Last updated on April 22, 2026 • Reviewed for accuracy
The best HVAC quote software is ServiceTitan for advanced estimating and sales tools, especially for larger teams. Jobber and Housecall Pro are better for simple quoting workflows, while QuoteIQ is built specifically for creating high-converting visual estimates and upsells.
Best overall: ServiceTitan
Best for simple quotes: Jobber
Best for ease of use: Housecall Pro
Best for visual estimates: QuoteIQ ⭐
Best for flexibility: FieldPulse
Best for dispatch + quotes: Workiz
Best for QuickBooks users: FieldEdge
Best budget option: Kickserv
What is the best HVAC quote software?
The best HVAC quote software is ServiceTitan because it offers advanced estimating, pricing tools, and sales tracking. For simpler workflows, Jobber and Housecall Pro are strong options, while QuoteIQ is designed specifically for creating visual estimates and increasing close rates.
Choosing the best HVAC quote software isn’t just about creating estimates—it’s about closing more jobs.
Most HVAC companies lose revenue because quotes are slow, unclear, or not designed to sell. The right software helps you build accurate estimates, present pricing clearly, and convert more customers on the spot.
In this guide, we compare the best HVAC quote software so you can choose the right tool based on how your team sells, quotes, and closes jobs.
Do you need standalone quoting software or a full HVAC system?
Some HVAC software platforms include quoting as part of a larger system, while others are built specifically for creating high-converting estimates and proposals.
Tools like ServiceTitan, Jobber, and Housecall Pro include quoting features alongside scheduling, dispatching, and invoicing. In contrast, platforms like QuoteIQ focus specifically on visual estimates, upsells, and improving close rates.
Compare the top HVAC quoting tools
Compare the top HVAC quote software based on estimating features, pricing, and how well each tool helps convert quotes into jobs.
| Software | Best For | Quoting Strength | Pricing | Free Trial | Positioning |
|---|---|---|---|---|---|
| ServiceTitan ⭐ | Large HVAC companies | Advanced pricebook + sales tools | $125–$400+/user/mo | No | Best overall |
| QuoteIQ ⭐ | High-converting estimates | Visual quotes + upsells | Custom pricing | Demo | Sales-focused |
| Jobber | Growing teams | Simple quotes + approvals | $25–$150/mo | Yes | Best value |
| Housecall Pro | Small businesses | Fast mobile estimates | $49–$199/mo | Yes | Ease of use |
| FieldPulse | Scaling teams | Flexible estimate workflows | $99–$199/mo | Yes | Growth-stage |
| Workiz | Dispatch-heavy teams | Quote + call tracking combo | $65–$225/mo | Yes | Dispatch-focused |
| FieldEdge | QuickBooks users | Estimate + accounting sync | $100–$200/user/mo | Demo | Accounting-focused |
| Kickserv | Budget users | Basic quoting tools | $19–$79/mo | Yes | Budget |
Need a full system beyond quoting? See HVAC field service management software to compare complete platforms.
See how HVAC quote software works
This quick Jobber demo shows how HVAC companies create estimates, present pricing, and convert quotes into jobs using modern quoting tools.
Best HVAC quote software tools for estimates and proposals
Here’s a breakdown of the top HVAC quote software tools based on how well they create estimates, present pricing, and help convert quotes into jobs.
ServiceTitan
Best for: Advanced estimating and sales systems
ServiceTitan is the most powerful HVAC quote software for companies that want full control over pricing, estimates, and sales performance.
- Not ideal for: Small teams due to cost and complexity
- Key differentiator: Integrated pricebook with sales tracking
- Visual pricebook with flat-rate pricing
- On-site estimates and proposal tools
- Sales tracking and close rate analytics
👉 See why ServiceTitan is the top choice for advanced HVAC estimating and sales systems
QuoteIQ
Best for: High-converting estimates and visual proposals
QuoteIQ is built specifically for HVAC companies that want to increase close rates using visual estimates, upsells, and presentation tools.
- Not ideal for: Full business management (no FSM system)
- Key differentiator: Designed to improve quote conversion
- Visual proposals with upgrade options
- Upsell tools built into the quoting process
- Customer-friendly estimate presentation
👉 See how QuoteIQ helps HVAC companies create high-converting visual estimates
Jobber
Best for: Simple quoting and fast approvals
Jobber is ideal for HVAC businesses that need quick, professional estimates without complex setup.
