A walkthrough for HVAC owners
One job, start to finish. No spreadsheets.
This is exactly what happens to a real job in TradeFlow Pro — from the moment a customer books to the moment their card payment lands. Four steps, one record, nothing re-typed.
The customer books online
A homeowner finds your booking link — on Google, Facebook, or a text you sent. They pick the service, describe the problem, and choose a time window. No account, no phone tag.
- The request lands in your lead inbox the moment it's submitted
- The customer gets an automatic confirmation text and email
- Speed-to-lead is handled even when you're on a ladder
Request service
AC not cooling
You send a Good / Better / Best estimate
Turn the request into a priced estimate with up to three options. The customer reviews it from a private link and approves with one tap — you see it instantly.
- Options priced once — no re-typing into invoices later
- Customer approval is timestamped and stored on the job
- Declined or expired estimates stay visible, never lost
Estimate #1042 · Garcia residence
Good
Capacitor replacement
Better
Capacitor + contactor + tune-up
Best
Full repair + 1-yr maintenance plan
The job hits the dispatch board
Approved work becomes a scheduled job. The board shows today's run sheet, urgent calls, unassigned work, and each tech's load — so double-booking and overloads are obvious before they happen.
- Conflicts are flagged when two jobs overlap for one tech
- The technician sees the job on their phone, works offline, and syncs later
- The customer gets an automatic 'on my way' text when the tech heads over
Today's run sheet
2 techs · 0 conflictsTechs see these jobs on their phones — offline included.
Invoice sent, card payment collected
When the work's done, the invoice goes out from the same record — with before/after photos attached. The customer pays by card from a secure link, can add a tip, and you watch it land.
- Deposits, progress billing, and change orders stay tied to the job
- Payments reconcile automatically — no spreadsheet matching
- Invoices export to your accounting without re-entry
Invoice #2077
Garcia residence — AC repair
See it with your own jobs