HVAC software for busy dispatch and sharper profits.
Tradesmin is field service management software for HVAC contractors. Run maintenance agreements, dispatch service calls, track install crews, and invoice the same day — all from one platform.
What HVAC businesses struggle with
The four biggest operational headaches we hear from HVAC teams — and how Tradesmin fixes each one.
Dispatch overload in season
First heatwave hits. Phones ring non-stop. Your dispatcher is drowning in sticky notes and missed callbacks.
Maintenance agreements slip
Annual tune-ups live in a spreadsheet. Customers don’t get scheduled. Contract renewals get forgotten. Recurring revenue walks out the door.
Equipment history is a mystery
Tech arrives at a recurring customer with zero history. They ask what was installed, when, and why — customer remembers. Tech doesn’t.
Invoicing takes a week
The install finishes Friday. Office processes paperwork Monday. Invoice sends Tuesday. Cash flow dies in the delay.
Built for HVAC workflows
Every capability Tradesmin ships is useful to HVAC Contractors — here are the ones HVAC teams rely on most.
Dispatch & service scheduling
Drag-and-drop service calls between techs with conflict detection. Peak-season dispatch stays sane.
Maintenance agreements
Automate seasonal tune-up scheduling, renewal reminders, and membership billing. Recurring revenue on autopilot.
Equipment & service history
Every unit tracked on the customer record — serial, model, install date, refrigerant type, service notes. Techs walk in informed.
GPS timekeeping
One-tap clock in with GPS verification. Drive time, overtime, and on-call shifts captured automatically.
Estimates & proposals
Send flat-rate repair quotes, equipment replacement proposals, and financing options from the field. Customer signs digitally.
Same-day invoicing
Invoices auto-generate from completed service calls and installs. Collect payment online or in-truck the moment work is done.
Mobile HVAC app
Your techs carry the whole operation — dispatch, schedule, equipment history, photos, checklists, chat.
Customer portal
Homeowners see arrival ETAs, approve repair quotes, review service history, and pay invoices — so your dispatcher can dispatch.
Crew chat
Job-specific channels with photos and file attachments. Install crews and service techs coordinate without group texts.
Whether you run a two-truck residential service shop or a 20-truck commercial install operation, Tradesmin scales to your crew and your dispatch load.
Why hvac contractors choose Tradesmin
- Built for HVAC — maintenance agreements, equipment tracking, and dispatch are first-class, not afterthoughts.
- Every feature on every plan — including job costing, change orders, and the customer portal.
- Replaces ServiceTitan, Housecall Pro, QuickBooks timesheets, and spreadsheet tune-up trackers with one system.
- Mobile-first for techs who work in attics and on rooftops.
- Per-seat pricing — you pay for crew size, not access to the features you bought.
- Setup under 5 minutes. Import customers via CSV and dispatch that afternoon.
HVAC Contractors, answered
The most common questions HVAC business owners ask before they switch to Tradesmin.