Run your HVAC business from the truck
Take service requests, dispatch techs, quote repairs and installs on-site with one-tap approval, keep recurring maintenance visits on the calendar, prove the work with photos, and get paid same day.
Every call, from a tune-up to a full install
Residential and light-commercial heating and cooling work. Quote it, schedule it, and bill it from one app.
AC Repair
Log the service call, quote the fix on-site, and get one-tap approval before you leave the driveway.
Heating Repair
Furnaces, heat pumps, and boilers. Itemize the parts and labor and send it while you are still on the job.
Install & Replacement
Build a clean, line-item install quote for a new system and turn the approval into a scheduled job.
Seasonal Tune-Ups
Spring and fall check-ups on a route your techs run straight off their phones, every visit documented.
Recurring Maintenance
Put seasonal tune-ups on a recurring schedule so the next visits rebook themselves and your calendar stays full through the shoulder seasons.
Indoor Air Quality
Filters, purifiers, and duct work quoted as add-ons right alongside the repair or the install.
One clean path from the call to the cash
No sticky notes, no whiteboard, no chasing the paperwork after the truck rolls back in.
Take the request
Service calls from your booking page, a phone call, or a repeat customer all land in one place.
Schedule & dispatch
Assign the tech, set the window, and let route optimization order the day so nobody backtracks.
Text on the way
Send a manual on-my-way text so the homeowner knows exactly when your tech is pulling up.
Quote on-site
Build an itemized repair or install estimate on your phone and get a one-tap approval.
Document the work
Attach timestamped photos and per-visit notes so the work is proven and never disputed.
Get paid same day
Every invoice carries a Stripe payment link. The customer taps and pays, often before you drive off.
Quote repairs and installs from the driveway
Diagnose the system, build an itemized estimate with your own line items for parts and labor, and hand the homeowner a clean quote on the spot. They approve in one tap and it turns straight into a scheduled job. No paper, no callback, no lead going cold.
- Custom line items for parts and labor
- One-tap approval on-site
- Approved quotes become scheduled jobs
Recurring maintenance visits that rebook themselves
Put every maintenance customer on a recurring schedule and TradeCaddy keeps the next spring and fall visits on your calendar without you re-entering anything. Send a confirmation text before the visit so techs are not rolling up to an empty house, and cut the no-shows that eat your season.
- Recurring visits auto-rebook
- Confirmation texts cut no-shows
- Every visit photo-documented
Questions HVAC contractors ask
Can I quote a repair or an install from the job site?
Yes. Build an itemized estimate with your own line items for parts and labor right on your phone. The customer approves in one tap and it becomes a scheduled job.
How do recurring maintenance visits stay on the calendar?
Set a customer to a recurring schedule and TradeCaddy keeps the next visits booked automatically. You can send a confirmation text before each one so techs never roll up to an empty house.
Do my customers need to install anything?
No. Homeowners approve quotes and pay from a simple link by text or email. The app is only for you and your techs.
How do payments work?
Every invoice includes a secure card payment link powered by Stripe. The customer taps it and pays, and the money usually lands in your account the same day.
Dispatch your next job the smart way
Download TradeCaddy, add your first customer, and send a quote today. No contracts, no setup fee.