HVAC estimating software in ServiceFlow Pro — a technician reviewing an on-site estimate with a homeowner for HVAC Services

HVAC estimating software

HVAC estimating software lets HVAC techs price from the book, turn the estimate into an invoice, and take a card or send a payment link before they leave. Built for HVAC owners who need seasonal maintenance campaigns, equipment history, and emergency call handling in one field service platform—not a generic CRM.

How HVAC estimating software works in ServiceFlow Pro

HVAC estimating software belongs on the truck: techs price from the book, convert the estimate to a job, and send a payment link before they leave. ServiceFlow Pro keeps that money path on the same record as Comfort Proposals and an HVAC equipment catalog; Price book with Diagnostic / Service Call, Seasonal Tune-up, and Emergency After-Hours. Repairs and system replacements start as a Comfort Proposal, priced from the book, then become an HVAC invoice on the same job.
HVAC contractors report 2x faster invoice collection — Online payments and field invoicing via mobile app. HVAC estimating software is how that shows up on a given job.
  • Comfort Proposals and an HVAC equipment catalog
  • Price book with Diagnostic / Service Call, Seasonal Tune-up, and Emergency After-Hours
  • Scheduling and dispatch board for installs and service calls

HVAC estimating software questions