Advanced Training HVACR

Admin Account

Admin Schedule

Shared Contacts

Platform KPIs

🚦 Launch Readiness

Checking...▶

📊 Key Metrics

4 KPIs▶

👤

—

Active Apprentices

— new this week

🤖

—

AI Sessions (30d)

💰

—

MRR

🎯

—

Diagnosis Accuracy (30d)

🎟️ Comp Seats — Free-Lifetime Emails

—▶

These email addresses bypass the Stripe gate (e.g. ops, internal QA, comp seats for partners). Hardcoded entries always apply; the list below is editable from this UI without a redeploy.

💳 Subscriptions by Tier

▶

Apprentice (Free)—

Journeyman — Active Subscription ($149/mo + $499 setup)—

Journeyman — Trial / Pending Subscription—

🤖 Demo AI Agent Performance (sample)

▶

Sample metrics. Live per-Sensei session counts surface in the KPI cards above; per-Sensei accuracy will land in a future rev.

🔥 HVACR Sensei

Active▶

92% accuracy · 4.8/5 rating · 5,200 sessions

🚿 Plumbing Sensei

Active▶

88% accuracy · 4.6/5 rating · 1,800 sessions

🔌 Electrical Sensei

Beta▶

79% accuracy · 4.3/5 rating · 940 sessions

⚡ Welding Sensei

Dev▶

In development · Target launch Q3 2026

Users & Apprentices

📊 Enrollment by Year

1,191 total▶

342

Year 1

318

Year 2

287

Year 3

244

Year 4

👥 All Users (Live)

Loading...▶

Name	Email	Role	Trade	Year	Mentor	Subscription	Senseis

📋 Demo Recent Activity (sample)

5 sample▶

Apprentice	Year	Trade	Last AI Session	Diagnosis Accuracy	Status
Marcus Rivera	Year 1	HVACR	2 hrs ago	78%	Active
Anya Patel	Year 2	HVACR + Electrical	5 hrs ago	85%	Active
Derek Washington	Year 3	Refrigeration	1 day ago	91%	Active
Sarah Kim	Year 4	Commercial HVAC	3 hrs ago	96%	Active
James O'Brien	Year 1	Plumbing	2 days ago	72%	Needs Review

AI Sensei Agent Configuration

🔥 HVACR Sensei

Production▶

Master-level HVACR diagnostician trained on 50,000+ real-world service scenarios, equipment manuals for 200+ OEMs, and EPA certification requirements.

📋 Specs & Configuration

▶

Knowledge base: 135,000+ troubleshooting scenarios

Equipment coverage: 25M+ unique units, 200+ OEMs

Personality: Patient sensei · Socratic questioning · Safety-first

Year adaptation: Auto-adjusts complexity by apprentice year

Languages: English, Spanish

🔌 Electrical Sensei

Beta▶

Journeyman-level electrical diagnostics covering residential, commercial, and industrial systems. NEC code reference built-in.

📋 Specs & Configuration

▶

Knowledge base: 28,000+ electrical scenarios

Code reference: NEC 2023/2026, local amendments

Personality: Safety-obsessed · Step-by-step · Meter-first

Year adaptation: Active

Languages: English

🚿 Plumbing Sensei

Production▶

Covers residential and commercial plumbing, drain cleaning, gas piping, water heaters, and backflow prevention.

📋 Specs & Configuration

▶

Knowledge base: 42,000+ plumbing scenarios

Code reference: UPC / IPC dual coverage

Personality: Practical mentor · Code-compliant · Visual learner

Year adaptation: Active

Languages: English, Spanish

⚡ Welding Sensei

Development▶

MIG, TIG, Stick, and pipe welding techniques. AWS certification prep and metallurgy fundamentals.

📋 Specs & Configuration

▶

Knowledge base: Building (target: 15,000+ scenarios)

Standards: AWS D1.1, ASME Section IX

Personality: Tough love coach · Precision-focused

Target launch: Q3 2026

Languages: English

Subscription Packages

Simple, powerful pricing — free for apprentices, one plan for journeymen, and custom fleet solutions for contractors.

Apprentice

Years 1–4 · Full Training Access

Free

AI Sensei chat — unlimited sessions
All 4 trade Senseis (HVAC, Refrigeration, Electrical, Controls)
Step-by-step diagnosis tool
Gemini Visual Diagnosis AI
Equipment database access (inherited from Journeyman)
EPA 608, 609, A2L, NATE, OSHA certification prep
Vendor certification vault
Code reference library (IMC, NEC, ASHRAE, EPA 40 CFR)
Mentor tracking & Google Meet integration
Customer & active job view (synced from Journeyman)
Real-time signal system to Journeyman
Google Sign-In profile sync
Year 1–4 curriculum alignment
Community forum access

