Sarah Jones
DASHBOARD
CALLS
SCHEDULE
DISPATCH
ESTIMATES
INVOICING
SERVICES
ACCOUNTING
EMPLOYEES
TIMESHEETS
PAYROLL
- Awareness
- Engage
- Subscribe
- Convert
- Excite
- Ascend
- Advocate
- Promote
MEMBERSHIPS
REVIEWS
SOCIAL MEDIA
KNOWLEDGE BASE
REPORTS
HELP

HEXAGON HAPPY

CUSTOMER SUCCESS PORTAL
EXCELLENT
★★★★★
Sarah Jones
Sarah Jones 20 April 2026
★★★★★

High quality plumbing work. They arrived on time and fixed the leak in the kitchen perfectly.

Review Plumbing
Sarah Jones
Sarah Jones 15 April 2026
★★★★★

Great experience with Hexagon HVAC. Ryan did a fantastic job installing a Soft-Start device.

Review HVAC

No review left for Electrical yet.
Share your experience!

Review Electrical

Calendar

April 2026

Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
Pending Service Annual HVAC Tune-up &
System Performance Audit
23
24
25
26
27
28
29
30

Timeline

April
22
Pending Appt

HVAC Tune-up & System Audit

Comprehensive cooling cycle performance test, primary filter refresh, and full IAQ brush sterilization.

July
21
Scheduled

Plumbing Flush & Pressure Test

Tankless water heater descaling, main service line pressure verification, and water softener salt bridge audit.

Oct
19
Scheduled

Electrical Infrastructure Scan

Thermal imaging of the main service panel and comprehensive testing of all GFCI/AFCI safety devices.

Jan
17
Projected

IAQ & Whole-Home Filter Swap

Winter system performance optimization and primary air handler filter refresh to maintain sanctuary air quality.

Message Inbox

2 NEW
HX

System Support

10:42 AM
April 22nd Service Pre-Arrival

Your technician, David, is scheduled to arrive between 8:00 AM - 10:00 AM for your HVAC audit.

PR

Proposals Desk

Yesterday
RO Filtration System Bid

A new enhancement proposal has been uploaded to your Success Portal for review.

EL

Electrical Dept

Apr 15
Surge Device Self-Test

Your Eaton Ultra SPD has reported a successful automatic self-test. All systems protective.

PL

Plumbing Division

Apr 12
Photo Documentation
Partner Portal | Hexagon Plumbing
Client Name
Sarah Jones
Service Address
20202 Northwest Fwy, Suite 400
City
Houston
State
TX
Zip
77040
Phone
(713) 555-0123
Email
sjones@hexagonusa.com
Contact Notes (Unique)
Gate code #1234. Dog "Beau" is friendly but please keep gate closed.
Entity Name
Jones Estate Management
Billing Address
P.O. Box 54099
City
Houston
State
TX
Zip
77254
Billing Phone
(713) 555-0123
Billing Email
billing@jonesestate.com
Billing Notes (Unique)
Quarterly ACH Auto-pay enabled. Send digital receipts to Michael.
Lead Partners
Parent (1) Name
Sarah Jones
Birthday
May 14
Anniversary Date
June 18, 2012
Parent (2) Name
Michael Jones
Birthday
Oct 02
Siblings
Sibling (1)
Emma Jones
Birthday
Jan 22
Sibling (2)
Leo Jones
Birthday
Aug 11
Milestone Notes (Unique)
The information will only be used for birthday and anniversary cards, and to align our service with the rhythm of your family’s life.
Architectural DNA
Home Style
Ranch
Year Built
1950
Sq Footage
4,250
Room & Storage Specs
Bedrooms
5
Bathrooms
5
Garage
2 Car
Core Infrastructure
Main Shut-off
West Garden Bed
Pipe Material
Copper / PEX
Avg Pressure
65 PSI
Property Notes (Unique)
Main sewer clean-out is located 5ft off the driveway. Original plumbing in west wing.

INVESTMENTS

DUE IN FULL
Overdue
HEX-4102 | Jan 10, 2026 Main Line Excavation
60+ Days Past Due2% Surcharge
30+ Days Past Due2% Surcharge
$1,850.00 $37.00 $37.00
Paid
HEX-4588 | Mar 28, 2026 Annual Tankless Flush
$310.00
Paid
HEX-3912 | Dec 05, 2025 Bath Fixture Upgrade
$545.00
Paid
HEX-3810 | Nov 02, 2025 Home Filtration Service
$185.00

PLUMBING SYSTEMS

Plumbing Assets | Hexagon Success Portal
Tankless Water Heater

Rheem Professional

Model: RTGH-95DVLN-2
System Age 3.2 Years
Warranty In Force
Efficiency 94% AFUE
Health Score 94 / 100
NOTES

Flush system every 12 months with white vinegar. Check intake screen for mulch debris monthly.

Water Filtration

Pentair Pelican

Model: WF4-P-PRO
Carbon Life 82% Remaining
Hardness Level 3 GPG (Soft)
Last Backwash Apr 12, 2026
Health Score 98 / 100
NOTES

Replace sediment pre-filter every 6 months. Carbon tank rated for 1M gallons.

Sump Pump System

Zoeller Pump Co.

Model: M53 Mighty-Mate
Float Status Optimal
Battery Backup 100%
Cycle Count 1,240
Health Score 95 / 100
NOTES

Test backup battery annually. Ensure discharge line is clear of mulch and debris.

