Quick Overview
- 1#1: ServiceTitan - Comprehensive platform providing advanced HVAC estimating, job costing, and integration with dispatching for optimal contractor efficiency.
- 2#2: Right-Suite Universal - HVAC-specific software for precise load calculations, system design, and detailed cost estimating based on industry standards.
- 3#3: Housecall Pro - Field service tool with mobile estimating, quoting, and invoicing features tailored for HVAC service and installation jobs.
- 4#4: Jobber - Streamlined quoting and estimating software integrated with scheduling and payments for HVAC and home service contractors.
- 5#5: PlanSwift - Digital takeoff and estimating software that speeds up HVAC quantity calculations and bid assembly from digital plans.
- 6#6: FieldEdge - HVAC-focused management platform with flat-rate estimating, mobile access, and real-time job costing capabilities.
- 7#7: Stack - Cloud-based construction takeoff and estimating tool supporting HVAC and MEP trades with collaborative features.
- 8#8: Bluebeam Revu - PDF-based markup and digital takeoff software for accurate HVAC quantity estimation and collaboration on project plans.
- 9#9: ProEst - Cloud estimating platform with extensive HVAC databases for material pricing, labor, and assembling competitive bids.
- 10#10: Sage Estimating - Robust construction estimating software with customizable HVAC assemblies and integration for detailed project bids.
Tools were chosen based on industry-specific features, user experience, integration capabilities, and overall value, balancing functionality, ease of use, and adaptability for contractors of all scales.
Comparison Table
Selecting the ideal HVAC estimator software is vital for optimizing project management, and this table simplifies comparison across top tools like ServiceTitan, Right-Suite Universal, Housecall Pro, Jobber, PlanSwift, and more. It outlines key features, usability, and practical benefits to help readers identify which platform aligns with their business needs, whether focused on efficiency, cost, or industry-specific functionality.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan Comprehensive platform providing advanced HVAC estimating, job costing, and integration with dispatching for optimal contractor efficiency. | enterprise | 9.5/10 | 9.8/10 | 8.7/10 | 9.2/10 |
| 2 | Right-Suite Universal HVAC-specific software for precise load calculations, system design, and detailed cost estimating based on industry standards. | specialized | 8.9/10 | 9.5/10 | 7.8/10 | 8.4/10 |
| 3 | Housecall Pro Field service tool with mobile estimating, quoting, and invoicing features tailored for HVAC service and installation jobs. | enterprise | 8.1/10 | 7.9/10 | 9.2/10 | 8.3/10 |
| 4 | Jobber Streamlined quoting and estimating software integrated with scheduling and payments for HVAC and home service contractors. | enterprise | 7.2/10 | 6.5/10 | 8.7/10 | 7.0/10 |
| 5 | PlanSwift Digital takeoff and estimating software that speeds up HVAC quantity calculations and bid assembly from digital plans. | specialized | 8.2/10 | 8.7/10 | 7.4/10 | 7.9/10 |
| 6 | FieldEdge HVAC-focused management platform with flat-rate estimating, mobile access, and real-time job costing capabilities. | enterprise | 7.1/10 | 6.5/10 | 8.2/10 | 7.0/10 |
| 7 | Stack Cloud-based construction takeoff and estimating tool supporting HVAC and MEP trades with collaborative features. | specialized | 7.6/10 | 8.2/10 | 7.4/10 | 7.1/10 |
| 8 | Bluebeam Revu PDF-based markup and digital takeoff software for accurate HVAC quantity estimation and collaboration on project plans. | specialized | 7.6/10 | 7.4/10 | 8.2/10 | 7.1/10 |
| 9 | ProEst Cloud estimating platform with extensive HVAC databases for material pricing, labor, and assembling competitive bids. | enterprise | 8.1/10 | 8.5/10 | 7.6/10 | 7.8/10 |
| 10 | Sage Estimating Robust construction estimating software with customizable HVAC assemblies and integration for detailed project bids. | enterprise | 7.6/10 | 8.4/10 | 6.2/10 | 7.1/10 |
Comprehensive platform providing advanced HVAC estimating, job costing, and integration with dispatching for optimal contractor efficiency.
HVAC-specific software for precise load calculations, system design, and detailed cost estimating based on industry standards.
Field service tool with mobile estimating, quoting, and invoicing features tailored for HVAC service and installation jobs.
Streamlined quoting and estimating software integrated with scheduling and payments for HVAC and home service contractors.
Digital takeoff and estimating software that speeds up HVAC quantity calculations and bid assembly from digital plans.
