Air conditioning software built for small HVAC businesses
TradieTally is air conditioning software for small HVAC businesses that install splits and ducted systems and keep customers on service plans. Price installs from your real costs, quote back-to-backs on site, then schedule the install and the next service from one app.
- 21-day free trial
- No credit card required
- Cancel anytime
AfterTradieTally is HVAC software for small businesses in Australia that prices split, multi-head and ducted air conditioning jobs from real labour and material costs, shows the profit before the quote is sent, and manages installs, service and clean jobs, timesheets and invoicing with Xero sync.
The problems air conditioning tell us about
- Every split quoted as a "standard install" until the pipe run turns out to be nine metres and the outdoor unit goes on the roof.
- Summer rush: a phone full of enquiries and quotes going out a week late.
- Forgetting to price the dedicated circuit, or not knowing if the sparky's cost is covered.
- Service and clean customers who would rebook every year if someone actually followed them up.
- Two techs on a back-to-back and no record of whether it took four hours or seven.
Estimating, quoting and job management for air conditioning
HVAC estimating software for splits, ducted and multi-head jobs
TradieTally is HVAC and air conditioning estimating software that prices split, multi-head and ducted installs from equipment costs, install materials, labour hours and a charge-out rate based on real business costs, then shows profit and margin before the estimate is sent.
Estimating software for air conditioning →Air conditioning quoting software for the summer rush
TradieTally is air conditioning quoting software for Australian A/C businesses that builds GST-inclusive quotes from pre-priced Smart Bundles on site, emails branded PDF quotes with a public link, keeps quote versions, and converts accepted quotes into scheduled jobs.
Quoting software for air conditioning →HVAC job management software for installs, service and maintenance
TradieTally is HVAC job management software that turns accepted air conditioning quotes into scheduled jobs, runs recurring service and maintenance visits, gives technicians a phone app for timesheets, job timers and checklists, and tracks budget versus actual and invoicing with Xero sync.
Job management software for air conditioning →Quote your everyday air conditioning jobs in seconds
Pre-built jobs with your labour, materials and margin already in them. Tap, adjust, send.
- Split system back-to-back installQuote in seconds
- Split system standard installQuote in seconds
- Ducted zone addQuote in seconds
- Split system service & cleanQuote in seconds
- Dedicated circuit for A/CQuote in seconds
What does HVAC software for a small business actually need?
HVAC software for a small business needs to price equipment-heavy installs accurately, quote fast in peak season, and keep service customers coming back. Big field service platforms can do it, but they're usually priced and set up for companies with a dedicated office team. TradieTally is built for the owner who is still on the tools.
- Smart Bundles for split back-to-back, standard install, ducted zone add, service and clean, and dedicated circuit
- Profit and margin shown on every quote before you send it
- Calendar with day, week, month and timeline views for install crews
- Recurring schedules for service and maintenance customers
- Timesheets and job timer on iPhone and Android
Price installs on real pipe runs, not guesswork
A standard split install only stays profitable if the price reflects the site. In TradieTally you set your standard install with its pipe allowance, then add extra metres, wall penetrations, a condensate pump or roof access as line items when the site needs them. The profit updates as you go.
The HVAC estimating software page walks through a full example, and our guide on how to quote a split system installation covers what to allow for.
Quote back-to-backs and services on the spot
The five air conditioning Smart Bundles cover the work most A/C businesses quote every week. Pick the bundle, set the quantity, adjust for the site and email a branded PDF before you leave the driveway. In the middle of a heatwave, being first with a clear price wins a lot of jobs.
See the A/C on-site quoting walkthrough to watch it done on a phone.
Keep service and maintenance customers coming back
Service and clean work keeps the business ticking over in winter. TradieTally lets you set up recurring schedules so the next service lands on the calendar, and multi-site customer locations keep commercial sites organised under one account.
More on running installs, services and maintenance agreements on the HVAC job management software page.
Licences, electrical work and paperwork
Air conditioning work in Australia comes with paperwork: refrigerant handling under your ARC licence, electrical work for the circuit, and photos of the finished install. TradieTally stores photos, files and notes against each job so the records are there when a customer or an auditor asks.
If you hold the right electrical licence, the Dedicated circuit for A/C bundle prices the circuit on the same quote. If you sub it to a sparky, add their price as a custom line item so it's covered.
Air conditioning jobs you can price in TradieTally
- Split system back-to-back installs
- Split system standard installs
- Multi-head split systems
- Ducted system installs
- Ducted zone adds
- Split system service and clean
- Ducted system servicing
- Dedicated circuits for A/C
- Unit replacements and upgrades
- Commercial maintenance agreements
- Breakdown and fault call-outs
TradieTally for air conditioning: FAQs
Can a one-person split system installer use TradieTally?
Yes. The Solo plan is $79 a month inc GST as of October 2026, with all the core features on one login. Most solo installers start with the split system Smart Bundles and adjust the prices to their own costs.
Does TradieTally help me rebook air conditioning service customers each year?
Yes. You can set up a recurring schedule for a customer's service and clean so the next visit comes back around on the calendar. Customer history shows what was serviced last time and what was found.
What does TradieTally cost for a two-tech air conditioning crew?
The Team plan is $99 a month inc GST and includes you plus one user, which suits a two-tech crew. Each extra user is $20 a month, and annual billing saves 15%. See the pricing page for details.
Where do I keep refrigerant handling records for an A/C job?
Attach photos, files and notes to the job in TradieTally, such as gas quantities, nameplate photos and commissioning readings. Your obligations under your ARC refrigerant handling licence still apply; TradieTally just keeps the records with the job.
Is TradieTally only for residential air conditioning?
No. Multi-site customer locations, recurring schedules and purchase orders suit commercial maintenance work too. Plenty of small HVAC businesses run a mix of residential installs and commercial service.
Can my A/C techs log their hours from their phone?
Yes. On the Team plan each tech gets their own login on iPhone, Android or web, with timesheets and a job timer. Their hours are tracked against the job so you can see budget versus actual.
Stop quoting at the kitchen table.
Price every job from your real costs, see the profit before you hit send, and run the whole job from one app. Built by a sparky for electricians, security techs and A/C contractors.