Journeyman

Sensei · Mentor · Field Leader

$499/mo

Everything in Apprentice, plus:
Manage up to 5 apprentices
Active job management & customer assignment
Master equipment database (parent inventory)
QuickBooks Online integration (items, fixed assets, P&L, balance sheet)
HubSpot CRM integration (contacts, deals, pipeline)
Zoho CRM integration (leads, contacts, invoices)
Google Contacts sync (Android — auto-populate address & phone)
Diagnosis review & apprentice oversight
Gemini Visual Diagnosis AI
Real-time apprentice signal & update feed
KPI dashboard for team performance
Certification vault (industry + vendor)
Google Meet mentoring sessions
Custom AI agent training
Social media auto-posting
Google Business Profile integration
Website lead capture
Priority support from Torus LLC

Custom Enterprise

Contractor Fleet

Shops · Multi-Tech Teams · Franchise Groups

Custom pricing

Everything in Journeyman, plus:
Unlimited apprentice seats
Unlimited journeyman seats
Multi-location management
Full API suite (QBO, HubSpot, Zoho, Google, social)
White-label branding option
Custom AI agent fine-tuning per shop
Automated marketing engine (5Ps framework)
Execution timelines & campaign management
Fleet-wide equipment inventory & depreciation tracking
Advanced analytics & BI reporting
SSO / SAML integration
Custom onboarding & training
Dedicated account manager
SLA-backed uptime guarantee

Competitive Landscape

B2B SaaS & trades AI platforms — how Advanced Training HVACR differentiates.

📊 Feature Comparison Matrix

12 features · 5 competitors▶

Feature	Advanced Training HVACR	Bluon	ServiceTitan + Field Pro	Interplay Learning	iConnect Training
AI Diagnostic Chat	✅	✅	✅	❌	❌
Multi-Trade (HVAC+Plumb+Elec+Weld)	✅	❌	⚠️	✅	⚠️
Apprentice Year Adaptation	✅	❌	❌	✅	✅
Step-by-Step Diagnosis	✅	✅	✅	❌	❌
Real-Time Job Capture	✅	❌	✅	❌	❌
QBO / Accounting Integration	✅	❌	✅	❌	❌
Marketing Automation (5Ps)	✅	❌	⚠️	❌	❌
Social Media Integration	✅	❌	❌	❌	❌
Journeyman Management Dashboard	✅	❌	✅	⚠️	❌
Visual AI Diagnosis (Gemini/Lens)	✅	❌	❌	❌	❌
Free Tier for Students	✅	✅	❌	❌	❌
Pricing	Free – $149/mo + $499 setup + Custom	Free – $$	$300+/mo	$$$	Per-seat licensing

🏰 Our Competitive Moat

▶

1. Multi-trade AI Senseis: Only platform with dedicated AI agents for HVACR, plumbing, electrical, AND welding — not just HVAC.

2. Apprentice-year adaptive: Content and AI complexity adjusts from Year 1 foundations to Year 4 mastery. No competitor does this.

3. Full business stack: Diagnosis + documentation + accounting + marketing in one platform. Bluon does diagnosis only. ServiceTitan does business ops but no training.

4. Sensei pedagogy: Socratic method, not just answers. Teaches the apprentice to think, not just copy. Builds real competency.

5. Visual AI Diagnosis: Gemini Vision + Google Lens integration. Snap a photo of any equipment and get instant identification, fault detection, and repair guidance. No competitor offers this.

📈 Market Opportunity

▶

TAM: $4.2B skilled trades training + SaaS market (US, 2026)

SAM: $890M HVACR-specific training & field service AI

SOM: $12M achievable in 36 months with current go-to-market

Tailwinds: 349,000 new construction workers needed in 2026 alone. DOL mandating AI integration in apprenticeships. Data center buildout driving 67% HVAC engineer demand growth.

📍 Search Near Me

Find wholesale vendor branches near your current location. Uses your device's location (WiFi or GPS). Each result opens in Google Maps with phone, hours, and directions.

🏭 Vendors

Manage the trade vendor directory — manufacturers and wholesale distributors. Apprentices and Journeymen see this list as a read-only catalog reference.

API & Integration Ecosystem

Open APIs powering the platform — connected or planned.

