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HVAC Estimating software
The leading HVAC
Estimating software
Grow and scale your HVAC business all year long with the home service industry’s top business management platform. Schedule, dispatch, send invoices and estimates all in one place.
Estimates
Send quotes faster &get more jobs
Close deals faster and boost your revenue with our game-changing Estimates feature. Empower your HVAC technicians to create professional, accurate estimates right on the job site. With just a few taps, they can quickly generate a detailed quote and send it to the customer immediately. No more delays or missed opportunities – our Estimates feature enables you to strike while the iron is hot and secure more business on the spot.
Sales proposals
Increase your sales
Give your HVAC technicians the power to present customers with three distinct options: “Good, Better, Best.” This strategic approach allows you to cater to a wide range of budgets and preferences, while showcasing your expertise and transparency. By offering clear, tiered choices, you’ll not only enhance customer satisfaction but also drive revenue growth, as the majority of customers gravitate towards the “Better” option.
Price book
Sell more in the field
Change the way your team sells on the job site by providing a comprehensive digital catalog at their fingertips. With Price book, your technicians can showcase products to customers, offering visual representations and clear, transparent pricing. Empower your customers to make confident, informed decisions tailored to their specific home needs and budget.
Frequently asked questions
How do HVAC techs build estimates?
Techs can build quotes instantly in the field using our intuitive HVAC proposal tools. Instead of writing paper bids, they can access pre-built HVAC estimate templates on their mobile device. This allows them to generate professional AC repair quotes or installation proposals in seconds, presenting “Good, Better, Best” options to close deals faster.
Can Workiz itemize equipment & labor?
Yes, Workiz gives you full control over your pricing structure. Whether you are drafting simple repair bills or complex furnace replacement estimates, you can clearly separate labor rates from parts and equipment. This level of detail not only builds trust with customers but also improves your HVAC job costing, ensuring you accurately track profitability on every line item.
The biggest value is really being able to pinpoint the revenue generated from a campaign. I didn’t get that with Mailchimp.
Liz Ramirez
Marketing Manager, Gold Eagle Services
We sent our first campaign to just 77 people and immediately generated over $2,600 - filling two and a half days of truck time. It's an absolute game-changer.
Gage Valdez
Franchise Admin, Home Run Franchises
Workiz simplified our business with automation, boosting growth.
Miguel Contreras
Owner and CEO at Bros Pro Hauling
Workiz helped us generate unexpected, extra income.
Matthew Vick
Owner, Sonoma Strong Hauling & Junk Removal
Workiz continuously improves their product, making it easy for us to recommend and benefit from the partnership.
Matt Merry
Operations, Junk Removal Authority
Our scheduling has improved and retention rates on jobs have increased by 10%
Tega
Owner of Removerz
Integrations
Incorporate marketing tools, build customer loyalty and run your business like a well-oiled machine
Intuit QuickBooks
Zapier
Reserve with Google
Linxup
Sunbit
Wisetack
Angi Leads
Thumbtack
Google Calendar
CompanyCam
SearchKings
AnswerConnect
Nexa
NiceJob
JB Warranties
HouseHappyWhat’s new?
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Why technicians love Workiz?
Increase the efficiency of your field service business with all-in-one platform trusted by over 120,000 pros. Manage all your daily tasks automate your key workflows, win more jobs, get paid in the field faster, and control your business in real-time with Workiz.
