Our Top Picks

AccuQuote-Direct
AccuQuote Direct
AccuQuote has three HVAC estimating solutions. There's a free starter interactive bid calendar, a full professional CRM system, and an enterprise system for large organizations. AccuQuote is web-based and includes a customer database, HVAC estimating module, and reporting. There's an automated quote library, automated workflow, and centralized control of specifications costs and pricing. It's possible to track bid success rates and measure the profit margins on each job.

Pros & Cons

Pros

  • Integrates easily with other software
  • Three pricing structures to suit different budgets and business needs
  • Convenient customer data storage

Cons

  • Supports web-based deployment only
  • Doesn't include a maintenance scheduling function

What Customers Are Saying

AccuQuote Direct's customers say the software makes it easier to achieve consistent pricing across multiple locations. They also like the time-saving features and say it helps significantly reduce the amount of time it takes to produce a proposal. Reviews also mention that the customer service team is responsive and works with users to adapt the software to their individual business requirements.

Summary

AccuQuote-Direct
AccuQuote Direct
  • Starting Price
    • AccuQuote Starter Interactive Bid Calendar: Free/Unlimited Users
    • AccuQuote Professional Full CRM System: $50/seat
    • AccuQuote Enterprise More Than 40 Seats: Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based
  • Support Options
    Email, Phone
  • Billing/Invoicing
    No
  • Customer Database
    Yes
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
Benchmark-CAD
Benchmark CAD
Benchmark CAD is a complete HVAC design, estimating, fabrication, and installation package. It's compatible with AutoCAD but can be used on its own. Users can produce detailed and itemized layouts, check for conflicts, and automatically download information for the cutting shop.

Pricing for the HVAC design package is $112.50 per user per month, with separate pricing for additional functions like engineering estimator and fabricator. It's available for Windows, Mac, or in the cloud.

Pros & Cons

Pros

  • Multiple installed and web-based deployment options for Windows and Mac
  • Generates useful performance reports for business analytics
  • Integrates with existing software

Cons

  • No free trial or demo available
  • Doesn't generate bills or invoices

What Customers Are Saying

We were unable to find any customer reviews or testimonials for Benchmark CAD software.

Summary

Benchmark-CAD
Benchmark CAD
  • Starting Price
    • $112.50/month
  • Free Trial/Demo
    Not Provided
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    No
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    No
E4P (Estimating 4 Profit) is a cloud-based HVAC service agreement estimating package. Working from a standard template supported by a comprehensive rates table, E4P allows estimators to quickly and efficiently put together detailed HVAC service sales proposals. There's a list of over 2,500 standard HVAC items to choose from, together with 195 task sheets. Its structured approach and selectable profit parameters improve estimation accuracy and consistency. E4P's interface lets users review previous estimates and track leads.

Pros & Cons

Pros

  • Web-based and cloud deployment
  • Includes a quoting and estimating function
  • Free demo

Cons

  • No customer data storage
  • No billing or invoicing functionality

What Customers Are Saying

We couldn't find any online customer reviews of E4P software.

Summary

  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    No
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
Esticom is a complete HVAC estimating package, allowing users to quickly prepare automated HVAC installation estimates. Working from the client's HVAC layout drawing, Esticom automatically recognizes and counts standard HVAC symbols to produce a detailed equipment list. Sheet metal and wiring requirements are determined from linear measurements taken from drawings. A configurable material database calculates material and labor prices.

There's a free initial trial. Esticom's SaaS solution has two modules: an estimating module and a sales or project management module.

Pros & Cons

Pros

  • 14-day free trial
  • Generates performance analytics reports
  • Supports integration with other software commonly used by HVAC businesses

Cons

  • Web-based deployment only
  • Online support is unavailable, although the company offers telephone and email assistance

What Customers Are Saying

According to online reviews, many Esticom customers find that the software helps them process takeoffs significantly faster and offers decent flexibility to adapt it to their business model. Another area where Esticom seems to do well is ease of use, and several reviewers say they were able to learn to use the software effectively after a few quick tutorials.

