TradesOS teaches you the business side of the trade and then does the office work with you: quotes drafted from a photo, SOPs written from an interview, review replies in your voice, and a text-back for every missed call.
Live in one day. No per-technician pricing, ever.
TradesOS is for the HVAC owner-operator running a shop with one to five techs. It does not add another login for your crew. It takes the office work off your kitchen table.
Quotes, SOPs, and review replies pile up after the truck is parked. TradesOS drafts them so you approve instead of write.
Every unanswered ring is a booked job lost to whoever picks up next. An instant text-back keeps the caller with you.
Stop guessing at the kitchen table. Quotes are built from your own price book, so you price with a system and win the job.
Quotes sent, win rate, average ticket, calls captured. One owner scoreboard, updated daily, so a change is measurable.
All four are live today. Nothing posts or sends itself. You stay in control of every quote, reply, and procedure.
Snap the nameplate, describe the job, get a line-item quote priced from your own price book. Never an invented number. Edit any line and send.
A 20-minute interview turns how you do a job into a written procedure, a safety checklist, and a customer script your crew can follow.
Paste a review, get a reply in your shop's voice. Low ratings come to you first. Nothing posts itself, so your reputation stays yours.
Every missed call gets an instant text with a booking link, and you get the alert. Callers stop dialing your competitor.
Coming next: a voice AI receptionist that answers when you cannot, books the job, and texts you a summary. Usage-priced, no monthly fee.
Every screenshot below is the live product, filled in by a fictional HVAC shop: Ridgeline Heating & Air, run by owner-operator Marcus Bell in the Denver metro. Nothing here is a mockup. Click any screen to zoom in.
The quote goes out as a clean, branded link, not a PDF buried in an inbox. The homeowner sees the line items, the total, and one button. They type their name and accept, and your dashboard updates the second they do.
Ask the shop coach a real question and it answers with your real data: the quote you just sent, your service radius, your labor rate. It coaches the owner side (pricing, cash flow, selling) and deliberately stays out of licensed-trade, code, and financial calls. That stays your judgment.
Drafts, sent quotes, and won deals all live in one list, each priced from your book. Mark a job won or lost and the numbers on your dashboard, win rate and average ticket, move with it.
Most tools stop at the feature. TradesOS connects what you learn to what you do, measures it on one dashboard, and tunes the advice to your shop, not a national average.
Short lessons on pricing, job costing, and selling. Each one ends with a thing to do in the platform.
Quotes, SOPs, reviews, and calls all happen in TradesOS, so the busywork gets done where it is measured.
Quotes sent, win rate, average ticket, calls captured. One dashboard, updated daily.
Won and lost labels tune your quote templates and the coach's advice to your shop over time.
The voice receptionist answers the call, books the job, texts you a summary, and flags emergencies for live transfer. Prepaid minute packs, no monthly fee, and the phone falls back to text-back if you ever run out.
An answered call that books a $400 job costs about a dollar. A shop that gets no calls pays nothing.
No per-technician seats. No surprise line items. Add a tech and your price does not change.
Voice AI receptionist is a usage-priced add-on (prepaid minute packs, no monthly fee) and is rolling out next. See full pricing →
No. There are no per-technician seats. One subscription runs the whole shop, whether you have one tech or five.
From your own price book. TradesOS ships an HVAC starter price book with 80 plus items and 7 quote templates that you calibrate at onboarding. The estimating copilot never invents a number.
HVAC is live today. Plumbing and electrical packs are on the roadmap. The Pro plan includes all trade packs as they ship.
No. Quotes, SOPs, and review replies are drafted for you to approve. Low-rated reviews come to you first. You stay in control of everything that leaves your shop.
You can be live in a day: set up your shop profile, load or import your price book, and send your first quote. Want a hand? Start your shop and book a 15-minute setup call.
Set up your shop, load your price book, and send your first quote today.