For HVAC techs
Service calls, maintenance plans, and installs on one schedule
Quote the work itemized, keep maintenance agreements rebooking themselves, document what you found, and invoice before you leave the mechanical room.
Quote the work
Itemized estimates the customer can actually read
Equipment, labor, and the parts you had to source, each as its own line. Build it from your price book on site and send it before the customer starts calling around.
- A price book of services, parts, and labor rates
- Itemized quotes with material cost and margin notes
- Approved quotes convert to a job or an invoice
Keep the agreements
Maintenance plans that come back around
Spring and fall maintenance is the most predictable revenue in the trade, and the easiest to let slip. Set the frequency and the visits stay on the calendar without anyone remembering to book them.
- Recurring maintenance visits, weekly through monthly
- Per-tech day views with their own route
- On-my-way texts before arrival
Document and bill
What you found, and what it cost
Photos and notes on the job record what the equipment looked like when you got there. Close the call and the invoice goes out with a payment link, and syncs into QuickBooks on Team and Business.
- Photos and service notes on the customer record
- Invoice on completion with a payment link
- Two-way QuickBooks sync on Team and Business
The work
Service, maintenance, and installs
AC service & repair
Service calls quoted itemized and documented with photos.
Heating & furnace
Seasonal heating work scheduled alongside the rest of the route.
Maintenance agreements
Spring and fall visits that rebook themselves every year.
Installs & replacements
Larger jobs quoted with equipment and labor as separate lines.
Diagnostics
Findings recorded in job notes and kept on the customer record.
Commercial accounts
Recurring commercial service handled like any other customer.
Questions
HVAC questions we get
Can I track equipment per property?
Customer records hold notes, job history, and photos per property, so equipment details and past work stay together. There is no separate equipment or asset registry.
Can I run maintenance agreements?
Yes. Set the customer to a recurring frequency and the visits stay scheduled. You can cancel a single visit or the whole series at once.
Does it handle multiple techs?
Yes. Each tech gets their own day view and route. Seats are capped by plan at 1, 5, and 10.
Is there dispatching and live GPS tracking?
No. Trade Caddy assigns jobs per tech with their own route, but it does not do live GPS crew tracking or real-time dispatch. It is built for small crews, not a dispatch floor.
Get the calls and the agreements in one place
Add your customers and services, put a job on the schedule, and run it end to end.
30-day free trial. No credit card required, and nothing is charged unless you choose a plan at the end.