For HVAC Engineers

HVAC software for installs,
service plans & invoicing

Quote installs, run maintenance contracts, get paid

Traddie is job management software for UK HVAC and air-conditioning engineers. Quote installs, run planned-maintenance and service contracts, and schedule recurring visits that invoice automatically.

Keep service records with the job, take card or direct-debit payments, and handle CIS on commercial subcontract work.

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14-day free trial · No charge today · Built for UK hvac engineers

Everything a HVAC engineer needs in one app

From the first quote to the final payment, Traddie keeps your whole job in one place.

Quote installs and commissioning

Price install and commissioning work with equipment, labour and any extras as separate lines.

Service and PPM contracts

Set up recurring maintenance contracts that invoice on schedule and collect by direct debit.

Plan maintenance visits

Schedule recurring service visits and one-off callouts, and assign engineers across sites.

Service records with the job

Keep commissioning sheets, F-Gas records and service history attached to the job and invoice.

Card and direct debit

Collect install payments by card and contract fees by direct debit.

Why UK hvac engineers choose Traddie

Quote installs and commissioning clearly
Run recurring PPM and service contracts that bill themselves
Collect contract fees by direct debit
Schedule recurring maintenance visits and callouts
Keep commissioning and F-Gas records with the job
Apply CIS on commercial subcontract work
Sync invoices and expenses to your accountant

For install and maintenance businesses

HVAC revenue is part project, part recurring service. Traddie handles both — one-off installs and hands-off contract billing — and keeps the records that maintenance work depends on.

  • Run recurring service and PPM contracts that invoice on a schedule and collect by direct debit.
  • Keep commissioning sheets and F-Gas / refrigerant handling records attached to the relevant job.
  • Quote installs with equipment and labour split out so the customer sees a clear breakdown.
  • Apply 20% / 30% CIS deductions automatically on commercial subcontract work.
  • Track turnover against the £90k VAT threshold as the business grows.

From install to recurring service in four steps

1

Quote the install

Price equipment, labour and commissioning, and send for online acceptance.

2

Install & commission

Complete the install, attach commissioning and F-Gas records, and invoice with a card link.

3

Set up the contract

Add a recurring service/PPM contract for ongoing maintenance.

4

Bill automatically

Service visits invoice on schedule and collect by direct debit.

FAQ for UK hvac engineers

Can I manage recurring maintenance contracts?+
Yes. Set up recurring service and PPM contracts that schedule visits, invoice on a cycle, and collect by direct debit automatically.
Can I collect card payments after site visits?+
Yes. Send a card payment link with each invoice for fast collection, and use direct debit for ongoing contract fees.
Can I keep commissioning and F-Gas records?+
Yes. Attach commissioning sheets, F-Gas records and service history to the job and invoice so the documentation stays with the work.
Does it handle CIS for commercial subcontract work?+
Yes. On commercial subcontract jobs, Traddie applies the correct CIS deduction and excludes materials automatically.
Can I schedule engineers across multiple sites?+
Yes. Assign visits and callouts to engineers and track progress across sites from one calendar.
Will invoices sync to my accounting software?+
Yes. Invoices and expenses sync to Xero, QuickBooks or FreeAgent so your figures stay current.

Related for UK hvac engineers

Service plans & recurring billingCIS deduction trackingFree CIS deduction calculatorFree VAT calculator for UK tradesTraddie vs TradifyJob management features

Ready to run your HVAC engineer business without the paperwork?

Join UK hvac engineers using Traddie to quote, schedule, invoice, and get paid faster.

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