SOPX logo SOPX
Part of Field Service

SOP Software for HVAC and Heating Equipment

Assembly and repair know-how in HVAC and heating shops gets passed on by watching people work. SOPX turns a phone recording of a build, an appliance repair, or a commissioning job into a structured work instruction, keeps every version current as models change, and puts it at the bench or on site by QR or link.

Gregor Obreza Reviewed by Gregor Obreza , Co-founder and CEO
Try SOPX free Book a 15-min demo
10min

from a bench recording to a published SOP

50+

languages for a mixed workshop

0

logins needed to open a SOP at the bench

The Challenges

Build know-how lives with a few people

Complex assembly and repair steps get passed on by watching your experienced people work. When someone takes a day off or leaves, the method goes with them and the next person guesses.

The same unit gets built a little differently every time

Without a written method, one build comes out slightly different from the next. Those differences add up to callbacks and rework, with no current reference to check against.

Procedures sit in Word and go stale

The procedures you do have live in Word docs on a shared drive nobody opens. They were written for an older model, they are hard to find, and they go stale the week after an update.

How SOPX Solves This

1

Turn a phone video into a work instruction

Record the assembly or repair on a phone at the bench or on site. AI splits it into steps, each with a trimmed clip and an AI-written title and description. A draft is ready in minutes, no typing and no retyping the old Word doc.

2

One build method, every bench and every language

Translate a whole work instruction into 50+ languages in seconds so every assembler follows the same build. When a model changes, you edit once and the workshop gets the current method, with older versions kept on record.

3

A QR at the bench and steps that reach the field

Add a QR code at the workstation so any assembler pulls up the current steps with no login, and share a link so a service tech opens the repair procedure on their phone on site. Arrows and callouts mark the exact connection, valve, or setting.

How SOPX compares

Teams evaluating SOPX for hvac & heating teams usually weigh it against Scribe and Tango . The side-by-side breakdowns show where each tool fits and where SOPX pulls ahead.

Relevant Use Cases

Video to SOP

Video SOP software turns a process recording into a structured, step-by-step SOP, and AI writes each step from the footage. Film any process on a phone or screen recording, and AI turns it into a SOP where every step has a trimmed clip, a title, and a description. No writing, no editing software. Then edit it, translate it into 50+ languages, version it, and share it by link or QR, all in one workspace.

Learn more →

Process Standardization

Process variation drives quality issues, waste, and errors. Standardize every task with visual SOPs generated from your best methods, accessible at every workstation.

Learn more →

Work Instructions

Generate visual, step-by-step work instructions from process videos in minutes. Accessible on any device, in any language. No more unread manuals.

Learn more →

Knowledge Capture

SOPX is tribal knowledge software: record your experts doing the tasks they already do every day, and AI turns the footage into structured, shareable SOPs. The expert keeps working, not authoring docs.

Learn more →

Built for These Roles

Operations Manager

You do not have hours to write procedures, and your best operators should not either. They film the job on a phone, AI drafts a clear step-by-step SOP, and you review it in minutes. The line keeps running when someone is out.

Learn more →

Field Service Manager

Your field team works far from the bench and far from each other. Film a repair once, let AI draft the service guide, and every tech follows the same steps on any device, step by step.

Learn more →

Continuous Improvement / Lean Manager

Your best operator should not lose an afternoon writing work instructions. Film the current best method, let AI draft structured steps in under 10 minutes, and when you improve the standard the update reaches every shift at once.

Learn more →

Frequently Asked Questions

How do I turn a workshop video into a work instruction?
Film your assembler building a heating or cooling unit or your tech repairing an appliance on a phone, then upload it to SOPX. AI splits the recording into steps, each with a trimmed video clip, a title, and a description. You review and adjust any step, then publish, usually in under 10 minutes. No typing and no retyping the old Word doc.
What HVAC and heating processes can I document this way?
Unit and component assembly, appliance repair, commissioning, and service and maintenance visits across heating and cooling equipment. If someone does it with their hands at the bench or on a service call, you can film it and AI will write the steps. Screen recorders only capture clicks on a computer, so they cannot document the build or the repair.
Can assemblers who don't read English follow the SOP?
Yes. AI translates a whole work instruction into 50+ languages in seconds, so everyone in a mixed workshop follows the same build in their own language. You film and publish once, and each person opens the version they can read.
How does a tech get to the repair procedure on site?
Share a link or put a QR code on the job. The tech scans or taps it and opens the current steps on their phone with no login. Full-screen mode walks them through one step at a time so they can follow along while their hands are busy on the unit.
What happens when a model or method changes?
Edit the work instruction once and everyone gets the latest version, while older versions stay on record. You can replace a single step with new video, an image, or an image carousel and the rest of the SOP stays intact. The workshop always sees the current build, not a stale Word doc.
We already have procedures in Word and PDF. Do we start over?
No. Upload an existing PDF procedure and AI turns it into a structured digital SOP with steps, descriptions, and images. You can then add video where it helps, annotate the exact connection or setting, translate it, and export back to PDF or Word if you keep a copy in your own system.
Will this cut our callbacks?
It is not magic. What it does is make the build and repair method consistent across your team and give you a current reference to check against. When everyone follows the same up-to-date work instruction instead of doing it a little differently each time, you catch the misses that lead to callbacks and rework.

Explore SOPX

Pricing is public. The product page covers how it works end to end.

See SOPX pricing → How SOPX works →

Standardize every build and repair with SOPs your techs actually follow

Try SOPX free Book a 15-min demo