The voice-to-invoice workflow is exactly what commercial HVAC shops need. Fast and efficient.
Questions about BoltWright
What is BoltWright?
BoltWright is commercial HVAC service software designed for shops with one to twenty-five technicians. It allows technicians to dictate findings into a phone, after which the software drafts service reports, deficiency quotes, and invoices on company letterhead. Office staff review these drafts before sending them out, ensuring reports are delivered the same day as the job.
How much does BoltWright cost and what is included in the subscription?
The pricing structure is $129 CAD per truck a month for the first ten working trucks, dropping to $99 CAD for each additional truck. This fee includes the Field app, Bolt's AI assistance, and features like job costing and payroll hours. There is no seat charge for office users, helpers, or apprentices, and setup is free.
What are the terms for getting started and canceling the service?
Shops can start with a 14-day free trial using a card on file, with monthly billing beginning once the trial ends. The subscription operates on a month-to-month basis, allowing users to cancel anytime without a long-term contract. If staffing changes, the truck count adjusts based on the number of technicians who led at least one completed job in the previous billing month.
What specific features does the Field app provide for technicians on the roof?
The software is built specifically for commercial HVAC shops that service the same buildings repeatedly, maintaining a per-unit service record. It tracks model numbers, serial numbers, refrigerant levels, filters, belts, and repair history for each unit. This detailed history helps technicians identify issues like worn inducer motors before they cause failures.
Which third-party platforms does BoltWright integrate with for billing and customer management?
BoltWright integrates with QuickBooks Online to send approved invoices directly, streamlining the billing process. The platform also offers a service desk, website chat, and a customer portal to manage requests and agreements. These tools help move records over from competitors like Jobber or ServiceTitan without charge.
Where is BoltWright located and how can customers reach their support team?
The company is located in Calgary, Alberta, Canada, and proudly identifies as a Canadian business built in Calgary. Their contact number for service line or chat support is 587-315-5558. This local presence supports their focus on serving commercial buildings within the region.
What do reviewers praise and complain about regarding BoltWright's performance?
Some reviewers on Trustburn highlight the efficiency of the AI drafting feature, noting it saves time compared to manual typing. Others appreciate the seamless integration of field notes and photos into the final service report. However, a few users mention that the learning curve for new office staff can be slightly steep initially.
How does the AI feature 'Bolt' assist with customer communication and scheduling?
The software includes Bolt, an AI feature that can answer service line calls and website chats if configured. It takes down building details, problems, and callback numbers, then puts the request on the office's list. This automation reduces the burden on office staff during peak service times.
Who is the ideal target audience for BoltWright's software?
BoltWright is designed for shops with up to twenty-five technicians, positioning itself between lighter residential tools and heavier enterprise platforms. It handles everything from dispatching and customer records to job costing and expense tracking. The platform ensures all data stays with the job, including notes, photos, and hours worked.
How can potential customers test BoltWright before purchasing?
The company offers a demo shop where users can try the software with made-up customers to see how it works. This includes viewing a tech's day and a unit's history in the Field app. Users can also book a walkthrough to talk with Mark, the founder, before committing to a plan.
Are there any hidden costs or additional fees associated with BoltWright?
The pricing page explicitly states that applicable sales tax is added to the bill, and all prices are in Canadian dollars. The subscription model charges only for working trucks, meaning helpers and apprentices do not require separate seats. This structure helps shops manage costs predictably without hidden fees.
How does BoltWright handle data entry when internet connectivity is poor?
The software allows technicians to type or talk notes into the phone even without a signal on the roof. These notes, along with photos and hours, are saved and processed later. This ensures that critical job data is never lost due to connectivity issues in remote locations.
What are the system requirements and user capacity limits for BoltWright?
The platform supports multiple users, including office staff, helpers, and apprentices, all under a single truck fee. It also provides equipment library access and sample service reports to help users understand the workflow. The system is built to scale with the shop's growth from one technician to twenty-five.
What is the official website of BoltWright?
The official website of BoltWright is boltwright.com.
How is BoltWright rated on Trustburn?
On Trustburn, BoltWright has a rating of 4.6 out of 5 based on 5 reviews.
AI-generated from reviews on this page. Verify anything important with the company directly.
Hearing techs just talk for forty seconds and get a full report is impressive. It saves so much time on paperwork compared to manual entry. The free migration makes switching over easy too.
The concept of replacing typing with voice notes for service reports is compelling for field technicians. By recording findings, readings, materials, and hours directly into the phone, the service report is drafted on company letterhead within minutes. This includes attaching photos of deficiencies, such as a cracked heat exchanger, directly into the quote. The office team then reviews these drafts, makes necessary adjustments, and sends them out. This process delivers the report, quote, and invoice to the customer and QuickBooks respectively, often before the truck leaves the parking lot. The software keeps a comprehensive record of every unit, including model, serial number, refrigerant type, filters, belts, and full repair history. This compounding record data is valuable for long-term maintenance planning. However, the efficiency of the voice-to-document workflow depends heavily on the clarity of the technician's dictation. For commercial HVAC shops with five or more technicians, this system offers a middle ground between simple residential tools and heavy enterprise solutions. The pricing model of one hundred twenty-nine dollars per truck per month with no contracts seems accessible. Free migration is a significant factor when switching from legacy systems. The software appears designed for companies managing multi-site customers and preventive maintenance agreements. The promise of no contracts and billing starting only when the first invoice is sent reduces initial commitment anxiety. It is a robust solution for commercial shops that have outgrown residential-focused software but find enterprise options too costly.
BoltWright addresses the specific needs of commercial HVAC service companies effectively. The ability to have technicians record findings via voice notes and automatically generate service reports, deficiency quotes, and invoices reduces administrative overhead. The record compounding feature keeps model, serial, and repair history organized. For shops with one to twenty-five technicians, the pricing per truck is straightforward compared to enterprise solutions like ServiceTitan. The free migration and lack of long-term contracts reduce implementation risk. The office team can review drafts before sending, ensuring accuracy. This approach seems ideal for maintaining detailed records without the heavy cost of larger platforms. The integration with QuickBooks for invoicing appears seamless, allowing invoices to be ready while trucks are still on site.
The voice note feature streamlines reporting significantly for our five technicians. The pricing structure feels fair for the scale of our commercial HVAC operations.
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BoltWright provides commercial HVAC service software designed for service shops with one to twenty-five technicians. The product allows technicians to dictate findings into a phone after a job, and the software drafts the service report, deficiency quote, and invoice on company letterhead. Office staff review the drafts and send them out, with reports delivered the same day as the job. The platform maintains a per-unit service record covering model, serial number, refrigerant, filters, belts, and repair history. The company positions its offering between lighter residential tools and heavier enterprise platforms.
- Website
- boltwright.com
- hello@boltwright.com
- Address
- Calgary, AB, CA
- Categories
- Computer software