Quick Overview
- 1#1: ServiceTitan - All-in-one platform for HVAC businesses to create dynamic sales proposals with pricing, financing, upsells, and e-signatures.
- 2#2: Profit Rhino - Sales desking software tailored for HVAC contractors to build persuasive proposals and close deals faster.
- 3#3: Coolfront - Mobile HVAC quoting tool with load calculations, equipment pricing, and professional proposal generation for techs.
- 4#4: Housecall Pro - Field service software with customizable HVAC proposal templates, e-signing, and payment integration.
- 5#5: Jobber - Quoting and scheduling software that lets HVAC pros send professional proposals and convert leads to jobs.
- 6#6: Right-Suite Universal - HVAC design software with Manual J load calcs integrated into sales proposals and estimating.
- 7#7: SuccessWARE21 - Comprehensive HVAC business management system featuring advanced estimating and proposal automation.
- 8#8: FieldEdge - Field service platform with proposal builder, dispatching, and accounting tailored for HVAC companies.
- 9#9: Service Fusion - Cloud-based field service software for generating branded HVAC proposals with e-sign and tracking.
- 10#10: FieldPulse - Mobile app for HVAC quoting, invoicing, and proposals to streamline sales in the field.
We ranked these tools based on key factors like feature set (including load calculations, financing options, and e-signatures), usability, integration capabilities, and overall value, ensuring they cater to the diverse needs of HVAC businesses, from small operations to established firms.
Comparison Table
Choosing HVAC sales proposal software requires balancing features, cost, and integration needs, and this table simplifies the process by comparing top tools like ServiceTitan, Profit Rhino, Coolfront, Housecall Pro, Jobber, and more, highlighting details such as proposal customization, workflow efficiency, and client management capabilities to help readers find the right fit.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | ServiceTitan All-in-one platform for HVAC businesses to create dynamic sales proposals with pricing, financing, upsells, and e-signatures. | enterprise | 9.3/10 | 9.6/10 | 8.2/10 | 8.7/10 |
| 2 | Profit Rhino Sales desking software tailored for HVAC contractors to build persuasive proposals and close deals faster. | specialized | 9.1/10 | 9.4/10 | 8.7/10 | 8.6/10 |
| 3 | Coolfront Mobile HVAC quoting tool with load calculations, equipment pricing, and professional proposal generation for techs. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 8.0/10 |
| 4 | Housecall Pro Field service software with customizable HVAC proposal templates, e-signing, and payment integration. | enterprise | 8.7/10 | 9.0/10 | 8.5/10 | 8.2/10 |
| 5 | Jobber Quoting and scheduling software that lets HVAC pros send professional proposals and convert leads to jobs. | enterprise | 8.0/10 | 7.5/10 | 9.2/10 | 8.5/10 |
| 6 | Right-Suite Universal HVAC design software with Manual J load calcs integrated into sales proposals and estimating. | specialized | 8.4/10 | 9.2/10 | 7.1/10 | 8.0/10 |
| 7 | SuccessWARE21 Comprehensive HVAC business management system featuring advanced estimating and proposal automation. | enterprise | 7.8/10 | 8.5/10 | 7.0/10 | 7.6/10 |
| 8 | FieldEdge Field service platform with proposal builder, dispatching, and accounting tailored for HVAC companies. | enterprise | 8.1/10 | 8.4/10 | 7.7/10 | 7.6/10 |
| 9 | Service Fusion Cloud-based field service software for generating branded HVAC proposals with e-sign and tracking. | enterprise | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 10 | FieldPulse Mobile app for HVAC quoting, invoicing, and proposals to streamline sales in the field. | enterprise | 7.8/10 | 7.5/10 | 8.2/10 | 7.6/10 |
All-in-one platform for HVAC businesses to create dynamic sales proposals with pricing, financing, upsells, and e-signatures.
Sales desking software tailored for HVAC contractors to build persuasive proposals and close deals faster.
Mobile HVAC quoting tool with load calculations, equipment pricing, and professional proposal generation for techs.
Field service software with customizable HVAC proposal templates, e-signing, and payment integration.
Quoting and scheduling software that lets HVAC pros send professional proposals and convert leads to jobs.
HVAC design software with Manual J load calcs integrated into sales proposals and estimating.
Comprehensive HVAC business management system featuring advanced estimating and proposal automation.
Field service platform with proposal builder, dispatching, and accounting tailored for HVAC companies.
Cloud-based field service software for generating branded HVAC proposals with e-sign and tracking.
Mobile app for HVAC quoting, invoicing, and proposals to streamline sales in the field.
ServiceTitan
enterpriseAll-in-one platform for HVAC businesses to create dynamic sales proposals with pricing, financing, upsells, and e-signatures.
Dynamic Pricebook with AI-driven upsell suggestions and embedded financing calculators
ServiceTitan is a comprehensive field service management platform tailored for HVAC contractors, with robust sales proposal software that enables quick creation of professional, customizable estimates and contracts directly from the field via mobile app. It integrates e-signatures, financing options, and upsell recommendations to streamline the sales process and increase close rates. Beyond proposals, it connects sales data to dispatching, inventory, and accounting for end-to-end efficiency.
