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Tradewright
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For sales teams

Let every comfort advisor present an engineered design

Your salesperson gathers. Tradewright engineers. You decide how to sell. Advisors without design training walk out with a correct system and a signed proposal.
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The situation

Your best closers aren't designers, and they shouldn't have to be

01

Design is a bottleneck

Advisors wait on a designer or the owner to size the job. Every day between the visit and the quote is a day the homeowner keeps shopping.

02

Technical questions stall the close

Heat pump capacity, rebates and operating cost come up at the table. An advisor who can't answer confidently has to come back.

03

Every advisor quotes differently

Rules of thumb, different spreadsheets and memory-based pricing mean two advisors can quote the same home very differently.

How Tradewright fits

Your salesperson gathers. Tradewright engineers. You decide how to sell.

Proposals

Good/Better/Best from your own price book

The design flows straight into a branded three-option proposal using your prices. Advisors present; they don't build spreadsheets.
  • Your equipment, labor and adders
  • Consistent options across every advisor
  • Every number explained in plain language
See proposals
Illustration of the Tradewright interface · Good/Better/Best proposal

Sign and pay

Signed, deposited and financed at the table

E-signature, deposit and financing happen on the same device, before the advisor leaves the driveway.
See sign and pay
Illustration of the Tradewright interface · E-signature and deposit

Before and after

What changes for your team

Before

  • Advisor measures, guesses, then waits on a designer
  • Quote sent days later by email
  • Technical questions answered with "I'll check and get back to you"
  • Pricing varies by who wrote it

With Tradewright

  • Advisor scans the home; Tradewright engineers the design on site
  • Three priced options presented in the same visit
  • Every number explained in plain language, on screen
  • Proposals built from one price book, every time

Sales team questions

Do my comfort advisors need design training?

No. Your salesperson gathers: the scan, a nameplate photo and the homeowner's priorities. Tradewright engineers the load, the equipment and the comparison. You decide how to sell and what to charge.

What if a homeowner asks why a number is what it is?

Tradewright explains every number in plain language, from the room loads to the 15-year cost. The AI explains; it never invents a number. The engineering is deterministic and auditable.

Will it change how we price?

No. Proposals use your own price book. You set the equipment, labor and adders; Tradewright builds the Good/Better/Best options from them.

Does it work with our CRM?

Works with Housecall Pro, Jobber, ServiceTitan, FieldEdge, or no CRM at all.

Can the homeowner sign and pay on the spot?

Yes. E-signature, deposit and financing happen at the kitchen table, on the same device.

Related tools and guides

HVAC proposal softwareGood/Better/Best from your own price book.Sign and payE-signature, deposit and financing at the table.HVAC proposal templateA free Good/Better/Best proposal template.

See an advisor go from address to signed proposal in one visit.

A 20-minute demo on a real home in your territory.

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