HVAC
Run installs, service, and PMs from one place.
TradeOS is opinionated about the way HVAC work flows: a quote is a parts list with margin, a service ticket has a system on it, and PMs auto-schedule the next visit.
Replacement quotes
AI fills in the unit specs, tonnage, and warranty options based on a few photos of the existing system.
Refrigerant tracking
Log R-410A / R-454B by job. The numbers roll up into your monthly compliance report.
PM contracts
Auto-schedule the next visit, send the customer a reminder text, and prefill the tech's checklist.
Permit checklists
Town-level permit requirements stay attached to the job — never miss a final inspection again.
Distributor catalogs
Drop in a Carrier / Trane / Lennox part number and get the cost + markup pre-filled.
Capacity-aware dispatch
The dispatch board respects truck inventory and tech certifications when offering jobs.
Built around the system, not the line item.
Every job ties to a system record — the equipment in the home — so the history (last filter change, last refrigerant top-up, last warranty claim) is one tap away. When you replace it, the new system gets the old system's PM contract automatically.
Quotes that match your shop's tone.
The AI scope drafter is trained on residential HVAC language: it writes "swap-out" not "appliance replacement", and it knows to call out duct condition and electrical disconnect work as separate line items so the customer can see the trade-offs.
Quote your next replacement faster.
Most owners get their first AI-drafted quote out within 30 minutes.