Pros
- Powerful mobile proposal builder with e-signatures and real-time pricing
- Integrated financing and upsell tools that boost average ticket size
- Seamless connection to CRM, dispatching, and analytics for data-driven sales
Cons
- High cost requires significant scale to justify
- Steep learning curve due to extensive feature set
- Custom implementation can take weeks to months
Best For
Mid-to-large HVAC contractors seeking an all-in-one platform to scale sales proposals alongside full operations.
Pricing
Custom enterprise pricing; typically $300-$600+ per user/month plus setup fees, based on company size and modules.
Profit Rhino
specializedSales desking software tailored for HVAC contractors to build persuasive proposals and close deals faster.
Real-time financing calculator that embeds accurate monthly payment options directly into proposals
Profit Rhino is a specialized sales proposal software tailored for HVAC contractors, enabling the quick creation of professional, customizable proposals with performance pricing and integrated financing options. It streamlines the sales process through built-in CRM tools for lead tracking, e-signatures, and real-time deal analytics. The platform integrates with QuickBooks for seamless accounting and supports mobile access for on-the-job proposal generation.
Pros
- Highly customizable proposal templates optimized for HVAC performance agreements
- Seamless integrations with financing providers like Synchrony and GreenSky for instant payment calculations
- Robust sales pipeline and CRM tools to track leads from quote to close
Cons
- Pricing can be steep for small teams with limited sales volume
- Steeper learning curve for advanced customization features
- Primarily focused on HVAC, limiting versatility for other trades
Best For
Mid-sized HVAC contractors seeking to accelerate sales cycles with financing-inclusive proposals and performance pricing.
Pricing
Starts at $197/month for Rhino Pro (up to 3 users), scaling to $497/month for Enterprise with unlimited users and advanced analytics.
Coolfront
specializedMobile HVAC quoting tool with load calculations, equipment pricing, and professional proposal generation for techs.
Dynamic pricing engine with real-time equipment costing and upsell recommendations tailored to local markets
Coolfront is a mobile-first HVAC sales proposal software designed specifically for contractors to create professional, customized proposals directly in the field using tablets or smartphones. It features an extensive equipment database, dynamic pricing calculators, digital signatures, and multimedia integration like photos and videos to enhance presentations. The platform also supports upselling opportunities, financing options, and seamless QuickBooks integration for streamlined invoicing and payments.
Pros
- Comprehensive equipment library with accurate pricing
- Mobile-optimized for on-site sales closing
- Strong integrations including QuickBooks and financing partners
Cons
- Initial setup and database customization can be time-intensive
- Higher pricing may strain small businesses
- Limited advanced reporting compared to enterprise competitors
Best For
Mid-sized HVAC contractors with field technicians focused on generating and closing sales proposals during customer visits.
Pricing
Starts at $149 per user/month (billed annually), with tiered plans up to $299/user/month for advanced features and unlimited users.
Housecall Pro
enterpriseField service software with customizable HVAC proposal templates, e-signing, and payment integration.
On-site proposal builder in the mobile app that instantly converts signed estimates to scheduled jobs
Housecall Pro is an all-in-one field service management platform tailored for HVAC contractors, featuring robust sales proposal tools that allow for quick creation of customizable estimates with pricing tables, photos, and videos. Proposals can be sent digitally for e-signatures and seamlessly convert into scheduled jobs, invoices, or contracts. It integrates proposals with dispatching, scheduling, and payments for end-to-end workflow efficiency.
Pros
- Seamless integration of proposals with scheduling, dispatching, and invoicing
- Mobile app enables on-site proposal creation and e-signatures
- Customizable templates and upsell features boost conversion rates
Cons
- Pricing scales quickly with users and advanced features
- Steeper learning curve for full platform utilization
- Less specialized for complex, multi-stage HVAC sales funnels
Best For
Mid-sized HVAC businesses seeking an integrated platform for operations and sales proposals.
Pricing
Starts at $65/month (Basic, 1 user); Essentials $129/month, Max $229/month; additional users $65-$200/month each.
Jobber
enterpriseQuoting and scheduling software that lets HVAC pros send professional proposals and convert leads to jobs.
Real-time quote approvals via customer portal or SMS with one-click job conversion
Jobber is an all-in-one field service management platform designed for HVAC contractors and similar trades, featuring tools to create professional sales proposals, quotes, and estimates with customizable templates and line items. It enables on-site quoting via mobile app, e-signatures for quick approvals, and seamless conversion of accepted proposals into scheduled jobs and invoices. The software integrates quoting with CRM, scheduling, and payments for efficient workflow management.
Pros
- Intuitive drag-and-drop quote builder with templates
- Mobile app for field-based proposal creation and signatures
- Strong integrations with QuickBooks and payment processors
Cons
- Lacks HVAC-specific tools like load calculations or equipment selectors
- Advanced customization requires higher-tier plans
- Reporting on sales proposals is basic compared to specialized CRM software
Best For
Small to mid-sized HVAC businesses seeking user-friendly proposal software integrated with operations management.
