Not generic software.
Built for your trade.
Every feature, every tool, every AI model is calibrated for your trade. Forms, pricebooks, permits, safety checks, calculators, sales presentations — all pre-configured and ready on day one.
One platform. Every trade.
Trade-specific tools where it matters — catalog, calculators, safety quiz, financing flow. One CRM, one dispatch, one accounting layer underneath.
HVAC
The trade Rex was born for. Comfort Advisor, Manual J, IAQ catalog, refrigerant 608 logs, hybrid dual-fuel pricing, superheat/subcooling calc — all built-in.
- 11-layer equipment compatibility matching
- Sales-tax defaults by category (capital improvement rule)
- Bilingual SH/SC calc + AI diagnoses
- 11 HVAC permit fixtures pre-configured
Plumbing
Water heater diagnostic, Plumbing Health Check, filtration catalog. CA-parity wizard adapted for plumbing — financing, safety quiz, customer contacts.
- Tankless / storage / hybrid comparison
- 25-year operating cost line
- Service-agreement upsell built in
- 17 plumbing permit fixtures pre-configured
Electrical
Panel upgrades (200A → 400A), surge protection, generators, EV chargers, smart-panel catalog. NFPA safety urgency built into the script.
- NEC reference + permit catalog
- Span / Lumin smart-panel presets
- Generator + battery sizing tool
- 14 electrical permit fixtures pre-configured
Tune-ups to full system replacements.
Every tool dialed in for heating & cooling contractors. The trade we built around.
Projected lifts — see sources below.
🌡️ P/T & Superheat Calculator
Instant P/T chart lookup for R-410A, R-22, R-32, R-134A. Flags undercharge, overcharge, flooding, restriction. Bilingual EN/ES result card.
🏠 Home Comfort Presentation
17-step in-home assessment with urgency scoring. Projected +40% system replacement sales. Real images on every step.
💨 IAQ Sales Presentation
Air filtration demos, UV education, tiered wellness plans — close bigger tickets with wellness upsells.
🔧 Refrigerant & Leak Tracking
Log refrigerant usage per job. EPA 608 compliance built in. Leak-check workflow with Rex flags. Pricebook items tagged with type + lbs/unit.
Rex Smart Compatibility & AHRI Matching — HVAC
Prevents a leading cause of failed inspections, lost utility rebates and voided manufacturer warranties: non-AHRI-matched systems. Rex validates every line before the PO ships.
🏛️ Permit workflow — built in
Auto-generated the moment your customer signs. Block, lot, qualifier auto-filled from county GIS parcel data, municipality fee pulled from your fee schedule, license # + fixture details prefilled. You review, then submit. See the full permit auto-gen flow →
11 HVAC permit fixtures pre-configured
Rex's HVAC intelligence
What Rex knows out of the box — no training, no setup. Just turn it on.
AC demand in summer, furnace calls in fall — Rex pre-routes capacity.
R-410A, R-22, R-32, R-134A charges logged for EPA compliance.
Rex picks the right ton + SEER tier for each home, every time.
IRA 25C, utility rebates, heat-pump incentives — auto-attached.
Systems >12 yrs auto-tagged for replacement pitch on next visit.
Outdoor + indoor + coil matched to a valid AHRI bundle automatically.
Service, drains, water heaters, repipes.
Calibrated for plumbing contractors. CA-parity wizard with plumbing-specific tools, real images, and the same financing-flow polish.
Projected lifts — see sources below.
💧 Plumbing Health Check
Water heaters, drains, fixtures, water quality, sewer lines — structured walkthrough every tech can run consistently.
🚰 Water Filtration Presentation
Interactive education with recommendations based on local water data and customer water quality quiz.
🔥 Water Heater Diagnostic
Tank/tankless/hybrid, age analysis, efficiency calc, replacement recommendations with 25-year operating cost ROI.
🧪 Water Quality Quiz
Identifies contaminants, generates personalized filtration solutions on the spot. Projected +45% filtration attach.
Rex Smart Compatibility — Plumbing
Ensures water heater replacements match connections & household capacity.
🏛️ Permit workflow — built in
Auto-generated the moment your customer signs. Block, lot, qualifier auto-filled from county GIS parcel data, municipality fee pulled from your fee schedule, license # + fixture details prefilled. You review, then submit. See the full permit auto-gen flow →
17 plumbing permit fixtures pre-configured
Rex's plumbing intelligence
What Rex knows out of the box — no training, no setup. Just turn it on.
Tracks age by brand + fuel type. Flags replacement candidates.
Copper, PEX, cast iron — Rex logs what's behind every wall.
For permits, repipes, capacity sizing — Rex has the count ready.
LP vs Natural Gas, direct vent vs power — blocks wrong installs.
By zip code — recommends filtration specific to local water.
Knows when a job triggers a permit vs when it doesn't.
Service, panels, generators, EV chargers.
Tools built for licensed electricians. NEC-aware. Code-compliance-first. Designed for the rising EV / smart-panel / battery storage market.
Projected lifts — see sources below.
🛡️ Electrical Safety Check
Panels, outlets, grounding, GFCI/AFCI, code compliance — structured inspection protocol with safety urgency scoring.
⚡ Panel Upgrade Presentation
Visual demos of capacity, safety upgrades, whole-home surge protection benefits. Span / Lumin smart-panel presets ready.
🔋 Generator Sizing Tool
Calculate backup power by circuit. Standby vs portable recommendations. Battery storage sizing built in.
💡 Electrical Upgrade Presentation
LED upgrades, smart home, EV chargers — in-home education & proposals with financing flow.
Rex Smart Compatibility — Electrical
Validates panel compatibility & load requirements before you order.
🏛️ Permit workflow — built in
Auto-generated the moment your customer signs. Block, lot, qualifier auto-filled from county GIS parcel data, municipality fee pulled from your fee schedule, license # + fixture details prefilled. You review, then submit. See the full permit auto-gen flow →
14 electrical permit fixtures pre-configured
Rex's electrical intelligence
What Rex knows out of the box — no training, no setup. Just turn it on.
Auto-computes full-home load by appliance + square footage.
Blocks wrong breaker brand for panel type — no bad orders.
Standby vs portable, KW math per circuit — done in seconds.
Flags where current code requires ground/arc-fault protection.
Knows wire gauge, conduit runs, service upgrade thresholds.
Panel upgrades, heat pump + EV incentives — auto-attached.
Running 2 or 3 trades? One login, one CRM.
Most contractors running multiple trades end up running multiple tools. We unify everything so a customer with AC + water heater + panel is one record.
Cross-trade leads
Plumbing tech spots an old panel — creates an electrical lead from the iPad. Worth 20 points on the contest board.
Unified dispatch
All trades on one board. Filter by trade, tech, priority. Multi-trade jobs assigned to multi-trade techs automatically.
Shared CRM
One customer record across every service. Equipment list spans HVAC, plumbing and electrical — with age + replacement opportunity tags.
Combined memberships
"Whole-Home" memberships covering HVAC tune-ups + plumbing inspections + electrical safety checks — higher ticket, stickier customer.
Trade-aware marketing
Rex drafts campaigns per trade. AC tune-up emails for your HVAC list, water heater upgrade for your plumbing list.
Unified commissions
Different commission structures per trade, per tech. Multi-plan matrix (trade × position × seniority). All computed automatically.
See your trade, live.
Book a demo and we'll load your actual trade config — forms, pricebook structure, permits, contest points.