Winning more bids with HVAC proposal software

What is HVAC Proposal Software?

HVAC proposal software delivers detailed pricing with job costs broken down by labor, materials, and profit margins. Empower your techs with HVAC pricing software to close the deal on every lead.

Pitch Better HVAC Proposals

Pitch Better HVAC Proposals

Digital HVAC Sales Tool

Give the sales team an effective way to sell HVAC services, using simple HVAC pricing software.

Jobs Priced Right

Calculate labor rates and material costs—and boost close rates—by pricing jobs right every time.

Hassle-Free Estimates

Simplify workflows using a digital solution to quickly draft a clearly defined estimate.

Polished Sales Proposals

Send proposals with photos, services, and costs in a digital format to simplify the sales process.

“You can check everything in one spot. That is power. Being able to have that kind of system is priceless, straight up priceless.”

Lance Bell

Aspen Mountain Plumbing


See why HVAC businesses use ServiceTitan to grow

HVAC Business Proposal Software: Tips and Advice

Learn about HVAC proposal software from the best HVAC industry pros, from evaluating software to discovering key features to grow your commercial or residential HVAC company.

What Does HVAC Proposal Software Do?

Modern HVAC customer relationship management (CRM) software combined with the full functionality of field service management software enables commercial and residential HVAC shops to optimize every aspect of their businesses, using an all-in-one software platform.  When it comes to presenting customers with a proposal for service work, ServiceTitan quickly builds good-better-best proposal options, giving customers multiple solutions for service and repair, while increasing average ticket size and growing revenue along the way. Beyond proposals, HVAC software empowers field service providers to embrace digital invoicing, utilize responsive dispatching and scheduling features, and offer customers GPS tracking, among other features.

What are the Benefits of HVAC Proposal Software?

Best-in-class HVAC proposal software enables your technicians to build proposals with multiple pricing options—fast. A polished proposal with multiple price points gives commercial and residential customers options, a proven way to increase conversion rates, help techs increase their average job ticket, and bring in more revenue for your HVAC business. Other core benefits of ServiceTitan software include: Sync Pricebook + Mobile Estimates: Power your sales team to present more options, follow up on proposals, and close more deals in the field to increase revenue. Follow up on Estimates: Use simple tags and filters on your ServiceTitan dashboard to follow up with customers who never responded to estimates. Increase Revenue: Empower your techs with a mobile app that automatically generates invoicing with time tracking and materials included, and provides a visual pricebook and mobile estimates to make sales presentations look professional. Renew Memberships and Service Agreements: Techs can offer automatic memberships on their mobile device or generate estimates to renew an expiring membership, right on site.

Does your HVAC Proposal Software Integrate with QuickBooks?

Yes. ServiceTitan's HVAC Software integrates with Intuit QuickBooks Online and with QuickBooks Desktop Premier and Enterprise editions. Contractors who serve both commercial and residential customers can take advantage of the QuickBooks integration to simplify accounting procedures and smooth the flow of information from invoice on the construction project site to reconciliation in your accounting software, without the hassle of double entry. That means you can ditch the manual docs or spreadsheets.

How can Commercial HVAC Contractors Leverage Proposal Software to Grow their Businesses?

When scaling a commercial HVAC shop, analyzing the big picture proves critical. Proposal software delivers accurate pricing with commercial job costs broken down by time, materials, and profit margins, giving your service techs an easy way to pitch better HVAC proposals.