Summary

  • Starting Price
    • ESTIMATOR: $139/month/user
    • SALES: $30/month/user
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based
  • Support Options
    Email, Phone
  • Billing/Invoicing
    No
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
FastPIPE-_-FastDUCT
FastPIPE & FastDUCT
FastPIPE and FastDuct are two complementary software solutions for semi-automatically measuring and estimating HVAC piping and ducting systems from CAD drawings. Each is supported by extensive master catalogs listing HVAC products from virtually every manufacturer. On-screen digitizers extract information directly from digital plans, allowing estimators to quickly and accurately prepare material lists and estimate fabrication costs.

The software is available for Windows or Mac. Pricing includes purchase or leasing. Each product is sold separately, with a charge of $4,995 for the first and a reduced price of $2,495 for the second.

Pros & Cons

Pros

  • Free demo
  • Supports installed deployment for Mac and Windows
  • Company provides email and live support for troubleshooting

Cons

  • No cloud or mobile deployment
  • Doesn't integrate with other common HVAC software

What Customers Are Saying

FastPIPE and FastDUCT reviewers appreciate that the software is customizable, allowing them to adapt it to their working style and business needs. Several reviews also praise the high-quality customer service and say the support team responds efficiently to problems and questions. Customers also find the software easy to use and say it helps them save significant time on generating accurate quotes.

Summary

FastPIPE-_-FastDUCT
FastPIPE & FastDUCT
  • Starting Price
    • Purchase: $4995
    • Lease: $225/month
    • Purchase: $2495
    • Lease: $93/month
  • Free Trial/Demo
    Free Demo
  • Deployment
    Mac, Windows
  • Support Options
    Email, Live Support
  • Billing/Invoicing
    No
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
FieldEdge Logo
FieldEdge
FieldEdge is a comprehensive HVAC field management and service software solution. It's aimed at HVAC service companies with a full set of customer management tools. These include modules for scheduling work, customer management, quotes, and invoicing. Using cloud technology, FieldEdge links field technicians to the office to allow instant allocation of work, invoicing, and payments. Additionally, the software syncs directly with QuickBooks, providing real-time financial updates.

Pros & Cons

Pros

  • Web-based and mobile deployment on iPhone and Android devices
  • Integrates with existing business software
  • Free demo

Cons

  • No installed deployment
  • Online customer service is unavailable, although the company offers email and phone support

What Customers Are Saying

Online reviewers speak highly of FieldEdge's customer support department and say representatives are responsive to their requirements and concerns. Customers also mention that the company regularly releases new features to continually improve and diversify the software's functions. Several reviewers say the software is user-friendly and provides good value for money.

Summary

FieldEdge Logo
FieldEdge
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Email, Phone
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
ITrust PRO Logo
iTrust PRO
iTrust PRO is a mobile app available for Android and iOS. Although not specifically for HVAC, it's ideal for small contractors as a comprehensive tool for generating leads, quoting, work scheduling, and invoicing. Users can create a search-friendly web page so customers can find the company. The app lets you schedule customer appointments and prepare and send estimates.

Once you've won the order, use the app to invoice customers and receive payments electronically. iTrust PRO comes in three versions: Ready, Grow, and Excel, each with different features.

Pros & Cons

Pros

  • Affordable monthly fees and a choice of three subscription options
  • Web-based, cloud, and mobile deployment on Apple and Android devices
  • Free trial

Cons

  • No reporting function
  • No installed deployment

What Customers Are Saying

Online reviews say iTrust Pro has a responsive customer service department that helps them resolve issues quickly. Several customers also mention that they appreciate being able to control multiple functions from a single interface and the software is easy to use and navigate.

Summary

ITrust PRO Logo
iTrust PRO
  • Starting Price
    • Ready: $14.99/month
    • Grow: $39.99/month
    • Excel: $69.99/month
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Online
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
Jobber is an HVAC contracting application offering numerous features. Available in versions for single users, up to seven users, and large teams, the application provides tools for customer management, a client portal, job quoting, scheduling, invoicing, payments, and reporting.

Depending upon the version, there's also integration with QuickBooks, time and expense tracking, online booking, and lead management. The software is web-based and accessible through the internet on computers and mobile devices.

