All-in-one field service platformHVAC Software Built for the Busy Season – and the Slow One
Tradesly helps HVAC contractors handle the scheduling surge in summer and winter, lock in recurring maintenance agreements, track customer equipment, and get paid without the paperwork.
From booked to done, on time
Schedule jobs, route your crews, and track every minute in the field with workflows built for service teams.
Handle peak season without losing your mind
Summer AC calls and winter furnace emergencies don’t give you time to manually coordinate. Tradesly’s scheduling and dispatch board lets you see every technician’s day at a glance, fill open slots in seconds, and send automatic confirmations to customers – without playing phone tag with your crew.
- Drag-and-drop scheduling and dispatch board
- Technician availability at a glance
- Automated appointment confirmation
- 8-touchpoint customer notification system
Recurring maintenance agreements that actually recur
Maintenance contracts are your most predictable revenue – but only if the jobs actually get created. Tradesly auto-generates scheduled maintenance visits from your service contracts, so a two-visit-per-year agreement means two jobs appear automatically on your calendar, every year.
- Service contract management
- Automatic recurring job generation
- Contract billing and renewal tracking
- Customer equipment history tied to each contract
Tradesly is built for independent HVAC contractors and small HVAC companies with 1–25 technicians. If you’re managing maintenance agreements on a spreadsheet, dispatching by text, or still printing paper work orders – you’re leaving money and time on the table.
Track every system you’ve ever touched
When a tech shows up to a call on a unit you installed three years ago, they shouldn’t be starting from scratch. Tradesly’s equipment tracking stores model numbers, install dates, service history, and notes against each customer asset – so your team always knows what they’re working on before they walk in the door.
- Customer equipment and asset tracking
- Full service history per unit
- Warranty and install date logging
- Equipment notes and photo capture
Route your techs smarter on every call
Whether it’s a dispatch-heavy service day or a planned maintenance run, Tradesly’s route optimizer sequences your techs’ stops to minimize drive time. Less windshield time means more jobs per day and lower fuel costs per truck.
- Route optimization
- Multi-stop day planning
- Real-time schedule adjustments
Why Tradesly Field Service
Generic tools like Google Calendar or basic CRMs weren’t built for field service. They don’t optimize routes, they don’t track equipment, they don’t handle recurring contracts, and they don’t close out jobs with checklist accountability. Tradesly was.
Everything your field business needs, in one place.
Schedule, dispatch, bill, and communicate — Tradesly keeps your whole operation moving.