Patton AI designed, built and runs this portal for a Nashville commercial HVAC filter company serving Tennessee and Texas — including a major Texas grocery chain's stores. Below is the same layout with invented data and Patton AI branding — click around, then switch to the operator view.
Here's what's happening across your locations.
Changed all 6 filter banks. Cleaned 3 cooler coils; heavy lint on coil 2 — flagged for the store manager.
Changed sales-floor and bakery filters. RTU-2 filter rack bent on one side — straightened and noted.
Changed sales-floor and bakery filters. RTU-2 filter rack bent on one side — straightened and noted.
| Date | Location | Visit | Status |
|---|---|---|---|
| Nov 4, 2026 | Monthly filter change | Confirmed | |
| Nov 5, 2026 | Monthly filter change | Scheduled | |
| Nov 6, 2026 | Monthly filter change | Scheduled | |
| Nov 9, 2026 | Monthly filter change | Scheduled | |
| Nov 10, 2026 | Monthly filter change | Confirmed |
| Location | Region | City | Last serviced |
|---|---|---|---|
| Central Texas | Round Rock, TX | Oct 28, 2026 | |
| Central Texas | Austin, TX | Oct 25, 2026 | |
| Central Texas | Georgetown, TX | Oct 22, 2026 | |
| Central Texas | San Marcos, TX | Oct 19, 2026 | |
| Central Texas | Waco, TX | Oct 16, 2026 | |
| Central Texas | Temple, TX | Oct 13, 2026 | |
| Hill Country | New Braunfels, TX | Oct 10, 2026 | |
| Hill Country | Boerne, TX | Oct 7, 2026 | |
| Hill Country | Kerrville, TX | Oct 4, 2026 | |
| Hill Country | Fredericksburg, TX | Oct 28, 2026 | |
| Middle Tennessee | Franklin, TN | Oct 25, 2026 | |
| Middle Tennessee | Brentwood, TN | Oct 22, 2026 | |
| Middle Tennessee | Murfreesboro, TN | Oct 19, 2026 | |
| Middle Tennessee | Smyrna, TN | Oct 16, 2026 |
Demo data only — every store, person and number in it is made up. Nothing you click leaves this page.
Every night the portal mirrors ServiceFusion — customers, locations, jobs, invoices and photos. ServiceFusion stays the system of record; accounts that go inactive or dormant drop off the portal on their own and come back when work resumes.
Technicians already photograph each unit's data plate. Claude vision reads make, model, serial and tonnage off the photo into a per-store equipment registry. Transcription only — uncertain readings are flagged, and a person verifies before a customer sees them.
Every query is scoped to the signed-in customer, and to the stores that user is allowed to see. Each route that touches customer data ships with an isolation test — a regional manager never sees another region, let alone another customer.
Every visit becomes a branded PDF with its photos. Monthly summaries and KPI one-pagers are generated from the same records and emailed to the right contact at each store.
Today's book, revenue and margin, labor hours, revenue per tech, jobs not yet invoiced, receivables aged against each invoice's terms, and reconciliation queues for records that need fixing at the source.
Hosted on Fly.io with nightly database backups to Cloudflare R2. CI runs the test suite on every change and deploys on merge; dependencies are pinned so a surprise upstream release can't take the portal down.
Nightly sync of customers, locations, jobs, invoices and technician photos.
Invoice and paid status arrive through ServiceFusion's QuickBooks link; receivables aging and reconciliation are built on top.
Hand a store's service request straight into the customer's own facilities system, photos attached — the ask from enterprise grocery accounts.
Vision model reads equipment nameplates from technician photos.
Hosting, photo storage and nightly off-site database backups.
Visit reports, KPI one-pagers, invites and password resets.
ServiceView is shaped around how a field-service company actually works. The next one gets shaped around yours.
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