TradeMate

For air-conditioning techs

Keep the vans busy and the services coming back.

Quote split systems and ducted installs in a minute, and let TradeMate offer every customer their yearly service, so summer's booked before it starts.

Start your free trialSee pricing

30 days free. No card. Set up for air-conditioning techs from the start.

Quote it out loud

Say the job in the van. Foreman drafts the quote from your own rates and price list, you check it, and it's texted to the customer to accept on their phone.

Quote the Wilsons for two 7-kilowatt split systems, installed back to back, a day for two of us.

Your kinds of job, ready to go

Each starts with its own checklist, which you can change to suit how you work.

  • Split system installation
  • Ducted system installation
  • Service and clean
  • Fault diagnosis and repair

Repeat work, offered again

When it's due, TradeMate texts the customer a few times that suit you. You OK the text, they pick a time, and it's booked.

  • Annual service contracts, every year

Automations for your trade

Switch on what helps. Anything going to a customer waits for your OK.

  • Offer the yearly service again. A service done about a year ago: text them three times for the next one (yours to OK). They pick one and it's booked.

Everyone sees their part

Give each person a role, and they see what they need and nothing more. The money and the prices stay with you.

  • Refrigeration technician. Holds a refrigerant handling licence: installs, commissions and records refrigerant.
  • Apprentice. Works under a licensed technician's supervision: their own jobs' cards.

Every morning, a straight answer

Foreman reads your jobs, invoices and bank, and tells you what matters today, most important first.

An example:

Morning Alex. Twelve yearly services are due before Christmas and the offers are ready to go. You're 96% booked for the next three weeks, so new installs may need to wait for January. Two invoices for $4,120 are late.

Try it on your own business

30 days free, no card. Then $99 a month for the whole team.

Start your free trial