Industrial HVAC Site Tracking Software

On large HVAC sites, paper or Excel tracking multiplies information loss between the design office, installation teams, and maintenance. UBIX-SOFTWARE offers an HVAC site tracking software that centralizes your operations both in project preparation (workflow, document management, scheduling) and on-site (mobile reports, testing and commissioning, punch list resolution…)

HVAC site tracking software — UBIX-SOFTWARE
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HVAC-optimizedDesigned for HVAC installers, design offices, and operators
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iOS & AndroidComplete and intuitive mobile app for your field teams
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Offline useData syncs as soon as the network is back

UBIX-SOFTWARE helps you track and manage your HVAC sites

UBIX-SOFTWARE structures your HVAC activity (heating, ventilation, air conditioning) around two pillars:

HVAC site tracking software - Project workflow
Project workflow

Industrialize the preparation of your HVAC sites

In the study and preparation phase, define a process with alerts and notifications to industrialize the various steps your heating, ventilation, and air conditioning projects must go through: plan validation, equipment procurement, coordination with other trades. This way, no task is forgotten and everyone knows, in real time, the actions needed to move the site forward.

HVAC site tracking software - Site tracking
Site tracking

Equip your technicians in the field

On-site, your technicians and subcontractors have a simple and effective mobile app to record non-conformities, fill in testing and balancing forms, track commissioning of installations, and write site reports….

"UBIX-SOFTWARE thus bridges the gap between the design office and the site."

What features are available for your HVAC sites?

UBIX-SOFTWARE's HVAC site tracking software centralizes all operations in a platform accessible in the office and on mobile.

Project workflow

Industrialize the preparation of your sites

HVAC project tracking

Optimize site preparation (thermal studies, procurement, coordination) with an ultra simple process to set up.

Automated notifications and alerts

Alerts on deadlines, authorizations, testing and commissioning dates…

EDM — electronic document management

Centralize plans, as-built files, technical data sheets, and manufacturer manuals. Make them accessible to field teams on their mobile app.

Traceability of exchanges

Never lose track of your projects again; every piece of information is logged and accessible to project stakeholders. No more information loss.

Site tracking

Equip your technicians in the field

Site report

Mobile drafting on-site.

Gantt schedule

Real-time workload.

Quality checklists

Testing, balancing, and inspections with geolocated photos.

Non-conformities and punch lists

Logged with photos until fully resolved.

Hours on site

Traceability by technician and by lot.

Delivery notes

Digitization of equipment (AHUs, chillers, ducts…) with photos.

Acceptance report

Electronic signature on-site.

Client portal

Transparent real-time tracking.

The advantages of using UBIX-SOFTWARE for your HVAC sites

UBIX-SOFTWARE lets you optimize your operations while simplifying the management of your field projects.

Time savings

Elimination of manual re-entry thanks to workflow automation and data centralization.

Operational fluidity

Information flows seamlessly between the design office, installation, and maintenance.

Ease of use

Intuitive interface accessible in the office and on mobile. Test reports completed in minutes.

Fewer errors

No more version conflicts, as all your teams work on the same data in real time.

Full traceability

All exchanges, approvals, and modifications are logged in a searchable history.

Guaranteed compliance

Customized checklists with photos for every quality control and commissioning step.

Improved client satisfaction

Client portal with transparent tracking, photos, completed milestones, and automatic reminders.

Total mobility

A complete app for working in basements, boiler rooms, or technical rooms even without a network connection.

Testimonials

Aristide LEBON

Construction Manager

Icône graphique sur fond jaune - témoignage client Ubix Solar

"We save between 1.30 and 2.00 per site visit"

Felix Maurin

Construction Manager

Icône graphique sur fond jaune - témoignage client Ubix Solar

"The feeling with UBIX-SOLAR was very good from the start. We shared the same vision of what site tracking should look like"

Jean Paul Caralp

Site Supervisor

Icône graphique sur fond jaune - témoignage client Ubix Solar

"Site visits are much faster now. Everyone saves time"

Thomas DE GOYS

CEO

Icône graphique sur fond jaune - témoignage client Ubix Solar

"UBIX-SOLAR allows us to be faster and more efficient"

FAQ — HVAC Site Tracking Software

Why use HVAC site tracking software instead of Excel?
On a large HVAC site, Excel and paper multiply information loss between the design office, installation teams, and subcontractors. HVAC site tracking software centralizes your data, automates your tasks, and boosts your productivity.
What are the essential features of HVAC site tracking software?
It includes project tracking functions (workflow, document management, scheduling) and tools for field teams via a mobile app that works even without network access: testing and balancing checklists, tracking of punch lists and non-conformities, site reports, commissioning reports…
How can I digitize quality control and commissioning on my HVAC sites?
Create custom checklists for each step (airflow testing, hydraulic balancing, commissioning of AHUs and chillers). Your technicians validate each checkpoint on their mobile device, ensuring the installation's compliance before acceptance.

Do you manage professional or industrial HVAC sites?

Discover how UBIX-SOFTWARE's HVAC site tracking software can transform the way you manage your heating, ventilation, and air conditioning projects and sites.

Request a demo