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Service Professionals
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  • About Us
  • SPGroup
    • SPGroup Overview
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Screenshot of Client Portal - HVAC software
Made for the Commercial HVAC Service Industry

SPConnect Client Portal

Instant information - the way your customers want to see it. SPConnect's Client Portal was designed by clients themselves and provides everything you need in contractor software.

Book a Demo

Highlights

Educate

Communicate

Educate

Screenshot of Client Portal - HVAC software

Out of sight, out of mind. Educate your customers on the value (and risk) associated with their HVAC mechanical systems.

Inform

Communicate

Educate

screenshot of support tickets in HVAC software

Keep your customers up-to-date on project statuses, maintenance schedules and recent recommendations for their equipment.

Communicate

Communicate

Communicate

screenshot of support tickets in HVAC software

Provide a simple client portal so your customers, field teams and office staff can easily keep tabs on your customer's needs.

Key Features

Person on laptop

File Management

Store all customer-facing documents in one location, easily accessible by your customers and team members alike. 

Project and Maintenance Schedules

Keep your customers informed on the progress of any major Projects or Service Agreement. Easily provide your customers with key dates and customer-facing notes.

Capital Plan for Equipment Replacement

Build a comprehensive capital plan for equipment replacement right into your customer's Portal. Prioritize replacement using red/yellow/green indicators and a simple ROI calculation.

Equipment Histories

Repair or replace? Keeping a history of repairs on equipment is key to helping your customers make the most fiscally responsible decisions for their budgets.

Building Automation Links

Provide your customers with client portal to access all HVAC-related information, including links to their building(s)' automation systems.

Support Tickets

Your customers can submit and track support tickets, which may be a request for a quote, a billing question or any other non-urgent support request. 

Team Directory

Through the SPConnect Client Portal, your customers will have access to your team members' directory, including headshots and contact information.

Frequently Asked Questions

Please reach us at info@spgroup.org if you cannot find an answer to your question.

We get it. For some customers, less is more. You have the ability to show or hide as much as you want - customer by customer. 


With the exception of the Capital Plan and Building Automation Links, the rest of the information found in the Client Portal is generated by your daily operational activities. There are no requirements for duplicate entries to keep your customers up-to-date.


Currently, there are no connections to billing history or any payment information, although it is on the development road map. We also don't show the customer the results of any Work Orders that haven't gone through an internal review process first.


Contact Us to Learn More

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