# Jobtract - Comprehensive Product Documentation

> All the tools you need, off the Jobsite. AI-powered HVAC business management for Canadian contractors.

Jobtract is a cloud-based SaaS platform built specifically for HVAC contractors in Canada. It combines project management, invoicing, expense tracking, AI-powered quote generation, Canadian permit search, warranty tracking, real-time analytics, and QuickBooks integration in a single platform. Jobtract is available as a Progressive Web App (PWA) on any device including desktop, iOS, and Android.

Website: https://jobtract.ca
Location: Toronto, Ontario, Canada
Support Email: support@jobtract.ca
Sales Email: sales@jobtract.ca
Platform: Web (PWA for iOS and Android)

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## Larry AI - 24/7 AI Assistant

Larry AI is Jobtract's flagship artificial intelligence assistant. Larry works around the clock to help HVAC contractors win more business and operate more efficiently.

### Larry AI Capabilities

- **Automated Quote Generation**: Larry generates professional HVAC quotes from customer requests in approximately 15 seconds. He can analyze blueprints, calculate material requirements, and produce detailed estimates while contractors sleep.
- **Canadian Permit Search**: Larry searches permit requirements across all Canadian provinces and territories, scraping contact information and managing call lists for permit offices.
- **Revenue Opportunity Identification**: Larry analyzes project data and customer history to identify upsell and cross-sell opportunities.
- **AI-Assisted Form Filling**: Larry helps fill out permit applications and other regulatory forms using project data.
- **Blueprint Analysis**: Larry can analyze uploaded floor plans to generate accurate material lists, room measurements, and project requirements using AI vision.
- **Conversational Interface**: Contractors can chat with Larry through the integrated messaging system for quick answers and assistance.

### AI Tools Suite

- **AI Estimates**: Automated cost estimation from project descriptions and blueprints.
- **AI Insights**: Data-driven business intelligence and performance recommendations.
- **AI Scheduling**: Intelligent scheduling optimization for technicians and jobs.
- **AI Invoice Autopilot**: Automated invoice creation, sending, and follow-up.
- **AI Workflow Builder**: Visual drag-and-drop workflow automation for approvals, status updates, and business processes.
- **AI Agent Builder**: Create custom AI agents for specialized HVAC business tasks. Users can build, train, and deploy agents for specific workflows.
- **AI Agent Marketplace**: Browse and install pre-built AI agents from the community marketplace.
- **AI Agent Command Center**: Monitor and manage all active AI agents from a centralized dashboard.

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## Core Features - Detailed Descriptions

### Project Management
Full project lifecycle management from estimate to final invoice. Features include:
- Real-time budget tracking with overage alerts
- Integrated KPI monitoring and project health scores
- Team assignments with role-based access
- Progress tracking with milestone management
- Seamless connection to expenses, purchase orders, and reporting modules
- Project-level profit and loss tracking

### Invoicing
Professional invoicing system built for Canadian tax requirements:
- Create and send professional invoices
- Automated payment tracking and reminders
- GST/HST tax handling for all Canadian provinces
- Invoice-to-payment workflow
- QuickBooks Online synchronization
- PDF generation and email delivery
- Payment status tracking (draft, sent, viewed, paid, overdue)

### Quoting
Professional HVAC quote generation with AI assistance:
- Larry AI generates quotes from customer requests automatically
- Blueprint analysis for accurate material lists
- Supplier integration for equipment alternatives and pricing
- One-click quote-to-order conversion
- Quote templates and pricebook integration
- Professional PDF quote documents

### Pricebook
Standardized pricing management:
- Labor rate management by trade and skill level
- Equipment pricing with supplier catalogs
- Markup percentage configuration
- Material cost tracking
- Quote template integration

### Scheduling and Dispatch
Comprehensive scheduling system:
- Drag-and-drop calendar interface
- Technician availability tracking
- Route optimization for field teams
- Customer appointment management
- Real-time schedule updates and notifications

### Time Tracking
Field technician time management:
- Mobile clock in/out
- Break tracking
- Travel time logging
- Timesheet approval workflows
- Payroll integration
- GPS-based location verification

### Expense Management
Intelligent expense tracking:
- OCR-powered receipt scanning that automatically extracts line items
- Automatic expense categorization
- Reimbursement submission and approval workflows
- P&L integration
- Project-level expense allocation
- Mobile receipt capture from any device