Pros & Cons

Pros

  • Three monthly subscription options, including a very affordable CORE package
  • Multiple functions in a single interface, including report generation, billing, and invoicing
  • 14-day free trial

Cons

  • No installed deployment

What Customers Are Saying

Several online reviews say Jobber helped them rapidly grow their HVAC businesses and allowed them to streamline their workflows to save time. Customers also say the software is quick to learn and set up and offers a wide range of functions for an affordable price. Integration is also a positive, and customers appreciate being able to connect Jobber with their accounting software.

Summary

  • Starting Price
    • CORE: $29/month
    • CONNECT: $99/month
    • GROW: $199/month
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Phone, Live Support
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
JobFlex is an Android application for managing HVAC estimating, invoicing, and billing. It's primarily intended for use by small contractors with a single employee, but there's also a Pro version for contracting companies with multiple employees. A unique feature is that the Android version is self-contained and doesn't need an internet connection.

Everything is stored on your phone, but you do need a connection to send invoices and receive payments from clients. It includes configurable item price-lists for creating estimates on the go, along with professional templates for invoicing customers.

Pros & Cons

Pros

  • Highly affordable monthly subscription fees
  • Easy to integrate with existing business and accounting software
  • Convenient billing and invoicing function

Cons

  • Only supports web-based deployment on Android devices
  • Lacks a customer data storage feature

What Customers Are Saying

Online reviewers appreciate that JobFLEX allows them to include photos and their business logo to create professional-looking quotes. Another positive is JobFLEX's report generation function, and customers say it allows them to keep track of their sales performance and inventory easily. Some reviews also mention that the software helps them save significant time on calculating estimates, enabling them to focus on sales and other crucial operations.

Summary

  • Starting Price
    • BASIC: $8/month
    • PRO: $15/month
  • Free Trial/Demo
    Free Trial
  • Deployment
    Web-Based, Android
  • Support Options
    Email, Phone
  • Billing/Invoicing
    Yes
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    No
JobNimbus Logo
JobNimbus
JobNimbus is a project management and CRM solution intended for contractors, landscapers, and remodelers. Available through the web on a monthly subscription per user, JobNimbus provides the right tools for small and medium-sized contractors to manage and grow their business. It includes tools for tracking leads, creating estimates, invoicing, and payments. A reporting system helps keep track of your team, view sales performance, and create custom reports. A mobile application means everyone is on the same page.

Pros & Cons

Pros

  • Low monthly fees and a three-tiered subscription structure
  • Includes online support and troubleshooting during regular business hours
  • Easy to integrate with other business software

Cons

  • Lacks a service history function
  • No installed deployment

What Customers Are Saying

Reviewers say JobNimbus is straightforward to learn and use, and they appreciate the video tutorials that help them easily understand its operations. According to customers, the software's automation functions are a useful time-saving feature, and several say it helped them streamline the estimation process. Reviewers also appreciate the reminder emails that help them keep on top of their to-do lists.

Summary

JobNimbus Logo
JobNimbus
  • Starting Price
    • Basic: $25/month/user
    • Pro: $35/month/user
    • Advanced: $75/month/user
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
Methvin-Construction-Management-Suite
Methvin | Construction Management Suite
Methvin is a complete online estimating and tendering tool for contractors. It's an all-in-one tool containing everything needed to prepare estimates and publish quotations. Drawings and documents are stored within the system, and there's a take-off tool for measuring and digitizing images on drawings.

Although primarily available as SaaS, Methvin can be hosted on your server. It's accessible through Windows, Mac, iOS, and Android. Methvin includes collaborative tools, allowing everyone in the workforce to keep in contact when working together on projects.

Pros & Cons

Pros

  • Offers a free version and an affordable monthly business subscription
  • Business subscribers receive a generous six-month free trial
  • Support and troubleshooting available 24/7 from an online representative

Cons

  • Doesn't store customer data
  • No billing or invoicing function

What Customers Are Saying

Online reviewers say Methvin provides outstanding accuracy, allowing them to save significant time on double-checking their estimates. Several customers say they appreciate being able to export information to PDF and Excel and like being able to integrate it with their existing software. Another plus is its easy-to-use interface, and customers say it's straightforward to learn and use without significant computer literacy.

