Make the next job a lasting relationship.
For HVAC, plumbing, electrical, low-voltage, and commercial service businesses.
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FOR COMMERCIAL SERVICE BUSINESSES
Turn the next site visit into the next opportunity.
Connect the customer, the building, and the follow-up. Keep every assessment and maintenance conversation moving.
- Connect customers, contacts, and service sites
- Follow replacement proposals through review
- Plan the next maintenance agreement conversation
Illustrative workspace · sample data
GrovanaService relationshipsWORKSPACE
3 recordsSite opportunities
All opportunitiesMaintenanceMy sites
| Site / opportunity | Stage | Owner |
|---|---|---|
| Westhaven CentreRooftop unit replacement | Proposal | ALAlex Lee |
| Lakeview OfficesMaintenance agreement | In review | JMJordan Morgan |
| Briar IndustrialElectrical assessment | Discovery | SKSam Kim |
Commercial siteWesthaven Centre
Morgan EllisFacilities manager
Connected contactCustomerSite detailsAssessment
A WORKFLOW TO BUILD TOWARDConnect the steps.
Connect the steps.
Keep the context.
Grovana manages the customer relationship. Dispatch, inventory, and technician scheduling stay in your operational systems and connect where their APIs allow.
- 01Assessment requested
- 02Assign site follow-up
- 03Review the replacement proposal
- 04Set the next account review
A STARTING POINT YOU CAN SHAPEYour industry is the beginning.
Your industry is the beginning.
Your business makes it yours.
Build on your package with the records, views, and workflows your team needs. Configure an AI agent for a specific job. Extend the platform with a custom interface or app as your process grows.
Explore custom tools and AIBUILD AROUND YOUR BUSINESSYour process.
Your process.
Your next app.
Bring the workflow you want to shape or the app you wish existed. Let’s build it on Grovana.
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