Planned expansion
Keep estimates moving.
Planned estimate follow-up uses approved company information, answers basic questions and alerts your team when a customer is ready to proceed.
AI operations for HVAC • Pilot preview
Missed calls.
Not missed opportunities.
You handle the heating and cooling. TradePilot is being built to capture leads, follow up on estimates and coordinate appointments—without adding another desk to your office.
Built for independent U.S. HVAC teams with 2–50 employees.
From call to conversationProduct concept
Missed call → approved text follow-up → qualified lead → team notification
Our commitments.
Automation with boundaries.
Your permissions first Human escalation built in Clear costs before activation
The revenue recovery loop
More follow-through.
Less administrative work.
Start with missed-call recovery. Add broader workflows after integrations, permissions and accuracy checks are verified.
01 / MVP focus
Give every missed call
a next step.
The first release focuses on text recovery, collecting contact details and service needs, and getting qualified leads back to your team.
ILLUSTRATIVE CONVERSATIONNot a live demo
Sorry we missed your call. What heating or cooling service do you need?
My AC stopped cooling. Can someone help?
Next: collect details and notify the HVAC team
Planned expansion
Coordinate the next visit.
Planned appointment coordination checks verified availability, sends reminders and routes rescheduling requests. Your calendar stays the source of truth.
Planned expansion
Bring customers back.
Planned seasonal maintenance reminders, agreement renewal follow-ups and post-service review requests help keep relationships warm.
A planned dashboard brings captured leads, recovered calls, bookings and follow-up activity into one view. Revenue estimates will be labeled—not presented as guaranteed earnings.
Subscription roadmap
Start focused. Expand when you're ready.
Proposed monthly packages. Feature availability, usage allowances and pilot terms will be confirmed before subscription.
Starter
$297 / month
Missed-call text recovery, basic AI lead capture, automated follow-ups and a monthly performance report.
Pro
$497 / month
Everything in Starter, plus the planned AI receptionist, estimate follow-up, appointment coordination, maintenance reminders and review automation.
Enterprise
$997 / month
Everything in Pro, plus planned multi-location support, advanced reporting, priority support and customized workflows.
Optional setup fees and usage-based charges may apply. Phone, messaging and AI limits must be disclosed before checkout. No live outreach without your authorization.
Free
For individuals getting started
$0/month
- 1 workspace
- Up to 3 team members
- Basic analytics
- Community support
Before you get started
Good questions.
Straight answers.
Your next opportunity
Keep your hands on the job.
Not on the follow-up.
Help shape TradePilot's first HVAC release. Register your interest and explore whether the pilot fits your workflow.