🔌 Connected & Planned Integrations

18 APIs▶

Integration	Category	API Type	Status	Use Case
QuickBooks Online	Accounting	REST / OAuth 2.0	Connected	Equipment inventory (Item/FixedAsset), invoicing, payments, depreciation, P&L + Balance Sheet sync
Google Business Profile	Local SEO	Google My Business API	Connected	Review management, service area updates, posts
Google Analytics 4	Analytics	GA4 Data API	Connected	User behavior, funnel tracking, conversion events
Google Search Console	SEO	Search Console API	Connected	Keyword rankings, indexing status, CTR
Meta (Facebook/Instagram)	Social Media	Graph API v19	Connected	Auto-posting, ad management, lead forms
Squarespace	Website	Commerce API	Connected	Landing pages, form submissions, catalog feed
Google Meet / Calendar API	Communication	Calendar API v3 / Meet REST	Connected	Instant video calls, scheduled mentoring sessions, apprentice-journeyman meetings, calendar invites
Google Identity / People API	Auth / Profile Sync	OAuth 2.0 PKCE / People API v1	Connected	Google Sign-In, profile sync (name, email, phone, address, photo), contacts import
HubSpot CRM	CRM / Contacts	REST API v3 / OAuth 2.0	Connected	Customer contacts, deals pipeline, service tickets, lifecycle tracking, bi-directional sync
Zoho CRM	CRM / Contacts	REST API v6 / OAuth 2.0	Connected	Leads, contacts, deals, invoices, inventory sync — alternative CRM option for journeymen
Stripe	Payments	REST API	Connected	Subscription billing, usage metering
Resend	Email	REST API	Connected	Transactional email (welcome, trial reminders, billing)
Twilio	SMS	REST API	Planned	SMS notifications, appointment reminders
OpenAI / Anthropic	AI Engine	REST API	Connected	Sensei AI agents, diagnostic reasoning, NLP
AHRI / Equipment DBs	Equipment Data	REST / SOAP	Research	Equipment specs, efficiency ratings, parts cross-ref
YouTube Data API	Content	REST API	Planned	Tutorial video integration, training content delivery
Google Gemini Vision API	AI Vision / Diagnostics	REST API (Gemini 2.0)	Connected	Real-time photo analysis, equipment ID, visual fault detection, nameplate OCR
Google Lens API	Visual Search	Cloud Vision API	Connected	Equipment lookup by photo, parts identification, model number extraction
CallRail	Call Tracking	REST API	Planned	Lead attribution, call recording for training

Integration Admin

Torus LLC SaaS administration — manage, monitor, and troubleshoot 3rd-party integrations across all Journeyman accounts.

📊 Platform Sync Health

▶

🔌

Active Integrations

👥

Journeymen Connected

✅

98.7%

Sync Success Rate

⚠️

Needs Attention

👥 Journeyman Integration Status

4 journeymen▶

Journeyman Integration Status

Journeyman	HubSpot	Zoho CRM	QuickBooks	Google	Last Sync
Marcus Johnson 5 apprentices · Springfield, IL	Connected 6 contacts	Not Connected	Connected 24 items	All Active	12 min ago
Lisa Chen 3 apprentices · Chicago, IL	Connected 14 contacts	Connected 22 contacts	Connected 18 items	All Active	8 min ago
Ray Patterson 4 apprentices · Peoria, IL	Token Expired	Not Connected	Connected 31 items	All Active	Failed — 2h ago
Andrea Simmons 2 apprentices · Decatur, IL	Not Connected	Connected 9 contacts	Auth Error	All Active	QBO failed — 45m

🔑 API Credential Management

OAuth Admin▶

HubSpot OAuth Admin

Manage HubSpot OAuth 2.0 app credentials, scopes, and webhook subscriptions for all journeyman accounts.

App ID: torus-hvacr-prod

Scopes: crm.objects.contacts, crm.objects.deals

Webhook: Active — contact.create, deal.update

Zoho OAuth Admin

Manage Zoho CRM API v6 credentials, self-client tokens, and data center routing (US/EU/IN).

Client ID: torus-zoho-prod

Scopes: ZohoCRM.modules.ALL, ZohoCRM.settings.ALL

Data Center: US (accounts.zoho.com)

QuickBooks OAuth Admin

Manage QBO OAuth 2.0 tokens, company IDs, and sandbox/production environment switching.

App ID: torus-qbo-prod

Scopes: com.intuit.quickbooks.accounting

Environment: Production

📋 Sync Activity Log

Real-time▶

Recent Sync Activity Log

[2026-04-17 10:32:14] ✓ Marcus Johnson — HubSpot sync complete (6 contacts, 0 conflicts)
[2026-04-17 10:30:01] ✓ Lisa Chen — Zoho CRM sync complete (22 contacts, 1 merged duplicate)
[2026-04-17 10:28:44] ✓ Lisa Chen — HubSpot sync complete (14 contacts, 0 conflicts)
[2026-04-17 10:25:33] ✓ Marcus Johnson — QBO sync complete (24 items, $48,750 asset value)
[2026-04-17 10:20:11] ⚠ Andrea Simmons — QBO auth error: refresh_token expired (company_id: 4620816365271050)
[2026-04-17 08:15:42] ✗ Ray Patterson — HubSpot token expired: OAuth refresh failed (HTTP 401)
[2026-04-17 08:10:03] ✓ Andrea Simmons — Zoho CRM sync complete (9 contacts, 0 conflicts)
[2026-04-17 07:45:21] ✓ Ray Patterson — QBO sync complete (31 items, $62,400 asset value)

