HVAC Software Radar

Aspire publishes Marigold Release with mobile account manager tools and AI invoice review

Aspire published the Marigold Release on July 16, 2026, adding a customizable offline-capable mobile interface for account managers and an AI-powered purchase receipt validation feature.

"Meet the Marigold Release 🌼 Smarter Operations. Stronger Margins. Built for the Field, the Office, and Every Job in Between. The tools your whole team has been waiting for are here, putting smarter, mobile-first capabilities in the hands of your account managers, back office, and project teams. Key highlights of our latest release include:  Aspire Mobile for Account Managers: A customizable, offline-capable interface for Contacts and Properties, built for AMs in the field.  Automated Purchase Receipt Validation: AI-powered invoice review that catches pricing and quantity errors before they cost you."

JobTread adds Google Drive integration for file transfer without downloading

JobTread released a Google Drive integration that lets users move files between the two platforms without downloading and re-uploading them, according to the app.jobtread.com update log.

"Move files seamlessly between JobTread and Google Drive without downloading and re-uploading them. Import files from Drive into JobTread, attach them to job records, or save JobTread files back to Drive so your documents stay organized and easy to access."

Smith.ai adds e-signature for retainer agreements during intake calls

Smith.ai · Smith.ai

Smith.ai's Virtual Receptionists and AI Receptionist can now send retainer agreements for e-signature during the intake call, closing the gap between a qualified lead and a signed retainer.

"Smith.ai's Virtual Receptionists and AI Receptionist can now send retainer agreements for e-signature during the intake call, closing the gap between a qualified lead and a signed retainer."

Synup adds public APIs for posts and menus alongside faster reporting and email editor refresh

Synup · Synup Corp.

Synup shipped a changelog update adding new public APIs for posts and menus, faster report downloads, a refreshed email editor, service area support for locations, and usability improvements across the platform.

"This week brings new public APIs for posts and menus, faster report downloads, a refreshed email editor, service area support for locations, and a wave of usability improvements across the platform."

EZ Texting adds Hebrew, Arabic, and Korean to its messaging platform

EZ Texting · EZ Texting

EZ Texting expanded its language support to six languages, adding Hebrew, Arabic, and Korean character sets alongside the previously available English, Spanish, and French.

"EZ Texting now supports six languages, giving you more ways to connect with your audience. In addition to English, Spanish, and French, you can now compose and send messages using Hebrew, Arabic, and Korean character sets. This update makes it easier to reach diverse, global contacts via your inbox, campaigns, or workflows."

Zomentum adds native Microsoft Teams integration for document activity notifications

Zomentum · Zomentum

Zomentum introduced a native Microsoft Teams integration that brings document activity notifications — including approval requests, signature events, and payment updates — directly into Teams.

"We introduced a new native Microsoft Teams integration, bringing important Zomentum document activities directly into the tools MSPs already use every day.Customers can configure Teams to receive notifications for activities such as: Approval requests, Document comments and updates, Signature activity, Document sent or viewed events, Payment-related updates Users can also open the associated Zomentum document and handle actions such as approving or rejecting requests directly from Teams. Teams, channels, group chats, and users can be mapped to control exactly where different notifications should appear."

Geotab patch 11.131 changes Street View to a picture-in-picture overlay on the map

Geotab · Geotab

Geotab released patch 11.131, updating Street View to open as a floating, draggable picture-in-picture overlay on the map instead of redirecting to Google Maps in a new tab.

"To keep map context while reviewing street-level imagery, Street View now opens as a floating, draggable picture-in-picture overlay on the map instead of redirecting to Google Maps in a new tab."

QuoteIQ releases AI AutoMeasure and two other tools on July 24, 2026

QuoteIQ · QuoteIQ

QuoteIQ shipped three new tools on July 24, 2026, including AI AutoMeasure, which outlines a roof, lawn, or driveway on satellite imagery and measures it inside the estimate, saving results to a reusable Measurement Library.

"Three brand-new tools. AI AutoMeasure outlines a roof, lawn, or driveway on satellite imagery and measures it inside the estimate, saving every result to a reusable Measurement Library built on"

OneCrew adds vendor document attachment and expiration date tracking

OneCrew · OneCrew

OneCrew now lets users attach documents directly to vendors and set expiration dates, with automatic flagging when a certificate of insurance, license, or other compliance document is approaching or past its expiration date.

"You can now attach documents directly to vendors in OneCrew and set expiration dates on each one. OneCrew will flag documents that are approaching or past their expiration date, so you always know when a certificate of insurance, license, or other compliance document needs to be renewed before it becomes a problem on a job."

ZenMaid adds per-method payment toggles, invoice image upload, and one-click address copy

ZenMaid released an update on June 20, 2026 adding individual toggles for each payment method on invoices, the ability to upload a custom image such as a QR code, and a one-click copy button for service addresses in contact profiles.

