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HVAC Estimating Software with CRM (2026) - Page 2

Last updated: April 2026

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45 software options

GetCost logo

Contractor estimate and invoice made easy

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Save time and look professional. Manage your business like a pro. Don't miss an opportunity to impress your clients!

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Sera logo

Cloud-based field service management software

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Sera is a cloud-based field service management software that helps residential HVAC and plumbing contractors handle business operations and streamline processes such as job and client management, route planning and dispatching, and more.

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HERO Software logo

HERO Software is for craftsmen and service professionals

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HERO Software is for craftsmen and service professionals. Main features are project management, billing, time tracking and many more. It's also available as a mobile app.

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SPConnect logo

Designed for Commercial HVAC Service Contractors

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New to the market! This once-exclusive software designed for and by commercial HVAC contractors was made available to the open market in 2021!

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CUBE logo

Business management solution for controls contractors

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CUBE is a cloud-based business management software designed specifically for controls contractors that offers a complete estimating and engineering solution to help businesses streamline their operations.

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PriceTable logo

Cloud-based landscaping and scheduling software

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PriceTable is a cloud-based landscaping and scheduling software that helps businesses monitor customer loyalty and revenue programs on a unified platform.

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Quadra logo

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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Merkato logo

CPQ suite of applications to manage sales force automation

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Merkato is a sales configurator suite designed to help businesses automate processes related to quote generation, e-commerce management, & upselling. Users can create documents including parts lists, order confirmations, payment terms, or delivery instructions, based on financial calculations.

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BuildOps CRM+ logo

Sales and estimating solution for service contractors

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Shark Byte CRM is a cloud-based project estimating tool designed for mechanical contractors to automate business processes via mobile surveys, estimating & proposal generation. The reports & dashboards are designed to provide insight into the sales funnel, enabling optimization of sales performance.

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Planado logo

Planado leads a digital transformation of your business

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Planado is great for quality control

With the tool, you can set up check lists for employees, control their routes, and make use of integrations with dozens of business tools.

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ProyecPro logo

Builders and construction professionals

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ProyecPro a cloud-based platform provides multiple functionalities to builders.
The dynamic and intuitive system covers all project processes such as: budgeting, planning,
programming and control.

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BuildM8 logo

Your Projects All-In-One

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BuildM8 targets contractors and businesses that sell products/services, helping them move from Spreadsheets to streamline quoting, customer engagement, project management and cost control.

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Vertuoza logo

Construction software for SME's

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Vertuoza enables users to digitalize, centralize, and facilitate their daily life in their construction company without changing their daily habits

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D-Tools System Integrator (SI) logo

System Integration Software

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Optimize project management, generate precise proposals, and collaborate seamlessly with D-Tools System Integrator (SI). Benefit from integrations with QuickBooks and AutoCAD/Visio for efficient operations. Gain a competitive edge in the electronic systems integration industry.

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SalesManager logo

Earn more high-value service agreements with SalesManager.

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SalesManager simplifies the unique workflows needed to win service agreements and project proposals in the commercial service industry.

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SnapSuite logo

Field service management for small businesses

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SnapSuite is a cloud-based field service management system which assists small skilled trade businesses such as HVAC, electrical & plumbing with dispatching, task scheduling, billing & job grading. Key features include quotation, cost estimation, performance metrics, and order & contract management.

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SOMIS logo

Tools tailored for contractors and service businesses

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The only field service management software that pays for itself. SOMIS was created by contractors for contractors and service businesses. Our software is the only solution with a fully immersive set of tools to manage every part of your business effectively.

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HouseService 365 logo

Field Service Management Software

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HouseService 365 is a template-based software solution for house service professionals to streamline job costing, execution, scheduling, dispatching, invoicing & more.

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Hearth logo

Software that provides contractor financing solutions

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Hearth is a mobile-based software that provides contractor financing solutions and offers monthly payment options through digital quotes.

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STREIT logo
(0)

Software for craft and construction management

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STREIT Software GmbH is specialized in the development of complete EDP solutions for the construction management. The applications are used by thousands of users throughout the German-speaking region and have proven themselves in small, medium-sized and large companies.

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