HVAC software · Wisconsin

The hvac CRM built for
Wisconsin contractors.

Wisconsin takes summer hail and heavy lake-effect winters, keeping both storm roofing and ice work busy.

Pull every hail and wind event in the area onto a map, match it to leads, and write supplements with code citations. Storm and insurance work is built in.

No credit card Serving contractors across Wisconsin

Built for how HVAC contractors actually work in Wisconsin

Whether you run out of Milwaukee, Madison, Green Bay, and Kenosha, 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.

Wisconsin takes summer hail and heavy lake-effect winters, keeping both storm roofing and ice work 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 Wisconsin 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 Wisconsin 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 Wisconsin 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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