How It Works

From job details to a cleaner order, step by step.

TradeFlow gives HVAC teams a simple flow for building material orders with less backtracking, fewer missed parts, and a clearer handoff between office and field.

The workflow

A cleaner process for building job orders.

Instead of piecing materials together from memory or scattered notes, TradeFlow breaks the order into clear categories so every stage stays organized.

01

Enter the job information

Start with the address, builder, homeowner, lot number, square footage, gas line status, and job notes.

02

Build out the core duct layout

Move through first floor and upstairs sections to capture the main boxes, fittings, and duct sizes needed for the job.

03

Add supporting categories

Fill in drain, venting, and consumables so the smaller but critical materials are included before anything gets sent out.

04

Capture special notes by page

Use the additional materials fields to track one-off items, exceptions, or job-specific needs while you are already in that section.

05

Review before generating

Finish with a more complete order that is easier for your team to understand, prepare, and execute.

Why this helps the office

It gives estimators and coordinators a repeatable structure so orders can be built faster and with more consistency.

Why this helps the field

Clearer orders reduce confusion, help crews trust the handoff, and make missing items easier to catch earlier.

Why this helps the business

Better organization means less rework, fewer forgotten materials, and a more professional workflow from start to finish.

Start using it

Open the app and put the workflow to work on your next order.

TradeFlow is built to make ordering faster, cleaner, and easier to trust across the whole team.