Estimating Software For Hvac

An HVAC professionals should be able to figure out how much his project will cost as well as the time required. This guide is going to look at a few different options available for these estimators and why you should use them.

In this guide, we review the aspects of Estimating Software For Hvac, hvac estimate app, construction estimating software, and how to become hvac estimator.

Estimating Software For Hvac

HVAC estimating software is the key to streamlining your business and making sure that you’re using your time as effectively as possible. This article will go over some of the best HVAC estimating software available on the market

When it comes to HVAC estimating software, you’ve got some top products to choose from.

When it comes to HVAC estimating software, you’ve got some top products to choose from.

As with any type of program, it’s important to find the right fit for your business. Different programs are better suited for different contractors and companies. The best way to find out which one is right for you is by taking a close look at each program’s features and determining whether or not they can meet your needs.

Some programs are better geared toward contractors who install systems on residential properties, while others cater more specifically towards commercial jobs and large-scale installations. Some also offer features that allow users to access multiple types of projects within one platform—for example, an HVAC installation tool might include a ventilation component (which would be used by designers) as well as an energy efficiency analysis tool (which would be used by consultants). Whatever your situation may be, there’s bound to be an option available that will suit all of your needs!

These products can help you manage and streamline your projects and make the most of your time – which, in the end, will likely increase your profit.

The best estimating software will help you manage and streamline your projects, which in turn can save you time and money. You’ll be able to make the most of your time by having a better understanding of what’s involved in a project, making better decisions about how to proceed with it, and keeping track of all the information that’s being generated throughout the process.

The more efficient you are at estimating jobs, the better off your company will be (and therefore, so will you). If a customer wants an estimate from another company but their quotes are much higher than yours because they’re taking longer to come up with them or aren’t including necessary details that would have been included if they were using software like ours… well then good luck selling them on anything else besides price!

This article will go over some of the best HVAC estimating software available on the market.

HVAC estimating software has become a very popular and useful tool for the HVAC contractor. Here are some of the most popular HVAC estimating software available on the market:

  • [HVAC Pro](
  • This program is great because it has a very simple user interface, which makes it easy for you to use even if you’re not an expert in computers or technology. You can estimate a job from start to finish with this software by following a simple step-by-step process that’s easy to understand and follow. It also includes many other features, including invoicing and scheduling, as well as an advanced reporting feature that lets you access historical data about your company’s projects so that you can make better business decisions moving forward into future projects or jobs! The price range starts around $500 per month depending on how many users are required (more users mean cheaper pricing).

First up is Quickpen by Autodesk.

  • Quickpen by Autodesk is a cloud-based estimating software that allows contractors to easily create estimates using their iPad, iPhone or Android device.
  • It’s easy to use, but also provides quite a few features such as value engineering and budgeting, checklists and diagrams, fabrication drawings that are automatically created, scheduling tools and more.
  • Quickpen is a good option for contractors who are on site during the project since they can use it anywhere with an internet connection (no need for additional hardware).

This program has been around since the 90s and continues to be one of the best HVAC estimating software programs on the market.

Estimating software for HVAC has been around since the 90s and continues to be one of the best programs on the market. This program has been around for over 20 years, is used by many contractors, and has a large customer base. It also has a dedicated support team that can help you with any issues you run into. The program itself is only one part of what makes this such an excellent choice for your business; it’s also important to consider who will use it and how they’ll benefit from using it in their everyday work life.

This tool helps contractors estimate costs more accurately so they can give better quotes to their clients. By using this software system, contractors can save time and money, reduce errors, improve quality control measures when quoting jobs (which means fewer mistakes), streamline internal processes such as scheduling appointments or creating estimates—all while enhancing their customer service!

The cloud-based platform is particularly helpful for contractors who are on site during a project or working with a team.

For contractors and general contractors who are on site for projects, the cloud-based platform is particularly helpful. The software allows you to work with a team of experts, who can remotely access your work and provide feedback in real time. If you’re having trouble with an estimate or if the contractor needs additional information, they can see exactly where you are in the process. This allows them to provide better guidance while also keeping their estimates accurate.

The program offers a number of helpful features including value engineering and budgeting, checklists and diagrams, fabrication drawings that are automatically created, scheduling tools, and more.

The program offers a number of helpful features including value engineering and budgeting, checklists and diagrams, fabrication drawings that are automatically created, scheduling tools, and more.

The software is cloud-based so it can be accessed anywhere with an internet connection. This means that you can access the platform on your smartphone or tablet while onsite at a job site. The mobile app even allows you to take photos of work completed and send them directly into the estimating tool which will create estimates based on what you’ve photographed.

