Contractor console

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Harmelo Contractor Console
Overview
Your record quality
Who to reach out to
Activity
Most recent jobs
Revenue pipeline
The replacement work already sitting in your book. Every aging system you have serviced is a job you have first shot at.
Estimated pipeline value
$0
Opportunities, highest value first
Customers
Properties you are connected to and authorized on.
Request a homeowner

Ask a homeowner to connect. They approve it from their Asset History Report account, and then your work on their systems stays on the home's record.

Connected customers
Invite customers
Bring your existing customers onto the registry. Each gets a clean branded invite, and when they create their account your connection request is already waiting for them to approve.
Up to 100 at a time. For a bigger book, send it in batches. Nothing connects until each homeowner approves.
Recent jobs
Where your technicians went, and what they found.
Service history
Parts and attention
Components flagged on recent visits, safety items first.
Flagged parts
Recent readings
Approaching replacement
Units near end of service life by age, or flagged by a safety finding. This is an operational signal, not a condition score.
Units to plan for
Aging and decay
How the equipment you service is aging, and when it is due to turn over. Every unit that ages into replacement is work you have first shot at.
Aging profile, by share of service life used
When it turns over
By system
Installed base
The equipment across your connected properties.
By system type
Credentials
Upload your qualifications once. When the required set is on file, we review and verify them, then your records show as vetted to homeowners.
Qualification documents
Checklist templates
Customize the checklist your technicians run in the field. Pick a unit and a service, edit the items, and save. Your techs run your version instead of the default, so they capture exactly what you run today without building fields on site.