Commercial HVAC software
HVAC software for commercial service contractors
ServiceTrade helps commercial HVAC contractors manage service agreements, dispatch, estimating, quoting, project work, invoicing, and customer communication from one connected platform. Built for commercial service teams, not residential contractors.
- Schedule preventive maintenance, emergency repairs, and commercial HVAC service work
- Dispatch crews quickly for repairs, installs, inspections, and emergency work
- Turn estimates, quotes, and proposals into approved work and faster invoices
- Keep office teams, technicians, managers, sales, and customers aligned
Built for your HVAC businesses
Manage HVAC service, sales, parts, and projects in one place
Run your business with the leading end-to-end service, project, and sales platform for commercial contractors
Manage commercial HVAC maintenance agreements
- Schedule planned maintenance, recurring service visits, and contract work for commercial HVAC customers
- Dispatch HVAC technicians quickly for emergency repairs, customer requests, and time-sensitive service calls
- Keep service delivery consistent across offices, crews, equipment, and customer sites
Sell more service agreements with SalesManager
- Create proposals using configurable pricing models for HVAC equipment, labor, materials, and recurring maintenance
- Track every opportunity from site survey to signed agreement with visibility into sales activity, follow-up, and progress
- Turn service recommendations into approved work with professional proposals, repair options, approvals, and electronic signatures
Control parts costs for commercial HVAC work
- Let technicians request and purchase parts from the field when commercial HVAC repairs need extra materials
- Capture parts costs and markups accurately so purchased materials do not cut into job margins
- Help teams source the right parts faster and reduce delays, return trips, and manual follow-up
Manage mechanical projects from kickoff to closeout
- Track budgets, labor, materials, and job progress for installs, replacements, retrofits, and repair projects
- Spot delays, cost overruns, and scope changes before they impact the customer or margin
- Keep office teams, technicians, and customers aligned with one connected project workflow
Commercial HVAC software built for service at scale
Commercial HVAC software built for service at scale
01.
Office coordination
Keep the office from becoming the bottleneck on every commercial HVAC job. ServiceTrade helps coordinators schedule PMs, dispatch techs, track work orders, capture job details, and keep customers updated without chasing paper, texts, phone calls, or half-finished notes from the field.
02.
Technician productivity
Give HVAC techs what they need to get in, get the work done, and get out with clean documentation. ServiceTrade puts job history, asset details, forms, photos, notes, and customer information in the mobile app so techs can finish work faster and the office does not have to clean up the mess later.
03.
Management visibility
See what is actually happening across your commercial HVAC operation before small issues turn into margin problems. ServiceTrade gives managers visibility into technician productivity, open work, job status, customer commitments, and service performance across crews, locations, and active jobs.
04.
Sales success
Help your sales team turn HVAC service opportunities into signed agreements, approved repairs, and profitable pull-through work. ServiceTrade keeps customer needs, equipment details, estimates, proposals, approvals, and follow-up tied together so good opportunities do not get buried in spreadsheets or inboxes.
05.
Customer communication
Keep commercial HVAC customers in the loop without making your team send another round of manual updates. ServiceTrade connects dispatch tracking, automated emails, service documentation, invoices, and Customer Portal access so customers know what happened, what is next, and what they owe.
Trusted by 1,300+ contractors
Proudly serving the commercial HVAC industry
B&W Mechanical uses ServiceTrade to streamline operations and gain customer loyalty.
Proudly serving the mechanical HVAC industry
FAQs
What to know before choosing commercial HVAC software
What is commercial HVAC software?
Commercial HVAC software helps contractors manage service work for commercial buildings, equipment, customers, and contracts. It connects the office, field, sales, and management teams so they can schedule planned maintenance, dispatch technicians, track work orders, create estimates and quotes, invoice customers, and manage customer communication from one system.
What’s the best software for commercial HVAC?
The best software for commercial HVAC contractors should help your team manage the full service workflow: maintenance agreements, scheduling, dispatch, technician work, estimating, quoting, invoicing, project work, customer communication, and reporting. ServiceTrade is built for commercial HVAC service teams that need to keep crews moving, protect margins, and give customers a better experience without relying on disconnected tools.
What features should commercial HVAC software include?
Commercial HVAC software should include scheduling, dispatch, mobile technician workflows, asset history, work orders, maintenance agreement management, estimating, quoting, proposal tools, invoicing, project management, customer communication, reporting, and integrations with accounting or ERP systems. For commercial contractors, the software also needs to support multi-site customers, recurring service, complex equipment, and larger crews.
Can ServiceTrade handle commercial HVAC estimating, quoting, proposals, and invoicing?
Yes. ServiceTrade helps commercial HVAC contractors manage the sales-to-service workflow from estimate and proposal through approved work, completed service, and invoice. Teams can build professional proposals, track repair opportunities, capture approvals, record labor and materials, and move finished work toward invoicing with fewer handoffs.
What software can ServiceTrade integrate with?
ServiceTrade integrates with the business systems commercial HVAC contractors rely on, including accounting, ERP, CRM, payment, GPS, telematics, and communication tools. Common integrations include systems like Sage Intacct, QuickBooks, Viewpoint Vista, Acumatica, NetSuite, Microsoft Dynamics GP, Foundation, ComputerEase, Spectrum, and other contractor-focused platforms.
How does HVAC software help manage commercial maintenance agreements?
HVAC software helps commercial contractors schedule recurring maintenance, track contract commitments, dispatch technicians, document completed work, identify repair opportunities, and keep customers updated. ServiceTrade connects maintenance agreements to the work being scheduled, completed, quoted, and invoiced so teams can deliver contracted service and grow pull-through revenue.
Pricing that fits how mechanical contractors work
Office users are always free. Our subscription pricing lines up with your most valuable asset, your field technicians, so you can scale your service operation without adding unnecessary seat costs.
The latest
Helpful resources for mechanical contractors
In this series, we explore best practices and industry news for mechanical commercial contractors. In today’s competitive mechanical service market,
In this series, we explore best practices and industry news for mechanical commercial contractors. The commercial mechanical industry is at
As a mechanical contractor, you’re constantly juggling the demands of your team in the field, clients with high expectations, and
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