HVAC, electrical and plumbing
ToolSwift for HVAC, electrical and plumbing suppliers
Give every trade account its own pricing, credit terms and order history, online and in the app.
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Your questions, answered
What HVAC, electrical and plumbing suppliers ask us
Can each trade account see its own pricing?
Yes. Customer groups carry tiered pricing, so each account sees the price it has earned.
See customer accountsCan a tech reorder the materials for a job quickly?
Yes. Customers reorder past orders in a few clicks from the storefront or the app, and Jobs keep each site's orders together.
See Pro accountsCan we quote a project and turn it into an order?
Yes. Build quotes, assign reps, track revisions, and convert approved quotes into orders, with the Takeoff Agent available for takeoff documents.
See quotesDo you connect to Prophet 21 and Eclipse?
Yes. ToolSwift connects to Epicor Prophet 21 and Eclipse, among other ERPs, and syncs orders, pricing, inventory, invoices and payments.
See integrationsCan I control how much credit each contractor has?
Yes. Assign credit limits, track available balance and usage, and tie net terms and payment options to each customer's credit.
See paymentsCan a tech scan a part's barcode to find it?
Yes. In the native mobile app, customers scan a UPC barcode to find a product and add it to their cart.
See the mobile appCan we handle will-call and delivery?
Yes. Orders can be picked up or delivered, with statuses such as Ready for Pickup and Out for Delivery, and delivery zones and rates you set.
See shippingCan several people at a contractor share one account?
Yes. A company can have several users who share its account, pricing and credit, and the company can mark users active or inactive.
See company users
In practice
A day for a trade supplier
- 1
Early: will-call and reorders
Techs reorder materials before heading out, from the app or the storefront.
- 2
Midday: quotes for projects
Reps build quotes and customers approve them online.
- 3
Afternoon: invoices and terms
Customers pay on terms within their credit, and invoices stay in sync with your ERP.
- 4
Evening: accounts at a glance
Balances, orders and quotes in one dashboard.
Built for you
Built for trade accounts
Account-based pricing
Each trade customer sees their own pricing and credit terms.
Learn moreQuotes that convert
Build quotes, track revisions and turn approved quotes into orders.
Learn moreFast reorders
Customers reorder past jobs in a few clicks, from the storefront or the app.
Learn moreTerms and payments
Net terms, ACH and cards tied to credit limits and AR status.
Learn moreYour ERP
Connect the ERP you already run, including Prophet 21 and Eclipse, and sync orders, pricing and invoices.
Learn moreDelivery
Delivery zones and rates, or a connected carrier.
Learn moreSee it in action
Reorder a job in one tap
Trade customers rebuild a past job's materials order and place it, at their own pricing.
- Past jobs ready to reorder
- Their own pricing and terms
- Available in the app and the storefront
Reorder a past job
Your pricing is applied automatically
Decking Project
15 items · Last ordered Aug 12
Basement Renovation
18 items · Last ordered Jul 29
Fence Line, Oak Street
9 items · Last ordered Jul 14
See what ToolSwift does for your business
Book a demo and we'll walk through the platform with your catalog and your workflow in mind.
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