HVAC-focused management platform with flat-rate estimating, mobile access, and real-time job costing capabilities.
Cloud-based construction takeoff and estimating tool supporting HVAC and MEP trades with collaborative features.
PDF-based markup and digital takeoff software for accurate HVAC quantity estimation and collaboration on project plans.
Cloud estimating platform with extensive HVAC databases for material pricing, labor, and assembling competitive bids.
Robust construction estimating software with customizable HVAC assemblies and integration for detailed project bids.
ServiceTitan
enterpriseComprehensive platform providing advanced HVAC estimating, job costing, and integration with dispatching for optimal contractor efficiency.
Dynamic Pricebook Pro with AI-driven pricing intelligence and real-time updates for precise, profitable HVAC estimates
ServiceTitan is a comprehensive field service management platform with advanced HVAC estimating capabilities, enabling contractors to create precise, flat-rate estimates using customizable digital pricebooks and on-site mobile tools. It integrates estimating seamlessly with job scheduling, dispatching, invoicing, and performance tracking to optimize profitability. Ideal for HVAC businesses, it supports quick quote generation, material and labor calculations, and real-time pricing adjustments based on job specifics.
Pros
- Robust digital pricebook management with flat-rate pricing and custom rules for accurate HVAC estimates
- Mobile app allows techs to generate professional estimates in the field instantly
- Deep integration with operations for seamless transition from estimate to job completion and payment
Cons
- Steep learning curve and complex initial setup for new users
- High cost may not suit very small HVAC operations
- Overkill for businesses needing only standalone estimating without full CRM features
Best For
Mid-to-large HVAC contractors seeking an all-in-one platform where estimating integrates tightly with daily operations and growth tools.
Pricing
Custom enterprise pricing starts at ~$265/user/month (billed annually), scaling with users, features, and call volume; requires demo for quote.
Right-Suite Universal
specializedHVAC-specific software for precise load calculations, system design, and detailed cost estimating based on industry standards.
Right-Draw's patented 3D interactive modeling and automated duct/equipment sizing directly linked to estimating
Right-Suite Universal by Wrightsoft is a comprehensive HVAC design and estimation software suite tailored for residential and light commercial projects. It integrates ACCA-approved calculations including Manual J load calculations, Manual D duct design, and Manual S equipment selection, alongside 3D modeling and digital takeoff tools. The platform streamlines the workflow from site plan input to accurate bidding with built-in estimating features, making it a robust solution for professional HVAC contractors.
Pros
- Industry-leading accuracy with ACCA Manual J/D/S compliance and ASHRAE standards
- Integrated 3D drawing (Right-Draw) and takeoff for seamless design-to-estimate workflow
- Extensive equipment database and automated reporting for efficient project bidding
Cons
- Steep learning curve due to extensive features and interface complexity
- High upfront and ongoing costs may deter smaller contractors
- Primarily Windows-based with high system resource demands
Best For
Experienced HVAC contractors and engineering firms managing complex residential and light commercial projects requiring precise calculations and integrated estimating.
Pricing
Perpetual licenses start at ~$2,995 per module with annual maintenance ~20%; suite bundles and subscriptions from $150/month.
Housecall Pro
enterpriseField service tool with mobile estimating, quoting, and invoicing features tailored for HVAC service and installation jobs.
One-click estimate-to-job conversion with real-time customer approval and payment collection
Housecall Pro is an all-in-one field service management platform designed for HVAC contractors, featuring mobile estimating tools that allow technicians to create professional quotes on-site using customizable templates, line items, photos, and pricing rules. It streamlines the process from estimate approval to scheduling, dispatching, and invoicing, making it suitable for service-oriented HVAC businesses. While not a dedicated takeoff or load calculation tool, it excels in quick, field-generated estimates for repairs and maintenance jobs.
Pros
- Intuitive mobile app for rapid on-site estimating
- Seamless integration with scheduling, invoicing, and payments
- Customizable estimate templates with markups and discounts
Cons
- Lacks advanced HVAC-specific tools like Manual J load calculations or digital takeoffs
- Better suited for service calls than complex installation bids
- Per-user pricing scales quickly for larger teams
Best For
Small to mid-sized HVAC service companies needing quick field estimates integrated with full job management.
Pricing
Starts at $49/user/month (Essential, annual billing) up to $229/user/month (Max), plus one-time setup fees from $65-$565.
Jobber
enterpriseStreamlined quoting and estimating software integrated with scheduling and payments for HVAC and home service contractors.
