HVAC Estimating Software
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ThermoGrid
Software Description: ThermoGRID is a powerful field service management software built by industry experts to help plumbing, HVAC, and electrical businesses grow. With features like Smart Dispatching, client history tracking, and invoicing, it streamlines operations for maximum efficiency and profitability, enabling rapid business scaling.
Features
Smart Dispatching
Client History Tracking
Automated Invoicing & Payments
Integrated Estimating Tools
Pros
- Comprehensive Feature Set
- User-Friendly Interface
- Efficient Price Access
Cons
- Document Creation Challenges
- Lack of AIA Billing Option
- Contractual Rigidity
Sera
Software Description: Sera is a Field Service Management software that helps HVAC, plumbing, and electrical businesses boost profitability and efficiency. With automated scheduling, financial insights, and real-time job tracking, Sera streamlines operations, reduces chaos, and increases net profits by 52% while improving technician efficiency by 90%.
Features
Automated Admin Portal
Industry-First Customer Hub
Intuitive Tech App
Financial Insights & KPI Tracking
Pros
- Ease of Use
- Automated Job Mapping
- Customer Support
Cons
- Limited Multi-Tasking
- Data Migration Issues
- Complex Navigation
Trimble AutoBid
Software Description: Trimble® AutoBid Mechanical is an estimating software for mechanical, piping, and plumbing contractors. With features like OnScreen View takeoff, automatic fitting generation, and a database of over 100,000 items, it helps contractors create accurate bids, gain a competitive edge, and streamline their estimating processes.
Features
OnScreen View Takeoff
Automatic Fitting Generation
Comprehensive Database
Value Engineering
Pros
- Efficient Estimating
- Comprehensive Database
- User-Friendly Interface
Cons
- High Cost
- Learning Curve for New Users
- Limited Customization
ToolTime
Software Description: ToolTime is a job management software for tradespeople, offering features like quote and invoice generation, appointment scheduling, job documentation, and time tracking. Accessible via web and mobile app, it enhances communication between on-site and office teams. Pricing starts at £54 per month per user.
Features
Job Scheduling
Invoicing
Time Tracking
Customer Management
Pros
- Ease of Use
- Comprehensive Features
- Responsive Customer Service
Cons
- Mobile App Limitations
- Reporting Capabilities
- Feature Requests
Groundplan
Software Description: Groundplan is a cloud-based takeoff and estimating tool built for trade businesses. Upload PDF plans, measure directly on-screen, and generate real-time estimates. With seamless exports to job management or accounting software, it eliminates paper-based workflows. Access from any device and save hours on estimates. Free 14-day trial.
Features
Cloud-Based Takeoff & Estimating
Seamless Integration
Multi-Device Accessibility
Time-Saving Automation
Pros
- Ease of Use
- Exceptional Customer Support
- Integration Capabilities
Cons
- Symbol Sizing Challenges
- Dependence on Internet Connectivity
- Lack of Global Variables
QuoteSoft
Software Description: QuoteSoft is an estimating software designed for contractors, offering specialized tools like QuoteSoft REP, QuoteSoft Pipe, and QuoteSoft Duct. It helps users bid on more jobs, accurately calculate costs, and improve project management with an intuitive, knowledge-based system for optimized bids and better profitability.
Features
Specialized Estimating Tools
Accurate Material and Labor Cost Calculations
PDF and Paper-Based Estimating
Intuitive, Knowledge-Based System
Pros
- Accuracy and Speed in Estimating
- Industry-Specific Solutions
- Ease of Use
Cons
- Cost
- Limited Customization
- Learning Curve for New Users
WenDuct and WenPipe
Software Description: WenDuct and WenPipe provide commercial plumbing and piping contractors with fast, accurate estimating tools featuring screen takeoff. The software reduces estimating time by 50% or more and includes adjustable labor and material pricing. A 30-day trial is available after a free demo with training and setup.
Features
Screen Takeoff Integration
Customizable Labor & Material Pricing
Fast & Accurate Estimating
Free Web Demo & 30-Day Trial
Pros
- Outstanding Customer Service
- Ease of Use
- Efficient Estimating Process
Cons
- Complex Navigation
- Uncertainty with Changes
- Setup Complexity
FieldEdge
Software Description: FieldEdge is a top-rated HVAC software that helps HVAC, Plumbing, and Electrical professionals boost profits and streamline operations. With features like customer history, service agreements, live QuickBooks integration, and a mobile app for technicians, FieldEdge improves efficiency and customer service in the field.
Features
Customer History Management
Robust Dispatch Board
Integrated Payment Processing
Service Agreement Management
Pros
- Seamless QuickBooks Integration
- User-Friendly Mobile App
- Exceptional Customer Support
Cons
- Limited Customer Interaction History
- Occasional Onboarding Challenges
- Mobile App Performance Issues
Pricebook Plus
Software Description: PricebookPlus is a cloud-based SaaS platform designed for HVAC dealers to enhance sales and streamline operations. It offers customizable features for presenting single or multiple solutions in minutes, saving time for comfort advisors. PricebookPlus is intuitive, time-saving, and ideal for boosting sales efficiency.