It also comes with options for heat load calculation and duct sizing tools that allow you to work out of context and go back into the design later to modify it if needed.

If you want to make sure you’re getting the biggest bang for your buck, take a look at how much space is available and how many ducts you’ll need. Duct sizing tools can help with this, as they allow you to work out of context and go back into the design later if needed.

Although it’s not necessary, some programs also offer options for heat load calculation and duct sizing tools that allow you to work out of context and go back into the design later to modify it if needed. This can be especially helpful when there are multiple contractors working on a project simultaneously or during different phases of construction because it allows everyone involved in creating your HVAC system to stay up-to-date on their progress without having access​to​the same computer screen​or​accessing​the same software application at once (and potentially adding confusion).

It also comes with options for heat load calculation and duct sizing tools that allow you to work out of context and go back into the design later if needed

There’s also an option that includes MEP fabrication model generation and estimation (MEP stands for mechanical, electrical, plumbing).

There’s also an option that includes MEP fabrication model generation and estimation (MEP stands for mechanical, electrical, plumbing). Quickpen by Autodesk provides this functionality as a stand-alone package.

If you want to take advantage of the software’s full capabilities, consider getting a license with both it and AutoCAD Mechanical. The two programs work together seamlessly—the estimator can quickly pull up AutoCAD Mechanical models on screen while performing estimates in Quickpen by Autodesk.

All these great features come with a hefty price tag – but there is a 30 day free trial if you want to test it out first.

The price tag of the software is high, but it has so many features that you won’t have to pay for any other piece of software. The 30 day free trial is a great way to test out the software and see if it’s right for your business. This software has been around for a long time and is well-known in the industry.

hvac estimate app

We know it, there are times when being an HVAC contractor really stinks… busy times of year when you’re struggling to get quotes out fast enough, scheduling & tracking customer service, complex materials lists and paperwork for quotes, jobs, invoices, permits, rebates, warranties, services, etc. can be really overwhelming. We’re sure you can relate.

JobFLEX’s HVAC estimating, invoicing and billing app was built by contractors for contractors, to solve these headaches and help improve your company’s efficiency, closing rates, and revenues, and you don’t need an internet connection to use it!

If your services include repair/replacement of heating and cooling systems, furnace tune-ups, boiler services, filter replacements, duct cleaning, indoor air quality/air purification products and carbon monoxide testing/services, JobFLEX is a formidable addition to your business toolbox. So whether your next job is residential or commercial, our HVAC invoice and billing app will make your next HVAC quote or invoice a piece of cake. We even offer a sample item price list that you can upload into JobFLEX so you don’t have to waste time looking up pricing information for every single job. Click the “view sample item price list” button below to have a look.

If you’re curious to see what a JobFLEX proposal looks like, click the “check out example quote” button below to see an example of a JobFLEX HVAC quote template. Once you’ve decided you can’t live without JobFLEX get it on Google Play or start with a free trial.

The Problem

An HVAC contractor was spending far too much time doing estimates just to keep up with demand during busy times, and was barely able to keep his materials list current with all the distributor product catalogs and constantly changing prices. Their CRM was too complex and wasn’t being used properly to keep in contact with current customers to gain repeat business.

The JobFLEX Solution

The JobFLEX HVAC estimating and invoice app allows materials and labor costs to be standardized, loaded onto an Android device, and added to quotes as line items with easy-to-use drop downs. So whether quotes include central air conditioning systems, window systems, split or ductless air conditioning systems or heating systems (forced air, radiant heat, hydronic, steam radiant or geothermal systems) – quotes generated in the field will be accurate and can be delivered to customers on-the-spot.

The Results

With the JobFLEX HVAC pricing and billing app in place for quotes and customer tracking/scheduling, this contractor is spending 25% less time on paperwork and organizing files and has experienced a 10-15% increase in conversions. He uses the JobFLEX master list for quoting and verifying against the distributor pricing. Having their material lists pre-loaded on JobFLEX has improved sales staff productivity and reduced their time in the office so they can be in the field making new sales.

construction estimating software

Construction businesses are in a unique position when it comes to serving customers and clients. Not only do these small businesses need to deliver on the end result, but they must also paint an accurate picture of what’s to come. In the earliest stages of ideation and project conception, estimating plays a critical role.

Estimates help construction businesses deliver a realistic projection of the method and delivery of a new project. Since manual estimations can be time-consuming and tedious, estimating software saves valuable time and resources. 

Fortunately, there is no shortage of estimating software in the construction industry. In this guide, we’ll recommend our top choices to help your business estimate with ease.

What is Estimating Software?

Estimating software is a type of computer program that helps contractors and businesses automate the estimation process to bid on specific projects.  

