the rebate paperwork. That covers online booking, scheduling and dispatch, the field app, estimates, invoicing, the customer portal and rebate forms. Every step lives on one customer record.
Do I have to stop using Housecall Pro?
No. Plenum syncs with Housecall Pro in both directions, so you can run both while you move over. UniColorado still does.
Does the field app work without signal?
Yes. Job details and customer history are kept on the phone. Changes made with no signal wait on the phone and sync when it comes back.
How do customers see estimates and pay?
They get a link by text or email that opens their estimate, invoice or appointment. There is no password or account. They can approve and sign an estimate, or pay an invoice by card, from that link.
Which rebates does Plenum handle?
Plenum matches installed equipment to the rebate programs it qualifies for and starts the paperwork from the job record. UniColorado files Xcel Energy rebates and federal tax-credit papers this way.
What does it cost?
Plenum is $999 a month with five technician seats, plus published usage rates for storage and API calls. The pricing page lists every rate.
Tell us about your shop
A person reads every inquiry. The confirmation email you get back is the way to reach us.