Product Roadmap — 18 Month Execution

🚀 Phase 1: Foundation (Q2 2026)▶

Apr 2026

Platform architecture & design

React frontend, Node.js API, PostgreSQL, AI orchestration layer

Apr 2026

HVACR Sensei MVP

Core diagnostic AI trained on initial 50K scenarios

May 2026

Student portal launch

Jun 2026

QBO + Google integrations

Billing, analytics, search console connected

📈 Phase 2: Growth (Q3-Q4 2026)▶

Jul 2026

Plumbing & Electrical Senseis

Multi-trade expansion, dedicated knowledge bases

Aug 2026

Journeyman management dashboard

Monitor apprentices, assign jobs, review diagnosis accuracy

Sep 2026

Subscription billing (Stripe)

Tiered packages live, free → Contractor Fleet

Nov 2026

Marketing automation engine

5Ps framework execution, social posting, lead generation

⚡ Phase 3: Scale (Q1-Q2 2027)▶

Jan 2027

Welding Sensei + Fire Protection

Full skilled trades spectrum covered

Feb 2027

White-label / Contractor Fleet

Custom branding for large shops, trade schools, unions

Mar 2027

Mobile app (iOS + Android)

Field-ready native app with offline diagnosis capability

Q2 2027

Certification partnership program

Partner with EPA, NATE, AWS for integrated cert tracking

Customer Management (CRM)

Platform-wide customer database — HubSpot + Zoho CRM synced. Torus LLC admin oversight for all Apprentice & Sensei customer records.

🔗 CRM Connections▶

HubSpot CRM — Admin

4 journeymen · 68 contacts · Deals pipeline active

Synced

Zoho CRM — Admin

2 journeymen · 31 contacts · Leads + invoices active

Synced

📊 Contact Stats▶

247

Total Contacts

189

Residential

Commercial

VIP / Maintenance

📋 Recent Customer Activity▶

Customer	Type	Journeyman	Last Service	CRM Deal	Source	Status

🔧 Torus LLC Admin Controls▶

TLL

Torus LLC SaaS Admin Controls

Manage CRM connections, resolve duplicates, configure sync rules across all journeyman accounts

Admin Profile — Torus LLC

System administrator account settings and Google profile sync.

🔗 Google Account & Profile▶

Google Account Connected

Synced

John Kent

johnakent@gmail.com

Torus LLC · System Administrator · Google OAuth 2.0

Full Name SYNCED

Gmail SYNCED

Phone SYNCED

Address SYNCED

API Scopes: openid · profile · email · phone · address · contacts.readonly · people.read · calendar.readonly
Auth: Google People API v1 · OAuth 2.0 PKCE · Auto-refresh tokens

🛡️ Admin Role & Access▶

Admin Role — Torus LLC

Role: System Administrator — full platform access

Manages: All Apprentice accounts + all Journeyman/Sensei accounts

Access: KPI dashboard, AI agent config, pricing, competitive analysis, API integrations, roadmap, 5Ps framework, market research, CRM admin, user management

My Account

Mentor Schedule

My Contacts

Sensei Overview

Start Google Meet with Apprentice

📊 Key Metrics▶

👥

—

Active Apprentices

🔍

—

Diagnoses Reviewed

🎯

—

Avg Apprentice Accuracy

📋

—

Open Jobs

👥 Demo Apprentice Performance (sample data)▶

Sample table for design reference. Your real apprentices live under My Apprentices.

Apprentice	Year	Accuracy	Sessions (30d)	Status
Marcus Rivera	Yr 1	78%	47	On Track
Anya Patel	Yr 2	85%	62	Excelling
James O'Brien	Yr 1	72%	28	Needs Review
Lisa Chang	Yr 3	91%	38	Excelling
Tyler Brooks	Yr 1	65%	19	At Risk

🔍 Demo Recent Submissions (sample)▶

Sample table. Real submissions live under Diagnosis Review.

Apprentice	Equipment	Result	Time
Marcus R.	Split AC — Low charge	Correct	2h ago
Anya P.	Heat pump — Defrost	Correct	5h ago
Tyler B.	RTU — Compressor fault	Missed	1d ago
James O.	Furnace — Ignitor	Partial	1d ago
Lisa C.	Chiller — Low flow	Correct	2d ago

My Apprentices

👥 My Real Apprentices▶

📨 Pending Invites▶

📋 Demo Roster (sample data — collapse for live view)▶

Marcus Rivera
Year 1 · HVACR

Accuracy78%

Sessions47

Last Active2 hrs ago

Meet

Anya Patel
Year 2 · HVACR + Electrical

Accuracy85%

Sessions62

Last Active5 hrs ago

Meet

James O'Brien
Year 1 · Plumbing

Accuracy72%

Sessions28

Last Active2 days ago

Meet

Lisa Chang
Year 3 · Refrigeration

Accuracy91%

Sessions38

Last Active3 hrs ago

Meet

Tyler Brooks
Year 1 · HVACR

Accuracy65%

Sessions19

Last Active3 days ago

Meet

Add Apprentice
Invite by email or student ID

Job Management

📊 Job Stats▶

Unassigned

In Progress

Completed (30d)

📱 Google Contacts Sync: Customer address & phone auto-synced from Google Contacts on Android. Tap any phone number to dial or address to open Google Maps.

