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…)

UBIX-SOFTWARE helps you track and manage your HVAC sites
UBIX-SOFTWARE structures your HVAC activity (heating, ventilation, air conditioning) around two pillars:

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.

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
FAQ — HVAC Site Tracking Software
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







