Estimates for HVAC contractors

HVAC estimate software that gets the yes in writing.

Build the estimate on site from your pricebook, add options, and email it before you leave. Customers approve online by typing their name.

Sample HVAC estimate

Scope of work

Replace the 3-ton split system with a new condenser, matched coil and air handler, reconnect line set and thermostat, and test the system.

Sample line items. You set every price.

1
Add line items from your pricebook
Pick saved items or type new ones. Each line has a quantity and unit, so it works for jobs of any size.
2
Write the scope of work
Spell out exactly what's included, so there are no surprises when the invoice goes out.
3
Offer options
Group choices into options so the customer picks the one that fits their budget.
4
Send it and get approval
The customer opens the estimate from the email and accepts it by typing their name. No account needed.

Every estimate goes out as a clean PDF with your business details.

Multipliers apply to labor lines when the work falls outside normal hours.

Set how long an estimate stays valid, so a months-old estimate can't be accepted by surprise.

Accepted estimates become jobs, and the line items carry through to the invoice.

Can customers approve HVAC estimates on their phone?

Yes. They open the estimate from the email, choose any options and accept it by typing their name. They don't need an account.

Does Tradesman set my prices?

No. You set every price. Tradesman keeps them in your pricebook so you can reuse them on the next estimate.

Can I turn an approved estimate into a job?

Yes. Convert it to a job, schedule it and assign your crew. The line items carry over to the invoice when the work is done.