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Live Interactive Demo

See the entire platform
in under five minutes

Watch the full workflow from intake to invoice — then step inside a live sandbox and try it yourself.

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01 — Command Center

Everything at a
single glance

The moment you log in, your entire operation is visible — inventory alerts, open jobs, recent activity, and revenue. No hunting through menus.

▸
Live stock alerts — low inventory items flagged the moment they drop below threshold
▸
Real-time activity — every part movement, job update, and transfer logged automatically
▸
Quick actions — receive inventory, log a work order, or transfer parts in one click
Dashboard — Apex HVAC Services
12
Unique Parts
148
Items in Stock
3
⚠ Low Stock
7
Open Jobs
⚡ Low Stock Alerts
PartOn HandLocation
R-410A Refrigerant 25lb1Van #1Order
Capacitor 45/5 MFD2WarehouseOrder
20×25 Air Filter0WarehouseCritical
🕐 Recent Activity
TypePartQtyWhen
Work OrderCapacitor 45/512 hrs ago
ReceivedR-410A 25lb4Yesterday
02 — Inventory

Warehouse, vans,
everywhere at once

Track every part across every location. Know exactly what's in your warehouse, what's on each van, and what needs to be reordered — before a tech is standing in front of a job empty-handed.

▸
Multi-location stock — warehouse + unlimited vans tracked separately
▸
Instant transfers — move parts from warehouse to van with a quantity and a click
▸
Purchase orders — generate POs and receive items to automatically update counts
Full Inventory
📦 Parts — All Locations
PartWarehouseVan #1Van #2Total
R-410A Refrigerant 25lb 6129
Capacitor 45/5 MFD 2439
Carrier 16 SEER Coil 3104
Honeywell Thermostat 82212
20×25 Air Filter 0358
🚐 Van #1 Stock
R-410A 25lb
1 / 10 — reorder
Capacitor 45/5
4 / 5 — good
🏭 Warehouse
Honeywell Thermostat
8 / 10 — good
Carrier 16 SEER Coil
3 / 5 — monitor
03 — Work Orders

Every job tracked
from call to close

Create work orders in seconds. Attach parts used, notes, photos, and a status. Everything is automatically deducted from inventory and linked to the customer record.

▸
Status pipeline — pending → in progress → waiting on parts → completed
▸
Auto inventory deduction — parts logged on a work order pull stock automatically
▸
One-click invoice — convert any completed work order to a customer invoice instantly
Work Orders
🔧 Active Jobs
#JobCustomerTechStatus
WO-012AC Unit Not CoolingPeterson RealtyM. RodriguezIn Progress
WO-011Annual MaintenanceChen ResidenceS. ChenCompleted
WO-010Furnace InspectionBuckhead OfficeUnassignedPending
WO-009Duct ReplacementThompson HomeD. ThompsonWaiting Parts
📋 WO-012 Detail
CUSTOMER
Peterson Realty
TECHNICIAN
Mike Rodriguez
REQUIRED SKILLS
refrigerant electrical
STATUS
In Progress
PARTS USED
R-410A Refrigerant × 2 Capacitor 45/5 × 1
04 — AI Dispatch

The right tech,
every time

Stop guessing who to send. The AI Dispatch engine scores every technician against every open job — weighing skills, current queue, availability, and proximity — then ranks them for one-click assignment.

▸
Skills matching — job requires refrigerant certification? Only certified techs score high
▸
Queue awareness — techs with 3 jobs today score lower than ones with an open afternoon
▸
Geographic proximity — zip code matching keeps drive time low and efficiency high
🤖 AI Dispatch — AC Unit Not Cooling
JOB REQUIREMENTS
refrigerant electrical 30315
Ranked Technicians
94
Mike Rodriguez
✓ refrigerant, electrical · 1 job today · zip match
Assign →
71
Sarah Chen
✓ refrigerant · 2 jobs today · nearby zip
Assign →
42
Dave Thompson
⚠ missing: electrical · 3 jobs today
Assign →
✓ Mike Rodriguez assigned to WO-012
05 — Billing

Professional invoices,
paid faster

Generate clean, branded invoices from any completed work order. Add line items, apply tax, send via email, and track payment status — all without touching a spreadsheet.

▸
Work order → Invoice — one click converts a completed job to a client-ready invoice
▸
PDF generation — shareable link or download, branded with your company info
▸
Payment tracking — mark invoices paid, track outstanding amounts across all clients
Invoice INV-2026-012
BILLED TO
Peterson Realty Group
Atlanta, GA 30315
Sent — Awaiting Payment
Line Items
AC Diagnostic & Labor (3.5 hrs)$280.00
R-410A Refrigerant 25lb × 2$180.00
Capacitor 45/5 MFD × 1$45.00
Service Call Fee$75.00
Subtotal$580.00
Tax (8%)$46.40
Total Due$626.40
📄 Download PDF
✓ Mark Paid
06 — Customer Portal

Give clients a window
into their jobs

Invite customers to their own branded self-service portal. They can track job status, view invoices, see tech notes, and even book new service — all without calling your office.

▸
Invite by email — one click from the contact record sends a secure signup link
▸
Job timeline — customers see exactly where their job stands, step by step
▸
Book new service — customers submit service requests directly through the portal
portal.tradesupports.com
Apex HVAC Services
Customer Portal
Hi, James Peterson
3
Active Jobs
$626
Balance Due
8
Jobs All Time
WO-012 — AC Unit Not Cooling
In Progress Tech: Mike Rodriguez
Job received & scheduledJun 1 — 9:00 AM
Technician dispatchedJun 1 — 11:30 AM
Work in progressNow
Completed & invoice sent
+ Book New Service
The Full Platform

Ready to run your operation
this way?

Step into the live sandbox. Pre-loaded with a real HVAC company's data — manipulate it however you want. No signup required.

Enter Interactive Demo → Start Free Trial
6
Modules
$97
Starting / month
∞
Team Members
14
Day Free Trial
What you get

One platform.
Nine tools.

01

Inventory Management

Multi-location stock tracking across warehouse and unlimited vans. Automatic deductions, low-stock alerts, and purchase orders.

02

Work Orders

Full job lifecycle from intake to completion. Parts logging, status pipeline, technician assignment, and one-click invoicing.

03

AI Dispatch

Scores every tech against every open job. Skills, availability, queue depth, and geography combined into a single ranked list.

04

Invoicing & Billing

Professional PDF invoices with line items, tax, and payment tracking. Send, mark paid, and monitor outstanding balances.

05

Customer Portal

Branded self-serve portal for your customers. Job tracking, invoice viewing, service booking, and status timelines.

06

Contacts & CRM

Full customer database with job history, invoice totals, portal access management, and notes on every record.

07

Purchase Orders

Generate POs from low-stock alerts, track supplier orders, and receive items directly into the right inventory location.

08

Fleet & Vans

Track what's on each vehicle, manage transfers between warehouse and vans, and maintain van-level stock levels.

09

Notifications

Real-time alerts for low stock, work order updates, and customer actions. SMTP email notifications for your whole team.

No signup required

Try it with real data.
Right now.

The interactive demo is pre-loaded with a full HVAC company — parts, work orders, customers, invoices, and technicians. Click through everything.

Enter Interactive Demo → View Pricing

Demo resets every session · No data is saved · Full feature access