HVAC proposal software helps a technician or comfort advisor present options rather than a single number. Good-better-best pricing, photos of the existing equipment, financing terms, and an e-signature in one document consistently lifts average ticket and close rate.
The tools below build quotes, proposals, or estimates. Some are HVAC-specific with load calculations and pricebooks, others are general proposal platforms contractors use for larger jobs.
53 tools compared
Showing 53 tools
From $49/mo
A quote-to-paid field service platform for trades businesses (HVAC, plumbing, electrical, roofing), bringing quoting, scheduling, dispatch, payments, and team communication into one place.
From $59/mo
A polished, easy-to-use platform for growing residential HVAC contractors who want scheduling, payments, and marketing together in one simple app.
From $29/mo
Simple, affordable field service software that owner-operators and small HVAC teams can run without training or a full-time office admin.
From Free / $187/mo
A dispatch-first platform with a built-in phone system and communication tools, popular with HVAC, appliance, and garage-door shops.
From $208/mo (unlimited users)
Flat-rate, unlimited-user field service management for established HVAC companies that don't want to pay per technician.
From Custom pricing
A long-standing HVAC and plumbing platform with deep, real-time QuickBooks integration and strong service-agreement management.
From From ~$99/mo
A fast-growing all-in-one platform for small and mid-size HVAC teams that want CRM, scheduling, and estimates without enterprise pricing.
From $60/mo (up to 5 users)
A straightforward, affordable CRM and job-management tool for small HVAC businesses that run their books in QuickBooks.
From $31/user/mo
Flexible, per-technician field service management with strong scheduling, mapping, and inventory features for HVAC teams of any size.
From Custom pricing
Purpose-built for commercial HVAC and mechanical contractors focused on service, inspections, and recurring maintenance agreements.
From Custom pricing
A modern platform for commercial HVAC and mechanical contractors managing service, projects, and preventive maintenance at scale.
From $27/report
AI-powered Manual J load calculation tool that turns an uploaded blueprint into a permit-ready ACCA load calc report in about a minute, aimed at residential HVAC contractors and designers.
From $13/mo
Web-based proposal software with ready-made templates and e-signatures, popular with small HVAC and home service businesses that want fast, professional-looking quotes.
From $49/mo
Affordable all-in-one construction management software for small and midsize contractors. Covers estimating, project management, and invoicing for trades including HVAC.
From Free
All-in-one contractor app for estimating, invoicing, and job management. Built for solo and small HVAC and home-service contractors, with an AI estimate builder.
From Free
Browser-based Manual J, S and D load calculation software built for HVAC contractors who want ACCA-compliant sizing without installing desktop software.
From Custom pricing
Cloud-based automated takeoff software for mechanical and electrical estimators, used by HVAC contractors to count and measure ductwork, piping and fixtures directly from digital plans.
From $10/mo
The most widely recognized e-signature platform, used by HVAC contractors to get proposals, change orders, and service agreements signed quickly from any device.
From $599 one-time
Desktop HVAC design suite, Rhvac for residential and Chvac for commercial, that calculates Manual J loads, sizes ductwork, and builds sales proposals for HVAC contractors and engineers.
From $225/mo
Commercial and industrial mechanical estimating software, FastPIPE for piping and FastDUCT for sheet metal ductwork, used by mechanical and HVAC contractors bidding larger jobs.
From $70/mo
All-in-one job management software for plumbing, electrical, and HVAC tradespeople. Covers quoting, scheduling, job tracking, and invoicing for solo operators up to larger teams.
From Custom pricing
Field service management software built natively on Microsoft Dynamics 365 for commercial HVAC and elevator contractors. Aimed at larger operations needing integrated financials.
From Custom pricing
UK app for heating and plumbing businesses to organize jobs, build quotes, and issue gas certificates. Used by thousands of gas engineers to cut paperwork and get paid faster.
From $10/mo
UK mobile app for gas and oil engineers to create certificates, invoices, and quotes without paperwork. Built for solo heating and plumbing professionals.
From $50/user/month
Commercial field service management software for HVAC, mechanical, and building services contractors. Covers planned maintenance, compliance, asset management, and mobile engineer workflows.
