How to Automate Savance Enterprise (Klipboard)

Savance keeps an HVAC branch honest about what is on the shelf

An HVAC supply house has two seasons and no middle. In July the counter is three deep by seven and every condenser on the floor is spoken for. In November the same building is quiet, the phone rings about furnace parts, and the money is in filters, thermostats and service work. Everything the branch owns is either about to be needed urgently or about to sit.

Savance Enterprise is the ERP written for that swing. It is sold to wholesale distributors: electrical, HVAC, plumbing, industrial and JanSan houses, plus luxury showrooms. In January 2026 Klipboard, the business software group that traded as Kerridge Commercial Systems before its rebrand, acquired it, and it now goes to market as Savance Enterprise, a Klipboard company.

Day to day it is one system. Financial management, pricing and cost management, purchasing and vendor management, sales and customer management, and warehouse and inventory management, with a Wireless Warehouse app and mobile delivery and sales apps alongside. Counter, buyer, driver and accounts all read the same stock figure.

The counter closes and the portal round begins

What does not fit inside the ERP is everything that belongs to somebody else.

A utility runs a rebate program on high-efficiency equipment, and the contractor who installed it wants to know where the money is. That answer sits on the utility's trade ally portal, behind a login one person at the branch has. A warranty claim for a failed compressor stays at in review on the manufacturer's dealer site until somebody opens it and looks. Refrigerant cylinders go out on deposit and come back, or do not, and the gas supplier's account page is the only running total anyone trusts.

Then the ordinary ones. A price increase letter arrives as a PDF and has to be checked against the vendor's live sheet. A drop-shipped rooftop unit is somewhere on a carrier's network. A branch transfer needs the other branch to confirm it actually went on the truck.

Every one of those is a person, a browser tab and a note on a pad.

Savance Enterprise (Klipboard)

Rebate claims checked where they are decided Each filed claim looked up on the utility trade ally portal overnight, so only the ones that changed state need anybody's attention.

Warranty credits matched to the claims Manufacturer dealer sites read for claim status and set against the credits actually received, so nothing sits at in review for a month.

Cylinder balances that agree with the supplier Refrigerant deposits pulled from the gas supplier's account page and compared with what the branch believes is out on hire.

Rebate Tracking follows the claim you already filed

Savance is thorough about the parts of this it can see, and that deserves saying plainly.

Purchasing anticipates demand with Week-Out Forecasting, a Lead Time Calculator and warehouse ranking, with reorder point and reorder quantity underneath, while Central Purchasing and automatic inter-branch transfers keep several locations stocked off one decision. Pricing and Cost Management imports supplier price sheets through reusable vendor templates, applies contract pricing down to a single job, and its Rebate Tracking covers multi-contract tracking, claim automation and vendor credit management. Contract Management sends reminders before an agreement expires. Sales has quote follow-up reminders and credit limit notifications. The warehouse has cycle counting with automatic variance detection, label printing at receipt and manifest-driven delivery.

Notice what all of it shares. Rebate Tracking follows a claim once the claim is in Savance. Whether the utility approved it, or the manufacturer accepted the compressor, is a fact held on somebody else's website, and no setting in an ERP reaches across that gap.

Warranty credits and cylinder counts stop being somebody's guess

The branch already knows which claims are open. What it does not know is which ones moved yesterday.

Picture every claim filed this quarter checked overnight on the portal that decides it, with only the ones that changed state coming back: three approved, one rejected for a missing invoice, one paid. The contractor gets a real answer, and the money stops being a figure nobody can age.

The same shape fits the rest of the season. Warranty claims read off each manufacturer's dealer site and set against the credits actually received. Cylinder balances pulled from the gas supplier's account page and matched to what the branch believes is out on deposit. Price increase letters checked against the vendor's live sheet, so nobody quotes yesterday's cost on a unit that went up. Drop-ship tracking followed to the job site. Filter and belt reorders raised for the service accounts that always need them before the first cold week.

The split is one a branch manager would make anyway. Reading portals, comparing them with Savance and drawing up a list can run unattended. Filing a claim, releasing a credit or telling a contractor anything waits for a person.

The chasing gets a schedule instead of a person

Somebody is going to open that utility portal on Tuesday morning either way. The only real question is whether that somebody has to be a person.

WebRun is an AI agent that works a real Chrome browser, signed in as your counter manager or your buyer. It opens the trade ally portal, the manufacturer's warranty site or the gas supplier's account page, reads what is on the screen, and lines it up against the claims and orders Savance already holds.

It runs on your schedule in your own private environment, locked to an explicit list of domains, and you can watch a run and stop it. Nothing is filed with a vendor or sent to a contractor without a person approving it. Each workflow below names the sites it opens.