Question 1

What is Plenum?

Accepted Answer

Plenum is the operating system for modern trades. We replace 5+ disjointed tools with one unified platform that handles everything from dispatch and scheduling to payments and inventory. Built specifically to streamline HVAC and service business operations.

Question 2

Is Plenum for HVAC?

Accepted Answer

Yes, Plenum is purpose-built for HVAC and mechanical contractors. Our features are designed specifically for heating and cooling professionals, from equipment compatibility checks to rebate handling and field-ready mobile tools.

Question 3

What makes Plenum different from ServiceTitan or Housecall Pro?

Accepted Answer

Plenum includes route planning, password-free customer access, offline field workflows, estimating, and scheduling tools for HVAC and other trades.

Question 4

Is Plenum free?

Accepted Answer

No. Plenum costs $999/mo, five technician seats included, plus published usage rates.

Question 5

How do I get started with Plenum?

Accepted Answer

Reach out through our Contact Sales page and tell us about your shop. We will walk you through the platform, plan the migration, and set up your account.

Question 6

Does it work offline?

Accepted Answer

Technicians can view cached job details and record supported field updates without a connection; queued changes sync after connectivity returns.

Question 7

Can customers book online 24/7?

Accepted Answer

Yes. Customers can book appointments from your website anytime. The system suggests optimal time slots based on your availability and automatically groups nearby jobs. You can configure auto-approval rules or manually review bookings before confirmation.

Question 8

What are multi-option proposals?

Accepted Answer

Instead of a single price quote, Plenum helps you present multiple options tailored to different budgets and needs. Customers can choose what works best for them, leading to higher close rates and happier customers.

Question 9

What is Rebate Gate?

Accepted Answer

Rebate Gate helps customers discover available rebates during booking, making your services more affordable and increasing conversion rates. We handle all the rebate paperwork so you can focus on installations.

Question 10

Does Plenum integrate with QuickBooks?

Accepted Answer

Works with QuickBooks; we confirm your setup during onboarding.

Question 11

What is the customer portal?

Accepted Answer

Customers access their invoices, estimates, service history, and equipment records through secure links sent by text or email. No password or account is required. Customers can open the link and view the relevant record.

Question 12

Can customers track technicians in real-time?

Accepted Answer

Yes. Customers receive a link to track their technician's location in real-time on appointment day. They automatically get text notifications when technicians arrive and depart, reducing phone calls to your office.

Question 13

Does Plenum handle payment processing?

Accepted Answer

Yes. Technicians can collect payments on-site via the mobile app, and customers can pay online through the portal. We integrate with Stripe for secure payment processing. You can also record cash and check payments for complete financial tracking.

Question 14

How much does Plenum cost?

Accepted Answer

Plenum costs $999/mo, five technician seats included, plus published usage rates.

Question 15

How long does implementation take?

Accepted Answer

Onboarding typically takes 2-4 weeks depending on data volume. This includes data migration, pricebook setup, team training, and website integration.

Question 16

Can I migrate my existing data?

Accepted Answer

We can import supported customer lists, job history, and pricebooks from your current system. During onboarding, we review the source data, run the import, and ask you to validate the migrated records.

Question 17

Do I need to train my team?

Accepted Answer

Plenum is designed to be intuitive. Most office staff are productive within a day, and technicians can use the mobile app with minimal training. We provide onboarding support, documentation, and ongoing help to ensure your team succeeds.

Question 18

Do I need to switch from my current software immediately?

Accepted Answer

No. We work at your pace. Some partners run Plenum alongside their existing system during the transition, others go all-in from day one. We'll help you plan the migration timeline that works best for your operation.

Question 19

What are you looking for in partners?

Accepted Answer

We work with operators who are serious about growth. You should be doing solid revenue, running multiple technicians, and hungry to scale. We look for market fit and quality control. If you're tech-savvy, data-driven, and ready to adopt modern workflows, you're probably a good fit.

Question 20

What does exclusive territory mean?

Accepted Answer

We're accepting one partner per major metro area during our launch phase. Our machine learning models and domain-specific infrastructure represent years of proprietary R&D. We want to ensure you capture the full competitive moat in your market. Once your territory is claimed, we won't onboard another shop in that area during early access.

Question 21

What happens after I apply?

Accepted Answer

We review every application. If you're the right fit, we'll reach out directly to discuss next steps. We only contact those we want to work with. If we invite you to apply but you're not selected for early access, we'll let you know about our public release when it's available.

Question 22

Can I invest in Plenum?

Accepted Answer

We appreciate the interest, but no. Plenum is bootstrapped and profitable. We built this to stay independent and make decisions based on what's best for our partners, not investors. That freedom is worth more than outside capital.

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