Skip to content
Tradewright
Book a demo

For multi-location groups

Consistent engineering and pricing across every branch

For PE-backed platforms and growing groups: one design standard, governed price books and reporting you can compare across locations, while each branch keeps its own CRM.
Book a demoSee Enterprise pricing

The situation

Every acquisition brings its own way of selling

01

Engineering varies by branch

One location runs Manual J on every job, another sizes from the old unit. Callbacks and comfort complaints follow the shortcuts.

02

Pricing drifts

Branch spreadsheets and local habits make margins hard to see and harder to manage from the center.

03

No common view of the funnel

Different CRMs and proposal tools mean leadership can't compare close rates or option mix across locations.

How Tradewright fits

One standard, many branches

Engineering standard

The same deterministic design, everywhere

Room-by-room Manual J and Manual S equipment selection run the same way in every branch. Every input is visible and every result can be audited.
See Manual J load calculation
Illustration of the Tradewright interface · Design audit trail

Price book governance

Governed price books, local flexibility

Manage equipment and pricing for the group from one place. Every Good/Better/Best proposal draws from the price book you govern.
See proposals
Illustration of the Tradewright interface · Price book governance across branches

Reporting and access

Team reporting, SSO and dedicated onboarding

Compare activity across locations, manage access with single sign-on, and roll out branch by branch with a dedicated onboarding lead.
See how we handle security
Illustration of the Tradewright interface · Multi-location reporting

Before and after

What changes for your team

Before

  • Each branch sizes and prices its own way
  • Margins visible only after jobs close
  • Different proposal formats by location
  • Onboarding an acquisition means retraining from scratch

With Tradewright

  • One engineering standard, auditable on every job
  • Price books governed from the center
  • One branded proposal format across the group
  • New branches onboarded on the same flow, with their CRM intact

Multi-location questions

Which plan is built for multi-location groups?

Enterprise. It adds multi-location management, single sign-on, price book governance across branches and dedicated onboarding on top of everything in Pro. Pricing is quoted for your group.

Can each branch keep its own pricing?

Enterprise includes price book governance across branches. On a demo we will walk through how you want pricing split between the group and each location.

Is the engineering the same in every branch?

Yes. The load calculation and equipment selection are deterministic: the same home and inputs produce the same result whichever branch or advisor runs them.

Do branches have to use the same CRM?

No. Tradewright works with Housecall Pro, Jobber, ServiceTitan, FieldEdge, or no CRM at all, so acquired companies can keep their existing system.

How do you handle security reviews?

We will complete your security questionnaire and walk your team through our practices. See our security page for what we do today.

Related tools and guides

Pricing and the Enterprise planWhat Enterprise adds for multi-location groups.SecurityEncryption, access control and data ownership.HVAC proposal softwareGood/Better/Best from a governed price book.

See how Tradewright would roll out across your branches.

A 20-minute demo on a real home, plus time to talk through your locations, price books and systems.

Book a demo