About us.
We are a group of innovative contractors and an amazing international software program-designer who have built a more intelligent approach and program for planning and budgeting maintenance for buildings. We started SmartHVAC in 2020 to build and offer innovative maintenance solutions for maintenance buyers and their provider contractors.
Area of Expertise
01
Maintenance planning
We start upfront with serious planning. We open our books in order to allow clients to make best maintenance decisions.
02
Strategic budgeting
We take an overall budget, and separate it into varying maintenance strategies for each HVAC or Plumbing unit. You achieve the overall budget.
03
Technician performing
We take whatever plan and budget clients decide on, communicate it to our techs, and that is exactly what they perform. Plan equals budget. Plan equals performance.
Our Resourceful Team
We’re a passionate team of problem-solvers, engineers, and HVAC industry experts committed to helping maintenance firms grow. With deep experience in field service, technology, and customer success, we’ve built Smart Plan to solve real-world challenges, making sales simpler, service more consistent, and clients more confident.
Whether we’re refining the platform, supporting your onboarding, or helping you close your next deal, we’re here to back you every step of the way.
Tom Walton
President, partner, vision
Considered the industry leader in dynamic maintenance building. Past Honeywell GM, Linc VP and partner in Nextech, now US wide.
Jody Liner
COO, contractor leader
Managed/owned HVAC businesses for decades. Utilized prior and current strategy and software to build three successful businesses.
Dave Klunder
CFO, primary partner
Retired 40 year contractor. Experienced at owning and operating one of the most prominent Trane dealer contractors.
Craig Medley
Partner
Craig has 16 years of experience in the mechanical industry, as well as 13 years as a general contractor. He not only uses Smart Plan he is in charge of promoting the platform.
Nadeem Mohammed, MBA
CTO, Systems
Driven by a passion for clarity and results, Nadeem brings over 20 years of experience turning complex problems into simple, scalable solutions using AI for service businesses. CEO of CreativeCloud.AI and Inspect360.AI