Software for HVAC, plumbing and electrical companies
Run your whole business from one place.
Calls, scheduling, jobs, invoices and payments in one app. TradeSummit also tells you what needs your attention today.
Water heater replacement
- Estimate approved9:12 AM
- Job completed2:40 PM
- Payment received$1,840
TradeSummit Intelligence
Your AI Chief Operating Officer.
TradeSummit Intelligence watches your whole business: calls, schedule, jobs, estimates, invoices and profit. It warns you before something goes wrong, finds money that is slipping away, and tells you exactly what to do next.
Catch problems early
A job tomorrow with no technician, or two jobs booked at the same time.
Get back money you're missing
Finished jobs never billed, late payments and estimates with no answer.
Protect your profit
See when the month is heading below the profit you planned.
Know what to do next
Every day, a ranked list of what matters most, with a button that takes you straight to the fix.
Example · sample business
Call
New customer · 7:12 AM
Booking
Thu 8–10 AM
Job
AC repair · Okafor
Technician
Jordan Price
Invoice
Not sent
Payment
Waiting
A sample job moves from a phone call to a booking, a job, a technician, an invoice and a payment. The job is finished but never billed, so TradeSummit Intelligence flags it: Open job to invoice. The invoice is sent and the customer pays.
Most software just stores your information. TradeSummit connects every call, job, invoice and payment, so it notices what falls through the cracks before it costs you.
Everything in one app
From the first call to the final payment.
Scheduling and dispatch
See who's available, and which jobs don't have a technician yet.
Drag a job onto a technician's day. TradeSummit warns you when a job has nobody assigned.
Ana Lopez
On site
Jordan Price
On site
Chris Bell
Free until 11 AM
8:30–10:30 AM
Jamie Whitfield
No heat — igniter
7:30 AM–3:30 PM
Morgan Patel
Condenser replacement
11 AM–12 PM
Dana Brooks
Thermostat install
8–10 AM
Pat Hughes
Water heater leaking
Estimates, invoices and payments
Get approved and get paid faster.
Send estimates with good, better and best options that customers approve and sign online. When the job is finished, TradeSummit gets the invoice ready, and customers pay online by card or bank transfer.
Customer's options
Standard 40-gal tank
$1,505
Choose
50-gal high-efficiency
$2,164
Choose
Tankless
$3,175
Choose
Approved and signed online by Pat Hughes
The job
- Scheduled
- On my way
- Started
- Finished
- Invoiced
- Paid
AI Receptionist
Never miss a call, even when you're on a job.
The AI Receptionist answers your phone, writes down what the customer needs, and books the visit the way you choose. If it's an emergency, it alerts you right away.
Incoming call · 6:47 PM
After hours · the office is closed
Our furnace smells like it's burning when it starts. Can someone come tomorrow?
I've asked for tomorrow 8–10 AM for you. The office will confirm by text.
Chris Okafor
Needs follow-upAI detected: Furnace making a burning smell
Impact: Appointment request, approval needed
Online booking
Let customers book online.
Put your booking link on your website, in texts or on social media. New bookings show up on your schedule, and TradeSummit reminds you to confirm them.
Summit Heating & Air
Book online
What do you need?
AC tune-up
About 1.5 hr
Furnace check
About 1 hr
No heat or no cooling
About 2 hr
In your TradeSummit
SoonConfirm online booking: Pat Hughes, furnace check
Asked for Thursday 8–10 AM and hasn't had a confirmation yet.
Confirm on Schedule →
Technician app
A simple app for your technicians.
Your technicians see their jobs for the day on their phone. The office sees every update as it happens.
- Today's jobs with addresses and notes
- Clock in and out at the job. Hours go straight into job costs.
- Before and after photos, saved on the job
Today · Sample
Reynolds — AC install
Status
Clocked in · 2h 14m
Pricing
Simple, clear pricing
Try any plan free for 14 days. No credit card needed. No setup fee.
Paying monthly? Your first month is 50% off.
Solo Basic
$69/month
or $55/month if you pay yearly
- For one person
- AI Receptionist available as an add-on
- Scheduling, estimates, invoices and payments
Solo Plus
$129/month
or $109/month if you pay yearly
- For one person
- AI Receptionist: 60 minutes a month
- Email campaigns and unlimited memberships
Solo Pro
$229/month
or $199/month if you pay yearly
- For one person
- AI Receptionist: 300 minutes a month
- Advanced reports and custom roles
FAQ
Common questions
See what needs your attention today.
Try TradeSummit free with your own jobs and customers.