Traditional methods of writing estimates involve paper copies, spreadsheets, and manual calculations. Several types of businesses use estimates to pitch new projects to clients.

During the estimating process, business owners share information about labor costs, materials, timelines, and delivery deadlines. Estimating software replaces previous manual processes and calculations and allows business owners to streamline the bidding process using intuitive software tools.

Advantages to Using Estimating Software

While some small businesses might hold fast to traditional methods, there are noteworthy advantages to using estimating software. In a construction company, the benefits can make a big difference in winning new contracts.

The Best Estimating Software for Construction Projects

Fortunately, construction estimation software is now widely accessible. Most specialized solutions are generally affordable, with some options even being free to use up to a certain amount. Other choices offer custom pricing for businesses that have unique needs.

If you run a construction business and aren’t sure which option is right for you, we’ve narrowed down the list to 10 choices that provide advanced features for generating professional estimates.

1. FreshBooks

FreshBooks is a smart choice for construction estimation software, with small business users in over 120 countries around the world. Although FreshBooks is also a comprehensive accounting software system, the estimation features are integral for construction companies.

With FreshBooks, small business users can:

Construction professionals need estimating software that’s user-friendly, flexible, and unique. FreshBooks offers these characteristics and so much more.


STACK is a construction estimating and takeoff software tool for businesses of any size. Construction takeoff is the ability to calculate how much material is needed to complete any given job. STACK users benefit from this feature in addition to robust, cloud-based options for completing and sending new estimates.

STACK also caters to many different types of construction businesses and customers. This includes subcontractors, general contractors, home builders, and suppliers. The ability to calculate so many metrics from a variety of different angles makes this software an impressive choice.

3. ProEST

ProEST is one of the leading estimating and cloud-based takeoff software solutions throughout the global construction market. The focus of this tool is on project management. As a result, ProEST offers an array of flexible and powerful integrations to make the entire business cycle that much more streamlined.

ProEST also offers a library of construction estimating resources to help business owners improve this aspect of their business. From corporate planning, to profit margins, to resource management, ProEST encourages users to see the manner in which good estimating tactics can influence and change the course of an entire business model.

4. Esticom

Esticom is another cloud-based construction takeoff and estimating platform. Esticom’s features promote real-time access to business metrics and an up-to-date look at new bids or projects. The focus is on removing reliance on paper business plans and tedious Excel spreadsheets, since both of these elements can hinder productivity.

Esticom serves all types of construction contractors and small businesses. This includes painters, HVAC specialists, electricians, and plumbers.

5. Builder Trend

Builder Trend is an estimating software tool that caters to home builders, renovators, and remodelers. These professionals have unique needs when it comes to construction projects, including knowing the square footage and age of a property as it relates to demolition and structural improvements.

Builder Trend’s pre-sales suite is where the estimating software lives. Within this set of tools, users can quickly manage leads, bid on new home projects, manage email marketing campaigns, and participate in business partnerships. 

6. Contractor Foreman

Contractor Foreman is an affordable solution for small business contractors who need an easy-to-use platform for managing construction projects. Contractor Foreman offers a free 30-day trial, followed by plans that begin as low as $49/month (a lower amount than most comparable services).

This platform offers over 30 features and integrations, including the ability to create and send professional estimates. A helpful knowledge base and customer support team make it easy to get up and running when using this software for the first time. 

7. Projul

Projul is a software company that’s committed to making the construction business more simple. The platform and user interface are designed especially for small businesses and companies that have less than 50 employees.

Users can create fast and accurate project proposals, with the ability to copy and duplicate to save time. Projul also helps businesses hide markup costs from potential clients and customers.

8. Clear Estimates

If you’re looking for a platform that specializes in estimates only (rather than having a long list of extra features), Clear Estimates is a good pick. With plans that begin at $59/month without a contract, it’s also an affordable choice for small-scale contractors.

One major benefit of Clear Estimates is that it uses data from RemodelMAX to generate costs of supplies and materials based on geographic location. The wide range of available data means that customers can get the most accurate estimate based on where they live.

how to become hvac estimator

Getting a HVAC Bid acceptedKnowledge is power. HVAC estimators look at a mixture of complicated variables and use their knowledge to come up with an estimate for a project. This gets translated into the bid that ultimately determines how much everyone gets paid.

Getting a HVAC Bid accepted

When you think about it in those terms you can start to understand how much power estimators really have. They can make or break an HVAC company. A company could have the best technicians, the best managers, and the best people in the office. But if the estimator isn’t landing contracts then the company sinks and no one brings home a paycheck.

So what happens behind the scenes with estimators? What do estimators really look for in a bid? If you thought it’s just a matter of plugging some numbers into a computer program you’re wrong.