📋 Active Jobs▶

Customer	Address	Phone	Issue	Assigned	Status	Priority	Actions

Diagnosis Review

Review and grade your apprentices' diagnostic work. Provide Sensei feedback.

📝 My Apprentices' Real Diagnoses▶

📋 Demo Pending Reviews (sample)▶

Apprentice	Date	Customer	Equipment	AI Score	Your Review	Action
Tyler Brooks	Apr 15	New customer	RTU — Compressor	45%	Pending
James O'Brien	Apr 14	Commercial client	Furnace — Ignitor	67%	Pending

Visual Diagnosis AI

Use Gemini Vision to verify apprentice diagnoses or run your own visual analysis. Same tool, Sensei-level access.

📸 Gemini Vision Upload▶

📸

Upload Equipment Photo for AI Analysis

Snap a photo or upload one. Gemini 2.0 Flash Vision identifies equipment, reads nameplates, and runs full diagnoses.

Customers

Manage customer contacts — synced with your connected CRM. Assign jobs to apprentices from here.

🔗 CRM Connections▶

HubSpot CRM

6 contacts synced · Bi-directional

Active

Zoho CRM

Not connected — click to set up

Inactive

📋 Customer Directory▶

Name	Company	Phone	Email	Status	CRM	Actions

My Certifications

Your industry and vendor certifications. Same vault as apprentice view with Journeyman-level certs.

🎓 Active Certifications▶

EPA 608 Universal

All types — passed.

Certified ✓

NATE — HVACR

Core + Specialty certified.

Certified ✓

A2L Safety

Mildly flammable refrigerants — R-32, R-454B.

Certified ✓

Equipment Database

Master inventory — your apprentices inherit this database. Changes here push down to all linked apprentice accounts.

🔗 QBO Sync Status▶

QuickBooks Online — Connected

Last synced: 15 min ago · 24 items synced · Bi-directional active

Live

Platform Field	QBO API Field	QBO Object	Endpoint
Asset Tag / SKU	`Sku`	Item	`/v3/company/{id}/item`
Equipment Name	`Name`	Item	`/v3/company/{id}/item`
Category	`Type` (Inventory / NonInventory / FixedAsset)	Item	`/v3/company/{id}/item`
Purchase Cost	`PurchaseCost`	Item	`/v3/company/{id}/item`
Current Value	`UnitPrice`	Item	`/v3/company/{id}/item`
Qty on Hand	`QtyOnHand`	Item	`/v3/company/{id}/item`
Asset Account	`AssetAccountRef`	Item (FixedAsset)	`/v3/company/{id}/account`
Expense Account	`ExpenseAccountRef`	Item	`/v3/company/{id}/account`
Income Account	`IncomeAccountRef`	Item (Service/Inventory)	`/v3/company/{id}/account`
Depreciation	`DepreciationDetail`	FixedAsset	`/v3/company/{id}/item`
Assigned Apprentice	`CustomField` (DisplayName)	Item	`/v3/company/{id}/item`
Purchase Date	`PurchaseDate` / `MetaData.CreateTime`	Item	`/v3/company/{id}/item`
Condition / Status	`CustomField`	Item	`/v3/company/{id}/item`

📦 Inventory Summary & Table▶

🔧

Total Items

💰

$48,750

Total Asset Value

📦

142

Parts in Stock

⚠️

Needs Service

Asset Tag	Equipment	Model / Serial	QBO Type	Cost	Value	Qty	Condition	Assigned To	Actions

📊 QBO Financial Snapshot▶

Balance Sheet — Fixed Assets

$38,200

Property & Equipment (net of depreciation)

Balance Sheet — Current Assets

$10,550

Inventory (parts, consumables, supplies)

P&L — Depreciation Expense

$6,430

YTD straight-line depreciation (5yr/7yr schedules)

5Ps Marketing Strategy Framework

Your business growth playbook — product positioning, pricing, channels, promotion, and people strategy for your HVACR practice.

🎯 Product▶

Core: AI Sensei agents for skilled trades apprentices (Yr 1-4)

Extended: Step-by-step diagnosis, real-time capture, equipment database, code reference

Augmented: QBO integration, marketing automation, white-label, certification tracking

💰 Price▶

Freemium entry: Free for Year 1-4 apprentices (unlimited AI sessions)

Journeyman: $149/mo + $499 setup (full platform — AI, CRM, QBO, team mgmt, marketing)

Contractor Fleet: Custom pricing (unlimited seats, white-label, dedicated support)

📍 Place▶

Digital-first: advancedtraininghvacr.com web app

Mobile: iOS + Android (Phase 3)

