Quick Overview
- 1#1: ServiceTitan - Comprehensive platform for HVAC contractors with advanced digital estimating, bidding, and proposal tools integrated into full business management.
- 2#2: SuccessWare21 - HVAC-specific business management software featuring customizable quoting, flat-rate pricing, and bidding capabilities.
- 3#3: FieldEdge - HVAC-focused CRM and dispatching software with integrated estimating and mobile bidding tools.
- 4#4: Housecall Pro - Field service platform offering quick digital quoting, proposals, and invoicing tailored for HVAC service bids.
- 5#5: Jobber - Scheduling and quoting software for home services like HVAC, with professional bid creation and QuickBooks integration.
- 6#6: Wrightsoft Right-Suite - HVAC design and load calculation software with precise estimating tools for accurate project bidding.
- 7#7: Stack - Cloud-based takeoff and estimating platform optimized for MEP trades including HVAC bidding.
- 8#8: PlanSwift - Digital takeoff and estimating software used by HVAC contractors for fast bid assembly from plans.
- 9#9: ProEst - Cloud construction estimating software supporting detailed HVAC and mechanical bids with database pricing.
- 10#10: Service Fusion - All-in-one field service management with quoting and bidding features suitable for HVAC businesses.
Tools were evaluated based on core features (e.g., estimating accuracy, proposal customization), usability (intuitive design, mobile functionality), and overall value (integration potential, scalability), ensuring a balanced selection of reliable, practical software tailored to HVAC contractors' diverse requirements.
Comparison Table
Effective HVAC bidding software is essential for optimizing quote processes, enhancing accuracy, and staying competitive in the industry. This comparison table explores tools like ServiceTitan, SuccessWare21, FieldEdge, Housecall Pro, Jobber, and more, examining their key features, pricing models, and user experiences to help businesses identify the best fit. Readers will gain practical insights to select software that aligns with their operational needs and goals.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive platform for HVAC contractors with advanced digital estimating, bidding, and proposal tools integrated into full business management. | enterprise | 9.5/10 | 9.8/10 | 8.2/10 | 8.7/10 |
| 2 | SuccessWare21 HVAC-specific business management software featuring customizable quoting, flat-rate pricing, and bidding capabilities. | specialized | 8.7/10 | 9.4/10 | 7.2/10 | 8.1/10 |
| 3 | FieldEdge HVAC-focused CRM and dispatching software with integrated estimating and mobile bidding tools. | specialized | 8.3/10 | 8.7/10 | 8.0/10 | 7.8/10 |
| 4 | Housecall Pro Field service platform offering quick digital quoting, proposals, and invoicing tailored for HVAC service bids. | specialized | 8.6/10 | 8.4/10 | 9.1/10 | 8.2/10 |
| 5 | Jobber Scheduling and quoting software for home services like HVAC, with professional bid creation and QuickBooks integration. | specialized | 8.1/10 | 7.9/10 | 9.2/10 | 8.3/10 |
| 6 | Wrightsoft Right-Suite HVAC design and load calculation software with precise estimating tools for accurate project bidding. | specialized | 8.2/10 | 9.1/10 | 7.3/10 | 7.8/10 |
| 7 | Stack Cloud-based takeoff and estimating platform optimized for MEP trades including HVAC bidding. | specialized | 8.3/10 | 9.1/10 | 7.8/10 | 8.0/10 |
| 8 | PlanSwift Digital takeoff and estimating software used by HVAC contractors for fast bid assembly from plans. | other | 7.8/10 | 8.5/10 | 7.2/10 | 7.4/10 |
| 9 | ProEst Cloud construction estimating software supporting detailed HVAC and mechanical bids with database pricing. | enterprise | 8.1/10 | 8.5/10 | 7.4/10 | 7.8/10 |
| 10 | Service Fusion All-in-one field service management with quoting and bidding features suitable for HVAC businesses. | specialized | 7.8/10 | 7.5/10 | 8.4/10 | 7.6/10 |
Comprehensive platform for HVAC contractors with advanced digital estimating, bidding, and proposal tools integrated into full business management.
HVAC-specific business management software featuring customizable quoting, flat-rate pricing, and bidding capabilities.
HVAC-focused CRM and dispatching software with integrated estimating and mobile bidding tools.
Field service platform offering quick digital quoting, proposals, and invoicing tailored for HVAC service bids.
