Sales Proposals/Quoting/Estimates

AccuQuote

Rep Order Management (ROM)

5.3 - Good

Engineered for HVAC manufacturers' representatives to streamline complex commercial quote creation and eliminate spreadsheet calculation errors.

Airship

Airship (airship.us)

6.0 - Good

HVAC-specific sales proposal software with AHRI matching, rebate capture, and ServiceTitan integration

Airship

Airship

7.1 - Excellent

AI-powered HVAC proposal builder with financing options, incentive surfacing, and ServiceTitan integration.

ArcSite

ArcSite

6.2 - Good

Field-ready CAD and estimating app for HVAC contractors — draw on-site, generate takeoffs, and send proposals

Beam AI

Beam AI

6.9 - Good

AI-powered HVAC takeoff that automatically quantifies ductwork, fittings, and equipment from blueprint plans.

Beam AI (iBeam)

Beam AI

5.0 - Good

AI-powered automated HVAC takeoff with QA review delivers duct, fitting, and equipment quantities in 24-36 hours, saving 90% of manual takeoff time.

Estimating 4 Profit

Excellence Alliance

4.6 - Fair

Cloud-based commercial HVAC maintenance agreement estimating that cuts proposal writing time by 90%.

FastDUCT

FASTEST Inc.

3.6 - Fair

On-screen HVAC takeoff software with auto-connecting ductwork and 150,000+ item master catalog with live manufacturer pricing.

FastPIPE

FASTEST Inc.

3.6 - Fair

Mechanical piping and plumbing estimating software with on-screen takeoff and auto-connecting pipe, 150,000+ item database, and live manufacturer pricing.

HVACBase

HVACBase

5.3 - Good

Modern AI-powered HVAC-only platform combining flat rate pricebook, proposal generation, and inventory management in one product for HVAC contractors.

HVACBizPro

Enterprise Selling Solutions

5.8 - Good

HVAC proposal software with built-in load analysis, AHRI equipment matchup, financing, and dispatch capabilities.

McCormick Estimating Software

McCormick Systems

3.8 - Fair

Comprehensive MEP estimating platform combining digital takeoff and integrated pricing for electrical, plumbing, and mechanical contractors.

OnCall Air

OnCall Air

4.6 - Fair

Close more replacement sales

PataBid Quantify

PataBid

6.2 - Good

Cloud-based MEP estimating platform with 60,000+ item database, AI takeoff tools, and real-time pricing integration.

PlanSwift

PlanSwift Software

3.2 - Fair

Widely adopted takeoff and estimating platform with advanced HVAC ductwork tracing, material/labor calculations, and construction estimating tools.

Pro Comfort Advisor

Pro Comfort Advisor LLC

5.4 - Good

iPad-based HVAC sales system with Base/Good/Better/Best proposals, multi-brand support, and offline capability.

ProEst

Autodesk

6.8 - Good

Enterprise cloud estimating by Autodesk with digital takeoff, real-time cost updates, and ERP integration for mechanical contractors.

Profit Rhino

Profit Rhino

4.8 - Fair

The #1 flat rate pricebook

Purpose-built HVAC estimating software auto-calculating labor hours and material costs for rectangular, round, and oval ductwork with single-click takeoff.

SAMPro Enterprise

Data-Basics

5.9 - Good

Comprehensive ERP for mechanical contractors with multi-phase bid management, job costing, and 40+ years of industry focus.