HVAC software · South Carolina

The hvac CRM built for
South Carolina contractors.

South Carolina takes hurricanes on the coast and hail and wind inland, keeping storm and insurance roofing busy.

Document every claim clean, write supplements the adjuster can't wave off, and get paid before the next system rolls in. Built for a hard insurance market.

No credit card Serving contractors across South Carolina

Built for how HVAC contractors actually work in South Carolina

Whether you run out of Charleston, Columbia, North Charleston, and Greenville, or a small town nobody outside the county has heard of, the job is the same: win the work, do it right, and get paid without chasing it. TradeForge runs that whole thing on one platform, so you stop paying for five tools that don't talk to each other.

South Carolina takes hurricanes on the coast and hail and wind inland, keeping storm and insurance roofing busy. That is exactly the kind of work TradeForge was built for, by a contractor who has stood on the roof and sat across the kitchen table.

What South Carolina HVAC contractors get

System Replacement Estimates

Storyline estimates with tiered options — Basic / Mid / Premium / High-efficiency. Customer picks the tier, contract auto-generates, deposit invoices on signature.

Service Call Workflow

Quick-quote line items from your saved library. On-truck card-on-file invoicing. Job marked complete fires the review request before you leave.

Maintenance Plan Tracking

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.

Photo Booth + Voice Walkthroughs

Photograph existing equipment specs. Voice-note model numbers. AI compiles the spec sheet for the install quote.

Common questions from South Carolina HVAC contractors

Can I track refrigerant inventory?

Field-side inventory is on the roadmap. For now: line items on each service ticket capture refrigerant added, and the reporting page totals lbs used per month per technician.

Does TradeForge handle warranty claims?

Job notes + photo logs build the paper trail manufacturers ask for. Direct manufacturer warranty portal integration is not built — but you can attach claim numbers and tracking links inside the job record.

What about commercial HVAC?

Multi-location customers, recurring PM agreements, and PO-tracked invoicing all supported.

Run your South Carolina hvac business from one place.

Leads, estimates, contracts, invoicing, and AI that does the back office while you're on the truck. 14 days free, no card.

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