Partnerships: Trade schools, union training centers, JATC programs

Distribution: ACCA, PHCC, IBEW chapters

📣 Promotion▶

Content: YouTube trade tips, TikTok field clips, LinkedIn thought leadership

Paid: Meta ads targeting trade school students, Google Ads for "HVAC training"

Referral: Journeyman invites apprentice = 30 days free Journeyman tier for the mentor

Events: AHR Expo, PHCC Connect, local JATC presentations

👥 People▶

Target Users:

Year 1-4 apprentices (primary), Journeymen managing apprentices, Trade school instructors, Small contractor shops (2-10 techs)

Team (Torus LLC):

Product / Strategy: John Kent, AI Engineering: Torus dev team, Subject Matter Experts: HVACR journeymen advisors, Marketing: Torus LLC automated + AI-driven

Market Research & Intelligence

📈 Labor Market Demand▶

The construction industry needs 349,000 net new workers just for 2026.

HVAC/cooling system engineer demand grew 67% between 2022-2026.

Robotic technician demand increased 107% in the same period.

DOL announced mandatory AI skills integration into Registered Apprenticeship programs (April 2026).

AI data center buildout creating unprecedented demand for skilled HVAC technicians.

🏢 Key Competitors Deep Dive▶

Bluon — 170K+ technicians. Free diagnostic app. AI MasterMechanic trained on 135K calls. Partnered with ServiceTitan. Weakness: HVAC only, no apprentice adaptation, no business tools.

ServiceTitan + Field Pro — $300+/mo. AI Atlas platform. Bluon data powers diagnosis. Weakness: Enterprise pricing, not built for apprentices/training.

Interplay Learning — VR/simulation training for trades. Weakness: No AI chat, no field diagnosis, expensive per-seat licensing.

📋 NAICS & Industry Codes▶

238220 — Plumbing, Heating, AC Contractors

238210 — Electrical Contractors

611513 — Apprenticeship Training

511210 — Software Publishers (SaaS)

🗺️ Zipcode Analysis

Pull demographic + housing + economic KPIs for any US ZIP code. Identify trade opportunity zones — neighborhoods where housing age, owner-occupancy, and income mix point to service-work demand.

📍 Search Near Me

Find wholesale vendor branches near your current location. Uses your device's location. Each result opens in Google Maps with phone, hours, and directions.

🏭 Vendors

Trade vendor directory — manufacturers and wholesale distributors organized by trade. Click any vendor to open their catalog in a new tab.

Integrations

Connect your business tools in one click. Torus LLC manages API keys and OAuth tokens — you just press Connect.

HubSpot CRM

REST API v3 · OAuth 2.0

Connected

Customer contacts, deals pipeline, service tickets, lifecycle tracking. Bi-directional sync with your Customers page and apprentice views.

Contacts synced6

Deals active4

Last sync12 min ago

Sync directionBi-directional

Zoho CRM

REST API v6 · OAuth 2.0

Not Connected

Full CRM alternative — leads, contacts, deals, invoices, activities. Syncs inventory with QBO. Choose HubSpot or Zoho (or both — records merge automatically).

StatusAwaiting connection

Contacts synced0

Last sync—

Sync directionBi-directional

Integration	Category	Status	Last Sync	Records	Action
HubSpot CRM	CRM	Connected	12 min ago	6 contacts, 4 deals
Zoho CRM	CRM	Not Connected	—	—
QuickBooks Online	Accounting	Connected	15 min ago	24 items, $48,750
Google Sign-In	Auth	Connected	Active	1 profile	Always on
Google Meet	Communication	Connected	Active	—	Always on
Google Contacts	Contacts	Connected	Active	Android sync	Always on
Gemini Vision AI	AI / Diagnostics	Connected	Active	—	Always on
Stripe	Payments	Coming Soon	—	—

🛡️ Torus LLC Support▶

TLL

Managed by Torus LLC

Your System Admin controls API credentials, rate limits, and sync schedules. Need help? Torus LLC support handles OAuth token refresh, webhook configuration, and troubleshooting.

My Profile

Your account settings and connected Google profile.

🔗 Google Account & Settings▶

Google Account Connected

Synced

Journeyman User

journeyman@company.com

Google OAuth 2.0 · People API v1

Full Name SYNCED

Gmail SYNCED

Phone SYNCED

Address SYNCED

🔌 CRM Connections▶

Your CRM connection is private to you — your contact list and deal data are not shared with other Journeymen, apprentices, or system admins. Paste your own HubSpot or Zoho access token below to enable Customer + Deal sync against your own CRM.

OAuth (preferred): Connect HubSpot via OAuth Connect Zoho via OAuth

🤝 Apprentice Collaboration▶

Your customer list is your IP — it's hidden from your apprentices by default. Toggle below to share a read-only view with apprentices you mentor (they'll only see Firestore-native contacts, not your HubSpot/Zoho data).

Share my customer list (read-only) with my apprentices

My Account

My Schedule

My Contacts

Your Training Dashboard

Year 1 — Foundations: Refrigeration cycle, basic electrical, safety protocols, tool mastery.

