HVACBase vs Tradify

HVACBase is business software for residential and commercial HVAC contractors, installers, service and repair firms, and multi-location franchises. It combines customer management, scheduling, dispatch, estimates, work orders, field service, invoicing, inventory, and recurring maintenance. Dispatch includes drag-and-drop planning, conflict detection, GPS technician tracking, skill- and availability-based assignment, and route optimisation. Contractors can create branded proposals from templates, apply tiered pricing, collect e-signatures, track views and approvals, and turn accepted quotes into scheduled jobs. The technician app provides schedules, customer and equipment records, job details, photos, signatures, invoices, and payment collection. HVACBase also includes load calculations for equipment sizing and installation preparation. Inventory tools cover warehouses and service vehicles with barcode scanning and reorder alerts. The service says invoices and financial records sync with QuickBooks and Xero. Customers can pay by card, ACH transfer, or financing. It runs on Android, iOS, and the web. Pricing is quote-based and available by demo request.

Tradify is job management software for trades and service businesses. It brings inquiries, quotes, jobs, staff, invoices, and payments into one app, with tools for estimating, job tracking, timesheets, and staff scheduling. Its scheduler assigns staff, helps plan routes, and syncs with Google Calendar. Tradify lists integrations with Xero, QuickBooks, and Stripe. The Lite plan costs $47 a month per user and includes job management, scheduling, quoting, invoicing, online payments, and accounting sync. Pro costs $51 a month per user and adds inquiry tools, job files and photos, recurring jobs, timesheets, and subcontractor scheduling. Plus costs $61 a month per user and adds SmartRead for Bills, SmartWrite, service reminders, job tasks, purchase orders, bulk invoicing, kit bundles, and reporting. Custom pricing is by request. A 14-day trial includes all features and does not require a credit card; there is no free plan. Tradify is available on Android, iOS, macOS, web, and Windows. The maker says paid accounts require two-step security with login codes delivered by SMS. Its API page says there is no official public API or documented third-party webhooks.