Tradecraft
HVAC shops lose jobs to whoever calls back first. Let's make sure that's you.
We implement and optimize Housecall Pro for HVAC operators - with speed-to-lead automations, dispatch discipline, seasonal workflows, and reporting that tells you what's actually going on in your business.
Founded by a software entrepreneur with decades of experience building products, systems, and operational workflows.
What's costing your HVAC business money right now
- Inbound calls during peak season go to voicemail and never get called back
- No one knows which tech is following up on open estimates
- Maintenance agreement renewals fall through because there's no automated reminder system
- Cancellations wreck the day and there's no protocol to fill the slot fast
- Estimates go out late and the customer books someone else
- You can't tell at a glance what your booking rate, average ticket, or no-show rate actually is
You're not losing jobs because of your work. You're losing them because the system between the call and the booking isn't airtight.
BEFORE TRADECRAFT / AFTER TRADECRAFT
The opportunity is already in the business. The bottlenecks are what keep it from showing up.
Most Home Service Businesses Have The Same Problems
These issues quietly cost revenue, create administrative overhead, and make it harder to grow.
Missed Leads
Calls and inquiries that never receive proper follow-up.
Manual Data Entry
Staff repeatedly entering the same information into multiple systems.
Administrative Bottlenecks
Office teams spending valuable time on repetitive tasks.
Disconnected Software
Critical information spread across multiple tools.
Lack Of Visibility
No clear view into performance, bottlenecks, or opportunities.
Slow Customer Response
Delays that reduce close rates and customer satisfaction.
Tradecraft identifies the highest-impact operational bottlenecks and fixes them using better systems, automation, and AI.
How It Works
Simple process, serious results.
Operations Review
We map your current workflow and identify the bottlenecks costing time, revenue, and visibility.
Opportunity Assessment
We prioritize the highest-impact improvements across systems, automation, AI, and team process.
Implementation
We configure workflows, deploy automations, connect tools, and build the practical operating layer.
Training & Optimization
We train the team, document the process, and tune the system so improvements stick.
What we build for HVAC shops
We build a Quote-to-Cash operating system on top of Housecall Pro - tuned for the way HVAC dispatch, estimates, and seasonal demand actually work.
Speed-to-lead
Missed-call text back, form-to-SMS, after-hours rules. During peak season your leads hear back in minutes - not the next morning when they've already called someone else.
Lead pipeline that enforces follow-up
Stages, required fields, and automatic alerts. Every estimate has a follow-up step. No more open quotes sitting in limbo while the customer goes cold.
Scheduling + confirmations
Automated text and email reminders tuned for HVAC job windows. Fewer no-shows, fewer last-minute cancels, fuller days even when demand spikes.
Estimates, invoices, payments
Templates built for HVAC ticket sizes and job types. Fewer steps between job done and money in the bank - whether it's a repair, replacement, or maintenance visit.
Owner dashboard
Booking rate, average ticket, no-show rate, revenue by job type. The numbers that tell you how your HVAC business is actually performing. No spreadsheet required.
Review requests + reactivation
Automated review asks after every job. Reactivation messages for customers who haven't booked a maintenance visit in 12 months. Your past customers are your cheapest service calls.
Built For The Trades
Pricing
Three ways to improve the operating layer behind your home service business.
Operations Review
- Operations audit
- Lead flow review
- Technology review
- Automation assessment
- AI opportunity assessment
- Prioritized recommendations
$995
Book ReviewOperations & AI Accelerator
- Operations optimization
- Workflow implementation
- Automation deployment
- AI implementation
- Team training
- 30 days support
Starting At $7,500
Schedule ConsultationOngoing Optimization
- Monthly reviews
- Process improvements
- Automation maintenance
- AI optimization
- Strategic support
$1,500/month
Learn MoreWhy HVAC operations need tighter seasonal controls
HVAC demand swings harder than most trades. Busy-season call spikes, maintenance agreement renewals, and replacement estimates all create different operational failure points.
Peak season punishes slow response
When the first heat wave or cold snap hits, the phones spike immediately. Shops do not lose those jobs on workmanship; they lose them because callbacks, dispatch, and triage break under volume.
Maintenance agreements need their own lane
Recurring tune-ups and agreement renewals should not fight for attention with same-day no-cool or no-heat calls. The workflow has to separate planned recurring revenue from reactive demand.
Replacement estimates need disciplined handoff
Repair-to-replace opportunities can disappear when comfort advisors, office staff, and technicians are not working from the same pipeline with a clear next step.
Visibility has to cover both service and install
Operators need to see booking rate, average ticket, no-show rate, maintenance retention, and close rate together. Looking at only one side of the business hides where profit is actually leaking.
For the Trades
The Service Operator
Our weekly podcast for home service operators.
Practical ops content for shops like yours — speed-to-lead, scheduling, follow-up, and reporting. No pitch, just useful.
Listen free →Want more booked HVAC jobs without buying more leads?
Let's talk about where your jobs are leaking and how to fix it before next season.