How BPMS supports this workflow
BPMS helps HVAC teams document the building conditions that influence equipment recommendations. Envelope observations, diagnostic testing, load-calculation workflows, duct information, photos, and customer records remain connected to the same project.
Findings can move into scopes, proposals, and invoices without losing technical context. Final equipment selection and design remain subject to the applicable ACCA procedures, manufacturer data, codes, and qualified professional review.
Platform capabilities
- Building and envelope assessment
- Blower-door and duct-leakage records
- Load-calculation workflows
- Photo-supported proposals and workscopes
- Project and invoice handoffs
Typical workflow
- Step 1
Assess building conditions
- Step 2
Complete diagnostics and calculations
- Step 3
Develop the scope and proposal
- Step 4
Document installation and closeout
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Review the complete platform workflow, compare plans, or speak with BPMS about implementation requirements.