- Not ideal for: Advanced sales workflows
- Key differentiator: Clean, easy-to-use quoting system
- Create and send quotes in minutes
- Customer approvals via email or text
- Integrated invoicing and payments
👉 Learn why Jobber is one of the easiest HVAC tools for sending and approving quotes
Housecall Pro
Best for: Mobile quoting and ease of use
Housecall Pro allows technicians to create estimates on-site and convert them into jobs quickly.
- Not ideal for: Complex commercial estimates
- Key differentiator: Fast mobile quoting experience
- Create estimates from mobile app
- Send quotes instantly to customers
- Convert estimates to jobs in one click
👉 Find out how Housecall Pro makes quoting fast and simple for HVAC teams
FieldPulse
Best for: Flexible quoting workflows
FieldPulse gives HVAC teams more control over how estimates are built, customized, and delivered.
- Not ideal for: Teams wanting plug-and-play simplicity
- Key differentiator: Customizable estimate workflows
- Create detailed estimates and proposals
- Track quote status and follow-ups
- Integrate quotes with job management
👉 See how FieldPulse gives HVAC teams more control over estimates and workflows
Workiz
Best for: Quotes tied to calls and dispatching
Workiz connects quoting with call tracking and dispatching, making it ideal for high-volume HVAC businesses.
- Not ideal for: Advanced visual estimates
- Key differentiator: Quote + call tracking integration
- Convert calls into quotes quickly
- Track leads and estimate performance
- Integrated scheduling and dispatch
👉 Discover why Workiz is built for HVAC teams that rely on calls and fast quote conversions
FieldEdge
Best for: Quote + accounting integration
FieldEdge is best for HVAC businesses that want estimates tightly connected to invoicing and accounting.
- Not ideal for: Visual or sales-focused quoting
- Key differentiator: QuickBooks-integrated estimates
- Create estimates tied to customer history
- Convert quotes directly into invoices
- Sync financial data with QuickBooks
👉 See how FieldEdge connects HVAC estimates directly with QuickBooks
Kickserv
Best for: Budget-friendly quoting
Kickserv provides basic estimate and quote tools at a lower cost, making it a good entry-level option.
- Not ideal for: Scaling or advanced sales tools
- Key differentiator: Affordable quoting solution
- Create simple estimates and quotes
- Track customers and job details
- Convert estimates into invoices
👉 Learn why Kickserv is a solid budget option for HVAC quoting
Which HVAC quote software should you choose?
- Advanced sales systems → ServiceTitan
- High-converting visual quotes → QuoteIQ
- Simple quoting → Jobber
- Mobile estimates → Housecall Pro
- Flexible workflows → FieldPulse
- Call-driven quoting → Workiz
- QuickBooks users → FieldEdge
- Budget option → Kickserv
Final verdict: which HVAC quote software should you choose?
ServiceTitan is the best HVAC quote software for companies that need advanced estimating, pricing control, and sales tracking.
If your goal is to close more jobs using better proposals, QuoteIQ is the strongest option because it focuses specifically on visual estimates and upsells.
For simple quoting workflows, Jobber and Housecall Pro are the best choices, while FieldPulse and Workiz are better for growing teams and dispatch-heavy operations. FieldEdge is ideal for QuickBooks users, and Kickserv is a solid budget option.
If you need a full system beyond quoting, explore HVAC field service management software to compare complete platforms.
Frequently asked questions about HVAC quote software
What is HVAC quote software?
HVAC quote software helps businesses create estimates, send proposals, and convert quotes into jobs by improving pricing clarity and customer communication.
What is the best HVAC quote software?
ServiceTitan is the best HVAC quote software for advanced estimating, while QuoteIQ is best for visual estimates and increasing close rates.
How does HVAC quote software help close more jobs?
HVAC quote software helps close more jobs by creating clear, professional estimates, offering pricing options, and allowing customers to approve quotes quickly.
What features should HVAC estimating software include?
Key features include estimate creation, pricebooks, proposal tools, customer approvals, and integration with invoicing and scheduling.
Is HVAC quote software different from field service software?
Yes, HVAC quote software focuses on estimates and proposals, while field service software includes scheduling, dispatching, invoicing, and full business management.
Can HVAC quote software integrate with QuickBooks?
Yes, tools like FieldEdge integrate directly with QuickBooks to sync estimates, invoices, and financial data.
What is the best HVAC quote software for small businesses?
Jobber and Housecall Pro are the best HVAC quote software options for small businesses due to ease of use and affordability.