### Equipment and Warranty Tracking
Comprehensive equipment lifecycle management:
- Equipment registry with serial numbers and specifications
- Customizable service schedules
- Warranty expiry tracking and alerts
- Maintenance reminder automation
- OCR-enabled receipt scanning for equipment purchases
- Service history logging
- Automated service contract generation

### Purchase Orders
Procurement management:
- Sequential PO numbering system
- Project-linked PO tracking
- Supplier management
- Secure invoice image storage
- Streamlined return process
- Approval workflows

### Delivery Orders
Logistics coordination:
- Delivery tracking from creation to completion
- Supplier coordination
- Material arrival scheduling
- Project-linked delivery management

### Inventory Management
Stock and supply chain management:
- Multi-location inventory tracking (warehouses and service trucks)
- Reorder point alerts
- Stock level management
- Parts and materials tracking
- Supply chain optimization

### Canadian Permit Search
Comprehensive permit search covering all Canadian provinces and territories:
- **Supported Provinces**: Ontario, British Columbia, Alberta, Quebec, Manitoba, Saskatchewan, Nova Scotia, New Brunswick, Newfoundland and Labrador, Prince Edward Island
- **Supported Territories**: Northwest Territories, Yukon, Nunavut
- **Major Cities Covered**: Toronto, Vancouver, Calgary, Edmonton, Montreal, Ottawa, Winnipeg, Halifax, Victoria, Saskatoon, Regina, Hamilton, Kitchener-Waterloo, London (ON), Quebec City, Mississauga, Brampton, Surrey, Burnaby, Richmond, Markham, Vaughan, Oakville, Burlington, Oshawa, Whitby, Barrie, Guelph, Cambridge, St. Catharines, Niagara Falls, Thunder Bay, Sudbury, Windsor, Kelowna, Kamloops, Nanaimo, Prince George, Red Deer, Lethbridge, Medicine Hat, St. John's, Fredericton, Moncton, Charlottetown, and many more municipalities
- AI-assisted permit form filling
- Contact information scraping for permit offices
- Call list management for permit follow-ups
- Permit requirement tracking by municipality

### Tank Deposits
Digital tank deposit management:
- Secure pink slip storage
- Comprehensive vendor tracking
- Automated deposit calculations
- Digital record keeping

### Service Agreements
Maintenance contract management:
- Contract creation and tracking
- Renewal date monitoring and alerts
- Recurring service scheduling
- Customer agreement templates

### Floor Plans
AI-powered floor plan tools:
- Draw ductwork layouts
- Mark equipment locations
- Share plans with field teams
- AI analysis for material estimation
- Room measurement extraction

### Online Booking
Customer-facing appointment system:
- Self-service booking portal
- Service appointment scheduling
- Customer communication
- Calendar integration

### Standard Operating Procedures (SOPs)
Documentation management:
- Create and share SOPs for installations, maintenance, and safety
- Version control for procedures
- Team access and acknowledgment tracking
- Template library

### Reports and Analytics
Comprehensive business intelligence:
- Revenue reports and trend analysis
- Profitability analysis by project, client, and service type
- Technician performance metrics
- Financial dashboards
- Custom report builder
- Data export capabilities
- QuickBooks financial report integration

### Team Management
Complete team administration:
- Custom roles and permissions
- Company structure management
- Division assignments
- Team member invitations
- Access level configuration
- Org chart visualization

### Team Messaging
Secure communication platform:
- P2P encrypted messaging
- Team channels
- Larry AI integration in chat
- File sharing
- Threaded comments on messages

### QuickBooks Integration
Bidirectional accounting sync:
- Invoice synchronization (Jobtract to QuickBooks and reverse)
- Expense data sync
- Financial data reconciliation
- QuickBooks Online reports within Jobtract
- Refund processing through QuickBooks
- Reimbursement management

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## User Roles and Portals

Jobtract supports multiple user roles, each with a tailored dashboard and feature set:

### Owner Portal
Full platform access for business owners and administrators:
- Complete dashboard with P&L, KPIs, and business metrics
- All AI tools (Larry AI, estimates, insights, scheduling, invoice autopilot)
- Team management and role configuration
- Pricebook and service agreement management
- Floor plan editor
- Workflow and agent builders
- Client management
- Payroll and timesheet approval
- Job costing and financial oversight
- Field map for technician tracking

