For owner-operated HVAC teams of 2–15

Stop Running Your Business From Your Truck.

Meet CrewDesk by TradePilot—the approval-first AI office manager for HVAC owners. It organizes lead follow-up, estimates, schedule, and invoices so the office work does not own your day.

You do the work. CrewDesk handles the office.

Join the Founding 20 — $49/month forever See CrewDesk in action

HVAC-firstApproval required for sensitive workNo new CRMFirst 20 teams

CCrewDesk

Approval queue

Good morning, Mike.

Here's the work ready for your review.

New leads

$12,840

Scheduled work

Estimates awaiting response

$6,720

Overdue invoices

Needs you

New lead — AC repair

Draft response ready for approval.

$8,400 furnace estimate

From first call to paid invoice, nothing falls through the cracks.

CrewDesk brings the office tasks around every job into one approval-first workflow. It helps you move the routine work forward without replacing the systems you already rely on.

See the approval loop

Lead Manager

Organize customer inquiries and prepare a clear first response before a good job disappears into a busy inbox.

Capture → qualify → review

Estimate Rescue

Find unanswered estimates and suggest a personal follow-up that is ready for your review.

Follow-up → review → send

Invoice Watch

Keep unpaid work visible and prepare an appropriate reminder before you decide to send it.

Spot → review → remind

Schedule Assistant

Understand jobs, technicians, and open windows so the next appointment takes less coordination.

See → propose → approve

Daily Brief

Put the work CrewDesk can move forward and the decisions only you can make into one focused screen.

One calm command center

Planned tool connections

Keep the tools. Lose the busywork.

Gmail, Google Calendar, and QuickBooks are on the CrewDesk roadmap. The public product tour uses sample data and does not connect to any account.

No new CRM. Your current tools stay in control.

Gmail

Planned — customer inquiries

Google Calendar

Planned — jobs & openings

QuickBooks

Planned — invoices & payments

Permission system

An AI teammate that knows its limits.

CrewDesk earns trust one task at a time. You control what it can handle, what gets a quick approval, and what it can never do alone.

CrewDesk Can Handle

Routine work you want out of your hands.

Appointment reminders
Basic lead acknowledgments
Routine invoice reminders

Ask Me First

Work that deserves your quick review.

Schedule changes
Discount requests
Unusual customer complaints

Never Without Approval

Decisions that are always yours.

Refunds & price changes
Payroll & financial transfers
Hiring, firing & PTO

Founding Contractor

Help build the office you wish you had.

The first 20 HVAC and home-service companies get CrewDesk V1 for $49/month forever in exchange for direct feedback and permission to share anonymized results.

All V1 workflowsFounding price locked inNo new CRM

Reserve Founding Access