From Free
Mobile estimate, invoice, and payment app built for trade contractors. Popular with small HVAC and home-improvement pros who quote and bill on the go.
From $40/mo
Field service management software for HVAC, fire safety, electrical, and facilities businesses. Covers job scheduling, planned maintenance, quoting, and invoicing with a mobile app.
From $99/mo
Construction and trade contractor management software for bidding, job costing, and invoicing. Built for HVAC and other commercial and residential trade contractors.
From $39.95/mo
Service operations platform combining scheduling, invoicing, and marketing automation for small residential service businesses. Popular with cleaning, handyman, and lawn care operators.
From $27/user/mo
Customizable QuickBooks-native CRM that adds leads, estimates, and workflow automation for small businesses. Used by service contractors who want CRM and field data tied to their QuickBooks.
From Free
Document automation and e-signature platform HVAC contractors use to build branded proposals and quotes, collect signatures, and get paid faster. Good fit for teams that send a high volume of client-facing documents.
From $326/mo
All-in-one quoting, CRM, and job management platform for trade and clean energy installers like heat pump, solar, and HVAC contractors. Focused on sales automation and recurring service plans.
From $69/mo
Field management and payments software for HVAC, plumbing, and electrical contractors, now part of WEX. Combines dispatch and invoicing with payment and financing tools.
From $1,749 one-time
Digital takeoff software with a dedicated HVAC module, used by mechanical and HVAC estimators to measure ductwork, piping and equipment from plans and build cost estimates.
From $16/mo
UK job management app for trades covering quotes, invoices, scheduling, and gas and electrical certificates. Designed for solo tradespeople and small heating and plumbing firms.
From $199/mo
Flat-rate pricing and option-board tool for residential HVAC, plumbing, and electrical trades. Layers a maintained pricebook onto existing field service platforms.
From $19/mo
Proposal software with drag-and-drop design, approval workflows, and e-signatures, used by HVAC sales teams that want polished, trackable quotes.
From $29.99/mo
All-in-one field service and quoting app for HVAC contractors, with AI-assisted photo-to-quote estimating alongside scheduling and invoicing.
From Custom pricing
ConstructConnect takeoff and estimating software for ductwork, piping and plumbing, used by commercial HVAC sheet metal contractors to price jobs from digital plans.
From $35/mo
Interactive, web page style proposal and quoting tool that lets HVAC companies send mobile-friendly quotes with embedded pricing and e-signature.
From $19/mo
Affordable field-service work-order and dispatch software for small repair shops. Built for HVAC, plumbing, and electrical contractors with 1 to 5 technicians.
From $100/mo
HVAC-focused estimating and takeoff platform that takes contractors from digital plan takeoff to a client-ready proposal, built for residential and commercial HVAC subcontractors.
From $399/mo
Field service management software built for HVAC, plumbing, and electrical contractors. Targets small-to-medium shops with efficiency and included pricebook features.
From $29/mo
Job management app for small trade and home-service businesses covering quotes, scheduling, and invoicing. Popular with solo operators and small teams in HVAC, plumbing, and electrical.
From Custom pricing
AI-native sales and quoting platform for residential HVAC contractors and distributors. Builds dynamic multi-option quotes using live distributor pricing and inventory.
From Custom pricing
Operations management software for service, maintenance, and project contractors including commercial HVAC and mechanical firms. Handles quoting, job costing, scheduling, and asset maintenance in one system.
From $249/mo
Cloud-based takeoff and estimating software with dedicated HVAC and mechanical workflows, helping contractors bid faster and more accurately from digital plans.
From $99/mo
Menu-based flat-rate pricing software for HVAC, plumbing, electrical, and chimney contractors. Gives technicians done-for-you five-option service menus to raise average ticket.
From Custom pricing
All-in-one field service and back-office platform built for HVAC, plumbing, and electrical contractors. Aimed at residential service shops that want dispatch, pricing, and marketing in one system.
From $47/mo
Job management app for small trade businesses like electricians, plumbers, and HVAC contractors. Handles quotes, scheduling, timesheets, and invoicing in one place.
From $8/mo
Job and project management software with tight Xero and QuickBooks integration for trade and service businesses. Covers quoting, timesheets, job costing, and invoicing.
