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HVAC Estimating Software with Customizable Forms (2026) - Page 2

Last updated: April 2026

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45 software options

Orcatec logo

Cloud-based field service management software

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Orcatec is a cloud-based field service management software designed to help businesses handle and streamline various administrative processes, such as dispatching, employee management, and more. Supervisors can schedule appointments on a calendar and color-code them according to requirements.

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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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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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Remato logo

Time tracking and tools management software for construction

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Leading time tracking and tools management software for growing construction companies.

Work 3x-5x faster and do more with less.

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ToolTime logo

User-friendly job management software for tradespeople

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ToolTime is a user-friendly software that revolutionises job management for tradespeople. ToolTime users can generate quotes and invoices in seconds, document jobs on the go, accurately track and manage time, schedule appointments and much more.

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Nomadia Field Service Management logo

Orchestrate your technical, complex, field operations.

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Nomadia Field Service Management is an end‑to‑end field service platform that optimizes planning, scheduling, routes, and execution. It boosts technician productivity, ensures compliance, and enhances service quality through real‑time mobility, smart workflows, and seamless system integration.

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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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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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ZenHVAC logo

Unlock Success with ZenHVAC - Streamline, Optimize, Succeed.

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Tailored field service management software for commercial HVAC businesses. Streamline operations, optimize workflow, and maximize efficiency with industry-driven solutions.

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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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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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Operix logo

Field operations software for commercial contractors

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A centralized field service management and communication hub for commercial HVAC contractors.

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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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Project 2 Payment logo
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Simplified Invoicing, Payments, and Scheduling for Pros.

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Project 2 Payment helps HVAC contractors create fast, accurate estimates so they can win more jobs and get paid faster. Easily build and send detailed proposals from the field or office, then convert them into scheduled projects or invoices in seconds.

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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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The New Flat Rate logo
(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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