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The product

One system for the whole shop.

Customers, equipment, agreements, dispatch, field work, reports, quotes, invoices. One record of everything that happens to every unit you service, and AI that does the typing.

Engraved drawing of a service technician kneeling at an open rooftop unit, speaking a voice note into his phone
In the field

Built for a tech on a roof.

  • The day, offline. The schedule works with no signal. Every stop shows the gate code, the unit locations, and what happened last time, before the ladder goes up.
  • The unit at the nameplate. Model, serial, refrigerant, filter sizes, and every past repair, on the phone before the panel comes off.
  • Forty seconds of talking. A voice note at the end of the job becomes structured notes: findings, readings, materials, labor. No typing in the truck.
  • Bolt, hands-free. Ask what the last tech did on this unit, or what the fix was the last three times this model threw the same code. Bolt knows the stop.
  • Photos of paper count. An old work order, a nameplate, a boiler-room log sheet. Take a photo and it becomes data.
Sample data Acme Property Group · RTU-3
Voice note transcript

Tech on roof · 40 seconds · sample data

Drafting
Service report

RTU-3 closeout

Customer
Acme Property Group, North building
Work performed
Replaced belt set, cleaned condenser coil face, verified 460V three phase power, tested cooling operation.
Readings
Return air 73 F. Supply air 55 F. Suction pressure 118 psig. Liquid pressure 318 psig.
Deficiency quote

Fan motor repair

Finding
Condenser fan motor bearings are noisy and running hot. Capacitor is bulged.
Scope
Replace condenser fan motor and capacitor. Test amperage and confirm operation under load.
Total
$2,180.00
Invoice draft

Service call

Labor
2.0 hours commercial service
Materials
Belt set A42, coil cleaner, sundries
GST
$32.10
Total
$674.10
In the office

The paperwork arrives drafted.

Engraved drawing of a service report, quote, and invoice fanned on a drafting table beside a pen and date stamp
  • Service reports, day of the job. Written from the tech's own words onto your letterhead, in language a building owner can read.
  • The closeout queue. Every finished job waits in one list. Read the drafts, fix a line, send. Done by end of day, not Friday night.
  • Deficiency to quote. The problem your tech spotted becomes a photo-backed quote, priced from your price book and margin rules. Good, better, best where it fits. E-signature. Approval turns it into a work order.
  • Invoices out with the truck. Time and materials or quoted work, GST handled, numbered in sequence, synced to QuickBooks.
  • The dispatch board. PM visits and demand calls on one board. Rigid visits stay put, flexible ones move, and when a no-heat call lands, BoltWright suggests the reshuffle instead of making the service manager hold it all in his head.
  • Customers kept in the loop. A text when the truck is on the way. A thank-you when the job is done.
  • The owner's briefing. Every morning: margin, AR, PMA renewals at risk, who has room on Thursday. The numbers you'd dig for, already dug.
The records

Own the equipment, not just the ticket.

  • Every unit, whole. Make, model, serial, refrigerant, belts and filters, photos, and the full service history in one place. Tickets close. The record compounds.
  • Findings that don't die in a text thread. Spotted, quoted, approved, fixed. Every deficiency has a status, and the follow-up list keeps score.
  • PM agreements as the main event. Covered equipment, visit schedules, renewals, escalation clauses, and profitability per agreement. Not a feature bolted on. The center of the data model.

When a shop sells, the agreement book and the records behind it set the price. BoltWright keeps both clean from day one.

Switching

Switching is our job, not yours.

Bring the shoebox. Paper files, photos of paper, PDFs, spreadsheets, exports from Jobber or QuickBooks or whatever you're leaving. BoltWright reads all of it into customers, sites, units, agreements, and history. You review each record next to the source it came from and approve. It's free, it takes days, and your first invoice goes out the same week.

Locked into your old software? We credit up to 6 months of your remaining term.

Engraved drawing of a box of loose paper work orders becoming a neat card file with tabs for customers, units, agreements, and history

See it run on your own work orders.

Book a walkthrough Or just email hello@boltwright.com. A founder answers.