Platform

Every tool your HVAC business needs

From the first phone call to the final payment, Tradesborn keeps your whole operation connected — in the office, in the field, and everywhere in between.

Any Device

Your office, wherever you are.

Run the full platform from your laptop, tablet, or phone — the same tools and the same data, always in sync. Nothing to download or maintain.

Tradesborn dashboard shown on a phone, laptop, and iPad
Workflow Automation

From proposal to payment. All in one flow.

Create a proposal, convert it to a job with a click, send an invoice, and get paid—faster.

Sent via emailProposals go straight to your customer's inbox, ready to review.
Accept from anywhereCustomers can review and approve remotely — no office visit needed.
Auto-create invoicesInvoices are generated from job details the moment work is done.
Track and get paid fasterSend, track, and collect payments in one place.
ProposalsCreate and send
JobsSchedule and complete
InvoicesBill and get paid
Proposal #1058Sent
Riverside Apartments LLC$8,950.00
Scope of Work
  • Remove old system
  • Install new 3-ton system
  • New thermostat
  • Test and verify
Total$8,950.00
Job #2134Scheduled
Riverside Apartments LLC
Tue, Jul 29, 2026 · 9:00 AM
Marcus (Lead Tech) · Installation crew
123 River View Dr., Austin, TX 78701
Job StatusIn Progress
Invoice #INV-2210Sent
Riverside Apartments LLC
Job#2134
DateJul 29, 2026
DueAug 12, 2026
Total$8,950.00
Paid Jul 31, 2026
Payment received $8,950.00
Step 1 · Win More Work

Win more work with a professional sales process.

Create professional proposals, get approvals faster, and deliver a seamless experience from first contact to booked job.

Professional ProposalsSend branded proposals in minutes and instantly build trust with your customers.
E-Signature ApprovalGet secure approvals from any device — no printing, no faxing, no delays.
Photo & Scope DocumentationInclude site photos, equipment details, and notes to set clear expectations.
Proposal TrackingKnow when proposals are viewed, approved, or declined in real time.
Standardized Proposal TemplatesUse templates and line items that keep your proposals consistent and compliant.
Customer PortalCustomers can approve, pay invoices, and request new work — all in one place.
Proposal #2201 Viewed
Viewed 2 min ago
AC System Replacement

Replace existing 3-ton system with a high-efficiency variable speed system.

Total Investment $6,240.00 Financing available
10 Year Parts Warranty 2 Year Labor Warranty
Proposal Includes
System & Equipment

High-efficiency equipment sized for your home.

Installation

Professional installation by certified experts.

Protection

10-year parts warranty for peace of mind.

Support

Ongoing support from our local team.

Ready for your approvalReview the proposal and approve when you're ready.
Sarah Johnson
Signed by Sarah Johnson · May 20, 2024 · 9:41 AM
Approved
TRADESBORNCUSTOMER PORTAL
Welcome, Sarah 👋
Proposals2 Open
Jobs3 Total
Invoices1 Due
Payments$620.00
Request New Work
2.4 hrsSave Timeper proposal
38%Close Ratehigher
2.6xGet Paid Fasterfaster payments
27%More Jobs Bookedmore booked jobs
Step 2 Schedule & Dispatch

Get the right tech to the right job.

Drag, drop, and optimize your schedule in seconds so your team stays productive and your customers stay happy.

Drag-and-Drop SchedulingEasily move and adjust jobs with a simple drag and drop.
Smart DispatchMatch the right tech to the right job based on skills, location, and availability.
Route OptimizationSave time and fuel with optimized routes and ETAs.
Job NotificationsKeep your team and customers informed every step of the way.
Recurring & RemindersNever miss a maintenance or follow-up with automated reminders.
Real-Time UpdatesSee changes instantly and keep everyone on the same page.
Planner
DayWeekMonth
Service: Any Status: Any Assigned to: Anyone
Today Jul 26 – Aug 1, 2026
SunJul 26
7:30 AM · #40AC Installation123 Oak Dr.
10:30 AM · #41No Cooling556 Pine Rd.
1:00 PM · #42Maintenance321 Maple Ave.
MonJul 27
7:45 AM · #32AC Installation789 Cedar Ln.
11:00 AM · #43Tune-Up987 Birch Blvd.
TueJul 28
8:00 AM · #45Maintenance159 Spruce Dr.
9:00 AM · #34AC Installation456 Pine Rd.
1:30 PM · #46AC Installation753 Aspen Way
3:30 PM · #47No Cooling852 Palm Ct.
WedJul 29
10:00 AM · #50AC InstallationRiverside Apt.
12:00 PM · #48Service Call147 Sunset Ln.
3:00 PM · #49Maintenance258 Harbor Dr.
ThuJul 30
UnscheduledNo CoolingAwaiting assignment
2:30 PM · #51Emergency369 Beach Rd.
FriJul 31
8:30 AM · #52Tune-Up741 Garden St.
11:30 AM · #53Service Call963 Lake Dr.
SatAug 1
9:30 AM · #54Maintenance369 Hilltop Ln.
Proposal AcceptedRiverside ApartmentsAC Replacement
9:41 AM
Job Completed#34 AC InstallationInvoice #INV-1024 created
11:02 AM
$
Payment ReceivedInvoice #INV-1024$6,240.00
12:18 PM
Installation Service Maintenance Emergency Unscheduled
2.5 hrsSave Timeper tech, per day
18%Drive Lessfewer miles
22%More Jobs Doneincrease per week
4.9★Happier Customersaverage rating
13%More Revenueincrease in revenue
Step 3 · Manage the Job

Coming soon

We're still building out this section — check back soon.

Step 4 · Invoice & Get Paid

Coming soon

We're still building out this section — check back soon.

Welcome back,
Sarah Johnson 👋

Here's what's happening with your account.

3Open Jobs
$1,240.00Outstanding
2Quotes
12Completed

Recent Work

View all
AC ReplacementCompleted on May 15, 2024
Completed

Open Invoices

View all
Invoice #INV-2210Due Jun 12, 2024
$620.00

Recent Activity

Payment of $580.00 receivedMay 20, 2024
Paid
Customer Portal

A better experience for your customers.

Give your customers a clean, easy way to view past work, make payments, and request new service — all in one place.

View past workSee service history, invoices, photos, and documents.
Make secure paymentsPay invoices instantly with cards or bank transfers.
Request new workSubmit a request in seconds and track progress.
Stay in the loopGet real-time updates on quotes, jobs, and payments.
Keep Customers Coming Back

Coming soon

We're still building out this section — check back soon.

More ways Tradesborn helps you grow

Beyond the basics

Automated Payment Recovery

When an invoice goes unpaid, Tradesborn automatically sends a sequence of branded reminders — protecting your revenue without an uncomfortable phone call.

Client CRM & History

Every job, quote, invoice, and conversation lives on one client timeline — so anyone on your team can pick up right where the last call left off.

Mobile App for the Field

Techs can view job details, capture before/after photos, log time and materials, track location with GPS, and collect payment — even with spotty signal.

Online Booking

Let customers request service straight from your website with real-time availability — no phone tag required.

Customer Center

A branded self-service portal where clients track job status, message your team, view job history, and pay invoices online.

Reporting & Insights

Track revenue by tech, job type, and location. Spot your most profitable services at a glance.

QuickBooks Sync

Clients, jobs, payments, and expenses sync automatically — no double data entry, no reconciliation headaches.

See Tradesborn in action

Try every feature free for your first 3 months, or book a walkthrough with our team.