HVAC softwarethat fits your shop.
Dispatch like the summer doesn't scare you. Quote install jobs in three tiers. Bill the tune-up, the repair, and the maintenance agreement from the same screen. TradeFix is the field service platform built for HVAC contractors ServiceTitan prices out — from solo owner-operators to 25-truck shops.
HVAC has its own
rhythm. Most software
doesn't know it.
You dispatch six trucks in July and three in October. You run PM agreements that should auto-book spring AC tune-ups and fall furnace tune-ups — but you're tracking them on a spreadsheet Jenny in the office maintains by hand. ServiceTitan will happily sell you a solution for $2,500 a month, a four-week implementation, and a one-year contract.
Housecall Pro and Jobber don't have real memberships — they have invoices that repeat. That's not the same thing. FieldEdge is closer to what you need but ties you to their payment processor and hides pricing behind a sales call. And nothing — nothing — treats equipment-per-customer as a first-class object, which is the only way a 15-year-old install shows up on the right truck with the right refrigerant.
So you keep the maintenance agreements in a spreadsheet, the estimates in a Google Doc, the dispatch on the whiteboard, and the invoices in QuickBooks desktop. And every year you leak roughly $42,000 in jobs never billed, PMs never booked, and installs that lost to a competitor because your quote took three days.
The whole
hvac shop loop.
Nothing extra.
Handle peak season without losing a truck.
Drag-and-drop calendar by tech, by day, by week. Tag emergency no-heat / no-cool calls so dispatch knows at a glance. Live GPS overlay. One-click SMS dispatch with address + Google Maps link. Travel-time ETA pulled from Distance Matrix so the customer knows when you're showing up.
- Emergency-priority routing
- Live truck GPS
- SMS dispatch with ETA
Good / Better / Best installs in 5 minutes.
Build tiered install proposals from your equipment pricebook — 14 SEER, 16 SEER, heat pump. One page, three options, the customer picks the middle one 60% of the time. E-signature on a tablet. Convert approved estimate into a scheduled install + deposit invoice with one click.
- Equipment pricebook with markup
- Tablet e-signature
- Auto-convert to install job
Invoices that hit the customer before the truck leaves.
Auto-generate from completed tickets + refrigerant usage + labor time. Stripe payment link in every email. Tech collects card on-site via mobile. Partial payments, late reminders, QuickBooks Online sync — so your bookkeeper doesn't stay late on Fridays anymore.
- Stripe · ACH · card on-site
- Auto overdue reminders
- QBO two-way sync
PM plans that actually renew themselves.
Build spring + fall tune-up plans with included visits, member-only pricing, and recurring Stripe billing. Renewal reminders 30 days out. Member badges on the dispatch board. The spreadsheet goes in the trash — finally.
- Stripe Subscriptions
- Spring / fall tune-up auto-book
- Member pricing on pricebook
First season on TradeFix we booked 41 spring tune-ups I'd already forgotten about from last year — because the system had them on the calendar before I did. Paid for itself in the first month.
Dave R.RIDGEWAY HEATING & COOLING · 6 TRUCKS · OHIO
The questions
every hvac owner asks.
Does TradeFix handle HVAC maintenance agreements?
Does TradeFix handle HVAC maintenance agreements?
Yes — this is one of the core modules. You build plan tiers (Silver, Gold, Platinum, whatever you call them) with a price, billing interval, included visits per period, and a member discount percent. TradeFix bills them on recurring Stripe Subscriptions, tracks visits used, flags renewals 30 days out, and shows a member badge on every job card so your techs know to apply member pricing. No plugin, no add-on — it ships on the Growth plan ($99/mo).
Can I track equipment per customer — make, model, serial, install date?
Can I track equipment per customer — make, model, serial, install date?
Every customer has an equipment registry — AC unit, furnace, heat pump, mini-split, water heater — each with make, model, serial, install date, and warranty expiry. When a tech arrives for a service call, the mobile app shows the equipment on file before they even knock on the door. If you installed it, you get credit for the warranty claim; if you didn't, you don't waste an hour diagnosing it blind.
What about Good/Better/Best estimates for equipment installs?
What about Good/Better/Best estimates for equipment installs?
Tiered estimates are a first-class feature, not an add-on. Build a pricebook with labor + equipment + material line items, then stack three tiers on one proposal — 14 SEER base system, 16 SEER mid-range, variable-speed premium. The customer sees all three side-by-side and picks one. Research from Nexstar and ServiceTitan both show tiered presentation raises average ticket 20–40% on install jobs. Same pattern, a twenty-fifth of the price.
Does it work for both residential and light commercial HVAC?
Does it work for both residential and light commercial HVAC?
Yes — TradeFix is trade-agnostic at the data layer. Residential shops use the customer + equipment + service address model; light commercial shops use the same model with multiple service addresses per customer and P.O.-number fields on invoices. If you run a dedicated commercial operation with RTU fleets and building-wide preventive contracts, we will not pretend to replace a true enterprise CMMS yet — but for mixed residential / light commercial, TradeFix fits.
How does TradeFix compare to ServiceTitan for HVAC?
How does TradeFix compare to ServiceTitan for HVAC?
ServiceTitan is a fine product for shops with 50+ trucks, a dedicated dispatcher, a software implementation budget, and the willingness to sign a 12-month contract. TradeFix is built for the 1–25 truck segment ServiceTitan does not want — same core loop (dispatch, tiered estimates, memberships, invoicing, mobile app), 25× cheaper ($99/mo vs $2,500/mo), 30-minute setup vs four-week implementation, month-to-month. If you are growing past 50 trucks, switch. Until then, TradeFix is the platform you graduate into, not the one you beg to get out of.
Will my HVAC pricebook import from FieldEdge or Housecall Pro?
Will my HVAC pricebook import from FieldEdge or Housecall Pro?
Yes. TradeFix accepts a standard CSV with columns for SKU, name, description, category, type (labor / material / equipment), unit price, unit, and taxable. Most HVAC shops have an existing pricebook from their current platform or their supply-house rep — you export it, we import it, you are running in under an hour. We also ship a starter HVAC pricebook (~240 items across equipment, labor rates, and common repairs) that you can use as-is or use as a starting point to build your own.
Does the mobile app work for my techs offline?
Does the mobile app work for my techs offline?
Yes. The Expo-based iOS and Android app caches the day's jobs, customer info, and pricebook locally. A tech can show up to a rural install with no signal, pull up the job, take photos, collect the signature, mark it complete — everything syncs when they roll back into coverage. The GPS beacon pauses when offline and resumes when the tech is back in range.