Service calls all morning, replacement estimate at lunch, install crew on a job that closes at 4. HVAC's whole problem is the variety — TradeForge runs every workflow without making you pay for the parts you don't use.
No credit card Cancel anytime Built by guys who've held a hammer
If your replacement estimates are still going out as a PDF emailed from a desk, you're losing same-day-close jobs to whoever quoted on the spot.
See it run for hvac
What you get
Storyline estimates with tiered options — Basic / Mid / Premium / High-efficiency. Customer picks the tier, contract auto-generates, deposit invoices on signature.
Quick-quote line items from your saved library. On-truck card-on-file invoicing. Job marked complete fires the review request before you leave.
Recurring spring/fall tune-ups on a schedule. Auto-invoice on the agreed date. Send the technician the address + last visit notes in one tap.
Photograph existing equipment specs. Voice-note model numbers. AI compiles the spec sheet for the install quote.
Drag the install job onto Crew A. Drag the service calls onto Crew B. Each crew sees only their stops.
No-cool calls peak Saturday mornings. Sub-60s personalized reply means you book the appointment while the customer is still on Google.
From the field
"My old estimate took 45-60 minutes in Google Docs. TradeForge writes it in 5."
— TradeForge writes storyline estimates that look like the ones you already build, populated with your brand, your line items, and your tone. Available on every tier.
HVAC questions
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TradeForge Assistant
Online — replies in under a minute
Quick questions
v1 — answers FAQs. v2 books appointments. v3 routes leads to Jordan.