Tradeforce Stop running your business out of Excel and Word.
Tradeforce Pros puts your pricing, proposals, and customers in one place, so your team can send polished, branded proposals from your own template in minutes. Unlimited users. Unlimited proposals. One flat price.
- No per-seat fees
- Cancel anytime
- Set up in days, not weeks
The problem
You didn't start a company to babysit spreadsheets.
If your shop still quotes out of Excel and Word, you already know this list. It's your week, every week.
Your quote takes three days.
You copy last job's Word doc, swap the name, and fix the numbers you remember to fix. While you're doing that, the customer's phone rings. It's your competitor.
One wrong cell eats your margin.
A stale markup. A fat-fingered formula. A tax line somebody deleted in 2023. You find out after the job is sold, and you eat the loss.
Every rep sends something different.
Different fonts, different prices, different terms. Nobody signs off before it goes out. You find out what was promised when the customer calls.
You look smaller than you are.
Your crew does national-quality work. But the customer's first impression is a stretched logo on a Word doc from 2019. That costs you jobs you should win.
None of that is a people problem. Your reps are good. Your pricing is good. The tools are the problem, and that's fixable this week.
How it works
From walkthrough to signed proposal.
Six steps, no training week. If your reps can fill out a form, they can do this on day one.
Pick the kind of proposal
Two engines, built for how shops actually sell: a Project proposal for installs and replacements, or a Planned Maintenance proposal for recurring service agreements.
Pick the customer and site
Choose the account, the site, and the contact from your customer list. The address and details fill themselves in. No retyping.
Price the job
Add equipment, materials, labor, and subs. The pricing engine applies your markups, tax, and bond the same way every single time. No side math, no wrong cells.
Preview it
See the exact proposal on screen, to the cent, before the customer sees a thing. What you preview is what they get.
Generate the branded doc
One click builds a polished Word or PDF from your own template. Your logo, your colors, your terms, on every page.
Send it, approved
The owner signs off in the app, then it goes out to the customer. Nothing wrong goes out the door.
What you get
Look bigger. Quote faster. Keep the margin.
Proposals in minutes, not days
Professional, branded, and out the door while the customer is still deciding. Speed wins jobs your competitors are still typing.
Your pricing, built in
Materials, labor, subs, markups, tax, and bonds, priced the same way every time. No spreadsheet math. No costly mistakes.
Your brand on every page
Your logo, your colors, your template. Every proposal from every rep looks the same. A 15-person crew that looks like the biggest shop in town.
Nothing goes out wrong
Owners approve every proposal before it reaches a customer. No surprise discounts, no rogue terms, no "who sent that?"
Every customer in one place
Accounts, sites, contacts, and a live pipeline of every deal. Not scattered across nine files on three laptops.
Grows with you, free
Hire three techs? Add them. Big quarter with double the proposals? Send them. Your bill stays exactly the same. That's the point of flat pricing.
Pricing
Unlimited users. Unlimited proposals. One flat price.
Most CRMs charge $60 to $350 per seat, per month. We think punishing you for hiring is a scam. One price covers your whole company. Add as many people as you want. It never costs more.
Every tech you hire raises the bill. Every rep you add is a line item. Growth becomes a penalty.
Add every tech, every rep, every proposal. Hire your 31st person without calling us first.
Crew
For shops getting off spreadsheets
or $— billed annually (save —%)
- Unlimited users
- Unlimited proposals
- [Tier features — to be finalized]
- [Tier features — to be finalized]
Shop
For established 15–50 person operations
or $— billed annually (save —%)
- Unlimited users
- Unlimited proposals
- Everything in Crew, plus:
- [Tier features — to be finalized]
- [Tier features — to be finalized]
Operation
For multi-branch & growing outfits
or $— billed annually (save —%)
- Unlimited users
- Unlimited proposals
- Everything in Shop, plus:
- [Tier features — to be finalized]
Every plan, no exceptions: no seat counting, no per-proposal metering, no surprise line items. The price you sign is the price you pay.
Straight talk
We're a new company. Here's why you can trust us anyway.
"I built this with working HVAC pros, around how a real shop actually quotes work, not how a software company imagines it. If it doesn't make your proposals faster and sharper in the first month, don't keep paying us. That's the whole pitch."
Your data is locked down
Every company's data is walled off at the database layer, encrypted in transit and at rest. Your price book and customer list are yours alone.
Your data stays yours
Export everything, anytime. If you leave, you take your customers, sites, and history with you. No hostage tactics.
Send proposals that make you look like the biggest shop in town.
Book a 15-minute demo and we'll build a real proposal in front of you, with your kind of job and your kind of pricing. If it doesn't beat your Word doc, you've lost a coffee break.
Book a 15-min demo Prefer email? jacob@tradeforcepros.com