Every unit on file
Furnace, air conditioner, heat pump, water heater or boiler: brand, model, serial number, where it sits and the day it was installed.
Heating & cooling, plumbing, electrical
Estimates and invoices for heating and cooling businesses
Quote the install, email the estimate and get a yes online. The Trades Pack keeps every furnace, air conditioner and heat pump you look after on file, with the dates that bring you back.
14 days free
No card needed
Cancel anytime
Trades Pack
Track the equipment you install and maintain
On top of estimates, invoices, customers and a Today page that shows what needs attention.
Tune-ups you do not forget
Invoice a tune-up and next year’s reminder is set for that unit. Thirty days before it is due it is ready on your Tasks page: email the customer in one click, and book the visit when they call. Warranty end dates are reminded the same way.
The history of each unit
Estimates, invoices and jobs are linked to the unit they were for, so you can see what was done to it and when.
Who is where this week
With the Scheduling add-on, see the week by team member, and finish a job and raise its invoice in one step.
Ready on day one
A price list that already fits
Your account starts with common jobs for your trade, each with an example price. Change any name or price, and add your own.
- Furnace tune-up
- A/C tune-up
- Diagnostic visit
- Refrigerant recharge (per lb)
- Thermostat install
- Duct cleaning
- Blower motor replacement
- Annual maintenance plan
Only need one invoice today? Make it with the free invoice maker, no sign-up.
How it works
From “how much?” to paid, without the paperwork
Send the estimate
Choose the customer, add what the job needs from your price list and email it — from the office or from the driveway.
Your customer says yes online
They open the link on any device, look it over and accept. You get an email the moment they do.
Invoice it and get paid
Turn the estimate into an invoice in one click and send it. Your customer pays by card from the link, and the invoice marks itself as paid.
Pricing
$39 a month for the base program and the pack
No setup fee and no contract. Try everything free for 14 days.
Base program + Trades Pack
$39per month
$24 for the base program and $15 for the pack.
- Customers with their full history in one place
- Estimates that turn into invoices in one click
- Invoices with tax, payment tracking and print-ready pages
- A price list, team members and a Today page showing what needs attention
- An equipment file per customer: brand, model, serial and location
- Warranty and maintenance-due reminders
- Full service history on every unit
- Card payments on your invoices, straight to your own bank account
14 days free. No card needed to start.
Add when you need them
Scheduling+$8 / mo
Inventory+$8 / mo
Switch add-ons on or off whenever you like; your monthly total follows. Pay monthly by card or PayPal. Cancel anytime. See every add-on and price.
Questions
Good to know
Can I keep more than one unit for a customer?
Yes. A customer can have any number of units, each with its own location, dates and history.
Does it bill maintenance plans automatically?
No. It reminds you when a unit’s maintenance is due, and you raise the invoice when the visit is done.
Can I use it on the roof or in the attic?
It runs in the browser on your phone, so yes, wherever you have a signal. Without one it cannot open your records.
Spend less time on paperwork this week
Set up takes a few minutes. Your first estimate can be on its way to a customer today.
Start your free trial