Quick Overview
- 1#1: ServiceTitan - Comprehensive platform for HVAC contractors offering advanced estimating, quoting, and bidding tools integrated with dispatching and CRM.
- 2#2: FieldEdge - HVAC-specific software providing flat-rate pricing, mobile quoting, and bid management for service and installation jobs.
- 3#3: Housecall Pro - User-friendly field service app with customizable quoting, invoicing, and bidding features tailored for HVAC businesses.
- 4#4: Jobber - Field service management tool with quick quote generation, job costing, and professional bid proposals for HVAC pros.
- 5#5: Leap - AI-powered CRM and quoting software that streamlines HVAC sales processes with instant bid creation and financing options.
- 6#6: Service Fusion - All-in-one HVAC management system featuring dynamic pricing, template-based quoting, and automated bidding workflows.
- 7#7: SuccessWare - Established HVAC business software with precise job costing, estimating databases, and bid preparation modules.
- 8#8: Xactimate - Industry-standard estimating software for detailed HVAC line-item bids, takeoffs, and insurance claims.
- 9#9: ProEst - Cloud-based construction estimating platform supporting HVAC assemblies, digital takeoffs, and bid management.
- 10#10: Stack - Modern takeoff and estimating software with HVAC-specific templates for fast, accurate bidding and collaboration.
We selected and ranked these tools based on criteria like feature relevance (e.g., takeoff tools, pricing flexibility), user experience, reliability, and overall value, prioritizing those that deliver the efficiency and precision to elevate bidding workflows.
Comparison Table
HVAC businesses need reliable bid software to streamline processes and stay competitive. This comparison table evaluates top tools like ServiceTitan, FieldEdge, Housecall Pro, Jobber, Leap, and more, outlining key features and pricing to help readers find the best fit for their needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive platform for HVAC contractors offering advanced estimating, quoting, and bidding tools integrated with dispatching and CRM. | enterprise | 9.4/10 | 9.7/10 | 8.2/10 | 8.6/10 |
| 2 | FieldEdge HVAC-specific software providing flat-rate pricing, mobile quoting, and bid management for service and installation jobs. | specialized | 8.9/10 | 9.2/10 | 8.5/10 | 8.7/10 |
| 3 | Housecall Pro User-friendly field service app with customizable quoting, invoicing, and bidding features tailored for HVAC businesses. | specialized | 8.6/10 | 8.7/10 | 8.3/10 | 8.1/10 |
| 4 | Jobber Field service management tool with quick quote generation, job costing, and professional bid proposals for HVAC pros. | specialized | 8.2/10 | 7.9/10 | 9.1/10 | 8.4/10 |
| 5 | Leap AI-powered CRM and quoting software that streamlines HVAC sales processes with instant bid creation and financing options. | specialized | 8.4/10 | 8.6/10 | 8.3/10 | 8.0/10 |
| 6 | Service Fusion All-in-one HVAC management system featuring dynamic pricing, template-based quoting, and automated bidding workflows. | specialized | 8.2/10 | 8.6/10 | 8.0/10 | 7.7/10 |
| 7 | SuccessWare Established HVAC business software with precise job costing, estimating databases, and bid preparation modules. | specialized | 8.2/10 | 8.5/10 | 7.6/10 | 7.9/10 |
| 8 | Xactimate Industry-standard estimating software for detailed HVAC line-item bids, takeoffs, and insurance claims. | specialized | 7.8/10 | 8.5/10 | 6.8/10 | 7.2/10 |
| 9 | ProEst Cloud-based construction estimating platform supporting HVAC assemblies, digital takeoffs, and bid management. | enterprise | 8.1/10 | 8.5/10 | 7.4/10 | 7.8/10 |
| 10 | Stack Modern takeoff and estimating software with HVAC-specific templates for fast, accurate bidding and collaboration. | specialized | 7.2/10 | 7.5/10 | 8.0/10 | 6.8/10 |
Comprehensive platform for HVAC contractors offering advanced estimating, quoting, and bidding tools integrated with dispatching and CRM.
HVAC-specific software providing flat-rate pricing, mobile quoting, and bid management for service and installation jobs.
User-friendly field service app with customizable quoting, invoicing, and bidding features tailored for HVAC businesses.
Field service management tool with quick quote generation, job costing, and professional bid proposals for HVAC pros.
AI-powered CRM and quoting software that streamlines HVAC sales processes with instant bid creation and financing options.
