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.
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.
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. |
“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. They tap Approve, type their name, and pay the deposit in one flow.
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 — card, Apple Pay, or Google Pay.
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 so you're not starting from scratch for every similar system.
Other trades we serve
Send a HVAC estimate today.
Spin up a 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.