Water Softener

Culligan High Efficiency

Model: HE-1.25-SOFT
Salt Level 65% (Optimal)
Brine Tank Clear
Last Recharge 2 Days Ago
Health Score 97 / 100
NOTES

Use only pellet-style salt. Perform monthly bridge check to ensure flow.

Reverse Osmosis

A.O. Smith Pro

Model: AO-US-RO-4000
TDS Removal 96.8%
Membrane Age 11 Months
Tank PSI 8 PSI
Health Score 91 / 100
NOTES

Filters changed Jan 2026. Sanitize storage tank during next routine service.

Smart Leak Detector

Moen Flo Smart Water

Model: 900-001
Valve Status Open (Secure)
Network Connected
Alert History Clear
Health Score 99 / 100
NOTES

Main shut-off valve exercise runs every Saturday at 10:00 AM. Backup battery verified.

HVAC SYSTEMS

HVAC Assets | Hexagon Success Portal
Condenser Unit

Carrier Infinity

Model: 24VNA636A003
System Age 6.8 Years
Warranty Expiring
Refrigerant R-410A
Health Score 72 / 100
NOTES

Perform chemical coil cleaning next spring. Fan motor bearings showing slight wear but functional.

Furnace / Air Handler

Carrier Infinity

Model: 59MN7A060V17
Filter Size 20x25x5
Warranty Active
Efficiency 98.5% AFUE
Health Score 88 / 100
NOTES

High-efficiency gas valve confirmed operational. Check secondary heat exchanger for condensation blockages.

Indoor Air Quality

AeroClean ION-R

Model: AC-55-ION
Ion Output 1.2M ions/cc³
Maintenance Clean Brushes
Ozone Output Zero Certified
Health Score 96 / 100
NOTES

Wipe carbon fiber brushes every 6 months to maintain ion density. Verified connectivity with AHU fan logic.

Smart Thermostat

Ecobee Premium

Model: EB-STATE6-01
Network WiFi - Connected
Sensors 3 Paired (Active)
Firmware v4.8.12 (Latest)
Health Score 99 / 100
NOTES

Smart recovery enabled. Re-calibrate humidity sensor if readings deviate more than 5% from analog hygrometer.

Evaporator Coil

Carrier V-Coil

Model: CNPVP3617ALA
Condition Optimal
Drain Line Clear
Pan Level Dry
Health Score 92 / 100
NOTES

Primary and secondary drain lines cleared Dec 2025. Pan treatment tablets added to prevent sludge buildup.

Whole-Home Humidifier

Aprilaire Power

Model: Model 700
Pad Life 80% Remaining
Water Panel Aprilaire #35
Solenoid Healthy
Health Score 90 / 100
NOTES

Turn off water supply valve during July/August to prevent humidity spikes. Check orifice for calcium blockage annually.

ELECTRICAL SYSTEMS

Electrical Assets | Hexagon Success Portal
Main Service Panel

Square D - QO Series

Model: QO142M200PC
Bus Rating 200 Amps
Circuits 42 Available
Panel Type Plug-On Neutral
Health Score 98 / 100
NOTES

Thermal scan completed Jan 2026; no hotspots detected. All breakers labeled and indexed in the Success Portal vault.

Surge Protection

Eaton Ultra

Model: CHSPULTRA
Protection Level Type 2 SPD
Surge Capacity 108kA per Phase
Indicator Protective
Health Score 100 / 100
NOTES

LED status check recommended monthly. Device provides protection for all downstream sensitive electronics and HVAC boards.

EV Charging Station

Tesla Wall Connector

Model: Gen 3 Universal
Power Output 11.5 kW (48A)
Input Voltage 240V AC
Connectivity WiFi Enabled
Health Score 97 / 100
NOTES

Firmware updates automatically over WiFi. Inspect charging cable handle and pins for debris before heavy use cycles.

Standby Generator

Generac Guardian

Model: G0072260 (22kW)
Fuel Source Natural Gas
Last Exercise Sat 10:00 AM
Run Hours 14.2 Hrs
Health Score 94 / 100
NOTES

Oil and filter change scheduled for Nov 2026. Battery charger verified; terminal connections cleaned and tightened.

Smart Lighting Hub

Lutron Caséta Bridge

Model: L-BDG2-WH
Protocol Clear Connect
Devices 28 Linked
Integration HomeKit/Alexa
Health Score 99 / 100
NOTES

Located in central comms rack. Controls all exterior lighting and common area scenes for peak energy efficiency.

Safety Hub (Smoke/CO)

Google Nest Protect

Model: S3003LWES
Sensor Tech Split-Spectrum
Battery Normal (OK)
Pathlight Enabled
Health Score 98 / 100
NOTES

Interconnected system; alarm in one room sounds in all. Monthly self-test confirmed successful via Nest app logs.

Enhancements

💨
Health Impact

Indoor Air Purification

Based on your April HVAC scan, we recommend an iWave-R ION generator to eliminate 99.4% of pathogens within your ductwork.

💧
Purity

Reverse Osmosis System

Elevate your kitchen sanctuary with hospital-grade drinking water. Multi-stage RO filtration system bid is ready for review.

Risk Protection

Whole-Home Standby Power

Ensure 100% sanctuary uptime during storm seasons. 22kW Generac Guardian standby power bid is available.

#HexagonHappy