All-in-one HVAC management system featuring dynamic pricing, template-based quoting, and automated bidding workflows.
Established HVAC business software with precise job costing, estimating databases, and bid preparation modules.
Industry-standard estimating software for detailed HVAC line-item bids, takeoffs, and insurance claims.
Cloud-based construction estimating platform supporting HVAC assemblies, digital takeoffs, and bid management.
Modern takeoff and estimating software with HVAC-specific templates for fast, accurate bidding and collaboration.
ServiceTitan
enterpriseComprehensive platform for HVAC contractors offering advanced estimating, quoting, and bidding tools integrated with dispatching and CRM.
Real-time profitability calculator in mobile bids that dynamically adjusts pricing based on costs, margins, and historical data
ServiceTitan is an all-in-one field service management platform tailored for HVAC contractors, featuring advanced estimating and bidding tools that allow technicians to create professional quotes on-site via mobile app. It includes customizable pricebooks, real-time profitability tracking, and upsell recommendations to maximize revenue per job. Beyond bidding, it integrates dispatching, CRM, invoicing, and marketing automation for end-to-end business management.
Pros
- Robust mobile estimating with real-time pricing, margins, and upsell prompts
- Seamless integration across operations, CRM, and accounting for streamlined workflows
- Data-driven insights and customizable templates for accurate, competitive HVAC bids
Cons
- High cost with custom enterprise pricing that's opaque upfront
- Steep learning curve and lengthy onboarding for full utilization
- Overkill for very small HVAC businesses with basic bidding needs
Best For
Scaling HVAC companies with multiple technicians seeking a comprehensive platform to optimize bidding, profitability, and growth.
Pricing
Custom quote-based pricing; typically $265+ per technician/month plus setup fees, scaling with company size and modules.
FieldEdge
specializedHVAC-specific software providing flat-rate pricing, mobile quoting, and bid management for service and installation jobs.
Real-time mobile quote builder with e-signatures, enabling instant bid approval and reducing sales cycle time
FieldEdge is a robust field service management software designed for HVAC contractors, featuring tools for scheduling, dispatching, and on-the-go bid creation via its mobile app. It supports flat-rate pricing, quote generation, and seamless integration with QuickBooks for turning bids into invoices efficiently. While comprehensive for overall operations, its bidding capabilities shine in enabling technicians to produce professional estimates directly in the field, reducing paperwork and speeding up sales cycles.
Pros
- Mobile-first bidding allows techs to generate and send quotes instantly from job sites
- Strong integrations with QuickBooks and other accounting tools for bid-to-invoice workflow
- Comprehensive FSM features complement bidding with dispatching and inventory management
Cons
- Pricing can be steep for smaller HVAC businesses
- Advanced takeoff and CAD-based estimating are limited compared to specialized tools
- Initial setup and customization require time and training
Best For
Mid-sized HVAC contractors seeking an integrated platform that combines field bidding with full service management operations.
Pricing
Custom quotes starting at $150-$200 per user/month, billed annually, with add-ons for premium features like advanced reporting.
Housecall Pro
specializedUser-friendly field service app with customizable quoting, invoicing, and bidding features tailored for HVAC businesses.
One-click conversion of approved bids into scheduled jobs with automated dispatching
Housecall Pro is a comprehensive field service management platform tailored for HVAC contractors, offering tools for scheduling, dispatching, invoicing, and creating professional bids and estimates. It enables users to generate detailed HVAC bids on-site via mobile app, customize templates with pricing, and seamlessly convert approved bids into jobs and invoices. The software integrates with QuickBooks and other tools, providing end-to-end workflow automation for home service businesses.
Pros
- Robust estimate and bid builder with HVAC-specific templates and mobile editing
- Seamless integration of bids into scheduling and invoicing workflows
- Strong customer portal for bid approvals and online payments
Cons
- Bidding tools lack advanced take-off or 3D modeling compared to specialized software
- Pricing scales quickly with additional users and features
- Occasional mobile app glitches reported for complex bids
Best For
Small to mid-sized HVAC companies needing an all-in-one platform where bidding integrates with daily operations.
Pricing
Starts at $65/month for Basic (1 user), $129/month for Essentials (up to 7 users), $279/month for Max (up to 21 users), billed monthly; annual discounts available.
Jobber
specializedField service management tool with quick quote generation, job costing, and professional bid proposals for HVAC pros.
