For HVAC

Two seasons of chaos. Two seasons to catch up.

HVAC doesn't spread itself evenly. The first cold snap fills the phone with no-heat calls, the first hot week does the same for air conditioning, and in between a replacement quote sits half-finished on the passenger seat. Book it, quote it, invoice it from the van.

Illustration of a furnace and an outdoor condenser unit linked by an airflow curve, with a snowflake and a sun

The year in three phone calls

January · no heat

Furnace down, minus fourteen outside

Get it on today's board ahead of the tune-ups, send an arrival window so they are not sitting in coats guessing, and tap On my way when you leave.

June · first hot week

AC not cooling, five calls before nine

The day gets rebuilt three times. Move jobs around, keep the crew's assignments straight, and let the customers know as it changes.

Shoulder season · quoted work

Furnace or heat pump replacement

The one that actually pays for the year. Itemise the equipment, the venting, the thermostat and the labour so the homeowner can compare it properly.

Replacement quotes with the detail people need

A furnace or heat pump replacement is a five-thousand-dollar decision made by someone who does not know what a modulating burner is. A single number invites them to shop it. Lines they can read — the unit and its efficiency, the venting, the thermostat, the labour — invite them to say yes.

Naming the exact model and efficiency on the quote also matters after the sale, because rebate and incentive programs generally want the equipment specifics and an itemised cost from the homeowner. Whatever program is running when you read this, a quote that already spells it out saves you a phone call later.

Sales tax comes from the province you set, so the HST line is right without checking.

Halton Comfort Heating & Air Burlington, ON
QUOTE #3341
Valid 30 days
For S. Kaur — 27 Maplehurst Ave, BurlingtonSentViewedAccepted
Supply & install 96% AFUE two-stage gas furnace, 60,000 BTU$3,650.00
Removal & disposal of existing furnace$180.00
New venting, gas connection & condensate drain$540.00
Programmable thermostat, supplied & installed$215.00
Labour — 6 hrs @ $115/hr$690.00
Subtotal$5,275.00
HST (13%)$685.75
Total$5,960.75
Pay by cardInterac e-Transfer Both offered on the invoice

An illustration of a TradePilot quote, not a real customer. Ontario HST shown at 13% — TradePilot applies the rate for the province you set.

The TradePilot calendar on a phone, showing a day of jobs assigned across a crew

A board you can rebuild at 7am

In the busy weeks the schedule is a live document. Somebody's furnace failed overnight, somebody else can wait until Thursday, and a two-hour install just turned into four. Drag it around, reassign it, and the people affected get told.

Assign work across the crew at no extra cost — the price is the same whether it is you and a van or four techs and a dispatcher who used to be you.

Built for Canadian HVAC shops

Gas work in Ontario runs on TSSA certification — G3 supervised, G2 unsupervised up to 400,000 BTUH, which covers essentially all residential and light commercial equipment, and G1 above that. You have done that work. The invoice that follows the job should look like it came from the same business.

HST applied from your province
Interac e-Transfer on every invoice
Card payments through Stripe
Arrival windows and on-my-way messages
Photos of the install and the old unit
Full history per address
Your whole crew at one price
Automatic payment reminders
Public page for quote requests

One gap worth knowing: repeating jobs aren't built yet, so maintenance-plan visits are booked as you go rather than generated. If recurring service agreements are the backbone of your business, that matters.

Questions HVAC contractors ask

Can I quote equipment and labour as separate lines?
Yes — every line is yours. Model, efficiency rating, venting, thermostat, disposal and labour can each stand on their own, which is what makes a replacement quote readable.
Does it handle maintenance plans?
Not as recurring bookings, no. You can keep the customer, their equipment history and their past invoices in one place, but each visit is booked individually. Repeating jobs are not built yet.
Can I reschedule quickly when a no-heat call comes in?
Yes. Move jobs on the calendar, reassign to another tech, and the customer can be told the time changed without you phoning everyone.
Does it work out HST?
Yes. Set your province once and every invoice applies the right sales tax.
Can customers pay by e-Transfer?
Yes, next to card. On a six-thousand-dollar furnace a lot of homeowners would rather e-Transfer than put it on plastic.
Do extra techs cost more?
No. One flat price covers the whole crew.

Try it before the next cold snap.

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TradePilot on Android

TradePilot installs straight from your browser — the same full app, nothing to download from a store.

  1. 1Open app.gettradepilot.net in Chrome on your Android phone and sign in (or start your free trial).
  2. 2Tap the menu, then Add to Home screen (on some phones it says Install app).
  3. 3Tap Install — TradePilot runs full-screen from your home screen and updates itself automatically.
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Prefer Google Play? We're working on bringing TradePilot there too.

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