Quote approval via Client Hub, allowing customers to review, approve, and pay deposits directly online
Jobber is a field service management platform designed for trades like HVAC, offering quoting and estimating tools alongside scheduling, invoicing, and client management. It enables users to create customizable quotes with line items, pricing templates, and markups directly from the mobile app or web dashboard, then convert them into jobs and invoices seamlessly. While versatile for overall business operations, its estimating features are general-purpose rather than HVAC-specific, lacking advanced calculations for load sizing, ductwork, or material takeoffs.
Pros
- Intuitive mobile app for on-site quote creation and client approvals
- Seamless integration with QuickBooks and other accounting tools
- Automation from estimate to invoice reduces manual work
Cons
- No specialized HVAC tools like heat load calculators or digital takeoffs
- Pricing scales quickly with users and features, less ideal for solo estimators
- Limited customization for complex, multi-phase HVAC project estimates
Best For
Small HVAC contractors needing simple quoting integrated with full business management rather than advanced standalone estimating.
Pricing
Starts at $69/month (Core plan, billed annually) for solo users; scales to $349+/month (Pro) for teams with advanced features; custom enterprise pricing available.
PlanSwift
specializedDigital takeoff and estimating software that speeds up HVAC quantity calculations and bid assembly from digital plans.
Drag-and-drop assemblies that instantly populate quantities, costs, and reports as you takeoff
PlanSwift is a digital takeoff and estimating software tailored for construction trades, including HVAC, enabling users to import blueprints and perform rapid point-and-click measurements for ducts, piping, equipment, and more. It features customizable assemblies that automatically calculate material quantities, labor, and costs, streamlining bid preparation. While versatile across trades, it excels in quantity-based estimating rather than HVAC-specific load calculations or design.
Pros
- Extremely fast point-and-click takeoffs reduce manual measuring time
- Robust library of pre-built HVAC assemblies for quick estimating
- Strong export options to Excel, QuickBooks, and other estimating tools
Cons
- Steep learning curve requires significant training for full proficiency
- Lacks built-in HVAC engineering tools like load calculations or duct sizing
- Subscription model increases long-term costs compared to one-time purchases
Best For
Mid-sized HVAC contractors prioritizing accurate quantity takeoffs and cost estimating from digital plans over full system design.
Pricing
Starts at $1,595 for a perpetual license plus $395/year maintenance, or subscription from $99/user/month.
FieldEdge
enterpriseHVAC-focused management platform with flat-rate estimating, mobile access, and real-time job costing capabilities.
Real-time mobile estimating synced instantly with dispatch and service history for faster field decisions
FieldEdge is a comprehensive field service management (FSM) software designed for HVAC, plumbing, and electrical contractors, featuring built-in estimating tools that enable quick quote creation from the office or mobile devices. It supports flat-rate pricing, customizable estimate templates, and seamless integration with dispatching and invoicing workflows. While not a standalone advanced estimator, it excels in embedding estimation within end-to-end service operations, making it suitable for contractors prioritizing operational efficiency over complex takeoffs.
Pros
- Intuitive mobile app for on-site estimating and quoting
- Strong integration with QuickBooks and flat-rate pricing catalogs
- Streamlines workflow from estimate to dispatch and invoice
Cons
- Lacks advanced takeoff, 3D modeling, or CAD integration for complex HVAC projects
- Estimating features feel secondary to core FSM capabilities
- Custom pricing can be opaque and higher for smaller teams
Best For
Small to mid-sized HVAC contractors seeking integrated FSM with basic, mobile-friendly estimating rather than specialized design tools.
Pricing
Quote-based pricing, typically $150–$300 per technician/month including estimating, dispatching, and mobile features; no public tiers.
Stack
specializedCloud-based construction takeoff and estimating tool supporting HVAC and MEP trades with collaborative features.
AI automatic quantity extraction from PDF plans and drawings
Stack (stackct.com) is a cloud-based takeoff and estimating software tailored for construction trades like electrical, plumbing, and mechanical, including HVAC. It leverages AI to automatically extract quantities from PDF plans and drawings, enabling rapid creation of detailed estimates. Users can assemble HVAC components, generate professional bid reports, and collaborate in real-time with team members.
Pros
- AI-powered automated takeoffs significantly reduce manual counting time
- Strong support for HVAC assemblies and mechanical trade-specific templates
- Cloud collaboration and real-time updates for team efficiency
Cons
- Subscription pricing can be steep for small firms
- Learning curve for advanced assembly customization
- Limited integrations with some popular accounting software
Best For
Mid-sized HVAC contractors and estimators who handle digital plans and need fast, accurate quantity takeoffs for competitive bidding.
