Harmelo Registry: Live For Service & Installation Contractors
For HVAC, Mechanical & Energy Contractors

Your installed base is your pipeline.
Most contractors can't see it.

Persistent equipment identity for every system you service. The records stay with the equipment, not the technician. Aging systems surface automatically, replacements get forecasted from real lifecycle data — and every customer gets an Asset History Report™ that makes your service the reason their home holds its value.

Become a Founding Partner → See How It Works
60–70%
Existing Customer Conversion
Existing customers convert on replacement work at 60–70%, versus 5–20% for new prospects.
Source: HVAC industry research
12–20 yrs
Typical HVAC Lifespan
AC and heat pumps last 12–15 years on average. Furnaces 15–20. Most contractors don't track which customers are approaching that window.
Source: ASHRAE equipment lifecycle data
5–25×
Cost of New vs. Existing
Acquiring a new customer costs 5–25× more than keeping an existing one. The pipeline you already paid for is the cheapest growth you have.
Source: broadly cited industry benchmark
The Problem

Your customer base is aging.
You can't see it.

Risk 01
History lives in heads
When a technician leaves, the service context walks out with them. The next visit starts from zero. Notes scattered across CRM entries, paper invoices, and memory.
Risk 02
Reactive by default
Without lifecycle data, you're waiting for emergency calls instead of identifying replacements before failure. Every emergency you absorb is a planned job a competitor takes.
Risk 03
Missed revenue pipeline
You've already built the relationship. The customer is yours. But without visibility into what's installed and how old it is, aging systems get replaced by whoever calls first.
Harmelo fixes this by making every system you've ever touched visible, trackable, and revenue-generating.
How It Works

Persistent Infrastructure Intelligence.

Every system you service gets a permanent, structured identity. That identity follows the equipment. Not the technician, not the invoice, not the CRM note.

01
Register at first touch
Technician captures system identity at installation or first service visit. Serial, model, manufacturer, install date. Structured, verified, persistent.
02
Every visit adds data
A standardized service checklist captures each visit — readings, parts replaced, job outcomes — and your team configures the checks that fit your trade. However it's filled out, it writes to the same structured record, so the history stays consistent across technicians and across years, never lost.
03
Lifecycle becomes visible
Aging equipment surfaces automatically as your data builds. You see what's approaching replacement before the customer calls a competitor.
04
Revenue becomes predictable
Your installed base becomes a pipeline. The more data you build, the sharper the forecast. Workload planning, customer engagement, and revenue all become forward-looking.
Important

Harmelo is not a CRM.

CRMs track customers and jobs. Harmelo tracks the infrastructure itself.

They do completely different things. Harmelo works alongside whatever you already use — ServiceTitan, Jobber, Housecall Pro, or anything else.

It's the truth layer beneath your CRM.

If a tech leaves, nothing is lost

In a CRM, service context lives in the relationship and walks out the door with the technician. In Harmelo, the record lives on the system. It doesn't care who serviced it last.

If you switch software, nothing is lost

CRMs change. Companies outgrow them, migrate, or consolidate. Every install date, every service reading, every part replaced in Harmelo stays. Permanently. Regardless of what tools you use above it.

We fill the gap nothing else fills

Your CRM tells you who the customer is. Harmelo tells you what's in their building, how old it is, and when it's going to need replacing. That's a completely different layer of intelligence.

Founding Partner Program

Start with the registry. Grow into the intelligence.

The registry is live today. The forecasting and analytics layers build themselves as your installed base accumulates service history — there's no shortcut, the intelligence is only as good as the data underneath it.

Straight Talk

What you get on day one: persistent equipment identity (HMIN/HEIN) assigned at the truck, standardized service checklists configured to your trade, and your installed-base dashboard. What comes later: replacement forecasting, pipeline analytics, and the intelligence features below unlock as your data compounds — typically maturing over the first 12 months of active use. Founding Partners help shape these features and lock in founding terms before they're generally available.

Live today Unlocks as your data grows
Essential
Get visibility into your installed base. The foundation everything else builds on.
  • Customer equipment registryLive
  • HMIN / HEIN assignment at serviceLive
  • Service history continuityLive
  • Installed base dashboardLive
  • Replacement age indicatorsUnlocks
  • Service opportunity identificationUnlocks
  • Basic reportingUnlocks
Become a Founding Partner
Growth
Turn visibility into a revenue pipeline as your history compounds.
  • Everything in Essential, plus:
  • Replacement forecastingUnlocks
  • Pipeline forecastingUnlocks
  • Customer lifecycle analyticsUnlocks
  • Technician performance insightsUnlocks
  • Replacement opportunity alertsUnlocks
  • Service pattern intelligenceUnlocks
Become a Founding Partner
Enterprise
Portfolio intelligence at scale, across every branch you run.
  • Everything in Growth, plus:
  • Multi-location intelligenceUnlocks
  • Replacement wave forecastingUnlocks
  • Branch performance analyticsUnlocks
  • Fleet optimization insightsUnlocks
  • Revenue pipeline forecastingUnlocks
  • Executive dashboardsUnlocks
Become a Founding Partner
Add-Ons

Available on all packages.

Intelligence modules that come online as your installed base builds the data to power them. Founding Partners shape what ships first.

Territory Opportunity Visibility
Coming as data grows
Identify and map replacement opportunities across your service territory. Surface geographic clusters of aging equipment for smarter routing and proactive outreach.
Seasonal Demand Forecasting
Coming as data grows
Predict service and replacement demand patterns by season across your customer base. Plan staffing, inventory, and outreach before peak periods hit.
Customer Retention Intelligence
Coming as data grows
Identify customers approaching replacement cycles before they start shopping. Gives your team the timing and context to engage first and win the job.
White-Label Asset History Reports
Coming as data grows
Hand every customer a branded Asset History Report — system age, service history, warranty status, and upcoming recommendations. It's the record that follows the home through a sale, so your service shows up in what the next buyer pays. Strengthens the relationship and sets you apart.
The Competitive Reality

The contractor who sees more, wins more.

Without Harmelo
  • ×Replacement opportunities identified by whoever calls first
  • ×Service history restarts when technicians change
  • ×Revenue forecasting built on hope, not data
  • ×Emergency calls as the primary signal for aging equipment
  • ×Customer relationships measured in invoices, not insight
VS
With Harmelo
  • ✓Replacement pipeline built from your own installed base
  • ✓Persistent records that survive technician turnover
  • ✓Predictable revenue tied to real lifecycle data
  • ✓Proactive outreach before failure, and before competitors
  • ✓Long-term customer relationships backed by infrastructure intelligence
Next Steps

Start building your replacement pipeline.

The earlier you register your installed base, the sooner the intelligence has data to work with. Founding Partners get founding terms, direct input on the roadmap, and the registry working in the field from day one. Your CRM stays exactly where it is.

Become a Founding Partner →