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HVAC Estimating Software with Accounting Integration (2026)

Last updated: March 2026

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Key features of HVAC Estimating Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Billing & Invoicing: Users appreciate the quick invoicing process, field payment collection, and integration with other systems, enhancing efficiency and professionalism. 100% of reviewers rated this feature as important or highly important.
  • Quotes/Estimates: Reviewers value the flexibility, accuracy, and ease of creating detailed quotes and estimates, which helps maintain competitive pricing. 100% of reviewers rated this feature as important or highly important.
  • Customer Database: Users find it useful for tracking customer details, service history, and equipment data, aiding in relationship management and efficient service. 97% of reviewers rated this feature as important or highly important.
  • Scheduling: Reviewers highlight the ease of scheduling and rescheduling jobs, real-time updates, and the ability to visualize technician availability and assignments. 97% of reviewers rated this feature as important or highly important.
  • Takeoff: Users appreciate the accuracy, speed, and simplicity of the takeoff tools, especially the automatic fitting generation and on-screen takeoff features. 90% of reviewers rated this feature as important or highly important.
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53 software options

The New Flat Rate logo

The New Flat Rate

(0)

Pricing software for HVAC and service repair businesses

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The New Flat Rate is suitable for several different industries including HVAC, electrical, and plumbing. It creates customized menu pricing for services, repairs, and new equipment installations.

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Jobber logo

Jobber

Category Leaders

Tool that manages quotes, schedules, invoices and tasks

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Join over 250,000 home service pros using Jobber. We make it easy to schedule appointments, quote, invoice, and get paid faster. Organize your field service business and impress your clients - get started today.

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Housecall Pro logo

Housecall Pro

Category Leaders

Field service management application for businesses

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Housecall Pro helps HVAC businesses streamline scheduling, invoicing, payments, and more. Automate follow-ups, boost repeat business with service plans, and scale efficiently with advanced reporting and analytics. Join over 45,000 businesses and sign up for a free trial today!

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ServiceTitan logo

ServiceTitan

Category Leaders

Management software for service contractors

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ServiceTitan is the leading business software solution for both residential and commercial HVAC businesses. Our robust platform optimizes and eliminates tasks both out in the field and in the office with cloud-based responsiveness, real-time sync, and unbeatable uptimes.

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Service Fusion logo

Service Fusion

Category Leaders

Field service management for contractors

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Service Fusion streamlines scheduling, estimating, invoicing, and payments for HVAC estimators—with intuitive tools and no per-user fees.

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Quadra logo

Quadra

Estimating, purchase automation, and job management solution

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Quadra is an estimating and purchase automation tool, which assists businesses in industries such as HVAC, manufacturing, oil, and gas, with the creation and modification of service contracts & quotes. Key features include bid management, invoicing, task approvals, and job expense tracking.

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Zoho FSM logo

Zoho FSM

End-to-end field service management.

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Send detailed cost estimates, schedule resources, complete services efficiently, and handle billing for your HVAC business on Zoho FSM.

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Procore logo

Cloud-based construction management platform

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Procore is a cloud-based construction management platform connecting field and office teams throughout the project lifecycle. It offers tools for project execution, cost, resource, and lifecycle management, including bid management, estimating, scheduling, quality tracking, budgeting, invoicing, and workforce management. With document management, analytics, and mobile access, it supports contractors, owners, specialty contractors, and public agencies across various construction projects.

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Contractor Foreman logo

Construction management software

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Contractor Foreman is an all-in-one construction management software designed for small to medium-sized contractors. It offers a range of features, including project management, financial tracking, team collaboration, and document management, all in an easy-to-use and affordable platform.

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mHelpDesk logo

Cloud-based field service management software

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mHelpDesk is a cloud and mobile-based field service management software that assists with job tracking and invoicing. Users can access customer information from any device. Key features include quoting, scheduling, job tracking, billing and invoicing, electronic payments, QuickBooks integration, and more.

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FieldPulse logo
Category Leaders

Cloud-based field service management software

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Profitable and growing HVAC businesses nail their estimates. FieldPulse is the easiest-to-use HVAC estimating solution that keeps your teams winning jobs rather than getting buried in paperwork. An estimate is an early chance to give your customers your best look. Win that business with FieldPulse!

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FieldEdge Flat Rate Mobile logo

Flat rate pricing & agreement management for contractors

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FieldEdge Flat Rate Mobile is a mobile-optimized flat rate pricing & agreement management application for HVAC, Plumbing & Electrical contractors and service businesses

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Commusoft logo

Cloud-based job management software for field service

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Commusoft is an all-in-one cloud-based B2B software designed for HVAC companies. Track all of your customer's assets to monitor work history, linked work orders, and add service contracts, plus install and update records from the property to maximize your business profitability and efficiency.

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Tradify logo

Powerful job management platform & app for small businesses

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Tradify is a powerful tool to help HVAC contractors estimate, invoice and manage jobs.

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ArcSite logo

Cloud-based construction estimation and CAD application

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ArcSite simplifies mobile drawing, takeoffs, and estimates—helping you work faster, win more jobs, and stay organized on the go.

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Fergus logo

Job management software for trades and service businesses

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Fergus is a cloud-based job management solution for trades and service-based businesses, which takes care of all your quoting, invoicing, timesheets, scheduling, reporting, and more and neatly organises it inside a job.

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FieldEdge logo

Field service software for home service contractors

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Generate bigger tickets, dispatch more efficiently, know if your marketing is paying off, automate service agreements, customer history, and more. Our desktop and mobile app gives office employees and HVAC technicians all the information they need to provide great customer service and sell more.

Read more about FieldEdge

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BuildOps logo

Cloud-based software for commercial MEP contractors

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BuildOps is a cloud and mobile-based software for commercial service contractors that assists with dispatching, workflow management, quoting, invoicing, service agreements creation, projects management, report generation, and more.

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Procore Estimating logo

Cloud-based takeoff and construction estimating software

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Cloud-based takeoff and HVAC estimating software purpose built for HVAC contractors. Perform a quantity takeoff and counts flow to our electrical estimating software where you can adjust quantities, labor units, add profit and margin and create a customer facing quote.

Read more about Procore Estimating

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Groundplan logo

Cloud-based construction takeoff software to estimate plans

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Groundplan is a cloud-based takeoff software used by estimators to measure, design, store, markup, and collaborate on construction project plans

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YourTradebase logo

Win more won, get paid faster. Made for trades.

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Get work won, done and paid with the no-nonsense app made just for trades. Quotes, invoices, scheduling, payments… click, click, done.

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Synchroteam logo

Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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ConWize logo

All-in-one construction bidding and estimating software

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ConWize is a cutting-edge cloud-based software utilized today by general contractors, developers, subcontractors, and management companies.
Our customers' biggest challenge in bidding and estimating is entirely solved by a sophisticated yet user-friendly tool, resulting in substantial savings.

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Joblogic logo

Field service management solution

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Joblogic is a cloud-based field service management solution which allows businesses to connect back office, mobile workforce and customers together in one system. It enables stakeholders to manage jobs, quotes, invoices, purchases and much more in one system.

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ThermoGrid logo

Business Management software for field service companies

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ThermoGrid is a cloud-based contractor management software solution designed for Field Service, HVAC-R, Plumbing, and Electrical companies that consolidates the full business cycle with features such as Scheduling & Dispatching, Inventory Management, Payroll, Invoicing, Marketing and more.

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