Jobtract

Everything a Canadian Contractor Needs, In One Platform

Jobtract combines AI-powered automation with every operational tool your HVAC or trades business needs — built specifically for Canada.

AI & Automation

Larry AI — Quote Generation

Generate professional quotes in 15 seconds, 24/7

Larry AI analyzes customer requests, blueprints, and your pricebook to produce detailed, professional HVAC quotes automatically — even while you sleep. Contractors report saving 3–5 hours per day on quoting.

AI Floor Plan Analysis

Upload a blueprint, get an instant material list

Upload any floor plan and Larry's AI vision analyzes room dimensions, identifies HVAC zones, and generates an accurate material list and labor estimate — eliminating manual takeoffs.

AI Scheduling Optimization

Maximize daily job capacity with intelligent routing

AI scheduling groups jobs by location, respects technician skills and availability, and fills scheduling gaps automatically — so your team runs at peak capacity every day.

AI Workflow Builder

Automate approvals, status updates, and follow-ups

Drag-and-drop workflow builder with AI-powered triggers. Automate invoice reminders, job status notifications, approval chains, and customer follow-ups without writing any code.

Custom AI Agent Builder

Build your own AI assistant for any business task

Create, train, and deploy custom AI agents for permit research, customer communications, estimating, and more. Publish to the Jobtract Agent Marketplace or keep them private.

AI Invoice Autopilot

Invoices generate and send themselves

When a job is marked complete, Larry AI generates the invoice, applies the correct tax rates (GST/HST/PST), and sends it to the customer — automatically.

Operations

Project Management

Full project lifecycle from estimate to final invoice

Real-time budget tracking with overage alerts, milestone management, team assignments, and profit/loss tracking per project. Connect projects to quotes, POs, expenses, and invoices automatically.

Scheduling & Dispatch

Drag-and-drop calendar with GPS field tracking

Interactive calendar with technician availability, drag-and-drop scheduling, recurring jobs, and real-time GPS field tracking. Customers receive automated appointment reminders by SMS and email.

Time Tracking & Payroll

Clock in/out, timesheets, and payroll management

Field technicians clock in and out from their phones. GPS verifies location. Timesheets route to managers for approval, then feed directly into payroll calculations.

Pricebook

Standardized pricing for consistent, profitable quotes

Manage labor rates by trade and skill level, equipment pricing with supplier catalogs, and markup percentages. Every quote pulls from the pricebook automatically.

Service Agreements

Never miss a maintenance contract renewal

Create maintenance contracts, track renewal dates, schedule recurring service visits, and automate renewal reminders. Service agreements are one of the highest-margin products in HVAC.

Equipment & Warranty Tracking

Full lifecycle tracking for every piece of equipment

Equipment registry with serial numbers, warranty expiry dates, service history, and automated maintenance reminders. OCR receipt scanning captures equipment details at purchase.

Financial

Invoicing

Professional invoices with Canadian tax handling

Create and send professional invoices with automatic GST/HST/PST for every Canadian province. Track payment status, send reminders, accept online payments, and sync with QuickBooks.

QuickBooks Integration

Bidirectional sync — no more manual bookkeeping

Jobtract syncs invoices, expenses, and payments with QuickBooks Online in both directions. Your accountant sees everything; you never re-enter data.

Expense Tracking

OCR receipt scanning with automatic categorization

Technicians photograph receipts in the field. OCR extracts line items, amounts, and vendor details automatically. Expenses link to projects and sync with QuickBooks.

Job Costing

Know exactly which jobs are profitable

Compare estimated vs actual costs for every job — labor hours, materials, overhead, and subcontractors. Identify which job types, technicians, and customers are most profitable.

Reports & Analytics

Revenue, profitability, and performance at a glance

Revenue reports, technician performance scores, customer lifetime value, job profitability, and financial dashboards. Export to CSV or sync directly with QuickBooks.

Compliance & Permits

Canadian Permit Search

Real-time permit data from 30+ Canadian municipalities

Search issued building permits across Vancouver, Calgary, Toronto, Edmonton, Surrey, and 25+ more cities using live open data APIs. Filter by address, permit type, date range, and status.

Team & Communication

Online Customer Booking

Customers book their own appointments 24/7

Customer-facing booking portal lets clients schedule service, maintenance, and inspections online. Reduces inbound phone calls and fills schedule gaps automatically.

Team Messaging

Encrypted team chat with Larry AI built in

Secure end-to-end encrypted messaging for your team. Chat with Larry AI inline for instant answers. Share job photos, voice messages, and documents.

Standard Operating Procedures

Document and enforce best practices

Create and manage SOPs for installations, maintenance, safety protocols, and quality standards. Track team acknowledgment and version history.

Ready to see these features in action?

Start a free trial — full access to every feature, no credit card required.

View Plans & Start Free Trial