HVAC estimating software
HVAC estimating software that turns a system replacement quote into a signed job. Lines come from your price list, the homeowner signs and pays the deposit on their phone, and unsigned estimates get followed up on their own.
14 days free · No credit card · Built in Florida
HVAC estimate example
An example replacement quote, priced from a service list, with the deposit the homeowner pays when they sign.
Estimate
E-0318
Valid for 30 days
Prepared for
Marcus Kowalski
100 Verdant Way, Orlando FL 32801
Heat pump system, 3 ton, installed
1
Line set replacement
1
Programmable thermostat
1
Permit and haul-away
1
Example with sample data
Lines from your price list
Every line comes from your catalog with its price, and you can change the quantity or price on the estimate. Tax uses your rate, and the estimate stops being signable on the expiry date you set.
Estimates and e-signaturesSigned and paid on the phone
The estimate goes out by text or email as a link. The homeowner signs on screen and can pay the deposit right there, and the signed estimate becomes a scheduled job with the same lines. A PDF copy is one click away.
Payment linksFollow-ups on open HVAC quotes
An estimate nobody has answered gets a reminder after 3 days and again after 7, so a replacement quote does not go quiet while you are on other calls.
Revising after the visit
If the homeowner wants a different system, Revise estimate starts a new one from the job. When they sign it, its lines replace the job's services.
Job managementHVAC quote software features
What it does
- Lines from your price listQuantity and price editable
- Signed with a deposit on the phoneFrom a text or email link
- Follow-ups at 3 and 7 daysAutomatic
- Signed estimate becomes a jobWith the same lines
What it doesn't do
- Good, better, best optionsSend one estimate per option
- Flat-rate price bookYour service list sets the prices
- Saved estimate templatesStart from the job or a blank estimate
- Customer financingNot offered
Smarfle vs ServiceTitan for HVAC
| Smarfle | ServiceTitan | |
|---|---|---|
| Entry plan | Solo $19, 1 user | From around $398 per user |
| Mid plan | Starter $99, 5 users | Quoted, plus modules |
| Dynamic or book-based pricing | No | Yes |
| Prices published on the website | Yes | No |
| Answers your phone without a paid add-on | Yes | No |
HVAC estimating pricing
Estimates, e-signatures and deposits are on every plan. A deposit paid by card has the same fees as any card payment.
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Professional
Growing service businesses
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
Questions before switching HVAC estimate software
Can homeowners sign HVAC estimates online?
Can I collect a deposit when they sign?
Can I offer good, better and best options?
Does it follow up on unsigned quotes?
Does a signed estimate become a job by itself?
Can homeowners finance a new system?
Can I see which estimates are still open?
Can a homeowner decline and say why?
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14 days with every feature on your real hvac work. No credit card.
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