Features
Customizable Sales Presentations
Cloud-Based Accessibility
Time-Efficient Proposal Generation
Integration with Existing Systems
Pros
- Enhanced Sales Margins
- Real-Time Remote Presentations
- Time Efficiency
Cons
- High Cost
- Limited Integration Options
- Complex Setup Process
SalesManager – ServiceTrade
Software Description: SalesManager is a CRM solution built for commercial service contractors to streamline sales processes and scale their business. It simplifies workflows for service agreements and project proposals, offering tools for equipment inventory, maintenance-based pricing, project pricing, and proposal generation—boosting efficiency and profitability.
Features
Equipment Inventory Collection
Maintenance-Based Pricing Application
Complex Project Pricing Organization
Professional Proposal Generation
Pros
- User-Friendly Interface
- Comprehensive Feature Set
- Effective Sales Process Management
Cons
- Limited Pricing Transparency
- Integration Limitations
- Learning Curve
Procore Estimating
Software Description: Procore Estimating is a cloud-based tool designed for contractors, offering easy-to-use takeoff, auto-count, estimating, and quote generation in one integrated package. It requires no installation, and a free 14-day trial is available. Procore Estimating streamlines workflows, helping contractors manage projects more efficiently.
Features
Integrated Takeoff and Estimating
Bid Management
Customizable Templates
Project Tracking
Pros
- User-Friendly Interface
- Comprehensive Features
- Cloud-Based Accessibility
Cons
- Pricing Transparency
- Limited Free Trial
- Integration Challenges
Klipboard
Software Description: Klipboard is an all-in-one job management software that simplifies the entire process from customer job requests to scheduling and payment. With no set-up fees or long-term contracts, it offers a seamless onboarding experience and a competitive edge, allowing businesses to enhance operations and impress customers.
Features
Job Scheduling and Dispatching
Mobile Forms and Document Management
Client Relationship Management (CRM)
Invoicing and Payment Processing
Pros
- Enhanced Efficiency
- User-Friendly Interface
- Comprehensive Features
Cons
- Limited Customization
- Integration Challenges
- Mobile App Performance
Operix
Software Description: Operix is a field operations platform designed for specialty contractors to streamline job management, scheduling, invoicing, and dispatching. By integrating with accounting systems, it automates workflows and improves efficiency. Whether managing a local shop or a multi-state business, Operix keeps field operations seamless.
Features
Automated Scheduling & Dispatching
Integrated Invoicing & Agreements
MobileFirst Field Management:
All-in-One Resource Management
Pros
- Exceptional Customer Support
- Ease of Use
- Timely Response
Cons
- Complex Setup
- Email Issues
- Feature Limitations
Field Force Tracker
Software Description: Field Force Tracker is a cloud-based field service management software that streamlines operations like scheduling, dispatch, customer management, and invoicing. It offers mobile apps for field employees to update job details, generate invoices, and submit timesheets, improving efficiency and reducing costs.
Features
Job Scheduling and Dispatching
Customer and Vendor Management
Work Order Management
Mobile Access for Field Technicians
Pros
- Ease of Use
- Comprehensive Features
- Mobile Accessibility
Cons
- Occasional Performance Issues
- Limited Administrative Features on Mobile
- Inconsistent Email Deliverability
Sofon Guided Selling
Software Description: Sofon Guided Selling is a sales automation tool that helps sales teams quickly create error-free, professional proposals and quotations. It automatically converts quotes into production orders, guiding sales personnel to choose the best products for customers, improving sales efficiency and decision-making.
Features
Audit Trail
Contact Management
Content Library
Proposal Generation
Pros
- Improved Workload Distribution
- User-Friendly Model Building
- High-Performance User Interface
Cons
- Time-Consuming Manual Processes
- Complex Rate Adjustments
- Limited Customer Interaction History
JobFLEX
Software Description: JobFLEX is a mobile app for contractors and small businesses to create professional quotes and invoices quickly without Wi-Fi. The app allows for the reuse of item/material lists, custom notes, and terms, helping businesses simplify paperwork and get paid faster.
Features
Offline Functionality
Reusable Item & Material Lists
Customizable Invoices & Quotes
Follow-up & Tracking
Pros
- Offline Functionality
- User-Friendly Interface
- Professional Output
Cons
- Limited Features in Free Version
- Pricing Structure
- Mobile App Limitations
Fieldmagic
Software Description: Fieldmagic is a cloud-based field services platform tailored for the HVAC industry. It simplifies job management, scheduling, billing, and asset compliance. With features like mobile technician apps, CRM functionality, and seamless accounting integrations, Fieldmagic improves operational efficiency and reduces paper handling.