David Hoeing is an experienced senior estimator based out of the greater St. Louis area. He sat down with us to explain that estimating is all about understanding the complexities of many different variables, while at the same time navigating the politics of the industry.

HVAC Bidding Documents – Convoluted On Purpose?

“80 percent or better of bidding documents that are presented are poor or terrible,” explains Hoeing. “You’re going to encounter bad bidding documents almost all the time.” For an estimator, the most appealing jobs are those with complete documents. Unfortunately that is rare.

Restaurants, medical buildings, schools, and office buildings are common commercial clients who bid out jobs to HVAC companies. The owners of these buildings come from a wide range of personal and professional backgrounds and often don’t understand the intricacies of defining an HVAC project. Even worse, basic things like specifications or blueprints are often inaccurate in a project that’s put up for bid, often because people are in a rush to finish quickly and get paid.

Hoeing explains, “When you get bad or poor bidding documents, your bid will become inflated for safety reasons.”

A lot of times these types of mistakes in bidding documents are unintentional and can get worked out with a phone call or site visit. If a discrepancy persists in the bidding documents then this will likely result in a skewed bid. This is because, as Hoeing puts it, “You don’t want to leave too much money on the table.”

Sometimes projects will change while the bidding process is ongoing. When this happens, “Contractors will try to gloss over that – not to give them a bad rap – but they would try to get away with getting something for nothing.” In this business you must learn to work with people who are unethical.

It could be that contractors don’t understand that replacing ductwork made from one alloy with duct work made from a different alloy would cost more. But sometimes those in the HVAC industry who are writing a contract proposal will intentionally try to confuse the estimator to make a quick buck.

This is why HVAC companies value experienced estimators who know what they’re doing. There’s a lot of sharks out there looking to pull one over on an estimator who’s green behind the ears, and that affects the bottom line for everyone in the company.

It’s not supposed to happen, but a company that’s accepting bids for an HVAC project will often leak the estimates already offered by some subcontractors. The project always goes to the lowest bidder, so leaking these numbers amounts to telling other subcontractors how low they have to go if they want the project. Hoeing explains that it’s usually the owners of the contractor companies that engage in that type of information gathering.

This puts the estimator in a tight spot. Should he talk with the HVAC company owner, resubmit a lower bid, and take a loss?

This isn’t actually very common for a couple of reasons, as Hoeing explains. First, this could be a trick to make the subcontractor come down to an artificially low price. “If it’s some crazy low number then they’re just trying to get more money for their pocket.”

Second, and this is where knowledge is really power, the estimator will have already taken a good and careful look at the project. A good estimator will know to a high degree of accuracy what a project is worth. This allows the subcontractor to keep very tight margins that account for all the costs of a project – labor, materials, taxes, and more. Lowering a skilled estimator’s conclusion will probably result in the subcontractor going into the red, and they would rather just walk away.

Estimates can also leak out due to favoritism. It takes a good HVAC company owner to tell the difference between someone showing favoritism versus someone trying to artificially lower a bid.

Say you’re the owner of an HVAC company that has done work for a local chain franchise. As that franchise expands it’s going to want to contract with your company because it trusts you and knows you’ll do a great job. In this case, if the franchise puts a project on the market and other contractors underbid you, the franchise owner might come to you and try and get you to lower your bid.

“I’ve had the calls myself from contractors,” Hoeing remembers, “and they would inform us that we were not the low bidder, and here’s the low number, can you do it for that or not?” Of course as an estimator, he would always leave that decision up to the owner, who then has to decide if he can trust that the company is being truthful about the number

Sometimes the reverse is true. Hoeing has had companies call him up and tell him that two other bidders were, for example, $80k higher than his estimate and they ask if he would like to take another look at the project.

“We would appreciate those and welcome all those calls because they’re looking out for us and they’re helping us.”

Estimates Are Seldom Spot On

“You’re either low or high,” says Hoeing.

Think of the old game where there’s a jar full of jellybeans and you’ve got to guess how many are inside. Some will say the first big number that comes to mind, while others will take a more scientific approach that involves calculating the volume of the jar and a jellybean.

HVAC estimators are in the second category, and even the most skilled estimators aren’t going to come up with a bid that is accurate down to the dollar. In this sense estimates are seldom correct.

But a good estimator is going to come up with highly accurate numbers most of the time. “In my particular case I usually was right.”

“If you’re too low compared with other numbers, it makes you a little nervous.” Hoeing says with a chuckle to hint at his understatement.

Considering that the lowest bid always wins, you might think there is considerable pressure to low-ball estimates. But doing that – and always going over-budget – has its own kind of blowback.

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