HVAC Service Software That Powers Your Growth
Running an HVAC business is more than breakdowns—you’re juggling F-Gas logs, Gas Safe records, RAMS, permits, plant room docs, quotes, invoices, and emergency callouts, often in one day. Trade-Linked brings it into one platform with clear engineer task sheets, real-time coordinator visibility, and professional reports after every visit. From VRV, boilers, and chillers to 24/7 data centre contracts, it keeps operations organised, compliant, and easy to manage.
The world's best companies trust Trade-Linked.
Trade-Linked is used by over 55,000+ companies across the globe
Fast, Client-Ready HVAC Reports
- Trade-Linked turns every HVAC visit into a structured, branded report that clients can understand and approve quickly.
- Engineers capture readings, photos, fault codes, and recommendations on site, so reports are built from real job data, not end-of-day admin.
- Each PDF can include plant details (brand/model/serial), refrigerant type and movements (R410A, R32, R407C, CO₂), and key system readings (pressures, temperatures, electrical checks).
- Add compliance evidence such as leak and tightness tests, recovery logs, before/after photos, and the engineer’s sign-off in the same workflow.
- The result is fewer chases for missing information, fewer half-complete job sheets, and clear proof of what was done and why.
Forms Built For Real HVAC Work
Our engineers deal with everything from Mitsubishi Electric VRF and LG multi-splits to York chillers, Hamworthy boilers, and Swegon AHUs, and each asset type comes with its own workflow, risks, and reporting requirements.
Trade-Linked lets you build forms that match what’s happening on site, so engineers capture the right details first time without forcing every job into the same one-size template.
Service, Compliance & Inspection Templates
With Trade-Linked, you can create custom digital forms for service and maintenance sheets by manufacturer and system type, commissioning checklists for new installs and major repairs, SFG20-aligned PPM task lists, and TM44-style AC inspection forms.
You can also include Legionella-related checks for domestic hot water and cooling towers, plus the safety paperwork required for the job, including RAMS, hot works, working at height, and plant isolation procedures.
UK-Aligned Setup For Consistent Reporting
If you want a faster rollout, our in-house team can help you set up UK-aligned templates for F-Gas, Gas Safe, and health and safety requirements, so every engineer records the same information, the same way, on every site.
That consistency makes audits easier, handovers smoother, and follow-up visits less likely because the evidence is complete from day one.
Faster Client Approvals
Clear, visual reports help clients make decisions quickly. Trade-Linked formats each visit into client-friendly documentation that clearly shows what you found, what you did, what needs watching, and what needs quoting.
Engineers can flag remedial work during the visit, attach photos, and add simple explanations, so your office can turn recommendations into quotes or variations immediately. Instead of debating what happened on site, you send a clear report that justifies the work and supports consistent pricing.
Smarter Scheduling, Fewer Callbacks
- Trade-Linked links what the surveyor records on site with the task your engineer receives on their device.
- One structured survey can generate task sheets for different disciplines (AC, VRF, heating/gas, refrigeration, ventilation, controls).
- Tasks can be routed to the right specialist quickly, based on system type and fault details (e.g., Daikin splits, Mitsubishi fault codes, Carrier chillers, Trend BMS).
- Every task sheet includes plant details, fault description, required materials, H&S notes, access instructions, and SLA priority.
- The result is better first-time fix rates, fewer revisits, less wasted travel, and happier clients.
Offline-Ready For Real Sites
HVAC work rarely happens with perfect Wi-Fi. It happens in basements, on roofs, in cramped plant rooms, and on remote sites, so Trade-Linked is built to work offline.
Engineers can complete forms, capture readings, and take photos without a signal, while RAMS, permits, and safety checks can still be signed off on-site.
Everything syncs automatically once they’re reconnected, and in-app job messaging keeps conversations about fault codes, parts requests, and test results stored against the job as part of the audit trail, so you’re not relying on WhatsApp threads or email chains.
One System For Your HVAC Operation
Trade-Linked goes beyond forms to become the working platform behind your day-to-day delivery. It supports servicing and PPM across multi-site contracts, keeping schedules, evidence, and reporting consistent across every location.
It also covers VRF/VRV and AC installations and maintenance, so install teams and service engineers follow the same workflow. For heavier plant, it handles commercial gas and boiler plant rooms, plus refrigeration and cold stores, with the right checks and documentation built in.
Real-Time Visibility For All Teams
Surveyors capture what’s on site once, the office books and prioritises work with full context, and engineers arrive with clear instructions, asset details, and the right compliance steps built in.
