h2x

• Initial Consultation & Demo: H2X begins by understanding the client’s needs and demonstrating how their platform can automate plumbing and mechanical design.

• Account Setup & Access: Once a client signs up, H2X provides access to its cloud-based platform, which works directly in the browser—no installation required.

• Training & Onboarding:
  • Clients receive guided training sessions to learn how to use the software effectively.

  • H2X offers support materials and live assistance to help teams get up to speed.

• Customization & Integration:
  • The platform can be tailored to match specific project requirements, including local standards and design preferences.

  • Integration with existing workflows (e.g., Revit or AutoCAD exports) is supported.

• Project Launch & Support:
  • Users can begin designing immediately after onboarding.

  • Ongoing support is available for troubleshooting and optimization.

Typical Timeline

• Simple Projects: Implementation can be completed in a few days, especially for teams familiar with digital design tools.

• Complex or Large-Scale Projects: May take 1–3 weeks, depending on the level of customization and training required.

H2X is built to be flexible and scalable for engineering teams with varying requirements. Key customization features include:

• Project Controls: Enterprise users benefit from private project settings, allowing tailored access and permissions.

• System Configuration: Supports a wide range of systems including heating, chilled water, ventilation, underfloor heating, domestic water, gas, wastewater, stormwater, and fire protection.

• Export Options: Offers integration with AutoCAD and Revit, preserving sizing and layout during export for seamless BIM workflows.

• Custom Reports: Generates heat load reports, calculation summaries, bills of materials, and other documentation that can be configured to meet client or regulatory standards.

• Security Customization:
  • Multi-Factor Authentication and Single Sign-On (SSO) are available for Professional and Enterprise tiers.

  • Enterprise clients can choose custom server locations for data hosting.

• Training & Onboarding:
  • Includes 1:1 training, in-person onboarding, and access to H2X University for tailored learning experiences.

• Setup Fees: Not explicitly listed; Enterprise onboarding may involve custom pricing depending on scope.

• Maintenance: Included in the subscription; platform updates are automatic since it's cloud-based.

• Support Charges:
  • AI support and webinars: Included in all plans.
  • Human support and priority assistance: Available in Professional and Enterprise tiers.
  • In-person training: Exclusive to Enterprise clients.

H2X provides a range of onboarding and support options to help users get started and stay productive:

• HelpHub: A built-in support feature offering location-specific guides and contextual help directly within the app.

• 1:1 Training: Available for Professional and Enterprise users, offering personalized walkthroughs and workflow optimization.

• Webinars & Tutorials: Regular sessions to demonstrate new features and best practices.

• H2X University: A structured learning platform with resources tailored to different user roles and skill levels.

• Human Support: Live assistance is available for Professional and Enterprise plans, while Standard users rely on AI support.

H2X prioritizes data protection through several key features:

• Multi-Factor Authentication (MFA): Users and organizations can enable MFA for secure login, receiving a text-based authorization code.

• Single Sign-On (SSO): Available for Professional and Enterprise clients to streamline and secure access.

• Custom Server Locations: Enterprise clients can choose where their data is hosted, supporting compliance with regional regulations.

• Role-Based Access Controls: Project-level permissions help manage who can view, edit, or share designs.

H2X maintains a rapid development cycle with frequent updates:

• Monthly Releases: New versions are typically rolled out every few weeks, with recent updates including versions 1.54.0 through 1.77.0.

• Automatic Deployment: As a cloud-based platform, updates are applied automatically—no manual installation required.

• Feature Enhancements: Updates often include bug fixes, new design tools, improved diagnostics, and user-requested features.

• Public Changelog: Users can track changes and upcoming features via H2X’s product update blog.

• User-Controlled Data: h2x follows standard SaaS practices where users retain ownership of their data. This includes all designs, calculations, and documentation created within the platform.

• Portability Options: Users can export their designs and reports, ensuring data portability if they choose to migrate or back up their work. This helps prevent vendor lock-in and supports compliance with data protection regulations.

• Security & Access: With multi-factor authentication and secure cloud infrastructure, h2x ensures that user data is protected while remaining accessible to authorized users.

• Flexible Subscription Plans: h2x offers tiered pricing models that allow organizations to scale their usage based on team size, project volume, or feature needs.

• No Long-Term Lock-In: Users can adjust their subscription level at any time, making it easy to scale up during peak periods or scale down when usage drops.

• Team Management Tools: Admins can manage user access and permissions, which supports dynamic team structures and evolving workflows.

• Support for Growth: As organizations expand, h2x provides enterprise-level support, including onboarding assistance, training, and custom integrations.

Auto-Renewal Clauses

• Evergreen Clauses: Contracts may automatically renew unless canceled within a specific notice period—often 30 days before the renewal date.

• Affirmative Consent Requirement: As of May 14, 2025, the FTC mandates that auto-renewal clauses must be explicitly agreed to—via checkbox, initials, or signature—immediately adjacent to the renewal terms.

• Advance Renewal Notification: Vendors must notify customers before each renewal, including:
  • Renewal date
  • Deadline to cancel

  • Simple cancellation mechanism

Cancellation Terms

• Written Notice Required: Cancellation typically requires written notice within the defined window (e.g., 30 days prior to renewal).

• Refunds and Termination: Refund eligibility and early termination rights vary by contract. Some vendors charge fees for early cancellation or deny refunds for unused periods.

• Non-Usage Doesn’t Void Contract: Even if the software isn’t used, auto-renewal may still bind you to payment obligations unless properly canceled.

• ISO 27001: For information security management

• SOC 2 Type II: For data handling and operational security

• GDPR: For data privacy compliance in the EU

• CMMC or FedRAMP: If serving U.S. government clients

• Building Code Compliance: Depending on the region, H2X may align with standards like AS/NZS 3500 (Australia/New Zealand plumbing codes) or IBC (International Building Code)