🔧 My Active Jobs▶

📊 Training Stats▶

🥋

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AI Sessions

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Diagnoses Completed

🎯

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Accuracy Rate

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Training Hours

📚 Curriculum Progress▶

📚 Demo Curriculum Progress (sample)▶

Sample progress for design reference. Your real progress lives under My Progress.

Refrigeration FundamentalsComplete ✓

Basic Electrical Theory72%

Safety & EPA 60845%

Tool Mastery & Brazing30%

Residential Systems0%

⚡ Quick Actions▶

Google Meet — Call My Mentor

🥋

HVACR Sensei
Master Technician AI · 35+ years experience · Always learning

HVACR Sensei

Welcome, young apprentice. I am your Sensei — here to guide you through the art and science of HVACR.

I won't just give you answers. I'll teach you to think like a master technician. Tell me what you're working on, what's confusing you, or describe a system that's giving you trouble.

Remember: A true technician doesn't guess — they diagnose. Let's begin.

Step-by-Step Diagnosis

Follow the Sensei's method. Capture everything in real time.

Step 1: Customer Complaint ✓

"AC not cooling. Running all day but house stays at 82°F. Thermostat set to 72°F."

Step 2: Visual Inspection ✓

Outdoor unit: Condenser coil dirty, fan running. Indoor unit: Filter clean, evaporator coil frosting slightly. No unusual sounds.

Step 3: Measurements (Current)

The Sensei says: "Before you touch your gauges, what do you expect to see if the system is low on charge? Think about your pressures, superheat, and subcooling."

Suction Pressure (psig)

Discharge Pressure (psig)

Superheat (°F)

Subcooling (°F)

Ambient Temp (°F)

Supply Air Temp (°F)

Step 4: AI Analysis

Sensei will analyze your readings and guide the next steps...

Step 5: Root Cause

Confirm diagnosis with the Sensei's reasoning...

Step 6: Repair Plan

Step-by-step repair with parts list and safety notes...

Step 7: Documentation

Auto-generate job report, invoice, and learning notes...

Visual Diagnosis AI

✦ Gemini AI Active

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Upload or Capture Equipment Photo

Drag & drop an image, take a screenshot, or use your camera. Gemini AI will identify the equipment and diagnose visible issues in real time.

Recent Visual Analyses

❄️

Frosted Evaporator Coil — Trane XR15Apr 16 · Low refrigerant charge detected · 94% confidence

Resolved

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Burnt Capacitor — Carrier 24ACC6Apr 14 · Dual-run capacitor failure · 97% confidence

Resolved

💧

Corroded Copper Lines — Walk-in CoolerApr 12 · Formicary corrosion on suction line · 89% confidence

Review

✦

Gemini Vision Analysis
Real-time equipment diagnostics

🔬

Upload an Image to Begin

Gemini AI will analyze your photo to identify equipment make/model, detect visible issues, suggest diagnostic steps, and flag safety concerns — all in seconds.

What Gemini AI Can Detect:

✦ Equipment identification (OEM, model, tonnage) ✦ Refrigerant line condition & frost patterns ✦ Electrical component damage (capacitors, contactors) ✦ Coil condition (dirty, bent fins, corrosion) ✦ Wiring issues (burnt, loose, wrong gauge) ✦ Nameplate data extraction (specs, refrigerant type) ✦ Safety hazards (exposed wiring, missing covers)

My Progress

Year 1 — Foundations

Year 2 — Systems

Year 3 — Commercial

Year 4 — Master Track

📈 My Real Progress▶

📊 Demo Skills Assessment (sample)▶

Refrigeration Theory85%

Electrical Fundamentals72%

System Diagnosis68%

Safety & Codes90%

Tool Proficiency55%

Customer Communication60%

📋 Demo Recent Diagnoses (sample)▶

Sample rows for design reference. Real history is under My Real Progress above.

Date	System	Result	Score
Apr 16	Split AC — Low charge	Correct	92%
Apr 14	Heat pump — Defrost issue	Correct	85%
Apr 12	Walk-in cooler — High head	Partial	67%
Apr 10	Furnace — No heat	Correct	88%
Apr 8	RTU — Compressor fault	Missed	45%

My Mentor

Your assigned Journeyman Sensei — tracks your progress, reviews your diagnoses, and guides your apprenticeship.

🥋 My Real Mentor▶

📋 Demo Mentor Profile (sample)▶

Mike Torres

Journeyman · HVACR + Plumbing · 12 yrs experience

Torres Plumbing & HVAC · EPA 608 Universal · NATE Certified · A2L Certified

Apprentices

84%

Avg Accuracy

156

Reviews Done

4.8

Rating

Contact Your Mentor

Google Meet — Video Call 📧 Email 📱 Call

Mentor Note: "Keep up the solid work on refrigeration fundamentals. Let's focus on superheat/subcooling calculations this week. Schedule a Meet if you get stuck on the walk-in cooler diagnosis."

