Know which leads become
air conditioning installs.
Facebook Ads, Google LSAs and referral enquiries tracked from click to paid invoice. F-Gas compliance, maintenance contracts and seasonal campaigns — built for UK AC engineers.
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8 ways Trade2Base helps air conditioning engineers
F-Gas compliance, maintenance contracts, seasonal campaigns and VAT invoicing in one system.
Build quotes by unit count, system type and room zone. Split-systems, multi-splits and VRF installations all priced separately — customers see a clear breakdown that removes price objections before you even visit site.
Log F-Gas handling records per system, engineer and refrigerant type. Store leak check dates, charge weights and handler certificates against every installation so you are always inspection-ready.
Create spring and autumn service agreements with automated scheduling. Set contract value, visit frequency and renewal date — Trade2Base reminds both you and the customer when a service is due.
Schedule your March heat-wave push and October heating campaign in advance. Trade2Base sends targeted emails and WhatsApp messages to your customer list when temperatures are forecast to change.
Send service visit confirmations, engineer ETA messages and completion reports via WhatsApp. Commercial clients respond faster and your admin time drops because everything is logged automatically.
Connect your Facebook lead ads for domestic installs to the jobs they generate. See cost per AC enquiry, cost per install and total revenue by campaign so you know exactly where to increase budget.
Attach F-Gas handler certificates, Gas Safe cards and manufacturer commissioning sheets to every job. Share directly with customers from the portal — no more hunting through email threads.
Generate professional VAT invoices for domestic installs and commercial service contracts. Send a Stripe payment link, track paid and overdue amounts and sync to Xero or QuickBooks at month end.
Turn one-off installs into recurring contracts.
Every installation is a potential service contract. Trade2Base tracks renewal dates, sends automated reminders and makes it easy for customers to book their spring and autumn services — so your recurring revenue grows without extra admin.
- Automated maintenance contract reminders
- F-Gas compliance records per system
- Seasonal campaign scheduling built in
- Track revenue per contract per customer
What AC engineers say about Trade2Base
“Before Trade2Base I was tracking maintenance contracts in a spreadsheet and missing renewals every quarter. Now the reminders go out automatically and my contract revenue has gone up by over a third in six months.”
“The F-Gas record keeping alone was worth switching. Every system has its own log — refrigerant type, charge weight, leak check date, handler certificate. When the HSE came for an inspection last year I had everything ready in thirty seconds.”
“I scheduled my March heat-wave campaign in January and completely forgot about it. Trade2Base sent the emails, logged the enquiries and by the time I checked in April I had twelve new domestic install leads waiting. That one campaign paid for a year of the subscription.”
Common questions from AC engineers
Yes — each system has its own F-Gas compliance log. You record the refrigerant type, charge weight, leak check date and handler certificate number against the installation. Records are stored permanently and can be exported or shared with the customer from the portal.
Trade2Base lets you create maintenance contracts with visit frequency, preferred months and renewal dates. As each service window approaches, automated reminders go out to the customer and the job appears in your schedule. You can bulk-schedule all spring services in one view and adjust as needed.
Yes — the Campaigns module lets you pre-schedule email and WhatsApp messages to your domestic or commercial customer list. Set a send date, choose a segment and write the message. Trade2Base fires it automatically so your March push goes out even if you are on a job.
Yes — the Attribution module connects your Facebook lead ads, Google campaigns and referral sources to the enquiries and jobs they generate. You see cost per enquiry, cost per job and total revenue by channel — so you know whether your commercial marketing spend is working.
Quote faster, win service contracts and grow your AC business
Join UK air conditioning engineers using Trade2Base to manage F-Gas compliance, automate maintenance contracts and run seasonal campaigns that fill their diary.
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