HVAC technician inspecting an outdoor heat pump with gauges and a tablet

Trade Solutions Pro · HVAC

HVAC estimate and invoice software

Your service notes. A clear customer document.

Turn your legal-pad notes on equipment, repair parts and technician hours into professional-looking estimates and invoices. You choose the equipment, scope and prices; keep customers and HVAC jobs organized from the first visit.

Our secure, encrypted payment system lets customers pay by card, electronic check, Apple Pay or Google Pay. We take the payment burden off you so you can focus on your trade.

Find out more

Explore the demo. Talk through your workflow.

Separate materials & laborSecure estimate approvalApple Pay & Google PayYour clients, organized

A closer look

Your notes.
Your pricing.
Professionally presented.

HVAC quotes often mix large equipment costs with small installation supplies and technician time. Trade Solutions Pro keeps those categories visible and lets you set downpayment terms, customer notes and quote validity. Load calculations, equipment sizing and recurring service agreements are not automated.

Describe the work before you price it
Show quantities, rates and separate subtotals
Preview the estimate before sharing
Keep crew-only notes off the client document

Documents shown are illustrative samples.

Sample Heating & Air Co.

Illustrative business · Sample document

Estimate

EST-0108

Prepared for

Sample Homeowner

Sample residential project

Document date

October 24, 2026

Valid for 30 days

Scope of work · Job 1

3-ton heat pump replacement

Sample document

HVAC estimate sample line items
Description	Qty	Rate	Total
3-ton heat pump equipment packageParts / Materials1 each × $3,800.00$3,800.00	1 each	$3,800.00	$3,800.00
Line-set & installation materialsParts / Materials1 lot × $425.00$425.00	1 lot	$425.00	$425.00
Programmable thermostatParts / Materials1 each × $145.00$145.00	1 each	$145.00	$145.00
Removal, installation & commissioningLabor12 hr × $95.00$1,140.00	12 hr	$95.00	$1,140.00

Parts / Materials: $4,370.00
Labor: $1,140.00
Estimate total: $5,510.00

Illustrative quantities and prices only; not a market rate or service offer. Taxes and actual company terms are omitted.

Customer approval

SignatureDate

Signed electronically by Sample Homeowner · IP address, device and timestamp recorded

Sample only — nothing is saved or sent.

Getting paid

Your clients can pay with Apple Pay or Google Pay.

Invoices go out by text or email. Customers choose Apple Pay or Google Pay to settle quickly and easily from their phone. We take the payment burden off you so you can do what you do best.

Apple Pay
Google Pay

Our secure, encrypted payment system helps protect customer payments. Payment examples shown are illustrative.

Why Trade Solutions Pro

Why choose us?

One tool that takes your notes, wins the approval and collects the payment — so you can do what you do best.

From notes to professional documents

Turn legal pad notes into polished estimates and invoices with quantities, rates and separate materials and labor subtotals.

Approvals without the chase

Clients approve from a secure link with a drawn electronic signature — no printing, no scanning, no lost paperwork.

Encrypted payments built in

Customers pay by card, electronic check, Apple Pay or Google Pay through our secure, encrypted payment system. The payment burden is off you so you can do what you do best.

Get paid faster

On average 19 days faster vs traditional paper check.

Built for field work

Build estimates and send invoices from your phone or tablet, right from the job.

Your business, organized

Clients, jobs, estimates and invoices in one place — and crew-only notes stay off the client document.

We set you up

We set up your company, logo and terms with you, so your first estimate looks professional from day one.

Running a larger operation?

Multi-crew companies can get a full-skinned, white label version on their own infrastructure and workflows.

See the Enterprise option →

Questions from your trade

Can I include equipment and installation on the same estimate?

Yes. Use material rows for equipment and supplies, and labor rows for installation hours and rates. Add the model and relevant scope details to your descriptions.

Let’s talk about your business

Less uncertainty.
More clarity on the job.

Tell us what you quote, how your crew works and what you need from your next estimate and invoice tool.

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