Summary

Methvin-Construction-Management-Suite
Methvin | Construction Management Suite
  • Starting Price
    • Free version available
    • Business: $27/month
    • Enterprise: $165/month
  • Free Trial/Demo
    6-Month Free Trial for Business Plan
  • Deployment
    Installed - Mac
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Support Options
    24/7 (Live Rep)
    Online
  • Billing/Invoicing
    No
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
MHelpDesk Logo
mHelpDesk
mHelpDesk was created to provide a rock-solid platform for managing the service industry. Built to run on Amazon's elastic cloud service, the software has excellent functionality and is fully scalable.

Features include contract management, HVAC unit tracking, scheduling, dispatching, work order management, and invoicing. mHelpDesk works on desktop and mobile devices and integrates with QuickBooks. There's a powerful job management system that integrates key activities like scheduling, dispatch, and billing. Automated notifications and simple communication capabilities keep everyone on track.

Pros & Cons

Pros

  • Integrates with other HVAC business and accounting software
  • Convenient billing and invoicing function
  • Customer support via email and phone

Cons

  • Web-based deployment only

What Customers Are Saying

Several online reviews mention mHelpDesk's flexibility as a major positive and say it helps streamline their work processes to provide more efficient service to customers. They also appreciate the software's automation functions that help them save time on data management and scheduling. Reviews speak highly of mHelpDesk's support team and say representatives respond quickly to questions and problems.

Summary

MHelpDesk Logo
mHelpDesk
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Email, Phone
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
PlanSwift Logo
PlanSwift
PlanSwift is a Windows-based contractor estimating and planning program. Its HVAC solution helps estimators quickly identify requirements and prepare accurate mechanical equipment estimates. These include working from digital plans to identify items of equipment and their location as well as ductwork and pipework requirements.

PlanSwift calculates room volumes to assess heating and cooling requirements. Accessing comprehensive built-in catalogs, the software can instantly estimate projected costs.

There's a one-time license fee that includes support for one year and an optional annual support package thereafter.

Pros & Cons

Pros

  • Integrates with existing business software
  • 14-day free trial
  • Generates bills and invoices

Cons

  • Windows deployment only
  • No customer data storage function

What Customers Are Saying

Customer reviews say PlanSwift provides efficient support to its users and works hard to troubleshoot problems. Users also appreciate its user-friendly interface and say it's highly intuitive to learn and use. Customers are generally satisfied with the training provided by PlanSwift and find the regular webinars a useful feature.

Summary

PlanSwift Logo
PlanSwift
  • Starting Price
    • PlanSwift Professional:
    • $1,595
  • Free Trial/Demo
    14-Day Free Trial
  • Deployment
    Windows
  • Support Options
    Email, Phone
  • Billing/Invoicing
    Yes
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    No
Professional Estimating Systems Logo
Professional Estimating Systems
Professional Estimating Solutions is a complete solution for calculating and pricing HVAC ducting and pipework. It's available for Windows 10, 7, and XP on a one-time license fee.

A unique feature of this software is the ability to compare up to four different types of sheet metal ducting as well as three different types of welding methods. The software includes spreadsheets for common HVAC calculations.

You can use this software to calculate labor and material costs for all HVAC installations.

Pros & Cons

Pros

  • 24/7 live representative and online support during business hours
  • 30-day free trial
  • Allows customer data storage

Cons

  • No integration with other business software
  • Only supports installed deployment on Windows

What Customers Are Saying

Testimonials on the Professional Estimating Systems website say the software delivers on the manufacturer's promises and has a logical, user-friendly interface. Customers appreciate the company's commitment to continuous improvement and say regular updates make the software more useful and convenient. They praise the software's accuracy and say it gives them greater confidence when submitting estimates.