### Employee Portal
Tailored experience for field technicians and office staff:
- Personal dashboard with assigned tasks
- Time clock (mobile clock in/out)
- Marketplace for available jobs
- Schedule view
- Expense submission
- Equipment and warranty lookup
- SOP access
- Reports (personal performance)
- Task workflow management

### Supplier Portal
Streamlined access for suppliers and vendors:
- Supplier dashboard
- Project visibility (relevant projects only)
- Quote management
- Permit search
- Purchase order management
- Delivery order tracking
- Inventory management

### Freelance Portal
Independent contractor access:
- Freelance dashboard
- Project management
- Quoting and invoicing
- Purchase and delivery orders
- Inventory management
- Equipment tracking
- Expense management
- Reports and analytics
- QuickBooks integration
- AI usage and billing management
- Marketplace access

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## Pricing Plans (All prices in CAD)

### Silver Plan - $59/month + $15/user
- Up to 2 users
- Best for: Solo contractors or very small teams
- Includes:
  - Standard project management
  - Invoicing and quotes
  - Expense tracking
  - Equipment registry
  - Basic reporting
  - Mobile access (PWA)
  - Customer portal
  - Email support

### Gold Plan - $159/month + $12/user (Most Popular)
- Up to 6 users
- Best for: Growing HVAC businesses
- Everything in Silver, plus:
  - Supplier Marketplace (ECCO) access
  - XMTP Messages (encrypted team messaging)
  - Advanced reporting and P&L
  - Tank deposits management
  - Canadian permit search
  - Priority support

### Platinum Plan - $349/month + $10/user
- Up to 15 users
- Best for: Established HVAC companies
- Everything in Gold, plus:
  - Full AI automation (Larry AI)
  - Larry AI quote generation (24/7 automated quotes)
  - Purchase Orders module
  - Advanced analytics
  - Configurable workflows
  - Custom roles and permissions
  - Dedicated success manager
  - Onboarding and training
  - SLA guarantee

### Enterprise Plan - $999/month
- Unlimited users
- Best for: Large HVAC companies and franchises
- Everything in Platinum, plus:
  - Unlimited users
  - Custom integrations
  - API access
  - White-label options
  - Dedicated account manager
  - Custom SLA
  - On-site training
  - 24/7 phone support

### AI Usage Billing
- All plans include a free monthly AI usage allowance
- Additional AI usage (Larry AI and AI quotes) is billed by usage
- Balance and charges are visible in the AI Usage and Billing dashboard
- Billing is applied automatically

### Free Trial
- All plans include a free trial with full access to all features
- No credit card required to start
- Setup in under 5 minutes

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## Technical Details

### Platform Architecture
- Cloud-based SaaS application
- Built with Next.js and React
- Progressive Web App (PWA) for native-like mobile experience on iOS and Android
- Real-time updates and notifications
- Push notifications support

### Security
- P2P encrypted messaging
- Role-based access control
- Secure data storage
- Device limit management per account

### Integrations
- QuickBooks Online (bidirectional sync)
- Supplier Marketplace (ECCO)
- XMTP messaging protocol
- Push notification services

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## Company Information

- **Company Name**: Jobtract
- **Website**: https://jobtract.ca
- **Headquarters**: Toronto, Ontario, Canada
- **Industry**: HVAC Business Management Software
- **Target Market**: Canadian HVAC contractors
- **Support**: support@jobtract.ca
- **Sales**: sales@jobtract.ca
- **Phone**: +1-800-JOBTRACT
- **Social Media**:
  - Twitter: https://twitter.com/jobtract
  - LinkedIn: https://linkedin.com/company/jobtract
  - Facebook: https://facebook.com/jobtract

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## Key Statistics

- 500+ HVAC companies using Jobtract
- +15% average revenue growth for customers
- 24/7 AI-powered quote generation
- 99.9% uptime guarantee
- 4.9/5 average customer rating (500+ reviews)

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## Links

- Homepage: https://jobtract.ca
- Pricing: https://jobtract.ca/pricing
- Subscribe: https://jobtract.ca/subscribe
- Sign In: https://jobtract.ca/login
- Privacy Policy: https://jobtract.ca/legal/privacy
- Terms of Service (EULA): https://jobtract.ca/legal/eula
- Cookie Policy: https://jobtract.ca/legal/cookies
- LLM Summary: https://jobtract.ca/llms.txt
- LLM Full Documentation: https://jobtract.ca/llms-full.txt