Estimating
What is HVAC Estimating Software for Commercial and Residential Contractors?
HVAC estimating software simplifies pricing on any type of HVAC job or project, quickly calculating construction estimating costs for time, materials, and margins with a cloud-based estimating tool.
Streamline HVAC Estimating
Streamline HVAC Estimating
Accurate Estimates
Sell more jobs from the office or field using HVAC takeoff software to draft detailed job estimates.
Jobs Priced Right
Calculate labor rates and material costs—and win more HVAC customers—with an accurate cost database.
Polished Proposals
Provide job estimates via professional, digital plans with photos, services, and material costs.
Profit-Growing Sales Tool
Empower techs to sell add-ons to commercial and residential jobs, using HVAC estimating templates.
“If we want to raise our price, I can do it in literally an hour, (and) we can distribute it out to the technicians.”
Adam Bardi
Bardi Heating, Cooling & Plumbing
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What Does HVAC Estimating Software Do?
Modern HVAC customer relationship management (CRM) software combined with the full functionality of field service management software enables commercial and residential HVAC shops to optimize every aspect of their businesses, using an all-in-one software platform. When it comes to presenting customers with a proposal for service work, ServiceTitan quickly builds good-better-best proposal options, giving customers multiple solutions for service and repair, while increasing average ticket size and growing revenue along the way. Beyond proposals, HVAC software empowers field service providers to embrace digital invoicing, utilize responsive dispatching and scheduling features, and offer customers GPS tracking, among other features.
What are the Benefits of HVAC Estimating Software?
Modern customer relationship management (CRM) software combined with powerful field service management software allows commercial and residential HVAC businesses to simplify the estimating process while giving field techs the best tools to close more sales at a higher average ticket. ServiceTitan’s best-in-class HVAC estimating software enables your technicians to build estimates with multiple price options. A quick turnaround on estimates—a proven way to increase estimate conversion rates—helps techs increase their average job ticket, earn more money, and excel at selling more jobs. The software also improves communication, streamlines project management and workflows, and reduces duplicate work. Keep everyone in your company on the same page with updates that sync instantly from the office to your technician’s tablet, whether creating invoices and estimates or capturing check or credit card payments. With real-time updates, you'll eliminate double data entry and decrease the potential for error.
How can HVAC Estimating Software Grow an HVAC Business?
HVAC contractors utilizing a modern, all-in-one estimating software can grow their profits without adding more office staff. With features like QuickBooks integration and pre-built, digital estimate templates with photos, services, and costs outlined, as well as real-time functionality that allows you to quickly calculate costs for time, materials, and profit margins, HVAC estimating software takes the guesswork out of job bidding, so your service techs price HVAC jobs accurately. But optimizing your estimating processes isn’t the only way to grow. In fact, ServiceTitan customers also grow their home service businesses through improved sales and service by technicians. ServiceTitan’s mobile app equips techs to arrive at each job fully informed, which leads to better customer service, more customer referrals, and better online reviews.
Does your HVAC Estimating Software Integrate with QuickBooks?
Yes. ServiceTitan's HVAC Software integrates with Intuit QuickBooks Online and with QuickBooks Desktop Premier and Enterprise editions. General contractors who serve both commercial and residential customers can take advantage of the QuickBooks integration to simplify accounting procedures and smooth the flow of information from invoice on the construction project site to reconciliation in your accounting software, without the hassle of double entry. That means you can ditch the Microsoft Excel spreadsheets.
How can Commercial HVAC Contractors Leverage Proposal Software to Grow their Businesses?
When scaling a commercial HVAC shop, analyzing the big picture proves critical. Proposal software delivers accurate pricing with commercial job costs broken down by time, materials, and profit margins, giving your service techs an easy way to pitch better HVAC proposals.