For HVAC contractors
HVAC estimates that close before you leave the driveway
Send a mobile-friendly estimate the moment you finish the diagnosis. Customer approves, signs, and pays a deposit from their phone — before they call someone else.
No credit card required.
- < 3 hrs
- Average approval on system replacement quotes
- $800–2.4k
- Typical deposit range secured before equipment is ordered
- 0 ghosting
- Customers who start the approval flow almost always finish
What slows HVAC contractors down today
Customer says yes to the new system on-site, then gets three more quotes over the weekend.
Equipment is sitting at the distributor on your credit card because the deposit never came through.
Seasonal rush means you're tracking 15 open estimates across a spreadsheet and sticky notes.
Change orders for unexpected refrigerant or ductwork issues create friction and disputes.
How it works
From walkthrough to deposit in a single afternoon.
Build your estimate
Add line items, set your deposit percentage, and drop in your standard terms. Takes about 3 minutes.
Send the link
One click generates a mobile-friendly approval page. Text it, email it, or paste it into a chat — whatever your customer reads.
Get approved & paid
Customer reviews the scope, types their name as a legal signature, and pays the deposit via Stripe — all in one flow.
A typical HVAC estimate
Drop these line items straight into a new estimate. Adjust quantities and prices for the specific job.
| Line item | When to use it |
|---|---|
| Diagnostic / service call | Flat fee to diagnose the issue and provide estimate. |
| AC unit replacement — 3-ton Carrier 16 SEER (equipment) | Supply only, installed per local code. |
| AC unit replacement — installation labor | Includes disconnect, line-set connection, electrical, start-up. |
| Refrigerant — R-410A (per lb) | Market rate; adjusted to actual quantity used. |
| Furnace replacement — 80K BTU 96% AFUE (equipment + labor) | Full swap including flue and gas connections. |
| Ductwork repair / sealing | Per linear foot or per zone; quoted separately. |
| Permit and inspection fee | Pass-through at actual cost. |
| 10% deposit to schedule | Secures your installation slot. |
Built for how HVAC contractors actually work
Equipment on your card for less time
Send the estimate from the equipment room. Customer approves and pays the deposit on their phone before you're back at the supply house.
Seasonal surge, handled
Track 5 or 50 open estimates in one dashboard. See what's been viewed, what's sitting, and who needs a follow-up.
Refrigerant and variable-scope line items
Add refrigerant as a per-pound line item to be reconciled after the job. Set the deposit at approval time and adjust the final invoice once the actual quantity is known.
I used to lose jobs between the diagnosis and the invoice. Now the customer signs on the spot and I get the deposit before I order parts.
Frequently asked questions
Can customers approve an HVAC estimate from their phone?
Yes. The estimate link works on any smartphone — no app download or account needed.
How do deposits work for large HVAC installs?
You set a deposit percentage per estimate. We create a Stripe Checkout link right inside the approval page.
Can I send a change order if the job scope changes?
Yes. You can create a change order linked to the original approved estimate and send a separate approval link for the additional work.
Is it easy to reuse estimates for similar jobs?
Yes — duplicate any estimate in one click. All line items, terms, and deposit settings carry over.
Other trades we serve
Send a HVAC estimate today.
Free account in under a minute. Send a public approval link by email or text — your customer signs and pays a deposit right from their phone.