HVAC estimating software powered by AI Estimator
Turn job photos, load calcs, technician notes, pricing rules, and rebate context into a customer-ready replacement proposal. AI Estimator drafts good/better/best options fast, then routes high-value replacement jobs through your manager gate before anything goes out.
Starts from $1,500 workflow setupRisk free — If you're not satisfied during setup, we'll refund your money.
Job photos
Tech notes
CRM history
Pricing rules
AI quote engine
Quote ready
$12,840
In production
What the customer-ready HVAC proposal looks like.
What an HVAC manager actually approves with AI Estimator running — replacement tiers framed for the kitchen-table close, margin and rebate flags surfaced before the send, and customer history pulled in line.
Drafted
Good / better / best in minutes
Replacement-vs-repair framing, equipment tiers, and finance pre-set on the customer's bracket — proposals ship same-day, not three days later.
Good$3,200Better$4,200Best$5,800Flagged
Margin and rebate checks
Rebate-claim mistakes, scope creep, and ticket-size overrides surface before the proposal goes out — your manager gate stays in the loop on the jobs that matter.
Margin floor breachedRouted to manager reviewContextual
Customer history pulled in line
Plan tier, last visit, active warranty, and prior tune-ups show up next to the draft — every quote ships with the context the field tech didn't carry.
Tune-up · 2024$185MembershipGoldWarrantyActive
HVAC estimating software powered by AI Estimator questions, answered
What HVAC job context does AI Estimator use for replacement proposals?
Job photos, technician notes, load-calc context, equipment tags, customer history from your CRM, service-area pricing, warranty or maintenance-plan status, and your approved margin rules. The estimator drafts from the same field evidence your office would assemble manually — without the hours of copy-paste and re-entry.
Can it draft good/better/best replacement options from photos and load calcs?
Yes. AI Estimator turns photos, measurements, and load-calc inputs into good/better/best replacement options using your pricing book and scope rules. Option framing, equipment tiers, and financing hooks stay consistent across techs so quote quality stops varying by whoever wrote the last proposal.
Does it include rebate and IRA language in HVAC proposals?
During setup we wire the rebate context you approve — IRA heat-pump credits, utility rebates, manufacturer promotions — into the proposal copy blocks your team already uses. The estimator surfaces eligible language in the draft; your manager still reviews before anything goes to the customer.
Do managers still approve before a proposal goes to the customer?
By default, yes. We map approval thresholds (ticket size, rebate claims, custom scope) so high-value replacement proposals route to a manager gate. AI Estimator removes assembly time; it does not remove judgment on the jobs that matter most.
What if I'm not satisfied?
Workflow setup starts from $1500, if you're not satisfied and will not want to proceed we will refund your money.
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