Software for HVAC contractors
The operating system for
your HVAC business.
Booking, scheduling, dispatch, invoicing, and payments in one place — plus an AI receptionist that answers every call and books the job while your techs are on a rooftop.
Starts at $149/mo · AI in every plan · no per-user fees · no contracts
When the heat breaks in July, the phone doesn’t stop. TradeOS answers every call, books the visit, and gets the right tech moving — then handles the quote, the invoice, and the payment automatically. Built for shops of every size, at one flat price.
AI Receptionist
It books the job. It doesn’t just take a message.
You’re on a roof or in a crawlspace with both hands full — and the homeowner whose unit just died is already dialing the next shop. TradeOS picks up in your shop’s name, books the job straight into your calendar, and texts the confirmation. Whoever answers first wins. Now that’s you.
- Books the job into an open slot — not a message you have to chase
- Answers 24/7 in your shop’s name, nights and weekends included
- AI included in every plan — never a $400 add-on
Schedule & dispatch
See the whole day on one map.
Every tech, every job, every route — in one view. Drag a job to reassign it and the crew gets the update on their phone the second plans change.
- Live map of every tech in the field
- Drag-and-drop reassignment
- Crews notified instantly when plans change
On the job
Run the job from the truck.
Status, photos, notes, time — tap, don’t type. Works in the basement with no signal and syncs the moment your tech is back in range.
- Photos, notes, and status in two taps
- Works offline, syncs automatically
- No 15-step checklists your techs will ignore
Quotes & invoices
Quote on the spot. Invoice before you leave.
Build a Good / Better / Best quote from your pricebook in minutes. The moment the job is done it becomes an invoice — no paperwork waiting back at the shop.
- Good / Better / Best quotes from your pricebook
- Job closes → invoice generates automatically
- Customer signs on the tech’s phone
Get paid
Get paid before you pull out of the driveway.
Text a payment link, the homeowner pays on their phone, and the money lands in your account. Watch every dollar roll up on the owner dashboard.
- One-tap payment links by text
- Money hits your account fast
- Revenue and receivables on one screen
Common questions
HVAC software questions, answered.
The best HVAC software handles the whole job in one place — answering calls, scheduling and dispatching techs, quoting from your pricebook, invoicing, and collecting payment. TradeOS adds a 24/7 AI receptionist that books service calls automatically. Pricing starts at $149/month with AI in every plan and no per-user fees.
During a heat wave or cold snap, call volume spikes and missed calls become lost revenue. The TradeOS AI receptionist answers every call 24/7, checks your live schedule, books the appointment, and texts a confirmation — so peak demand turns into booked jobs instead of voicemails.
Yes. The mobile app lets techs update status, add photos and notes, capture a signature, and create an invoice from their phone. It works offline on rooftops and in mechanical rooms and syncs automatically when they’re back in range.
TradeOS starts at $149/month with every feature included and no per-user fees or contracts, versus legacy platforms charging $200–$300 per user per month plus implementation. Start free, no credit card required.
Stop losing time. Start gaining revenue.
The most powerful FSM on the market — simple enough to set up on your lunch break.
Start Free Trial10-day free trial · no credit card · $0 setup · switch in 30 minutes · AI in every plan