What is an HVAC Estimating Software?

HVAC Estimating Software allows cleaning, plumbing, electrical and IT businesses to track their field technicians in real-time. It includes scheduling, dispatching, work order management, etc. Enables field technicians to update job information to their team members. Allows users to store customer information in a centralized database. HVAC Estimating Software also enables users to generate service requests for a customer based on previous work performed.

HVAC Estimating Software allows users to assign works to their team members using drag-and-drop functionality. Enables managers to send notifications to their field workers about schedule changes. Also allows users to create quotes and convert them into work orders. Enables field technicians to add notes, photos and signatures to their tasks.

Features of an HVAC Estimating Software

  • Enables users to schedule jobs such as work or projects and maintenance based on the availability of field workers.
  • Allows users to store and view customers’ information, such as addresses, contacts, payment details, etc.
  • Enables users to generate invoices to receive payment from clients after the completion of work.
  • Allows users to track equipment details, such as serial number, warranty data, model, etc.
  • Also enables users to manage inventory and track the products and maintain a stock level.

List of an HVAC Estimating Software

When you start looking for the best HVAC estimating software, it is easy to get overwhelmed with the list of options available. Here is the handpicked list of HVAC estimating software to choose as per your requirement:

1. WorkWave

WorkWave-HVAC-Estimating-Software
Image Courtesy – https://www.workwave.com/

WorkWave is a cloud-based HVAC estimating software suitable for field service businesses of all sizes. Allows users to view revenue per route, essential job details and unscheduled jobs. Enables users to reschedule a route and preview the new route. WorkWave HVAC tracking software allows users to provide the optimal route based on drive time and customer preference. Also provides a free trial.

Key Features:

  • Enables users to view the distance to drive
  • Allows users to send outstanding invoices in bulk
  • Supports Windows, Mac and Linux
  • Allows users to integrate with QuickBooks

To know more about WorkWave HVAC Estimating Software features and product options, click here to continue.


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2. Kickserv

Kickserv-HVAC-Estimating-Software
Image Courtesy – https://www.kickserv.com/

Kickserv is an HVAC estimating software suitable for businesses of all sizes, such as plumbing, cleaning, and electrical. It includes driver scheduling, work order management, billing and invoicing, etc. Allows users to create a customizable dashboard as per their requirements. Enables users to track multiple aspects of an organization, such as field technicians and invoices. Kickserv HVAC estimating software also allows field technicians to send job updates to their team members.

Key Features:

  • Provides a mobile app for iOS and Android
  • Also provides a free version with limited features
  • Allows users to integrate with Xero and QuickBooks
  • Available on-premise and cloud-based

To know more about Kickserv HVAC Estimating Software features and product options, click here to continue.


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3. RazorSync

Image Courtesy – https://www.razorsync.com/

RazorSync is a cloud-based HVAC estimating software designed for businesses of all sizes, such as cleaning services and IT or computer repair. It includes driver scheduling and dispatching, work order management, job estimating, etc. Allows users to send reminders or notifications to their field technicians via text messages and emails. RazorSync HVAC estimating software enables users to generate service requests for a customer based on previous work performed. Also provides a free trial.

Key Features:

  • Enable users to receive an overview of their workforce in real-time
  • Enables users to store customers’ information, such as photos, notes, phone numbers, etc
  • Allows users to integrate with Google Maps and Quickbooks
  • Provides a mobile app for iOS and Android

To know more about RazorSync HVAC Estimating Software features and product options, click here to continue.


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4. ReachOut Suite

Image Courtesy – https://comparecamp.com/

ReachOut Suite is an HVAC estimating software suitable for field service businesses of all sizes. It includes scheduling, dispatching, work order management, etc. Allows users to assign work to their team members using drag-and-drop functionality. Also enables field technicians to update job information for their team members. Allows managers to send notifications to their field workers about schedule changes.

