Industries/HVAC/Estimating software
HVAC estimating
HVAC estimating software for changeouts and new systems: price equipment and labor from your own book, show Good, Better and Best on one proposal, add financing, and get it signed.
How it works
Example
Example only. Round, made-up numbers that show the layout, not what a system should cost. Size every system with a load calculation done your usual way. For a printable version, use the free HVAC estimate template.
Features
Each unit is a Price Book item with its cost and a product photo, priced your way. The homeowner sees the price, never your cost.
Equipment, labor and fees each carry their cost, so you see the margin on each tier while you build it.
Good, Better and Best go out together on one link. The homeowner picks one and signs; the others are marked not selected.
Name the lender’s plan and set the down payment, and the financed balance prints in place of the payment split. The client applies with the lender; ECHOPS doesn’t connect to lenders.
Sign at the kitchen table on your tablet, or send the link and watch for the open. Change orders sign the same way.
The equipment and materials on the signed quote become the order list, and AI reads the supplier’s confirmation and the packing slip.
Choosing software
In useful HVAC estimating software, each option changes the equipment, efficiency or features, with its own lines. Copying a quote and changing the parts makes that quick.
Supplier prices move. Check that you can update the whole price book from a spreadsheet instead of one item at a time. ECHOPS imports a CSV or a supplier’s own price sheet and previews every change.
If you offer financing, the quote should show the lender’s plan, the down payment and the financed balance, not just a total.
Load calculations such as ACCA Manual J size the system. ECHOPS doesn’t do them, so keep your load calc tool and attach its report to the deal.
Straight answers
Price
Start with your own equipment. The trial lasts 14 days, needs no credit card, and your workspace is ready in minutes. See the pricing page for every plan.
Questions
The one your team uses on every call: equipment from your own price book, real Good/Better/Best options, financing on the quote, e-signatures and published prices. ECHOPS covers those for replacement and install work, and maintenance visits run as service plans; it doesn’t do load calculations or membership programs. See how it compares in ECHOPS vs ServiceTitan.
Price one system from your book, duplicate it for each tier, add the payment plan or financing and send every option on one link. The homeowner sees each option’s price and description, picks one and signs online. Prefer paper? The free HVAC estimate template lays out three options side by side.
No. Size the system with the load calculation method you use today, then build the options in ECHOPS and keep the report in the deal’s files. Some permit offices ask for a load calculation, so check with your local building department.
ECHOPS runs in the browser on any phone or tablet and adds to the home screen, so it opens like an app at the kitchen table. An iPhone app is on the way. It needs a connection.
ECHOPS shows financing on the quote: the lender’s plan, the down payment and the financed balance. The credit application and the lender’s payment happen with the lender, and you record payments in ECHOPS when they arrive.
ECHOPS has three plans: Solo at $149 a month for 3 users, Crew at $299 for 8 and Company at $599 for 20. Extra users are $25 a month, and yearly billing costs 10 months. With our special price, your first two months are $49, $59 or $69 a month. The trial is free for 14 days, with no card.
Calls, texts and website forms land on one lead board, and the estimate visit books from the lead. See the HVAC CRM page.
Related
Calls, installs, service calls and routes for HVAC companies.
See the trade page →A free Good/Better/Best estimate to print or fill in Excel.
Get the template →The price book, options and quote links in detail.
See estimating →Cover page, options, timeline and acceptance.
Get the template →Signers, reminders and the signing certificate.
See e-signatures →Callbacks with the warranty answer, and the day’s route.
See service calls →Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
Special price: your first 2 months from $49/mo. Limited spots, so sign up today.