Platform overview
Helix across the business
Explore the operational areas Helix connects, with a concise view of the features across each domain.
Operational Dashboard
A clear starting point for the working day.
Helix brings live priorities, workflow movement and recent operational activity into a focused view for office, management and delivery teams.
Leads & Enquiries
Turn new enquiries into organised commercial opportunities.
The lead workspace gives new work a clear identity, owner and next step before it becomes part of the long-term customer record.
CRM & Sites
One dependable record for every customer and site.
Customer, contact and site information stays connected to the commercial, operational and service history that gives it meaning.
Quotes & Proposals
Build clear HVAC proposals from structured operational data.
Helix connects survey information, systems, products, commercial decisions and controlled documents into a traceable quoting journey.
Product Library
A single Product Master for everything the business sells and uses.
Helix keeps product identity, supplier mappings and approved presentation or technical content connected without turning supplier catalogues into the master record.
Inventory & Purchasing
Connect purchasing, stock and job demand around the same Products.
Inventory information stays tied to supplier catalogues, purchase activity, actual costs and the operational work that needs material.
Jobs & Field Delivery
Carry the accepted scope into a controlled delivery workflow.
Jobs connect customer commitments to materials, appointments, safety, evidence, documents and completion history.
Scheduling & Dispatch
Plan appointments with the operational context beside them.
Scheduling links people, work, readiness and return visits so the diary reflects what the business can actually deliver.
Documents & Publishing
Keep important business documents controlled and connected.
Templates, generated drafts, final PDFs and published versions remain linked to the operational records they represent.
Accounts & Finance
Keep commercial records connected to the work behind them.
Helix links invoices, payments and commercial context to customers, quotes and jobs while preserving clear financial history.
Assets & Service
Maintain the customer relationship beyond installation day.
Installed systems and individual assets carry product, serial, warranty, evidence and service history into a long-term lifecycle record.
Compliance & Safety
Put safety and compliance evidence inside the operational workflow.
Helix connects planned controls, engineer acknowledgement and completion evidence to the work they govern.
Communications & Tasks
Keep conversations and follow-up attached to the work.
Calls, emails, notes, meetings and tasks gain value when they remain visible beside the customer, opportunity or job they concern.
Customer Portal
Give customers a clear, controlled view of their relationship with you.
The portal brings approved customer-facing records together without exposing internal commercial, operational or supplier information.