Calls not connected to jobs
Inbound calls get answered, but the source — Google ad, LSA, referral — dies at the call. You can't tell which campaign books the AC replacements.
HVAC Software
The operating system for HVAC companies.
Trades Operator connects HVAC calls, dispatch, installs, service agreements, invoices, and marketing attribution on one platform — built for 3–10 truck shops.
tradesoperator.com
Connected workflow
01
Lead captured
Call, form, or campaign source enters the operating record.
02
Work tracked
Customer, estimate, job, evidence, invoice, and payment stay connected.
03
Next action
The next approval, follow-up, or review task is visible without rebuilding context.
The problem
Where hvac software shops lose money between systems.
Inbound calls get answered, but the source — Google ad, LSA, referral — dies at the call. You can't tell which campaign books the AC replacements.
Dispatch living in a whiteboard
Tech assignments and schedules live in a text chain or whiteboard. Job status is a phone call away. Field evidence is a photo in someone's camera roll.
Invoices disconnected from accounting
Jobs complete, invoices go out, but QuickBooks is a separate entry. Job costing is a spreadsheet. Nobody knows if that $4,800 install actually made money.
No source-to-revenue line
Google Ads is spending. Jobs are booking. But you can't draw a line from the ad that ran to the install that paid — because the data lives in three separate systems.
Seasonal demand with no data
You know it gets busy in June. But you don't know which source is driving that demand or what your cost per collected dollar was last summer by channel.
Missed follow-ups on estimates
Estimates go out and disappear. No visibility into which ones are stalled, which customers haven't responded, or which jobs are sitting unsigned.
Daily workflow
What the operating loop looks like for your shop.
Operator Demo
Connect the operating loop for your hvac software business.
We qualify before we demo. The platform is purpose-built for a specific type of shop.
- 3–10 trucks or equivalent home service volume
- Wants one connected operating system — not another integration
- Cares about calls, jobs, money, attribution, and accounting in the same place
- Willing to connect real provider workflows during onboarding