Summary

Professional Estimating Systems Logo
Professional Estimating Systems
  • Starting Price
    • Full version:
    • $1,395
  • Free Trial/Demo
    30-Day Free Trial
  • Deployment
    Installed - Windows
  • Support Options
    24/7 (Live Rep)
    Business Hours
    Online
  • Billing/Invoicing
    No
  • Customer Database
    Yes
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
QuoteSoft Logo
QuoteSoft
Intended for HVAC contractors bidding for medium to large projects, QuoteSoft from ConstructConnect offers a suite of automated digital take-off tools, letting you itemize and cost large installations quickly and accurately. The solution includes a database of items and equipment as well as costs and specifications. This solution is intended for use in the mechanical and plumbing trades and covers HVAC piping and ductwork.

QuoteSoft is part of ConstructConnect's platform that helps contractors find and bid for projects.

Pros & Cons

Pros

  • Multiple deployment options, including mobile, installed, and cloud-based use
  • Online customer support available during business hours
  • Easy to integrate with other business software

Cons

  • No installed deployment on Mac computers
  • No bill and invoice generation function

What Customers Are Saying

Customer reviews say QuoteSoft helps them generate accurate estimates far more quickly than traditional methods by using their existing shop data. Users also praise its user-friendly structure, and some say it's easier to use than comparable products they've used in the past. Reviewers appreciate the service provided by the customer support team and praise its responsiveness and willingness to resolve issues.

Summary

QuoteSoft Logo
QuoteSoft
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    No
  • Customer Database
    Yes
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
Service Fusion Logo
Service Fusion
Service Fusion is a complete service management solution for small and medium-sized contractors. It includes estimating, job management, scheduling, and dispatching functions along with project management tools. Other features include customer management, invoicing, payment processing, and integration with QuickBooks.

There are three options, each with additional features for a fixed monthly fee with no user limitations. Additional features of the more advanced packages include job photo uploads, inventory management, open API integration, and electronic document signing.

Pros & Cons

Pros

  • Integrates with existing business software
  • Mobile deployment on iOS and Android devices
  • Online support during regular business hours

Cons

  • No installed deployment
  • Monthly subscription costs for Pro version are relatively expensive

What Customers Are Saying

According to online reviews, the Service Fusion interface is intuitive and easy to learn and use. Customers say the onboarding process is high-quality and that the customer service team responds efficiently to questions and problems. Users also praise the company's willingness to generate updates in response to customer feedback.

Summary

Service Fusion Logo
Service Fusion
  • Starting Price
    • Starter: $99/month
    • Plus: $199/month
    • Pro: $349/month
  • Free Trial/Demo
    Free Demo
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
ServiceTitan Logo
ServiceTitan
ServiceTitan is a web-based HVAC service and contract management tool. It integrates different functions such as service call requests, estimating, job reporting, and invoicing. Its primary market is for small to medium-sized organizations involved in domestic and commercial HVAC service and installation work.

Estimating tools include parts catalogs, allowing the estimator to list all items required for a job along with the cost price and mark-up. Mobile apps let technicians close off work and process customer payments. ServiceTitan also includes sales features for technicians to perform mobile sales presentations.

Pros & Cons

Pros

  • Integrates with existing HVAC business software
  • Free demo
  • Features include invoicing, data management, and reporting functions

Cons

  • Only supports web-based deployment

What Customers Are Saying

Reviewers say ServiceTitan helps them create a good impression for clients by improving communication and allowing automation for a streamlined experience. Some customers also say the software helped improve their sales figures because it allowed them to generate slick, professional-looking invoices.

Summary

ServiceTitan Logo
ServiceTitan
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Email, Phone
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
SimPRO Group Logo
simPRO Group
simPRO is a complete HVAC management solution for small and medium HVAC contracting companies. Modules including field service management, job management, project management, inventory management, and business reporting. The software is web-based and accessible through a browser, Android, and iOS.

Notable features include job progress tracking, automated data entry, and numerous third-party integrations. Optional add-ons include electronic form generation, VoIP communication, fleet tracking, and advanced business intelligence reporting.

Pros & Cons

Pros

  • Free demo
  • Integrates smoothly with common business and accounting software
  • Generates useful performance reports

Cons

  • Doesn't support installed deployment
  • Online support unavailable

What Customers Are Saying

Online reviewers say simPRO Group helps improve communication across multiple locations, allowing them to spend time and money on clarifying job statuses. Customer feedback shows that the software can help businesses generate estimates and invoices more efficiently, and users appreciate the professional appearance of documentation generated by the software.