Pricing Tables for standardized, rule-based quoting that ensures consistent HVAC service bids across teams
Jobber is a comprehensive cloud-based field service management software tailored for home service businesses, including HVAC contractors, focusing on streamlining operations from quoting to invoicing. It enables quick creation of professional quotes and estimates with customizable templates, line items, and pricing rules, which can be sent digitally for client approval and converted seamlessly into scheduled jobs. While versatile for general field services, its bidding tools are solid for service-oriented HVAC work but lack deep specialization like load calculations or advanced takeoffs found in dedicated HVAC software.
Pros
- Intuitive quote builder with templates and pricing tables for fast HVAC estimates
- All-in-one platform covering scheduling, invoicing, and payments beyond just bidding
- Excellent mobile app for on-site quote adjustments and approvals
Cons
- Limited HVAC-specific tools like duct sizing or energy load calculators
- Higher pricing tiers needed for advanced features and multiple users
- Customization for complex construction bids is basic compared to specialized software
Best For
Small to mid-sized HVAC service companies needing an easy-to-use, integrated tool for quoting, job management, and customer communication rather than heavy construction bidding.
Pricing
Starts at $69/month (Core plan for 1 user), up to $349+/month (Grow plan) or custom enterprise; billed annually for discounts.
Leap
specializedAI-powered CRM and quoting software that streamlines HVAC sales processes with instant bid creation and financing options.
Instant customer financing approvals integrated directly into the bidding workflow
Leap is an all-in-one field service management platform tailored for HVAC contractors, enabling quick creation of professional bids, proposals, and digital contracts directly from the field. It integrates estimating tools, scheduling, dispatching, invoicing, and payments into a single mobile-first system. The software stands out by embedding customer financing options, allowing techs to secure approvals instantly during the bidding process.
Pros
- Fast proposal generation with customizable templates
- Seamless integration of financing and payments
- Robust mobile app for on-site bidding and job management
Cons
- Higher pricing may deter very small operations
- Relies heavily on internet connectivity
- Limited advanced reporting for complex bids
Best For
Mid-sized HVAC contractors needing an integrated solution for bidding, financing, and field operations.
Pricing
Quote-based pricing, typically starting at $199/user/month with tiers scaling by users and features; annual contracts required.
Service Fusion
specializedAll-in-one HVAC management system featuring dynamic pricing, template-based quoting, and automated bidding workflows.
Automated workflow from estimate approval to job dispatch and invoicing, reducing manual handoffs
Service Fusion is a comprehensive field service management platform designed for HVAC contractors, featuring robust quoting and estimating tools for creating detailed bids on-site or in-office. It supports customizable templates, material and labor cost calculations, digital proposals with e-signatures, and integration with inventory for accurate pricing. The software ties bidding seamlessly into scheduling, dispatching, invoicing, and payments, providing an end-to-end workflow for service businesses.
Pros
- Strong mobile app for real-time field estimating and approvals
- Seamless integration with QuickBooks and inventory management
- Customizable quote templates with digital signatures for faster bid turnaround
Cons
- Higher pricing may not suit very small HVAC operations
- Lacks deep HVAC-specific pricing databases or load calculation tools
- Occasional reports of steeper learning curve for advanced customization
Best For
Mid-sized HVAC companies needing an all-in-one platform that combines bidding with full operations management.
Pricing
Starts at $149/user/month (Starter plan, billed annually); Essentials at $249/user/month; Ultimate at $349/user/month; custom enterprise pricing available.
SuccessWare
specializedEstablished HVAC business software with precise job costing, estimating databases, and bid preparation modules.
Built-in digital flat-rate pricebook with thousands of pre-priced HVAC jobs for instant, profitable bid generation
SuccessWare is an all-in-one business management software designed specifically for HVAC, plumbing, and electrical contractors, with robust tools for creating accurate bids and estimates using a flat-rate pricing catalog. It streamlines the bidding process by allowing quick generation of professional proposals, digital agreements, and upsell options directly from the field via mobile apps. Beyond bidding, it integrates scheduling, dispatching, invoicing, and QuickBooks for end-to-end operations, helping contractors win more jobs efficiently.
Pros
- Extensive flat-rate pricebook for fast, accurate HVAC bids
- Mobile app enables field techs to create and send bids on-site
- Seamless integration with QuickBooks and digital contract signing
Cons
- Steep learning curve for new users due to feature depth
- Pricing is custom and can be expensive for small teams
- Limited advanced customization options for bidding templates
Best For
Mid-sized HVAC contractors seeking an integrated platform for bidding, scheduling, and operations management.
