Trades / HVAC

Job management for HVAC

Installs and maintenance runs with the right people, units, vans and equipment on each job, and a clear record of the commissioning.

Starts with workflows for air conditioning and refrigeration businesses

A new hvac business starts with these workflows. Rename the steps, add the tasks in each one and who usually does them, or add your own.

Quote, approve, install and commission as steps, and a short service workflow for maintenance calls. More

Book a van or a piece of equipment to a job; OzTrady checks it is free at that time. Add your whole fleet at once from a spreadsheet. More

See each tech’s day and week, spot two jobs at the same time, and drag a job to move it; the due dates move with it. More

Ask suppliers for prices on the unit and parts, choose the best, and turn the choice into the customer’s quote with your markup. More

Refrigerant handling (ARCtick) and electrical licences with expiry reminders. More

Send the customer an update by email or WhatsApp when a step starts or is finished, in your own words. More

Kept in AustraliaYour jobs, customers and files are stored on servers in Sydney.

Your data is yoursEach business is kept separate, and the owner can download everything at any time.

Nothing quietly disappearsRemoved items can be restored, and every change has a history.

Australian, GST includedAn Australian business. Prices in AUD with GST, and tax invoices that suit your accountant.

Tell us about your team and we will show you OzTrady with a sample hvac business.