Summary

SimPRO Group Logo
simPRO Group
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, iPhone / iPad, Android
  • Support Options
    Email, Phone
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes
STACK is an all-in-one pre-construction estimating solution for general contractors and manufacturers. Advanced estimating capabilities let you load and store drawings and contract specifications. Take-off tools let users measure volumes and assess material requirements directly from electronic drawings.

STACK is web-based and available on Mac, Windows, iOS, and Android. STACK integrates with numerous third-party bidding, CRM, and office tools. There are a free version and several subscription options offering additional features and user amounts.

Pros & Cons

Pros

  • Free version available alongside a choice of two yearly subscription options
  • Multiple deployment options, including web-based, cloud-based, and installed deployment on Mac and Windows
  • Integrates easily with other business software

Cons

  • Doesn't generate bills or invoices
  • Lacks a customer data management system

What Customers Are Saying

Reviewers appreciate being able to access customer support directly from the STACK app and say they receive prompt help with any queries. Customers say the development team regularly releases updates and the software offers useful features not included in solutions they've previously tried.

Summary

  • Starting Price
    • Free version available
    • Start: $1,999/year
    • Grow: $4,999/year
    • Build: Custom Quote
  • Free Trial/Demo
    Free version available
  • Deployment
    Installed - Mac
    Installed - Windows
    Web-Based, Cloud, SaaS
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    No
  • Customer Database
    No
  • Maintenance Scheduling
    No
  • Quotes/Estimates
    Yes
ThermoGrid Logo
ThermoGrid
ThermoGrid from ECI is a complete business management solution for small and medium-sized HVAC, plumbing, and electrical contractors working in the residential and commercial fields. It's cloud-based, so users don't have to worry about infrastructure.

Features of ThermoGrid include customer management, job costing, ordering, inventory, dispatching, accounting, invoicing, and reporting. The job costing module integrates with each function, pulling through real and accurate data to provide realistic estimates. All information including estimates and actual job costs is available in real-time.

Pros & Cons

Pros

  • Free demo
  • Suitable for both iOS and Android mobile users
  • Includes an invoice and bill generation feature

Cons

  • Unsuitable for installed deployment

What Customers Are Saying

Online reviews speak highly of ThermoGrid's customer service and say they received efficient and positive responses to queries. Users appreciate being able to automate repetitive tasks and some aspects of customer communication, allowing them to streamline their working processes. Reviewers also mention that it's relatively easy to switch to the ThermoGrid software.

Summary

ThermoGrid Logo
ThermoGrid
  • Starting Price
    • Custom Quote
  • Free Trial/Demo
    Free Demo
  • Deployment
    Web-Based, Cloud, SaaS
    iPhone / iPad
    Android
  • Support Options
    Business Hours
    Online
  • Billing/Invoicing
    Yes
  • Customer Database
    Yes
  • Maintenance Scheduling
    Yes
  • Quotes/Estimates
    Yes

How We Chose the Best HVAC Estimating Software 

Selecting the right HVAC estimating software for your company isn't easy as there are so many options available. To help you, we evaluated HVAC estimating software according to several features we believe are critical for success. Our methodology includes evaluating customer management features, customer billing features, and reporting capabilities.

Customer Management Features 

We looked for well-rounded HVAC estimating solutions that provide customer management capabilities, estimating functions, and work management features. Important features for estimating include take-off abilities from digital drawings, built-in equipment catalogs, and automation features to speed up bid preparation.

Billing Features

The best HVAC software has great billing features. Billing and invoicing features should follow with the ability to record time and materials used. It should be possible to reconcile estimated costs to actual costs and invoice customers promptly. An ability to generate invoices remotely, together with mobile payment options, means it's possible for technicians to receive payment once work is complete.

Reports 

The best HVAC estimating systems include reporting capabilities, allowing you to keep tabs on the business. These include reports for tracking labor and material costs, productivity, revenue, and profit margins. Analytics capabilities help track performance and identify areas for improvement.