📊 Mentorship Progress▶

Diagnoses Reviewed by Mentor18 / 23

Mentor Approval Rate89%

Skills Signed Off12 / 24

Hours Logged with Mentor128h

128 of 400 required OJT hours (Year 1)

📹 Meeting History▶

Meeting History

Schedule Meet

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Weekly Check-inApr 16, 2026 · 3:00 PM · 28 min · Discussed walk-in cooler diagnosis approach

Completed

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Diagnosis Review — Split ACApr 14, 2026 · 10:30 AM · 15 min · Reviewed superheat readings methodology

Completed

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Completed

📅

Weekly Check-inApr 21, 2026 · 3:00 PM · Upcoming · Recurring Monday meeting

Scheduled

✅ Mentor Sign-Offs▶

Mentor Sign-Offs

Skill	Date Signed	Status
Refrigeration Cycle Theory	Mar 20	Approved ✓
Manifold Gauge Operation	Mar 28	Approved ✓
Electrical Safety & LOTO	Apr 5	Approved ✓
Superheat / Subcooling Calc	—	In Progress
Brazing & Leak Testing	—	In Progress
System Charging (R-410A)	—	Not Started

Certifications & Prep

Track your industry certifications and store vendor-specific credentials.

📜 Core Certifications▶

EPA 608

Refrigerant handling certification — required by law for purchasing and handling regulated refrigerants.

45% prep complete · 3 practice exams taken

EPA 609

Motor vehicle AC (MVAC) refrigerant recovery & recycling — required for automotive AC work.

Not started · Required for automotive HVAC service

A2L Safety Certification

Mildly flammable refrigerant handling (R-32, R-454B, R-1234yf). New EPA mandate for industry transition.

10% prep complete · Critical for 2026+ systems

🎓 Advanced Certifications▶

NATE

North American Technician Excellence — industry gold standard for HVACR competency.

15% prep complete · Recommended after Year 2

OSHA 10

Occupational safety — construction industry standard for workplace safety.

Not started · Available at any year level

OSHA 30

Advanced safety for supervisors and lead technicians — covers hazard analysis and site management.

Not started · Recommended for Year 3-4

Vendor Certification Vault

Store and track manufacturer-specific certifications earned through OEM training programs. Upload certificates, track expiration dates, and share credentials with employers.

Your Vendor Certifications

3 Active

Vendor	Certification	Date Earned	Expires	Certificate ID	Status
Daikin	D-TEQ Ductless & VRV Level 1	Mar 12, 2026	Mar 12, 2028	DTQ-2026-45821	Active
Mitsubishi Electric	Diamond Contractor — Mini-Split Install	Jan 8, 2026	Jan 8, 2027	ME-DC-88743	Active
Grainger	Safety Equipment Specialist	Feb 20, 2026	Feb 20, 2027	GR-SES-2026-112	Active

Available Vendor Training Programs

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Daikin

D-TEQ, VRV, Applied Systems

♦️

Mitsubishi Electric

Diamond Contractor, City Multi

🌀

Fujitsu

Halcyon, Airstage VRF

🔴

Lennox

LennoxPROs, iComfort, VRF

🔵

Carrier

Carrier University, Infinity

🟢

Trane

Trane University, Symptom XL

🟠

Grainger

Safety, Tools, Equipment Certs

➕

More Vendors

Rheem, York, Goodman, LG, Bosch...

Customers & Active Jobs

Your assigned jobs from Journeyman Mike Torres. Update customer profiles and signal jobsite status in real time.

Live Sync with Journeyman Call Mentor

🔄 Apprentice ↔ Journeyman Sync: Customer updates, job notes, and status changes you make here are pushed to your Journeyman's Active Jobs dashboard in real time. Google Contacts synced on Android.

Job #1042 — AC Not Cooling

High Priority In Progress

Assigned Apr 16, 2026

📍 742 Evergreen Terrace, Springfield, IL 62701
📱 (555) 867-5309 · 📧 maria.garcia@email.com

📍 Map

Equipment: Trane XR15 · 2-ton Split AC · R-410A

Issue: House at 82°F, thermostat set to 72°F. Running all day.

Access: Dog in backyard — use side gate.

Job Requirements:

✓ Visual inspection (condenser + evap) ✓ Pressure readings (suction/discharge) ✓ Superheat/subcooling calculations ○ Root cause diagnosis ○ Repair + documentation

2:45 PMOn-site at customer location. Starting visual inspection.

3:10 PMCondenser coil very dirty (est 40-50% blocked). Evap showing light frost. Taking readings now.

3:25 PMSuction: 105 psig, Discharge: 310 psig. Superheat: 22°F (high). Subcooling: 5°F (low). Submitting to AI.

3:30 PMMentor response: Good readings. Those numbers point to low charge. Clean the condenser first, then recheck. If subcooling is still under 8°F, we're adding refrigerant.