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From the September tune-up rush to the January no-heat call—built for how heating season actually runs.
Quote a swap from the basement: the Weil-McLain, Burnham, Navien, or Viessmann unit, indirect tank, circulators, zone valves, expansion tank, venting, and permits—itemized and signed on your phone.
Tune-ups and cleanings are the backbone of the off-season. TrustPro schedules annual service, bills contracts automatically, and fills September before the first cold night fills your voicemail.
At 9 p.m. in January everyone promises to pay. Check the customer against verified contractor reviews and payment history before you commit a night call and a control board.
Collect for the no-heat repair when the radiators are warming up—card or ACH at the door, instant payouts the same day. Emergency work shouldn't turn into net-60 collections.
Oil-to-gas conversions, steam-to-hot-water discussions, combi and high-efficiency upgrades: present options side by side with clear line items so the homeowner can decide without a second visit.
Every boiler you service rides along: make, model, serial, aquastat settings, past repairs. Works offline in dead-signal basements and mechanical rooms, syncing when you're back upstairs.
Bill annual cleaning and service contracts automatically
Vet customers against contractor reviews and payment history before night calls
Quote Weil-McLain, Burnham, Navien, and Viessmann swaps with clean line items
Keep boiler make, model, serial, and repair history per property
Collect on no-heat emergencies before leaving the house
SMS reminders fill the fall tune-up calendar early
Present oil-to-gas and high-efficiency conversion options side by side
CSV export for your accounting software
Professional estimates, service contracts, and conversion proposals help you close more swaps and smooth out the seasonal cycle.
Automate estimates, contract billing, and payment collection so you can spend more time on the wrenches.
Collect at the door with instant processing and automated reminders. Stop letting January emergencies become March receivables.
Choose the plan that fits your business size
Common questions from business owners
Yes. Put every customer on a service contract with automatic billing and scheduled visits—cleanings, combustion checks, low-water cutoff tests on steam systems, and glycol checks where it applies. SMS reminders book the fall rush in August instead of leaving tune-ups to whoever calls first when it turns cold.
A no-heat call commits you to a night rate, a drive, and often an expensive part—an aquastat, a circulator, a control board—installed on the spot. TrustPro lets you check the customer against verified reviews and payment history from other contractors before you roll, so the one who stiffed the last three heating companies pays up front, and everyone else gets your normal terms.
That's exactly when to quote it. When a twenty-five-year-old section cracks, build the replacement estimate in the basement—unit, indirect water heater, circulators, zone valves, expansion tank, venting, permits—and present repair versus replace on the spot. The homeowner signs on your phone while the problem is still cold reality, not a mailed PDF they shop around.
Yes. Estimates and job records are fully flexible, so steam work—low-water cutoffs, pressuretrols, main vents, near-boiler piping—quotes as cleanly as hot-water zones, radiant loops, and indirect tanks. Each property's record notes what kind of system is in the basement before you ring the bell.
Yes. Make, model, serial, install year, aquastat and pressure settings, parts replaced, and every visit's notes stay on the property record. When a customer calls saying it's making that noise again, you know the boiler, the history, and what you'd bet it is—before you commit to a trip.
Plans start at $29/month with a free 14-day trial—no credit card required. Payment processing is 3.1% standard or 4.1% with instant payouts, and SMS reminders start at $0.045 per message.
A boiler swap is quoted in the basement, standing next to the old unit—and that's where TrustPro works best. Build the estimate on your phone with line items for the new Weil-McLain, Burnham, Buderus, Navien, or Viessmann boiler, an indirect water heater, Taco circulators, zone valves, the expansion tank, venting, and permits. Present good-better-best options—a cast-iron replacement against a high-efficiency condensing or combi unit—so the homeowner decides with the numbers in front of them. Digital signature, deposit collected, equipment ordered: the whole sale closes before you're back up the stairs.
Heating season compresses a year of drama into four months: the first cold snap, the holiday-week failures, the February control board that's suddenly urgent at 9 p.m. Emergency work commands emergency rates—but only if you actually collect. TrustPro lets you take card or ACH payment at the door while the radiators warm up, with instant payouts landing the same day. And before you roll on a stranger's midnight call, customer vetting shows verified reviews and payment history from other contractors—so the serial non-payer who's burned every heating company in the county pays up front or finds someone else to burn.
The boiler business has a shape: frantic from October to March, quiet from April to September. Annual service contracts flatten it. TrustPro bills cleaning and maintenance agreements automatically and schedules the visits—brushing and vacuuming the heat exchanger, combustion analysis, testing low-water cutoffs and relief valves, checking expansion tanks and bleeding radiators—through the months the phone doesn't ring. SMS campaigns in late summer book the fall tune-up rush before it becomes a rush, and every contract customer is first in line—at your priority rate—when their twenty-five-year-old boiler finally quits for good and the replacement quote is yours to lose.
Boiler work happens in the worst-signal room of every house. TrustPro's mobile app is built for it: pull up the property before you knock—system type, boiler model and serial, aquastat settings, what you replaced last winter—then work offline in the basement and sync when you're back upstairs. Photograph the cracked section or the corroded near-boiler piping and attach it to the estimate so the homeowner sees exactly what you saw. Collect payment at the kitchen table on the way out, and the invoice, the photos, and the service history are already filed.
From a solo oil-burner tech to a shop running steam, hot-water, and radiant crews, TrustPro scales with the work. Replacement proposals raise your close rate, service contracts smooth the seasonal cash cliff, and property-level boiler records make every callback faster and every future quote sharper. The exclusive TrustPro Referral Network accepts one boiler service company per state, connecting you with homeowners actively looking for heating help—yours alone, not a shared lead. Plans start at $29/month with a free 14-day trial, so it earns its keep by the first contract renewal it bills for you.
TrustPro brings estimating, invoicing, scheduling, and payments together for service businesses of every kind.
Join heating pros who run their estimates, contracts, and payments on TrustPro. Start your free 14-day trial today—no credit card required.
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