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HVAC Estimating Software with Workflow Management (2026) - Page 2

Last updated: April 2026

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52 software options

PataBid Quantify logo

AI-Powered Estimating: Transforming MEP Contractors' Success

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PataBid Quantify is an AI-powered electrical estimating platform that transforms complex MEP project bidding. Using advanced technology and a 65,000-item database, we help contractors standardize workflows, reduce risk, and drive predictable outcomes from residential to institutional projects.

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Klipboard logo

Field Service Simplified.

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Our all in one field service management software helps companies with a mobile workforce streamline operations. Features include, CRM, Scheduling & Job Management, Mobile Forms, Asset Management, Asset Service Reminders, GPS Tracking, Quoting, Invoicing & Accounting Integration. Get a FREE TRIAL

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Fieldmagic logo

Field Service Management, Maintenance Management & CRM

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Fieldmagic helps HVAC professionals estimate jobs accurately and efficiently. Add labor, materials, and margins into quotes, then convert them into scheduled jobs instantly—reducing manual errors and improving win rates.

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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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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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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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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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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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Rep Order Management logo

HVAC estimating software

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Rep Order Management (ROM) is a cloud-based platform dedicated specifically to manufacturer's reps. It handles all aspects of the sales cycle for manufacturer's reps, including bid calendar, product templates, dynamic quoting, sending, and tracking.

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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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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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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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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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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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