Fortifiers for Trades

Trade workflows in one workspace.

Track leads, quote drafts, jobs, and follow-up tasks. AI suggestions require review; provider actions depend on workspace setup, policy, and customer permission.

Tailored Trade Solutions

Select your trade vertical.

These trade pages are illustrative examples. Available modules and integrations vary by workspace; confirm current capabilities in your account.

HVAC example

HVAC & Cooling

Organize HVAC enquiries, quote reviews, and job follow-up.

Trade terminology examples:

SEER2 / HSPF2: Seasonal Energy Efficiency Ratio measuring cooling & heating output relative to electrical energy. (reference only; verify with a qualified professional)

Load Calculation (Manual J): Engineering calculation of heat gain and loss determining required equipment tonnage. (reference only; verify with a qualified professional)

Explore HVAC & Cooling Example Example ↗

Electrical example

Electrical Contractors

Organize electrical service enquiries, quote reviews, and job follow-up.

Trade terminology examples:

Heavy-Up (Service Upgrade): Replacing existing lower-amperage electrical service (e.g. 60A or 100A) with a modern 200A or 400A service. (reference only; verify with a qualified professional)

Home Run: The cable run directly from the main service panel to the first device in an electrical branch circuit. (reference only; verify with a qualified professional)

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Plumbing example

Plumbing & Piping

Organize plumbing enquiries, quote reviews, and job follow-up.

Trade terminology examples:

Rough-in: The installation of all water supply pipes, drain lines, and vent stacks before walls and floors are closed. (reference only; verify with a qualified professional)

Thermal Expansion Tank: A safety vessel that absorbs excess water pressure caused by thermal expansion in a closed plumbing system. (reference only; verify with a qualified professional)

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Roofing example

Roofing & Exteriors

Organize roofing enquiries, quote reviews, and approved job follow-up.

Trade terminology examples:

Roofing Square: A standard unit of measure in roofing equal to 100 square feet of roof surface area. (reference only; verify with a qualified professional)

Waste Factor: The additional material required (typically 10% to 20%) to account for hips, valleys, rakes, and starter cuts. (reference only; verify with a qualified professional)

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The Architecture

Keep business records connected.

Fortifiers brings lead, quote, job, and task records into one workspace. Replace other tools only after checking the workflows and integrations your team actually uses.

Frank

Call prompts and intake

Create reusable call prompts and prepare campaigns for review. Outbound calls require configured lines, permission checks, and approval.

Freya

Context and scope review

Organize customer details and project notes; verify extracted or summarized information before using it in a quote.

Felix

Quote preparation

Prepare and review quotes using workspace information. Check scope, tax, pricing, and margin before sending.

Execution

Jobs and follow-up

Track jobs, tasks, and next steps. Scheduling and customer notifications depend on the features configured for your workspace.

Bring trade work into one workspace.

Review the workflow examples and check the current plans for features, pricing, and trial availability.