How to Choose the Right HVAC Proposal Software for Your Business

hvac proposal software

How to Choose the Right HVAC Proposal Software for Your Business

When bidding on an HVAC project, you want to make the best impression possible. The content of your quote matters, but so does the presentation and delivery.

While you could rely on an in-house team to prepare these documents, it’s easier and more economical to use HVAC proposal software instead. These tools allow you to tailor your quotes to fit customer demand, increasing productivity and efficiency.

When deciding which platform to use, there are a few key considerations to keep in mind. Let’s take a look. 

Ease of Use

When trying out different types of software for your HVAC company, pay attention to user-friendliness. You need a solution that your team can grasp as quickly as possible. If it’s too advanced or multi-faceted, you’ll spend more time training your employees than using the new program. 

Increasingly, HVAC technology is moving to the cloud. Investing in cloud-based HVAC proposal software means there’s no on-site hardware to maintain or an IT team to hire. Everything is managed for you remotely by a qualified third-party provider, and you can access your mission-critical data at any time, from anywhere. 


When you submit a proposal for HVAC repairs, how do you break down your anticipated job costs? Most companies have their own structure, which should include separate numbers for categories such as labor costs and material expenses. 

Look for software that allows you to customize the fields to fit your needs. The more thorough your proposals can be, the more likely your field technicians are to capture and close with qualified leads. 

Once you’ve entered everything correctly, you should be able to send the proposal directly to your customer in just a few clicks. This simplifies the sales process and can improve satisfaction rates. 

Job Costing Adjustments

Once you secure a deal and the job begins, you also need software options to track the project at every turn. The best proposal platforms also include job-costing features that allow your team members to monitor key updates such as:

  • Real-time gross profits
  • Real-time job status updates
  • Labor and overhead costs
  • Travel time
  • Customer payments

In addition to capturing this data, you need the ability to save it so you can refer to it later. Analyzing previous jobs helps your team understand what works and what doesn’t, so you can make beneficial changes to your approach. It also reveals how much you can expect similar projects to cost down the road.

Learn More About Our HVAC Proposal Software

You’re busy running a successful HVAC business. You might not have the time or bandwidth to reinvent the wheel every time you need to submit a customer proposal.

Instead of completing quotes by hand or relying on outdated legacy software to do the work, let us show you how our innovative HVAC proposal software operates. Our cloud-based solution takes the guesswork out of securing leads and closing jobs, every time. 

If you’re ready to learn more about how it works, get in touch with us to schedule a demo today!