Built for HVAC Engineers
CRM for HVAC Engineers.
Every F-Gas certificate. Every filter change. Every commercial rotation.
Trackori Trades is the customer relationship system built for HVAC, air conditioning and refrigeration engineers. F-Gas renewals, quarterly filter changes, commercial servicing rotations, heat pump enquiries — never miss a compliance date, never lose a maintenance contract.
TL;DR
Trackori Trades is the UK customer relationship management system built specifically for HVAC engineers. It tracks quote follow-ups, f-Gas certifications, callback reminders and team-wide customer memory — from £19/month with a 7-day free trial.
What is Trackori Trades?
Trackori Trades is a CRM for HVAC engineers in the UK. It automates F-Gas renewal reminders, quarterly filter service schedules and commercial servicing rotations — helping air conditioning and refrigeration engineers retain contracts and win upgrade work.
Key benefits
- Never lose a maintenance contract to a missed date
- Commercial rotations run themselves
- Upgrade enquiries convert instead of fading
What we solve
The problems trades actually have.
- F-Gas certifications are legally-required — miss one and the contract's toast
- Commercial servicing rotations run to a calendar most engineers keep in their head
- Heat pump upgrade enquiries sit unchased for months
- Chiller and AHU maintenance contracts get lost when the site manager changes
How trades use it
Real scenarios. Real outcomes.
- 1F-Gas renewal at 8 months out — you're first to book, contract retained
- 2Quarterly filter change auto-scheduled — customer never has to ask
- 3Heat pump enquiry from July converts in October because Trackori chased it
Comparison
What HVAC Engineers actually need
| Capability | Trackori Trades | Generic CRM |
|---|---|---|
| Built for | HVAC Engineers & HVAC engineers networks | Enterprise sales pipelines |
| Repeat work engine | F-Gas certifications · Quarterly filter changes · Annual chiller servicing | Not focused on this |
| Quote follow-up chase | Automatic for every commercial install tenders | Sales pipeline stages |
| Site visit notes | Photos, measurements, voice on site | Not focused on this |
| Network customer memory | Shared, private-by-default | Individual reps |
| Job Photos | 2 GB Solo · 10 GB Network · WebP-optimised | Not focused on this |
| Pricing (UK) | £19/mo Trades Solo · £49/mo Trackori Network | USD-priced, FX surprises |
Every repeat visit remembered
Trackori remembers every f-Gas certifications, quarterly filter changes and more — reminding you before your competitor gets in first.
Every quote chased
Every commercial install tenders, retrofit quotes and open quote surfaces on your daily list until it's won or archived.
Built for the van and the site
Thumb-first, gloves-friendly. Voice notes, photos and measurements captured on site — filed against the customer automatically.
Trackori Network included
Your engineers, apprentices, office and trusted subcontractors share the same customer history. Nothing auto-broadcast. Sharing is opt-in per customer.
Real Trades. Real Jobs.
“One F-Gas reminder retained a £14,500 commercial maintenance contract.”
HVAC Contractor · Greater London
Why Trackori Trades
Built different. On purpose.
Generic CRM software is built for enterprise sales floors. HVAC Engineers don't work like that. HVAC Engineers live on site, run on repeat customers, win by remembering. Trackori Trades is built for that reality — the customer relationship layer for the way HVAC engineers actually work.
Frequently Asked
Straight answers.
What is Trackori Trades for HVAC Engineers?
Trackori Trades is a customer relationship management system built specifically for HVAC engineers. Every customer, every quote, every callback and every f-Gas certifications — tracked, remembered and followed up automatically.
How does it handle f-Gas certifications?
Every customer with a f-Gas certifications due gets a reminder before it's overdue — so you're first to reach out, not last. Compliance dates never slip.
What about commercial install tenders?
Every commercial install tenders is tracked from the moment you send it. Trackori chases at 3 days, 14 days, 30 days and 90 days automatically. Quotes stop dying of silence.
How much does Trackori Trades cost?
£19 per month for Trades Solo. £49 per month for Trackori Network with 5 users included, plus £9 per additional user. Both come with a 7-day free trial. Payment details required upfront to protect your data — you won't be charged unless your trial ends. Cancel any time during the trial to pay nothing.
Can my network use it?
Yes — Trackori Network is included in the £49/mo plan. Every engineer, apprentice, office manager, owner and trusted subcontractor sees the same shared customer history. Individual visibility controls stay private-by-default; sharing is per-customer.
Does it work on mobile and offline?
Yes — Trackori Trades is mobile-first and voice-native. Site notes, photos, quotes and callbacks all capture from your phone. Offline capture syncs when back in signal.
Do I need to replace my existing software?
No. Trackori Trades sits alongside job management tools (Tradify, Jobber, Fergus, Commusoft, ServiceM8, SimPRO) and accounting software (Xero, QuickBooks). It's the customer relationship layer — not a replacement for scheduling or invoicing.
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