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An HVAC engineer with gauges beside rooftop plant

HVAC & Refrigeration

Plant, priced. Callouts, invoiced. Margin, visible.

Installs and maintenance in one app. Quote the job, keep plant and labour on it, and invoice without a second system.

  • Job P&L
  • Materials ledger
  • Team wages

HVAC & Refrigeration

Everything an HVAC engineer needs, in one login

A maintenance visit and a plant install should not share a notebook. TruTrade treats each as a job with its own price, its own spend and its own invoice, so a busy week of callouts does not swallow the margin on the big one.

An HVAC engineer with gauges beside rooftop plant

HVAC & Refrigeration

One login. The whole job.

01

Quote the install properly

Labour, plant and margin in one estimate. Send a pack the client can accept, with a payment schedule that matches how the job actually runs.

  • Live pricing on your rates.
  • Stages for deposit, install and commissioning.
  • The won estimate becomes the project.

The install has a budget from day one.

Sales invoices in TruTrade, showing paid, outstanding and overdue amounts

02

Keep plant and parts on the job

The materials list comes off the estimate. Spend hits the job ledger, so a callout’s van stock and an install’s plant are not one muddy total.

  • Stage lists you can print.
  • Merchant prices and orders on connected jobs.
  • Spend against budget while the job is open.

You can see what the job consumed.

A TruTrade project with profit, invoices, spend, materials and wages on one screen

03

A job screen for the team

If more than one engineer is on it, timesheets and wages sit with the job. TruChat keeps the instruction on that job, not in a group text.

  • Timesheet approvals on the week.
  • PAYE and CIS in the same login.
  • One thread for the team and the client.

The job does not depend on who answered the phone.

The TruTrade estimates list, with jobs in progress, ready and sent to the client

04

Invoice the visit and the contract work

A one-off callout and a staged install both raise invoices from the job. You can see what is still owed across the lot.

  • Invoices from the payment schedule.
  • Search across every invoice, or one project.
  • The client portal shows what they have been billed.

Getting paid is part of the job, not an afterthought.

An HVAC engineer with gauges beside rooftop plant

Pricing

One login. The whole app.

Same price for every trade. No tiers and no feature gates. A month free, then £4.99 + VAT per seat.

Everything included

Builder software

£4.99

+ VAT per seat / month after one month free

  • Dashboard with profit, cash & KPIs
  • Estimating workspace & live pricing
  • Professional quote packs
  • Projects with a P&L per job
  • Client portal for every project
  • Sales invoices & payment schedules
  • Materials lists, spend & print sheets
  • TruChat
  • Payroll, CIS, PAYE & HMRC reports
  • Business settings, rates & overheads
  • No contract. Cancel anytime.
  • Estimator takeoffs are optional: £90, £180 or £255 + VAT.

From the trade

Builders running the same app

“The quote pack alone wins me work. Clients think I’ve got a QS on the payroll — and the margin sliders mean the number that goes out is the number I meant.”
Matthew RenshawBuilder, Warwickshire
“I used to price on the hop and hope for the best. Now I set my margin before the client’s even called back, and I know where every job stands on a Sunday night instead of finding out at the end.”
DommoSelf-employed builder
“Invoices, CIS and the client portal in one place. My admin night has basically disappeared, and clients stopped ringing me for updates because they can see it all.”
Matthew AtkinsonAtkinson Building

FAQ

Straight answers

01926 352236 — Mon–Fri, 8–5.

Can I run maintenance visits and installs in the same app?

Yes. Each is a job with its own estimate, spend and invoices. You do not need a separate system for the small work.

Does it include a drag-and-drop diary?

Each project has a calendar with the rest of the job. TruTrade is built around the price, the profit and the invoice, not a standalone scheduling suite.

How is the team priced?

£4.99 + VAT per seat per month after one month free. Payroll, chat and the client portal are included.

What is included?

The whole app: estimating and live pricing, quote packs, a P&L on every job, the client portal, invoices, materials, TruChat, and payroll with CIS and PAYE.

Run the next HVAC job on TruTrade.

One login. One month free. Then £4.99 + VAT per seat.

Or ring 01926 352236 — Mon–Fri, 8–5