Scheduling and quoting software for home services like HVAC, with professional bid creation and QuickBooks integration.
HVAC design and load calculation software with precise estimating tools for accurate project bidding.
Cloud-based takeoff and estimating platform optimized for MEP trades including HVAC bidding.
Digital takeoff and estimating software used by HVAC contractors for fast bid assembly from plans.
Cloud construction estimating software supporting detailed HVAC and mechanical bids with database pricing.
All-in-one field service management with quoting and bidding features suitable for HVAC businesses.
ServiceTitan
enterpriseComprehensive platform for HVAC contractors with advanced digital estimating, bidding, and proposal tools integrated into full business management.
Mobile Proposify tool for instant, interactive bids with customer e-signatures and real-time pricing updates
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, with advanced bidding and estimating tools that enable quick creation of professional proposals using customizable pricebooks and flat-rate pricing. It supports mobile estimating directly from the technician's device, allowing for real-time bids, customer signatures, and seamless conversion to scheduled jobs. The software integrates bidding with dispatching, invoicing, and CRM for a fully streamlined workflow from quote to cash.
Pros
- Robust mobile bidding with on-site digital proposals and e-signatures
- Highly customizable pricebooks and flat-rate pricing for accurate HVAC estimates
- Seamless integration with scheduling, inventory, and accounting for end-to-end efficiency
Cons
- Steep learning curve and complex initial setup
- High cost may not suit small operations
- Custom pricing requires sales consultation, lacking transparency
Best For
Mid-sized to large HVAC companies seeking scalable, all-in-one bidding and operations management.
Pricing
Custom quote-based pricing, typically starting at $300+ per technician/month with implementation fees.
SuccessWare21
specializedHVAC-specific business management software featuring customizable quoting, flat-rate pricing, and bidding capabilities.
Extensive, vetted flat-rate pricing catalogs with thousands of HVAC-specific line items for rapid, profitable bidding.
SuccessWare21 is a comprehensive business management platform tailored for HVAC, plumbing, and electrical contractors, with strong emphasis on flat-rate pricing and bidding tools. It enables quick estimate generation using pre-built, industry-specific price catalogs, proposal creation, and seamless integration with dispatching, scheduling, and invoicing. This all-in-one solution helps contractors win more bids by streamlining the quoting process from lead to close.
Pros
- Robust flat-rate pricing catalogs for accurate, fast HVAC bidding
- All-in-one integration covering CRM, dispatching, and accounting
- Highly customizable for service, repair, and installation workflows
Cons
- Steep learning curve due to extensive features and desktop interface
- Pricing is quote-based and can be expensive for smaller teams
- Limited native mobile app; relies on companion tools
Best For
Mid-sized HVAC contractors needing advanced bidding tools integrated with full business management.
Pricing
Custom quote-based pricing starting around $150-$300 per user/month, depending on modules, users, and add-ons like price catalogs.
FieldEdge
specializedHVAC-focused CRM and dispatching software with integrated estimating and mobile bidding tools.
Field-to-office instant estimate conversion with flat-rate pricing that auto-populates jobs and invoices
FieldEdge is a comprehensive field service management software designed for HVAC, plumbing, and electrical contractors, featuring integrated bidding and estimating tools that leverage flat-rate pricing catalogs. It allows technicians to create professional estimates directly in the field via a mobile app, which can seamlessly convert into scheduled jobs, invoices, and payments. The platform streamlines the entire workflow from bid to completion with dispatching, inventory tracking, and QuickBooks integration.
Pros
- Seamless mobile estimating for on-site bidding with flat-rate pricing
- Strong integration with QuickBooks and full FSM workflow
- Real-time syncing between field techs and office dispatch
Cons
- Not specialized for complex HVAC takeoffs or 3D modeling
- Custom pricing can be expensive for small teams focused only on bidding
- Moderate learning curve for advanced customization
Best For
Mid-sized HVAC contractors seeking an all-in-one platform that combines bidding with dispatching, scheduling, and invoicing.
Pricing
Custom quote-based pricing, typically starting at $165 per user per month with minimum users and annual contracts required.
Housecall Pro
specializedField service platform offering quick digital quoting, proposals, and invoicing tailored for HVAC service bids.