Compliance teams can access the evidence and documentation they need without chasing, while management gets dashboards that reflect what’s happening on the ground, not what someone remembers to update at the end of the week.
Frequently Asked Questions (FAQs)
Can Trade-Linked Handle Mixed-Manufacturer Sites And Older Equipment?
Yes. You can create forms for any brand and system type, Daikin, Mitsubishi Electric, Carrier, Trane, York, Vaillant, Viessmann, and more, and adapt them for legacy plants so engineers can follow a clear process.
What Happens If There’s No Signal On Site?
Engineers can complete most jobs offline, including RAMS, readings, photos, and signatures. Trade-Linked syncs automatically when they regain signal, so your records stay complete.
Can We Customise Forms And Reports For Specific Clients Or Contracts?
Yes. You can build client-specific templates, add their required fields, and generate reports in the format they expect, well-suited to FM contracts, data centres, and large retail estates.
How Does Trade-Linked Help With F-Gas And Gas Safe Compliance?
The platform records refrigerant movements, leak tests, gas safety inspections, and associated documentation in a structured way, ready for internal or external audits.
Customer Reviews
What Industry Leaders
say about us
Hear from the experts who trust Trade-Linked to streamline operations, boost efficiency, and drive success in their industries.
Daniel Morris – Morris Roofing & Restoration
Roofing & Exterior
Refurbishment
We’ve been part of Trade-Linked’s structured beta programme for the past six months, and I have to say – it’s already paid off. I just landed my biggest roof job to date and the client specifically said that the decision came down to the report that was shared with all the leaseholders. The detail, structure and branding of the custom smart report gave them total confidence. For a small team like mine, being able to present like a Tier 1 contractor is a game-changer.
Claire Reid – Precision Damp & Timber Specialists
Damp Proofing & Timber Treatment
“The beta rollout has been impressively polished. We’ve been testing all core modules – CRM, job tracking, quoting – but what’s been most transformative is the job scheduling and team collaboration. No more WhatsApp chaos or spreadsheet rot. Everything is now in one system, and our admin team loves the offline data sync from site surveys. Trade-Linked has built something that feels truly tailored to our industry – not generic field service software.”
Imran Ali – A1 Gas & Heating
Gas & Heating Engineering
“As a solo trader, I joined the Trade-Linked early access group to improve how I quote and follow up leads. What I didn’t expect was how much I’d rely on the CRM and templated job reporting. My quotes look more professional than ever, and I’m now tracking follow-ups without needing an extra CRM subscription. It’s helped me close more jobs and reduce missed opportunities. Support has been excellent too – very responsive and knowledgeable.”
Sophie Grant – Heritage Plaster & Lime Ltd.
Heritage & Lime Plastering
“We’ve been testing Trade-Linked’s beta for our estimating and reporting workflows. The custom smart form builder is hands-down one of the best tools we’ve used. I can build report templates that reflect the integrity of our heritage work, include optional service lines, and email a polished PDF that clients can digitally sign. It’s saving us hours each week and has elevated how we’re perceived by architects and project managers alike.”
Jake Holloway – Holloway Electrical Services
Domestic & Commercial Electrical
“We were invited into the controlled beta environment with Trade-Linked, and it’s been a brilliant investment of our time. The automated scheduling, real-time job updates, and token-based reporting system are cutting admin by nearly 40%. I especially rate the metrics dashboard – we’re now forecasting revenue and seeing which engineers are generating the most return per hour. It’s built for trades by people who understand trades.”
Customer Reviews
Testimonials
James L.
Roofing Contractor
Trade-Linked has transformed our operations. It’s simple, fast, and helps us close deals like never before- can we keep-on Beta testing?
Sarah M.
Construction Manager
We’ve saved hundreds of hours and improved client trust with automated reports and seamless communication. This is clearly made for the Construction Industry
James L.
Roofing Contractor
Trade-Linked has transformed our operations. It’s simple, fast, and helps us close deals like never before- can we keep-on Beta testing?
Improve Your HVAC Business Operations
With Trade-Linked, you run your HVAC operation, servicing, installations, PPM, compliance, and reporting, on one platform built for plant rooms and engineers.
If you’re serious about tightening up your documentation, boosting first-time fix rates, and making audits simpler, Trade-Linked is built to support your team.
Power Your Business On the Go – Automate, Connect, and Grow with Trade-Linked!
Stay Connected, Stay Efficient – Manage, Automate, and Grow with Trade-Linked on the Go!
