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TradeVan

21-day free trial · no card required

HVAC work-order software that works where you do.

TradeVan is all-in-one HVAC software for small shops — work orders, scheduling, dispatch, quotes, invoices, and customer history in one place. Built for solo techs and 1-25 person crews. Works offline in basements, syncs automatically when you're back online.

Start 21-day free trialSee pricing

$29/month base · 2 users included · $19 per additional user. All features included.

How it works

Three steps from new request to paid invoice.

  1. 1

    Take the request

    Customer fills out your booking link or calls — log it in seconds. Address, problem, preferred window.

  2. 2

    Schedule and dispatch

    Drag onto the calendar, assign a tech, send the confirmation. They see it on their phone, online or off.

  3. 3

    Quote, finish, get paid

    Quote on site, convert to a work order, capture signatures and photos, then bill — same place, no re-typing.

Features

Works offline, syncs instantly

Write up jobs, quotes, and invoices in the basement or the back of a van. Everything lives on the device and syncs the moment you get signal — no spinners, no lost work.

Checklists + reusable templates

Build a 'Furnace tune-up' or 'AC install' checklist once. Apply it to every matching job. Techs tick items as they go, can add notes or items on-site. Required items prompt for a reason if skipped.

From request to paid invoice

Capture a service request, schedule the visit, send a quote, turn it into a work order, then bill it — all in one place, without re-typing the customer every step.

Customer-facing emails + PDFs

Confirmation when scheduled. 'On the way' when the tech leaves. A branded summary when the job's done — with checklist and totals. Customers get a clean PDF and a link to view their quote or invoice — no app to install.

WhatsApp customers from one inbox

Connect your own WhatsApp Business number — TradeVan routes through it, included in all plans, no per-message markup. Share a quote or invoice and customers tap a link to view. Replies land in TradeVan next to the job, with one-click 'Create request' so a conversation becomes a work order.

SMS through your existing phone

Use the shop's Android phone and your carrier plan — install the gateway app, paste a URL and password, and inbound texts arrive in TradeVan. Or connect Twilio, Telnyx, Plivo, or Vonage directly. Same Reply and Create-request workflow as WhatsApp.

Team chat anchored to jobs

Talk to your team in a shared channel, or thread the conversation on a specific job. No more losing context in SMS — the chat lives next to the work order it's about.

Reports that matter at month-end

Revenue trends, per-tech performance, top customers, outstanding invoices by age. Plus a one-click month close-out: PDF summary for your bookkeeper and CSVs for QuickBooks.

See every feature →

One plan. $29 base, $19 per extra user.

Every feature TradeVan builds is included — now and in future releases. Optional add-ons (integrations, AI, premium SMS) are sold separately so we don't bake their cost into your seat price.

See full pricing

Less paperwork. More billable hours.

Stop juggling notebooks, texts, and spreadsheets. Get set up in minutes and run your whole day from your phone.

Start 21-day free trial