"What's new: - Add Venmo/Zelle/PayPal and a QR code image to your invoices, and copy any service address in one click. - Setting up how customers pay you is now much more flexible. Each payment method — credit card, PayPal, Venmo, Zelle, bank transfer, or your own custom option — has its own toggle, so you can show exactly the options you accept. - You can now upload a custom image to your invoices, too — perfect for dropping in your Venmo or Zelle QR code so customers can pay by scanning. - Every service address in a contact's profile now has a **Copy** button, right alongside the ones already on the phone and email rows. Handy for quickly pasting an address into maps to estimate travel time between jobs."

Patriot Payroll adds in-app confirmation step for wire and instant payroll funding

Patriot Payroll · Patriot Software LLC

Patriot Payroll added a way for users to confirm payroll funding by wire or instant payments directly in the software, reducing the steps required to notify the company that funds are on the way.

"Funding payroll by wire or instant payments now comes with one less step. We’ve added a simple way to confirm your payment directly in Patriot your software, giving you a clearer, faster way to let us know your payroll funding is on the way. After sending the payment through your bank, you can confirm it"

FieldInsight releases multi-area update on November 3, 2025

FieldInsight · FieldInsight

FieldInsight published an update on November 3, 2025 covering changes across purchases, scheduling, mobile, quotes, and reports.

"Purchases — Show Bill Grand Total in PO → Bills Projects & Jobs — Supplier Credit Notes in Sales Settings — Show/Hide Site Invoice Terms Jobs — Make Division a required field Scheduler — New “Period” option in Team View PPM Contracts — Page restructured to step-by-step wizard Mobile — Job > Defects: Primary Location filtered by Asset Mobile — Customer Status on its own line Mobile — “Preview” on Sales Documents Quotes — Default recipient: Account vs Site Reports — Project Performance sort by Start Date Mobile — Invoice signature now captures a name"

Later adds in-app audio search for Instagram Reels scheduling

Later · Later Inc.

Later now lets users search for and add eligible audio from Meta's library while scheduling Instagram Reels, without leaving the scheduling workflow.

"Spend less time switching between apps by searching for and adding eligible audio from Meta’s library while scheduling your Instagram Reels in Later—all within your existing content workflow."

Allo adds threaded conversations on calls and messages

Allo · Allo Communications Inc.

Allo shipped a threaded conversation feature allowing users to open a thread directly on a call or message, mention a teammate for notification, and resolve the thread once handled.

"A call needs a second opinion, a message needs a follow-up: open a thread right on it. Mention a teammate and they get notified, reply with the full context in front of them, and resolve the thread when it's handled."

Tradify adds bulk job status update via new toolbar dropdown

Tradify · Tradify

Tradify added the ability to update the status of multiple jobs at once directly from the Jobs list using a new "Change status" dropdown in the toolbar.

"You can now update the status of multiple jobs at once directly from the Jobs list using the new "Change status" dropdown in the toolbar."

Birdeye adds Create and Track Actions to Insights AI

Birdeye · Birdeye Inc.

Birdeye has added Create and Track Actions to Insights AI, letting teams turn AI-powered recommendations into structured initiatives with assigned owners, goals, and progress tracking from a single place.

"Insights AI now helps teams turn AI-powered recommendations into measurable action. Create structured initiatives, assign owners, set goals, and track progress from a single place. Teams can also create tickets for individual issues, ensuring recommendations move beyond insights into execution."

JDM Technology Group acquires Successware

Successware · Successware

JDM Technology Group has acquired Successware, a field service management software, with the transaction closing on March 21, according to a prweb.com announcement.

"JDM Technology Group, a global leader in best-in-class software solutions has acquired Successware, a premier field service management software."

Workiz launches Workiz Genius AI toolkit for field service teams

Workiz · Workiz

Workiz announced the launch of Workiz Genius, an AI-powered toolkit aimed at field service professionals, according to a prnewswire.com announcement dated March 13, 2024.

"Workiz, the management platform for field service teams, is announcing the launch of Workiz Genius, a revolutionary AI-powered toolkit of powerful capabilities designed to upend nearly every aspect of how field service professionals work."

BuildOps announces partnership with Bluon to bring HVAC data into its platform

BuildOps · BuildOps

BuildOps announced a partnership with Bluon, integrating Bluon's HVAC equipment database and AI-driven tools directly into the BuildOps platform for commercial contractors.

"BuildOps, the premier provider of all-in-one sales, service, and project management software for commercial contractors, is proud to announce a groundbreaking partnership with Bluon."

New: Carrier QuantumLeap by Carrier

"Carrier also plans to incorporate 75F's generative and agentic AI capabilities, along with its auto-commissioning technology, into its Carrier QuantumLeap thermal management suite to improve deployment and thermal performance for the growing data center market."

New: 75F by 75F

"Carrier has acquired 75F to strengthen its AI-powered building automation portfolio, expanding cloud-native controls, intelligent HVAC management, and data center capabilities."

New: Trimble Accubid Anywhere by Trimble

"Trimble® Accubid® Anywhere — a new, cloud-hosted solution that includes estimating functionality, graphical takeoff, and managed pricing services — is now available."