One-click conversion of digital estimates to jobs with automated customer follow-ups and reminders
Housecall Pro is a comprehensive field service management platform designed for HVAC contractors, featuring robust estimating and bidding tools to create professional proposals with line items, photos, and e-signatures. It streamlines the bidding process by allowing quick conversion of estimates into scheduled jobs, invoices, and payments. The software integrates with QuickBooks and offers mobile access for on-site bid creation and adjustments.
Pros
- Intuitive estimate builder with templates and pricebooks for fast HVAC bidding
- Seamless integration of bidding with scheduling and dispatching
- Strong mobile app enables real-time bid updates from job sites
Cons
- Lacks advanced HVAC-specific calculations like load calculations or duct sizing
- Full bidding customization requires higher-tier plans
- Reporting on bid win rates could be more detailed
Best For
Small to mid-sized HVAC companies seeking an all-in-one platform where bidding is integrated with daily operations rather than standalone specialized tools.
Pricing
Starts at $65/month (Basic, 1 user) up to $229/month (Max plan); additional users $25-65/month each, billed annually.
Jobber
specializedScheduling and quoting software for home services like HVAC, with professional bid creation and QuickBooks integration.
Mobile quoting with on-site photo capture, signatures, and instant client sharing for fast HVAC bid turnaround.
Jobber is an all-in-one field service management software tailored for small to medium-sized service businesses, including HVAC contractors, focusing on streamlining operations from quoting to invoicing. It enables quick creation of professional bids and estimates with customizable templates, line-item pricing, photos, and signatures directly from mobile devices. While versatile for general field service, it supports HVAC bidding through automated workflows, client approvals, and integration with scheduling and payments.
Pros
- Intuitive mobile-first quoting for on-site HVAC bids
- Seamless integration of bids with scheduling and invoicing
- Client hub for easy quote approvals and communication
- Robust automation for follow-ups and payments
Cons
- Lacks HVAC-specific tools like load calculations or material takeoffs
- No native CAD or advanced estimating integrations
- Full features require higher-tier plans
- Reporting analytics are basic for complex bidding analysis
Best For
Small to mid-sized HVAC contractors seeking an easy-to-use, all-in-one platform for everyday bidding and job management without deep specialization.
Pricing
Starts at $49/month (Lite, solo user) up to $399+/month (Grow, teams); billed annually with per-user scaling.
Wrightsoft Right-Suite
specializedHVAC design and load calculation software with precise estimating tools for accurate project bidding.
Fully integrated ACCA Manual J/D/S workflows with automated proposal generation from design data
Wrightsoft Right-Suite Universal is a robust HVAC design and bidding software that performs ACCA-approved Manual J load calculations, Manual D duct design, and Manual S equipment selection for residential and light commercial projects. It streamlines the bidding process by generating detailed proposals, material takeoffs, and cost estimates directly from design data. The software integrates 2D/3D drawing tools with sales features to help contractors win bids with accurate, compliant designs.
Pros
- ACCA-compliant calculations ensure accuracy and code compliance
- Integrated proposal and estimating tools speed up bidding
- Supports complex residential and light commercial projects with 3D visualization
Cons
- Steep learning curve for new users
- Interface feels dated compared to modern competitors
- High upfront cost with ongoing maintenance fees
Best For
Experienced HVAC contractors focused on residential and light commercial bidding who prioritize precise, standards-based calculations.
Pricing
Perpetual licenses start at ~$1,495 for core modules, up to $4,995 for full suite; annual support ~20% of license cost.
Stack
specializedCloud-based takeoff and estimating platform optimized for MEP trades including HVAC bidding.
AI-driven computer vision for automated quantity takeoff directly from uploaded plans
Stack (stackct.com) is a cloud-based construction takeoff and estimating platform tailored for trades like HVAC, automating quantity takeoffs from digital plans using AI and machine learning. It enables contractors to build accurate estimates, manage bids, and collaborate with teams and subcontractors seamlessly. The software integrates pre-built assemblies for HVAC components, speeding up the bidding process from plans to proposal.
Pros
- AI-powered automated takeoff for rapid quantity extraction from PDFs and plans
- Extensive HVAC-specific estimating database with customizable assemblies
- Integrated bid management and subcontractor invitation tools
Cons
- Steep learning curve for non-tech-savvy users
- Higher pricing tiers may not suit very small HVAC firms
- Limited advanced reporting customization
Best For
Mid-sized HVAC contractors seeking efficient digital takeoff and collaborative bidding for complex projects.
Pricing
Starts at $99/user/month for basic plans; Pro and Enterprise tiers scale up to $199+/user/month with advanced features.
