Help & Guides

Everything VentVora does, in plain terms

A quick tour of the Company Portal and the Technician Portal — what each part is for and where to find it. If you're already signed in, the same section names appear in your sidebar.

For Company Teams

Owners, admins, dispatchers, managers, and accountants.

Dashboard

See today's jobs, scheduled and in-progress visits, unassigned work, and active technicians the moment you sign in — a live snapshot of what's happening across your business today.

Customers & HVAC Assets

Keep a full record of every customer, their service locations, and the HVAC equipment installed there — plus notes, tags, and service history tied to each one.

Jobs, Scheduling & Dispatch

Create jobs and add one or more visits to each. Open a job to pick which technician (or technicians) handle a visit. The Dispatch view shows unassigned work and technician workload at a glance, and Schedule shows the full calendar.

Checklists, Measurements & Parts

Build reusable checklist templates, measurement definitions, and a parts catalog. Technicians fill these in from the field on each visit, and the results flow straight back into the job record.

Maintenance & Service Agreements

Set up recurring preventive maintenance plans for customer equipment, track what's due or overdue, and manage service agreements — coverage, pricing, and renewals — in one place.

Payments & Financials

Record customer payments, track outstanding balances, log business expenses, and review financial reports — revenue, receivables aging, and more.

Commissions

Define commission rules per technician or job type, review calculated commission records, and approve payouts once they've been checked.

Customer Intelligence

Automatic customer classification — value tier and activity status — based on real job and payment history, so you always know who your best customers are.

Team, Roles & Permissions

Invite office staff and technicians, and control exactly what each role can see and do — from managing jobs to viewing financials — without touching anyone else's access.

Support

Stuck, or found something that isn't working right? Open a support ticket from your dashboard — the VentVora team replies directly in the same thread.

For Technicians

The mobile-first portal built for the field.

Today's Schedule

See every visit assigned to you for today and this week, with the customer, address, and job details ready before you arrive.

Completing a Visit

Check in, work through the job's checklist, record measurements and parts used, note your findings and recommendations, capture the customer's signature, and collect payment — all from your phone.

Commission

If your company tracks commissions, see what you've earned on completed jobs, visit by visit.

Profile & Account

Manage your account details and update your password whenever you need to.

Still need a hand?

Signed in already? Open a support ticket from your dashboard for the fastest reply — our team answers in the same thread. Otherwise, reach out below.

Contact us

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