PolarOne is an all-in-one operating platform for HVAC and field service businesses. It connects sales, customers, jobs, engineers, scheduling, quotes, invoices, payments, stock, reporting and practical AI assistance in one system.

It is designed for HVAC, heating, plumbing, electrical, refrigeration, security, maintenance and other field service companies that manage customers, engineers, jobs and recurring work.

No. CRM is only one part of the platform. PolarOne also manages jobs, scheduling, engineers, quotes, invoices, customer portals, contracts, stock, purchasing, automations, reporting and AI-supported workflows.

Yes. You can organise branches, territories, staff and business information while controlling which teams can access each area.

Yes. The client workspace and engineer portal are designed to work across desktop, tablet and mobile devices, including an installable PWA-style engineer experience.

PolarOne includes offline-sync support for key field activity so engineers can continue working and safely sync changes when a connection returns.

Yes. Customers can review, accept and sign quotes online. Quote revisions and approval history remain linked to the customer and job.

Yes. Stripe payment support allows businesses to take secure payments, deposits and subscriptions online, subject to the Stripe account being connected and configured.

Yes. Customers can securely view relevant jobs, quotes, invoices, documents and service history, as well as request visits or report faults where self-service is enabled.

Yes. PolarOne can manage maintenance contracts, recurring visits, service schedules, covered equipment, renewals and linked customer history.

Yes. You can track stock across vans and warehouses, record movements and usage, manage suppliers and create purchase orders.

Polar AI can help draft messages and quotes, summarise information, suggest follow-ups, identify revenue opportunities, explain reports, support scheduling decisions and answer questions using permitted business data.

Yes. Each plan can include a monthly AI credit allowance. Businesses can see what they have used, how much remains and when it resets, with optional top-up credits and plan upgrades.

Yes. The automation engine supports trigger, condition and action workflows, with reusable templates for common sales, service, payment and customer processes.

PolarOne includes integration modules for Xero, QuickBooks, Google Calendar and Microsoft Calendar, alongside API and webhook tools for wider connections.

Yes. Email, SMS and in-platform notifications can support job updates, reminders, payment chasing, customer communication and internal alerts.

Migration requirements vary by source. Customer, site, product and other operational data can be prepared for import, and larger migrations may need a managed setup process.

PolarOne separates company data by tenant and uses roles and permissions to restrict access. Each user should only see the tools and records permitted for their company and role.

For many businesses it can replace several disconnected tools. The exact answer depends on your current accounting, telephony and specialist systems, which can often remain connected through integrations.

Yes. The site can offer a free trial or guided demonstration so you can explore the platform and confirm that it fits your workflow before choosing a paid plan.

A straightforward business can begin with company details, branches, staff, customers and core settings. More complex migrations, integrations and workflow configuration may take longer.

Engineering Projects organise work under the customer and site. Surveys, room data, calculations, selected equipment, materials, photos, notes, quotes, reports, finance and service planning remain together in one project record.

Yes. Multi-room surveys store dimensions, occupancy, glazing, insulation, orientation, heat gains, photographs and notes once. Compatible calculators can then reuse that room data without repeated entry.

Yes. The Equipment Library and Manufacturer Selection Wizard compare active equipment records and suggest suitable manufacturers and models from capacity, efficiency, system type, refrigerant, budget and noise preferences. Final selection remains an engineering decision.

Yes. The Quote Generator can transfer scheduled equipment, labour, materials, commissioning, testing and warranty lines into the existing PolarOne Quote Builder for final pricing and approval.

It is a single project document bringing together the survey, room photographs, calculations, equipment schedule, material estimate, commercial summary, service plan, commissioning information, certificates, signatures and verification details.

Engineers can select project photographs for an AI-assisted review of visible airflow, clearances, access, condenser position, pipe routes and other potential concerns. It is advisory and must always be checked by a competent engineer against current rules and manufacturer instructions.

No. Finance payments, energy savings, ROI and payback are illustrative sales estimates based on the values entered and saved project calculations. Actual finance is subject to lender approval and actual energy use will vary.

PolarOne includes in-platform guidance and an AI knowledge base, with the level of direct onboarding and support depending on the subscription plan.