Business Management Bundle

Business Management built for HVAC, plumbing, electrical, and trade businesses.

Tropical Hill manages leads, customer records, job scheduling, estimates, and invoices — one system instead of five, so the next job doesn't slip through.

Built for small and growing trade businesses juggling calls, quotes, and jobs across texts, whiteboards, and half-used field service software.

Tropical Hill Business Management dashboard

How it works

From signup to a working pipeline your whole team uses.

1

Add your team and customers

Set up users, import existing leads and customers, and connect your Gmail if you want email in one place.

2

Leads and jobs flow in automatically

Calls, forms, and referrals land in one pipeline — from a connected Tropical Hill website or entered directly.

3

Track work from first call to paid invoice

Schedule jobs, send estimates, convert them to invoices, and see what's outstanding without switching tools.

What's included

Everything a trade business needs to run leads, jobs, and payments in one workflow.

Captures new leads and customer details

Every call, form, and referral lands in one place — no more digging through texts and sticky notes to find who called about what.

Keeps follow-ups and job tasks visible

Assign work, set due dates, and see what's on deck for the crew today — nothing slips through because it's buried in someone's inbox.

Tracks estimates, invoices, and payments

Send quotes, convert them to invoices, and track what's paid and what's outstanding, without switching between separate tools.

Adds website support when your shop needs it

Pair Business Management with a Tropical Hill website and leads flow directly into your pipeline — no manual entry, no missed forms.

A closer look

Take a tour of the screens your team will use every day.

Every lead's details, in one place

Every lead's details, in one place

Contact info, tags, notes, and history for each lead — nothing scattered across texts or sticky notes.

See your week at a glance

See your week at a glance

Calls, demos, and follow-ups laid out by day so the whole team knows what's due and who's on it.

Estimates that convert to invoices

Estimates that convert to invoices

Build a quote once, send it to the client, and turn it into an invoice with one click when it's approved.

Invoices that track what's owed

Invoices that track what's owed

Line items, tax, and balance due are calculated automatically, so you always know what's outstanding.

Jobs mapped and scheduled

Jobs mapped and scheduled

See where the crew is headed today on a map, plus the upcoming schedule for the whole week.

Ready when you are

See it live before you commit

Preview a live Business Management demo, or start your free trial and get set up in minutes.

Need a business website too? See the Website Bundle, or check the FAQ for common questions.