From $695/yr
Industry-standard Manual J, S, D and T load calculation and duct design software from MiTek, used by residential and light commercial HVAC contractors to size systems and generate proposals.
From $37/mo
UK software for small trade businesses to create quotes, invoices, and manage jobs. Aimed at plumbers, electricians, builders, and HVAC installers who want quick paperwork.
HVAC proposal software helps your team build and send price quotes for jobs like a new system, a repair, or a maintenance plan. Instead of a handwritten sheet or a plain email, it turns your numbers into a clean, branded document a customer can read, compare, and approve.
Most of these tools let a tech build the quote right at the kitchen table. They pull equipment and labor from a price list, show good, better, and best options side by side, add photos and financing, and let the customer sign on the spot. That means fewer trips back to the office and faster answers, which usually means more signed jobs.
At a glance, it lets you:
We looked at the tools HVAC contractors actually use, not just the ones with the biggest ad budgets. We tested how fast a tech can build a multi-option quote, checked whether pricing is clear or hidden behind a sales call, and read real reviews on G2, Capterra, and Reddit to see where each tool frustrates its users.
We favored software that fits small and mid-size shops, works well on a phone or tablet in the field, and does not lock basic features behind a costly top tier.
More on our process: how we review.
Good-better-best boards that let the customer choose rather than accept or decline.
Maintained pricing so every technician quotes the same job the same way.
Approval and payment terms captured on the spot.
An approved proposal becomes a scheduled job without re-entry.
Start with your team and your jobs, not the feature list. A solo tech or a two-truck shop needs a fast, simple quote builder and e-signatures, and little else. A growing shop doing installs will want good, better, best options, a price list, and financing links built in. If you already run a field service platform, check whether proposals come as an add-on before you buy a separate tool.
Try to keep quoting in the same system as your scheduling and invoicing so a signed proposal turns into a job without retyping anything.
Price depends on how you buy. Standalone proposal tools and small all-in-one plans start around $30 to $60 a month for a shop. Field service platforms that include proposals often charge per user, roughly $40 to $125 per seat each month, and some tack a proposal or price-list feature on top of the base plan. Big enterprise systems run much higher, often $245 to $500 per technician per month, and add a setup fee.
What drives the price is seats, whether financing and a price list are bundled, and the size of your operation. Top tiers are usually quote-only, so expect a sales call for an exact number.
| Tier | Typical price | Best for |
|---|---|---|
| Entry | $30 to $60 / mo per shop | Solo operators and small crews |
| Mid | $40 to $125 / user / mo | Growing shops that need options and financing |
| Enterprise | Custom quote (often $245+ / tech / mo) | Large multi-truck operations |
Setup time varies a lot. A simple standalone tool can be ready in a day. You add your logo, load a few equipment prices, build a template or two, and start quoting. Most small shops are sending real proposals within a week.
What slows things down is data. Building a full price list with your true labor and material costs takes time, and it is the single biggest task for most shops. Adding financing options, tax rules, and good, better, best templates adds more. A field service platform that ties proposals to scheduling and invoicing can take two to six weeks to roll out because you are setting up the whole system, not just quotes.
Train your techs early, since a tool only helps if they actually use it in the field.
What speeds it up or slows it down:
Free trials are worth taking. Almost every tool offers one for a week or two, and it is the only real way to see if your techs like the flow. Build a sample quote for a job you know well and time it. Free plans are rarer and usually thin. They may cap the number of proposals, hide financing and price lists, or drop e-signatures, which are the features that actually win jobs.
For a hobby or a side gig a free plan can work. For a shop that quotes installs, plan to pay, because the paid features are the ones that raise your close rate.
A quick gut check:
Pick two or three tools from this page that fit your crew size and budget. Start free trials on all of them the same week, load your real prices, and have your techs build a quote for a live job. The one that lets them present clean options fastest, and that a customer can sign on the spot, is your winner. Do not overbuy.
The right tool is the one your team will use every day, not the one with the longest feature list.
There is no single best pick, but small shops do well with simple, low-cost tools that build a quote in minutes and include e-signatures. Look in the $30 to $60 a month range, take the free trial, and choose the one your techs find fastest to use in the field.