Estimates and Contracts for
HVAC Professionals

Are you still using Word or Excel to create your quotes? How much time are you wasting formatting your quotes?

QuoteWerks is a specialized software solution designed to streamline the quoting and estimating process for various industries, including HVAC (Heating, Ventilation, and Air Conditioning).

HVAC Companies Benefit From Using QuoteWerks

  • Efficiency and Accuracy

    QuoteWerks streamlines the quoting process, allowing HVAC companies to quickly generate accurate estimates for their customers. With its user-friendly interface and customizable templates, QuoteWerks makes it easy for HVAC professionals to input product and labor costs while out in the field.
  • Over 115+ Integrations

    QuoteWerks integrates seamlessly with popular CRM systems, accounting software, and other tools commonly used by HVAC companies. These integrations eliminate the need for manual data entry and ensure consistency across different platforms.

    In addition to Software and Application Integrations, through our eSignature solution, you can even accept payment as soon as your customer accepts the estimate.

  • Job Costing

    HVAC companies often need to provide customers with various pricing options based on factors such as equipment brands, warranty levels, and service packages. QuoteWerks allows for the creation of multiple pricing tiers and customizable discount structures, enabling HVAC professionals to tailor quotes to meet the specific needs and budgets of their customers.
  • Create Quotes On-The-Go

    QuoteWerks offers mobile access via QuoteWerks Web and QuoteValet Mobile, allowing HVAC professionals to create, modify, and send quotes from anywhere using a web browser or tablet. This flexibility enables on-the-go quoting, improves responsiveness to client inquiries, and enhances overall customer service.
  • Quote Customization

    QuoteWerks also offers extensive customization options, allowing HVAC companies to tailor their quotes and estimates to meet the specific needs of each project and client. Customizable templates, branding options, and detailed item descriptions enable businesses to create professional-looking proposals that reflect their unique brand identity.
  • Compliance and Regulations

    QuoteWerks supports compliance with industry regulations and standards by providing tools to include relevant legal disclaimers, terms and conditions, and regulatory information in quotes and estimates. This ensures that HVAC companies remain compliant with applicable laws and regulations throughout the quoting process.

HVAC Professionals need a solution that handles their quoting and estimating needs. QuoteWerks is that solution!

Evaluating Estimate and Bid Software

Here are some additional resources to assist you in your evaluation process:

Etimating Tips for HVAC Professionals

An HVAC professional needs several things to create an accurate estimate for a customer:

Information about the job:
  • Size and type of building: This will help determine the heating and cooling capacity required for the space.
  • Existing HVAC system (if applicable): Understanding the current system's age, efficiency, and any existing problems will influence the estimate.
  • Desired work: Is it a repair, replacement, or new installation?
  • Desired features: Does the customer want a high-efficiency system, specific features, or smart thermostat integration?
Knowledge of costs:
  • Labor costs: This includes the hourly rate for technicians and the estimated time for the job.
  • Material costs: The cost of the HVAC unit itself, any necessary ductwork, refrigerant, and other materials.
  • Overhead costs: The company's indirect expenses like insurance, permits, and vehicle maintenance.
Additional factors:
  • Local regulations: Building codes and permitting requirements can impact the job complexity and cost.
  • Disposal fees: Costs associated with removing the old system (if applicable).
  • Availability of materials: Any potential delays due to supply chain issues.

By considering all these factors, an HVAC professional can create a detailed and accurate estimate for the customer. The estimate should be transparent, outlining the breakdown of labor, materials, and any additional costs.

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