Pricing
Custom quotes starting around $200/month for basic plans, scaling with users and features (typically $200-$500/month).
Xactimate
specializedIndustry-standard estimating software for detailed HVAC line-item bids, takeoffs, and insurance claims.
Industry-standard Xactware price list for HVAC items, widely accepted by insurance carriers
Xactimate is a comprehensive cloud-based estimating software primarily used for insurance restoration and property damage claims, providing detailed line-item pricing across trades including HVAC systems, ductwork, and equipment. It allows contractors to generate accurate bids with integrated sketching, photos, reports, and mobile field access for on-site data capture. While versatile for construction estimating, its HVAC capabilities rely on a standardized price database rather than specialized load calculations or design tools.
Pros
- Extensive, regularly updated HVAC price database trusted by insurers
- Integrated sketching and mobile tools for detailed system layouts and field estimating
- Professional reporting compliant with insurance standards
Cons
- Steep learning curve with complex interface
- High subscription costs unsuitable for small HVAC firms
- Lacks HVAC-specific features like automated load calculations or duct design optimization
Best For
HVAC contractors focused on insurance restoration and claims who need standardized, detailed estimates accepted by adjusters.
Pricing
Tiered subscriptions starting at ~$289/month per user for online access, with add-ons for mobile (~$100+/month) and enterprise plans.
ProEst
enterpriseCloud-based construction estimating platform supporting HVAC assemblies, digital takeoffs, and bid management.
Dynamic Assemblies for pre-configured HVAC system takeoffs with automatic labor and material calculations
ProEst is a cloud-based estimating and takeoff software tailored for construction contractors, including HVAC professionals, enabling digital plan takeoffs, detailed cost databases, and bid generation. It supports customizable assemblies for mechanical systems, labor factoring, and real-time collaboration among teams. The platform integrates seamlessly with accounting software like QuickBooks and Sage, streamlining the transition from bid to project management.
Pros
- Robust customizable databases and assemblies for accurate HVAC estimating
- Strong integrations with accounting and project management tools
- Cloud-based access for remote collaboration and real-time updates
Cons
- Steep learning curve, especially for non-expert users
- Quote-based pricing lacks transparency and can be costly for small firms
- Limited advanced mobile takeoff capabilities compared to competitors
Best For
Mid-sized HVAC contractors needing comprehensive estimating with accounting integrations for complex mechanical bids.
Pricing
Custom quote-based pricing; typically $4,000-$10,000+ annually depending on users, modules, and add-ons.
Stack
specializedModern takeoff and estimating software with HVAC-specific templates for fast, accurate bidding and collaboration.
Lightning-fast automated takeoffs from plans, enabling bids in minutes rather than hours
Stack (stackct.com) is a cloud-based takeoff and estimating platform tailored for construction contractors, including HVAC professionals, enabling rapid digital takeoffs from PDFs and CAD files. It automates quantity calculations, generates detailed bids, and supports team collaboration for efficient project estimation. While versatile for general construction, it offers customizable assemblies suitable for HVAC bidding workflows.
Pros
- Lightning-fast digital takeoffs that significantly reduce manual measuring time
- Real-time collaboration tools for team-based bid reviews
- Seamless integrations with QuickBooks and other accounting software
Cons
- Lacks deep HVAC-specific templates and calculations compared to niche tools
- Advanced features require a learning curve for new users
- Pricing can feel steep for solo HVAC contractors or very small teams
Best For
Small to mid-sized HVAC contractors seeking fast, collaborative takeoff and estimating without needing highly specialized industry features.
Pricing
Starts at $149/user/month for Pro plan (billed annually); higher tiers up to $299/user/month for advanced teams.
Conclusion
ServiceTitan leads as the top HVAC bid software, offering a fully integrated platform that streamlines estimating, quoting, and CRM needs. FieldEdge and Housecall Pro stand out as strong alternatives: FieldEdge excels with HVAC-specific flat-rate pricing and mobile tools, while Housecall Pro impresses with its user-friendly design and customizable bidding features. Together, these top tools provide efficient solutions tailored to diverse contractor requirements.
Take the next step in enhancing your bidding process—try ServiceTitan today to unlock its comprehensive features and stay ahead in the industry.
Tools Reviewed
All tools were independently evaluated for this comparison