ProperTradie

ProperTradie for HVAC technicians

ProperTradie supports HVAC and air conditioning businesses with clear quoting for installations, servicing and urgent diagnostics.

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Common admin headaches

  • Call-out diagnostic jobs can expand beyond original assumptions once testing starts.
  • Split system installs require clear inclusions for units, brackets and labour.
  • Service work is frequent but easy to under-bill when notes are rushed.
  • Seasonal demand spikes create admin backlog if invoices are delayed.

HVAC technician: Split system installation quote

HVAC quote showing unit, install labour and commissioning lines.

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HVAC technician

HVAC quote showing unit, install labour and commissioning lines.

HVAC technician: Service and call-out invoice

Invoice example combining maintenance tasks and urgent diagnostic work.

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1600×1000

HVAC technician

Invoice example combining maintenance tasks and urgent diagnostic work.

Quote split system work with clear scope

Itemise unit supply, mounting hardware, installation labour and commissioning notes so customers understand total cost and inclusions.

Handle service and maintenance jobs efficiently

Create repeatable service quote and invoice structures for routine maintenance visits across residential or light commercial sites.

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Start with a free trial. Quote, approve, invoice and track payments from your phone.

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Capture emergency HVAC call-outs quickly

Build call-out quotes and invoices from your phone right after diagnostics to reduce delay between attendance and billing.

Keep job photos and notes with billing records

Store site photos and service details alongside the quote-to-invoice workflow to support customer communication.

Quoting examples

  • →Split system installation quote for 7.1kW wall-mounted unit.
  • →Annual air conditioning service quote for two residential systems.
  • →Emergency call-out quote for cooling failure and diagnostic testing.

Invoicing & payments

  • →Invoice for split system install including mounting and commissioning labour.
  • →Invoice for preventative service visit with filter clean and inspection.
  • →After-hours diagnostic invoice for non-operational ducted system.

Expenses

  • →HVAC supplier purchase of copper pipe, insulation and brackets.
  • →Refrigerant and consumables restock for service van inventory.

Photos & AI

  • 📷Capture outdoor unit location and access constraints before quoting.
  • 📷Attach installed unit photos for completion and handover records.
  • ✦Draft split system quote scope from onsite measurements and notes.
  • ✦Generate service invoice descriptions from technician voice notes.

Related features

Frequently asked questions

Yes. HVAC businesses can use separate line items for installs, maintenance and urgent repair attendance.
Yes. Add call-out and diagnostic items directly to quotes so emergency costs are visible upfront.
No. ProperTradie helps with admin workflow only. Follow your HVAC licensing and technical compliance processes separately.

Start quoting as an HVAC technician

Built for HVAC technicians who want quoting, approvals and payment tracking on their phone.

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