ReachOut Suite HVAC estimating software allows users to store customer information in a centralized database. Enables users to track their field workers using GPS maps in real-time. Also allows field technicians to add notes, photos and signatures to their tasks.

Key Features:

  • Provides a mobile app for iOS and Android
  • Available on-premise and cloud-based
  • Allows users to integrate with Xero and Quickbooks
  • Also provides a free trial with limited features

To know more about ReachOut Suite HVAC Estimating Software features and product options, click here to continue.


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5. Synchroteam

Synchroteam-HVAC-Estimating-Software
Image Courtesy – https://softwareconnect.com/

Synchroteam is a cloud-based HVAC estimating software suitable for businesses of all sizes, such as electrical, construction, cleaning services, etc. It includes works order management and scheduling and dispatching. Allows managers to schedule jobs based on location and field workers’ availability using drag-and-drop functionality. Synchroteam HVAC estimating software enables managers to ensure that field workers can capture specific parameters and metrics about customers and jobs.

Key Features:

  • Allows field workers to find the best route to arrive at the job location
  • Provides a mobile app for iOS and Android
  • Enables managers to track their field workers in real-time
  • Allows users to integrate with Zoho, Xero, Quickbooks and Sage

To know more about Synchroteam HVAC Estimating Software features and product options, click here to continue.


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6. Housecall Pro

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Housecall Pro is a cloud-based HVAC estimating software suitable for businesses of all sizes, such as electrical, construction, cleaning services, etc. It includes job scheduling, job estimation, payment processing, etc. Allows users to automate workflows and streamline field workers' dispatch. Enables users to send alerts or notifications via emails and text messages. Housecall Pro HVAC estimating software allows users to import or transfer their existing client database quickly. Also provides a free trial.

Key Features:

  • Enables users to integrate with the Housecall consumer booking app
  • Also allows users to integrate with Quickbooks
  • Provides a mobile app for iOS and Android
  • Enables users to track their field workers via GPS in real-time

To know more about Housecall Pro HVAC Estimating Software features and product options, click here to continue.


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7. ServiceBox

ServiceBox HVAC Estimating Software
Image Courtesy – https://www.getservicebox.com/

ServiceBox is a cloud-based HVAC estimating software suitable for businesses of all sizes, such as electrical, construction, cleaning services, etc. Enables users to synchronize specific work orders with job sites. Allows users to create quotes and convert them into work orders. ServiceBox HVAC estimating software also enables field technicians to send job reports to their team members in real-time.

Key Features:

  • Enables users to create reports and send them to clients via emails
  • Also provides a free trial with limited features
  • Allows users to integrate with Sage 50 and QuickBooks
  • Supports multiple languages, such as English, and French

To know more about ServiceBox HVAC Estimating features and product options, click here to continue.


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8. Fieldmagic

Fieldmagic-HVAC-Estimating-Software
Image Courtesy – https://www.fieldmagic.co

Fieldmagic is a cloud-based HVAC estimating software designed for businesses of all sizes, such as electrical, construction, pest control, cleaning and IT services. Allows field workers to maintain login and logout time on assigned jobs. Also enables users to schedule jobs such as work and projects, maintenance, etc. Allows users to attach photos and signatures to the invoices. Fieldmagic HVAC estimating software allows users to create quotes and track open quotes. Also provides a free trial.

Key Features:

  • Enables users to create reports and send them to clients via emails
  • Provides a mobile app for iOS and Android
  • Allows users to track their field workers in real-time
  • Allows users to integrate with Xero, QuickBooks, and Netsuite

To know more about Fieldmagic HVAC Estimating Software features and product options, click here to continue.


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Conclusion

It is difficult for plumbing, cleaning, IT and electrical company to track their moving parts. HVAC Estimating Software enables users to manage their inventory quickly. Also allows customers to view available appointment slots to request services, such as cleaning, plumbing, and electronics repair.

Featured Image Courtesy – Photo by Ildefonso Polo on Unsplash