Commercial HVAC — chillers & rooftop units, 22 technicians
A Client Equipment Dashboard their commercial accounts actually use.
Summit kept ServiceTitan for dispatch but built a LyonHawk Digital equipment portal so property managers could see every chiller's maintenance history, refrigerant logs, and photo reports — without a $200/month client login.
- reduction in client history-request calls
- 80%
- saved per request for coordinators
- 20 min
- commercial accounts renewed citing the portal
- 3
Starting state
Commercial property managers emailed the office weekly asking for maintenance histories on specific rooftop units. Coordinators pulled job notes from ServiceTitan, dug through techs' photo folders, and pasted everything into a PDF. Refrigerant logs lived in a separate compliance spreadsheet. Each request took 20–30 minutes.
Constraints
- ServiceTitan had to remain the system of record for jobs and invoicing.
- Equipment data needed to sync from completed jobs automatically — no double entry.
- Property managers ranged from facility directors to building owners on iPads.
Approach
We mapped ServiceTitan's job and equipment API in week one, then shipped a read-only client portal in week three — one property, one roof, every unit visible. Refrigerant log entries synced from tech job notes via a tagging convention. Photo reports attached per asset, not per job.
What shipped
- Per-property equipment tree — every unit with make, model, serial, and location
- Maintenance timeline with filter changes, refrigerant entries, and photo reports
- Client login scoped to their buildings only — no access to Summit's internal data
- Nightly sync from ServiceTitan job completions
What we’d do differently
We'd add a 'download compliance packet' button in version one next time — two clients asked for it in the first month, and it was a half-day build.