Pricing
Starts at $149/user/month for Pro plan, with custom Enterprise pricing available
Bluebeam Revu
specializedPDF-based markup and digital takeoff software for accurate HVAC quantity estimation and collaboration on project plans.
Dynamic measurement tools with real-time quantity linking to Excel for scalable takeoff workflows
Bluebeam Revu is a robust PDF editing and markup software tailored for the architecture, engineering, and construction (AEC) industry, enabling users to review, annotate, and perform digital takeoffs from blueprints and plans. For HVAC estimators, it provides precise measurement tools for lengths, areas, and volumes, along with customizable quantity extraction that links directly to Excel for further cost analysis. While versatile for pre-estimation workflows, it lacks specialized HVAC databases, assemblies, or automated pricing typical of dedicated estimating software.
Pros
- Highly accurate digital takeoff tools with scale calibration and automatic calculations
- Seamless Excel integration for exporting quantities and custom reports
- Robust collaboration features via Bluebeam Studio for team reviews
Cons
- No built-in material/labor databases or HVAC-specific assemblies
- Limited automation for full estimating cycles beyond quantity takeoff
- Higher cost for advanced features not fully utilized in pure estimation tasks
Best For
HVAC estimators focused on digital plan takeoffs and markup who integrate with external spreadsheets or estimating tools.
Pricing
Subscription tiers start at $240/user/year (Basics), $349 (Core), $549 (Complete); perpetual licenses from $360 one-time plus annual maintenance.
ProEst
enterpriseCloud estimating platform with extensive HVAC databases for material pricing, labor, and assembling competitive bids.
Visual Database with thousands of pre-configured HVAC assemblies for lightning-fast, accurate mechanical estimates
ProEst is a cloud-based construction estimating software that excels in digital takeoff, cost estimating, and bid management, with strong support for HVAC contractors through its extensive mechanical trade database. It allows users to perform accurate quantity takeoffs from PDFs and CAD files, assemble estimates using pre-built HVAC assemblies, and generate professional bids quickly. The platform integrates with tools like Procore, QuickBooks, and Sage, facilitating seamless data flow from estimate to project execution.
Pros
- Vast database of over 19,000 HVAC-specific items and assemblies for rapid estimating
- Cloud-based access with real-time collaboration and mobile support
- Robust integrations with accounting and project management software
Cons
- Steeper learning curve for new users due to extensive features
- Pricing can be high for smaller firms
- Limited advanced automation compared to HVAC-specialized tools
Best For
Mid-sized HVAC contractors needing scalable, database-driven estimating with strong integrations for commercial projects.
Pricing
Quote-based subscription starting around $4,000-$6,000 annually per user, with enterprise plans scaling based on features and users.
Sage Estimating
enterpriseRobust construction estimating software with customizable HVAC assemblies and integration for detailed project bids.
Visual Assemblies editor for drag-and-drop creation of complex HVAC system models with automatic pricing
Sage Estimating is a comprehensive construction cost estimating software designed for trade contractors, including HVAC professionals, offering detailed digital takeoff, assembly-based pricing, and customizable databases for mechanical systems. It supports accurate bid creation through historical cost data, formula-driven calculations, and integration with Sage accounting and project management tools. While versatile across construction trades, it provides specialized HVAC assemblies for ducts, piping, equipment, and labor.
Pros
- Extensive pre-built priced databases for HVAC assemblies and items
- Seamless integration with Sage ERP and accounting systems
- Advanced formula engine for precise cost modeling and what-if analysis
Cons
- Steep learning curve requiring significant training
- High upfront and ongoing costs
- Primarily desktop-based with limited native mobile support
Best For
Mid-to-large HVAC contractors already using Sage products who need enterprise-grade estimating with ERP integration.
Pricing
Perpetual licenses start at around $5,000 base + trade databases ($1,000-$3,000 each); annual maintenance ~20%; cloud subscriptions from $150/user/month.
Conclusion
Evaluating the top 10 HVAC estimator software tools reveals ServiceTitan as the leading choice, with its comprehensive mix of estimating, job costing, and dispatching integration streamlining contractor efficiency. Right-Suite Universal excels in precise load calculations and industry-aligned system design, offering a strong option for accuracy, while Housecall Pro delivers tailored mobile tools for quoting and invoicing, perfect for field-based work. Each tool caters to distinct needs, ensuring there’s a standout solution for any HVAC business.
Take your estimating to the next level—try ServiceTitan today. Its integrated features can help you save time, improve accuracy, and grow your business more effectively.
Tools Reviewed
All tools were independently evaluated for this comparison