HVAC Estimating Software

HVAC Estimating Software Lets You Create Professional Estimates Anytime, Anywhere

Accurate estimates are vital for attracting new clients and boosting sales. Our user-friendly HVAC estimating software simplifies the estimation process, making it a perfect fit for HVAC businesses, regardless of their level of technical expertise. With our software, you can:  

• Create estimates on-site using the mobile app, which back-office staff can review and finalise. 
• Attach supporting documents, notes, photos, and videos captured by technicians in the field to your estimates. 
• Accelerate the approval process with instant client approvals through our customer portal. 
• Use Quick Filters to effortlessly locate Estimates, Invoices, Purchase Orders, and Service Contracts. 
• Segment estimates into detailed sections for client review and approval, facilitating clear communication and reducing the need for numerous revisions. 
• Streamline your estimating process with customisable templates for frequent jobs, enhancing efficiency and consistency.

Use HVAC Estimating Software to Customise Your Quotes

In the competitive HVAC industry, maintaining a professional image is key to attracting and retaining clients. Our software allows you to use pre-designed templates or create a custom estimate that not only maintains your brand identity but also enhances your professional reputation. You can save preferred templates for quick access and use them to produce multiple estimates efficiently.   

Monitor All HVAC Estimates & Inquiries with Real-Time Dashboards

Our real-time dashboards centralise all estimates and inquiries, serving as a powerful forecasting tool. They enable you to:  

• Track the number of estimates issued by customers or sites. 
• Monitor the value of pending estimates. 
• Analyse the likelihood of converting each estimate into a job. 
• Assess the average value of estimates. 

Create dynamic, custom dashboards to gauge business performance, identifying profitable areas and opportunities for productivity enhancements. 

Review Pending HVAC Estimates Efficiently

Keep track of pending estimates via email notifications. If awaiting client feedback, monitor their engagement with the estimates through email open and click rates. This insight allows for timely follow-ups to ensure client engagement and prompt approvals. 

Convert HVAC Estimates to Jobs Seamlessly

Our HVAC estimating software significantly reduces administrative tasks by automatically converting approved estimates into jobs. This feature ensures that all job details are transferred accurately to the technician's job sheet, allowing for quick deployment and enhanced daily productivity.  

• Quickly upgrade estimates to jobs, manage payments, and issue purchase orders simultaneously. 
• Enhance quote accuracy by including details like the make and model of equipment. 
• Preview job profitability during quoting, helping you decide on job viability in advance.

Enable Online Quote Approvals

Our software allows office staff to email estimates directly to clients, streamlining the approval process. Clients can view, approve, and even pay a deposit through the customer portal. This method reduces administrative burdens and highlights your professionalism. 

Manage Costs Effectively

Ensure your work is profitable by specifying labour and parts costs, including mark-ups when creating new estimates. Our Schedule of Rates feature helps price jobs efficiently. Additional information, such as uplifts, discounts, and subcontractor costs, can be included for greater clarity and transparency, giving you peace of mind about your business's financial health.  

With integrated payment solutions like Stripe, managing deposits and taking payments is simplified, enhancing the overall customer experience.