Build and send quotes, then turn approved estimates into active jobs instantly. Sync crews, schedule and track every step, start to finish.
Send clear, branded proposals and add multiple options to help customers trust your work and choose with confidence.
Build estimates in minutes using pre-set templates with pricing, photos, and service details.
Include “good, better, best” packages and built-in financing to help customers find the right fit.
Offer side-by-side comparisons that make every option simple and clear.
Build your Price Book in minutes. Eliminate guesswork, stay consistent, and give customers clear, upfront pricing they can trust.
Import your services, rates, and materials directly from any spreadsheet.
Pull pre-set pricing into estimates for quick, detailed HVAC quotes in the field.
Add, customize, and update anytime to stay current across jobs and crews.
Keep every step connected—from the first quote to the final payment—so you’re always organized and in control of jobs and cash flow.
Collect e-signatures and deposits, and turn approved estimates into jobs instantly.
Keep notes, pricing, and approvals linked to every customer for a clear record.
Skip the paper chase with automated follow-ups on open estimates and invoices.
Create, send, and track estimates right from your phone, tablet, or desktop. Keep your crew informed and connected—in English or Spanish.
Build HVAC quotes on-site with access to job and customer details in real time.
View estimates, schedules, and updates in one simple dashboard to stay organized.
Keep working from anywhere—job info is always available, even without Wi-Fi or signal.
HVAC estimating software helps contractors create accurate quotes in less time. It tracks costs, standardizes pricing, and gives customers clear, professional estimates they can approve on the spot.
HVAC estimating software saves time, improves accuracy, and makes it easier to win jobs. Standardizing pricing builds customer trust and helps protect your profit margins.
Residential and commercial HVAC contractors should look for estimating features that make quoting fast, accurate, and professional.
Look for software like Housecall Pro with mobile-ready quoting so techs can build and send HVAC quotes from the field. Automated job costing that factors in labor, materials, and overhead, and QuickBooks integration to keep finances synced without duplicate entry.
These features streamline the estimating process for small residential shops and large commercial HVAC businesses alike.
The right solution should combine quoting with the other essentials of running an HVAC company, all in one easy-to-use platform.
Yes. Estimates, invoices, and payments sync directly with QuickBooks to reduce manual entry and keep your accounting accurate.
HVAC estimating software works by helping contractors calculate material, labor, and equipment costs for each project through an organized digital system.
Users can reference a database of industry-standard rates and parts to ensure consistent and accurate estimates. Reports and templates can be generated quickly, helping mechanical and ductwork contractors save time and minimize manual errors.
This process improves efficiency and ensures customers receive precise, professional estimates that reflect actual project requirements.
Sending professional HVAC estimates requires software that helps contractors calculate project costs, material needs, and labor efficiently.
Housecall Pro enables HVAC businesses to prepare clear, itemized estimates that reflect real project requirements such as ductwork, equipment, and mechanical service needs.
Estimates can be shared instantly, allowing customers to review and approve them conveniently. This streamlined approach strengthens professionalism, improves accuracy, and helps HVAC companies manage proposals faster and more effectively.
The best HVAC quoting software is designed to help contractors generate fast, accurate, and professional estimates tailored to their specific mechanical and ductwork projects. It should include access to a comprehensive database of materials, service rates, and industry standards to ensure consistency across proposals.
Housecall Pro provides these tools while allowing HVAC professionals to calculate costs, manage proposals efficiently, and share them seamlessly with customers—helping businesses improve accuracy and streamline their sales process.
Stay connected from office to jobsite—schedule, dispatch, and manage every service call on the go.
HVAC invoicing software that helps you bill jobs quickly, reduce errors, and speed up payments.
Simplify accounting and ensure accurate finances with QuickBooks HVAC software integration.
Deliver precise flat-rate HVAC pricing and transparent quotes to maximize profits and earn trust.
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