Features
Customer Relationship Management (CRM)
Job Scheduling and Dispatching
Mobile Technician App
Asset Management and Compliance Tracking
Pros
- User-Friendly Interface
- Comprehensive Features
- Mobile Accessibility
Cons
- Limited Customization
- Integration Challenges
- Learning Curve
SOMIS
Software Description: SOMIS is a field service management software tailored for contractors and service businesses. It provides tools for dispatching, scheduling, invoicing, estimates, time and inventory management, customer relations, QuickBooks integration, payment processing, reporting, marketing, GPS fleet tracking, and lead capture.
Features
Scheduling and Dispatching
Invoicing and Estimates
Inventory Management
Customer Relationship Management (CRM)
Pros
- User-friendly interface
- Comprehensive features
- Customer support
Cons
- Costly pricing
- Limited integrations
- Customization limitations
Cert-In
Software Description: Cert-In Software Systems is a versatile construction software for contractors in electrical, plumbing, HVAC, and more. It offers estimating, time/material billing, contract billing, and digital takeoff. With customizable templates and integration with digitizers, it enhances collaboration and reporting for project estimators.
Features
Estimating and Bid Management
Time and Material Billing
On-Screen Digital Takeoff
Contract and Invoice Management
Pros
- Comprehensive Estimating Tools
- Digital Takeoff Integration
- Customizable Templates
Cons
- Complex User Interface
- Windows-Only Compatibility
- Limited Cloud-Based Features
Merkato
Software Description: Merkato is an easy-to-use product and sales configuration software. It features an intuitive, adaptive user interface and offers drag-and-drop functionality, along with Excel copy-paste options, enabling rapid changes and customization. Ideal for businesses looking for a flexible and efficient product configuration solution.
Features
User-Friendly Interface
Rapid Implementation and Flexibility
Drag-and-Drop Functionality
Comprehensive Product and Sales Configuration
Pros
- User-Friendly Interface
- Comprehensive Features
- Rapid Implementation and Flexibility
Cons
- Limited Customization
- Integration Challenges
- Learning Curve
PataBid
Software Description: PataBid Quantify is a cloud-based estimating software designed for small mechanical and electrical contractors. It offers quick, accurate bids with tools like automated takeoff, pricing, labor features, and a 35,000-item database, streamlining the estimating process and helping contractors win more work.
Features
omated On-Screen Takeoff
Extensive Item Database
Pre-Built Assemblies
Cloud-Based Design
Pros
- User-Friendly Design
- Comprehensive Item Database
- Cloud-Based Accessibility
Cons
- Limited Integration Options
- Pricing Transparency
- Learning Curve
FastPIPE
Software Description: FastPIPE is a cutting-edge plumbing and mechanical estimating software for commercial and industrial contractors. It features onscreen takeoff for piping, fittings, and valves, plus a comprehensive product database with pricing and labor data. FastPIPE ensures fast, accurate quotes and is backed by a 60-day money-back guarantee.
Features
Onscreen Takeoff
Extensive Product Database
Regular Software Updates
Comprehensive Customer Support
Pros
- Efficiency in Estimating
- Comprehensive Product Database
- Excellent Customer Support
Cons
- Accuracy of Labor Estimates
- Challenges with Software Updates
- Limited As-Built Drawing Features
YourTradebase
Software Description: YourTradebase is a mobile app that simplifies business management for tradespeople. It allows you to create quotes, invoices, manage teams, schedule work, and take payments. With its no-nonsense approach, YourTradebase saves you time on paperwork, giving you more time to focus on growing your business.
Features
Quick Invoicing and Quotes
Customer Approval
Team Management
Mobile Access
Pros
- Ease of Use
- Time-Saving
- Professional Appearance
Cons
- Limited Customization
- Lack of a Dedicated Mobile App
- Minor Functionality Gaps
Rep Order Management
Software Description: Rep Order Management (ROM) is a cloud-based sales platform tailored for HVAC manufacturer's reps. It offers an interactive bid calendar, dynamic quoting, and real-time commission calculations. When combined with AccuTrack, ROM becomes a full business management tool, helping reps manage the entire sales cycle.
Features
Interactive Bid Calendar
Dynamic Quoting
Real-Time Commission Calculation and Reconciliation
Fully Integrated Project Management
Pros
- User-Friendly Interface
- Comprehensive Sales Cycle Management
- Real-Time Commission Tracking
Cons
- High Cost
- Limited Reporting Functions
- Account Management Issues
Trimble Estimation Desktop
Software Description: Trimble Estimation Desktop is a powerful estimating solution for MEP contractors, combining digital takeoff, integrated pricing, and a vast materials database to streamline bidding. Designed for plumbing, HVAC, and electrical estimators, it enhances accuracy, reduces errors, and improves bid efficiency, helping contractors win more projects.
Features
Connected Digital Takeoff
Integrated Pricing Database
MEP-Specific Estimating Tools
Seamless Workflow Integration
Pros
- Comprehensive Functionality
- Effective Account Management
- Successful Bid Outcomes
Cons
- Lack of Improvements and Bug Fixes
- Delayed Support Response
- High Cost of Bid Documents
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