PlanSwift
otherDigital takeoff and estimating software used by HVAC contractors for fast bid assembly from plans.
Drag-and-drop assemblies that automatically calculate quantities, labor, and costs for HVAC components during on-screen takeoffs
PlanSwift is a powerful digital takeoff and estimating software designed for construction professionals, including HVAC contractors, allowing point-and-click measurements directly from PDF, CAD, or scanned plans. It features customizable assemblies for HVAC elements like ductwork, piping, fittings, and equipment, streamlining quantity takeoffs and cost calculations for accurate bidding. The software integrates with Excel and accounting tools for seamless bid generation and supports real-time collaboration on estimates.
Pros
- Lightning-fast point-and-click takeoffs reduce manual measuring time
- Extensive library of pre-built HVAC assemblies with customization options
- Strong integration with Excel, QuickBooks, and other estimating tools
Cons
- Steep learning curve for new users despite intuitive interface
- Desktop-only application with no native cloud or mobile support
- High upfront cost plus annual maintenance fees
Best For
HVAC contractors and estimators who handle complex plan takeoffs and need detailed, customizable assemblies for competitive bidding.
Pricing
Perpetual license starts at ~$1,749 per user, plus ~$500 annual maintenance; volume discounts available.
ProEst
enterpriseCloud construction estimating software supporting detailed HVAC and mechanical bids with database pricing.
Pre-built, customizable HVAC assemblies database that automates accurate material and labor costing from digital plans
ProEst is a cloud-based estimating and digital takeoff software tailored for construction trades, including HVAC contractors, enabling accurate bidding through automated quantity extraction from PDFs and CAD files. It features a robust database of pre-built assemblies for HVAC systems, labor calculations, and integration with accounting tools to streamline proposal generation. This solution helps HVAC bidders reduce errors, speed up the estimating process, and improve win rates on competitive jobs.
Pros
- Comprehensive HVAC-specific assemblies and labor databases for precise cost estimation
- Strong integrations with accounting software like QuickBooks and Sage
- Cloud-based access with mobile support for on-site adjustments
Cons
- Steep learning curve for new users without prior estimating experience
- Higher pricing may not suit small HVAC firms
- Occasional reports of slow customer support response times
Best For
Mid-sized HVAC contractors and subcontractors handling complex commercial bids that require detailed takeoffs and customizable assemblies.
Pricing
Subscription-based starting at around $5,000/year per user, with custom enterprise pricing available upon request.
Service Fusion
specializedAll-in-one field service management with quoting and bidding features suitable for HVAC businesses.
Seamless bid-to-job conversion with real-time dispatching and mobile e-signatures
Service Fusion is a comprehensive field service management platform designed for HVAC contractors and similar trades, offering tools for scheduling, dispatching, invoicing, and creating detailed bids and estimates. Its bidding module allows for customizable templates, pricing databases, and digital proposals that can be sent directly to customers via email or mobile app. The software integrates bidding seamlessly with job management, enabling quick conversion of approved estimates into scheduled work orders.
Pros
- All-in-one platform combining bidding with dispatching and invoicing
- Intuitive mobile app for on-site estimate approvals and signatures
- Customizable estimate templates and QuickBooks integration
Cons
- Bidding tools lack depth compared to specialized HVAC estimators like Coolfront
- Pricing is quote-based and can be expensive for small teams
- Advanced reporting for bid analytics requires higher tiers
Best For
Small to mid-sized HVAC companies seeking an integrated field service solution with reliable bidding capabilities rather than a standalone estimator.
Pricing
Quote-based pricing, typically starting at $149 per user/month for basic plans, scaling up for advanced features and users.
Conclusion
Selecting the best HVAC bidding software hinges on individual business needs, but three standout tools rise to the top. ServiceTitan leads as the top choice, offering a comprehensive platform that seamlessly merges advanced estimating, bidding, and full business management. SuccessWare21 and FieldEdge follow closely—SuccessWare21 excels with customizable quoting and flat-rate pricing, while FieldEdge impresses with its CRM and mobile bidding tools, catering to different operational priorities. Together, these options ensure there is a tailored solution for every contractor.
For contractors aiming to streamline bidding and optimize operations, ServiceTitan stands as the top pick—explore its features to elevate your bidding process and strengthen your business.
Tools Reviewed
All tools were independently evaluated for this comparison