Know which HVAC leads
become paid installs
Track every enquiry — from Google LSA, contractor referrals and commercial property managers — to the invoice it generates. F-gas compliance, PPM contracts and full marketing attribution in one app.
No credit card required. Cancel any time.
Your Google LSA: what it actually earns you
See the full funnel — from ad spend to invoiced revenue — for every channel you use.
£720 Google LSA spend → 17 leads → 12 quotes → 9 installs → £18,900 revenue · 26× ROAS
Every HVAC job type, fully tracked
Attribution and compliance records work across your whole job mix.
Built for how HVAC businesses work
F-gas tracking, PPM contracts and commercial client management in one system.
See which channels produce paid installs — not just enquiries. Track Google LSA, contractor referrals and property managers from first contact to signed invoice, so you spend where it works.
Log refrigerant type, charge weight, leak checks and F-gas certificates against every installation and service. Automated alerts when annual leak checks are due for systems over 5 tonnes CO2e.
Store Gas Safe registration, F-Gas certificate, REFCOM Elite accreditation and ECA membership details. Keep compliance documents accessible from any job with one click.
Create commercial PPM agreements with offices, schools, care homes and industrial sites. Trade2Base schedules visits, tracks completion and auto-raises invoices.
Manage complex multi-site commercial clients with separate plant registers per building. Track assets, service histories, warranty periods and reactive callout records all in one place.
Log every AHU, chiller, heat pump, VRF/VRV system and commercial boiler as a trackable asset. Record model, serial number, refrigerant type, install date and warranty expiry.
Dedicated emergency job type with engineer dispatch, priority SLA tracking and automated customer updates. Commercial clients expect 4-hour response — Trade2Base helps you deliver it.
Describe the system — type, refrigerant, capacity, location — and Trade2Base drafts a service or installation quote with labour, parts, access equipment and compliance costs. Professional PDF in one click.
Build a reliable base of recurring contract revenue
Commercial HVAC maintenance contracts are some of the most valuable work in the sector. Schools, care homes, offices and industrial sites all need planned maintenance — and they award multi-year contracts to companies that can prove reliable service delivery. Trade2Base automates the scheduling, invoicing and performance reporting that wins and keeps these contracts.
- Auto-schedule quarterly, bi-annual and annual service visits per contract
- Send engineer notifications 48 hours before each scheduled visit
- Auto-raise invoices at the agreed frequency (monthly, quarterly, annually)
- Generate monthly performance reports per commercial site
- Alert when a visit is overdue or an asset is approaching service interval
What HVAC engineers say
“The attribution reporting was the real surprise. I thought Google LSA was too expensive — turns out it was generating my highest-value installs. Trade2Base showed me the full picture: spend, leads, quotes, installs, revenue.”
“We manage PPM contracts for 14 commercial sites. Before Trade2Base, scheduling quarterly visits and raising invoices took a full day a month. It is now fully automated — the invoices go out and the visits are in the diary without me touching anything.”
“The plant asset register was the feature that convinced us to switch. We can pull up any VRF system, see its full service history, refrigerant type, charge weight and warranty status in seconds. Clients are impressed when we can answer technical questions on the spot.”
Common questions from HVAC businesses
Every enquiry is tagged with its source when it enters Trade2Base — Google LSA, referral, property manager contact or directory. As the job moves through quoting, installation and invoicing, the source stays attached. Your attribution report shows spend, leads, quotes won, revenue and ROAS per channel.
Yes. Any system can be registered as an asset with refrigerant type, total charge weight and F-gas certificate details. Trade2Base tracks refrigerant additions and removals against each asset and alerts you when annual leak checks are due based on the charge size threshold (5 tonnes CO2e / 5 kg for HFC systems).
Yes. You can create PPM agreements with quarterly, 6-monthly or annual visit schedules. Trade2Base auto-schedules visits, sends engineer notifications 48 hours in advance and auto-raises invoices at the agreed frequency. Monthly performance reports show completion rate per contract.
Absolutely. Most Trade2Base HVAC customers manage commercial planned maintenance contracts alongside domestic heat pump installations and servicing. The job type system handles both, and reports break down revenue, margins and customer types separately so you can see which work is most profitable.
Stop guessing which channels produce paid installs
Join UK HVAC businesses using Trade2Base to track every lead from source to invoice — alongside F-gas compliance, PPM contracts and plant asset registers.