TradePilot

AI operations for owner-operated HVAC teams

Get out of the office. Stay in control.

TradePilot watches every lead, estimate, job, and invoice—then handles approved office work and surfaces only the decisions that need you.

Join the Founding 20 — $49/moSee how it works

Built to connect email, calendar, and accounting. No new CRM required.

TradePilot hero

The founding promise

Approval first

TradePilot starts by drafting and asking—not acting behind your back.

Focused by design

One useful Today view instead of another dashboard full of noise.

Works with your stack

Connect the inbox, calendar, and books your crew already uses.

One operating loop

Nothing falls through between the job and the payment.

TradePilot follows the complete customer journey and gives every stage a clear next action.

Lead
Estimate
Job
Invoice
Payment
01 / TODAYYour command center

A brief, not a maze of charts.

See scheduled revenue, new leads, quiet estimates, and overdue invoices alongside what TradePilot handled and the few decisions waiting on you.

TradePilot handled

  • Responded to 3 leads
  • Confirmed 7 appointments
  • Sent 3 invoice reminders

Needs you

$9,800 estimate

Customer asked about financing.

02 / ESTIMATE RESCUE

$87,420

open estimates, prioritized by opportunity

Personalized follow-ups keep strong work from going cold and flag objections that deserve a personal call.

03 / INVOICE WATCH

7

invoices need follow-up

Review every reminder or approve the routine ones in a batch.

04 / SAFE AUTOMATION

You set the boundaries.

Start cautious. Expand automation only after TradePilot earns your trust.

Handle itRoutine reminders and acknowledgments
Ask me firstSchedule changes and unusual requests
Never without approvalRefunds, pricing changes, and financial actions

Founding access

Lock in $49 per month. Forever.

The first 20 HVAC businesses receive every V1 workflow at the founding rate in exchange for candid, regular feedback.

Future public plans are expected to begin at $79/month after the founding program.

FOUNDING CONTRACTOR

$49 / month

20 spots only
  • Lead Manager
  • Estimate Rescue
  • Invoice Watch
  • Schedule Assistant
  • Daily Brief
  • Founding rate for as long as you stay subscribed
Reserve founding access

Built for HVAC businesses with roughly 2–15 employees.

Straight answers

Before TradePilot joins your crew

Your next office hire is software

Do the work. TradePilot handles the office.

Take one of 20 founding spots and help shape the AI office manager contractors actually need.

Join the Founding 20