Pricing
Starts at $49/mo (Lite, limited features), Core at $119/mo, Connect at $199/mo+ (annual billing, scales with users/users)
Right-Suite Universal
specializedHVAC design software with Manual J load calcs integrated into sales proposals and estimating.
Fully integrated ACCA Manual J/D/S calculations that automatically populate into professional, customizable sales proposals with 3D visuals
Right-Suite Universal by Wrightsoft is a robust HVAC software suite that excels in performing ACCA-approved Manual J, D, and S calculations for residential and light commercial projects. It integrates precise load calculations, duct design, equipment selection, and professional sales proposal generation into a single platform. Users can create detailed, customizable proposals with 3D renderings, pricing breakdowns, and performance data to close deals effectively.
Pros
- ACCA-compliant calculations ensure accuracy and code compliance
- Integrated 3D modeling and proposal tools streamline design-to-sale workflow
- Extensive equipment database with manufacturer partnerships
Cons
- Steep learning curve for new users
- High upfront and ongoing costs
- Primarily Windows-based with limited cross-platform support
Best For
Experienced HVAC contractors and designers handling residential load calculations and needing detailed, compliant sales proposals.
Pricing
Perpetual license starts at ~$3,000-$5,000 plus annual maintenance (~20% of license cost); subscription options from $150/month.
SuccessWARE21
enterpriseComprehensive HVAC business management system featuring advanced estimating and proposal automation.
Dynamic 'Proposal Magic' builder that auto-generates upsell recommendations and financing scenarios based on customer inputs
SuccessWARE21 is a comprehensive desktop-based sales proposal software tailored for HVAC contractors, enabling the creation of detailed, professional proposals with accurate pricing for equipment, labor, and accessories. It includes tools for lead tracking, upsell recommendations, financing integrations, and QuickBooks connectivity to streamline the entire sales process from quote to close. The software emphasizes customizable templates and visual presentations to help contractors win more bids in competitive markets.
Pros
- Highly customizable HVAC-specific proposal templates with dynamic pricing and labor calculators
- Integrated upsell tools and financing options to boost average ticket size
- Seamless QuickBooks integration for accurate accounting and inventory management
Cons
- Desktop-only application with limited mobile accessibility and real-time collaboration
- Steep learning curve due to feature-dense interface and Windows dependency
- Fewer modern integrations compared to cloud-based competitors like Housecall Pro
Best For
Established mid-sized HVAC contractors seeking robust, customizable on-premise proposal tools without full cloud dependency.
Pricing
Subscription starts at $149/month for single user (Core plan), up to $299/month for advanced features with unlimited users; one-time setup fees may apply.
FieldEdge
enterpriseField service platform with proposal builder, dispatching, and accounting tailored for HVAC companies.
FieldEdge Go mobile app for instant proposal generation, approval, and payment collection directly at the job site
FieldEdge is a field service management platform tailored for HVAC, plumbing, and electrical contractors, offering tools to create, send, and track sales proposals directly from the field via its mobile app. It integrates proposal generation with scheduling, dispatching, invoicing, and QuickBooks for a streamlined workflow. While not exclusively a sales proposal tool, it supports customizable estimates, digital signatures, and upsell opportunities during service calls.
Pros
- Mobile app enables quick on-site proposal creation and e-signatures
- Seamless integration with QuickBooks and other accounting tools
- Built-in upsell tools and inventory management tied to proposals
Cons
- Interface can feel cluttered for users focused solely on sales proposals
- Pricing lacks transparency and requires a demo for quotes
- Limited advanced customization options for complex proposal templates
Best For
Mid-sized HVAC contractors needing an all-in-one FSM solution with reliable field-based sales proposal capabilities.
Pricing
Custom pricing based on users and features, typically starting at $140-$200 per technician per month with annual contracts.
Service Fusion
enterpriseCloud-based field service software for generating branded HVAC proposals with e-sign and tracking.
Integrated flat-rate pricing catalog that auto-populates HVAC-specific proposals with accurate, up-to-date costs.
Service Fusion is a comprehensive field service management platform tailored for HVAC, plumbing, and electrical contractors, with robust tools for creating professional sales proposals and estimates. It features customizable proposal templates, digital signatures, real-time pricing from integrated catalogs, and seamless conversion to jobs or invoices. Beyond proposals, it offers dispatching, scheduling, inventory management, and CRM to manage the full sales-to-service lifecycle efficiently.
Pros
- All-in-one platform combining proposals with dispatching and invoicing
- Mobile app enables on-site proposal creation and approvals
- Strong integrations like QuickBooks for accurate job costing
Cons
- Pricing tiers can be expensive for very small teams
- Advanced customization requires higher plans
- Steeper learning curve for non-tech-savvy users
Best For
Growing HVAC businesses seeking an integrated solution for sales proposals, scheduling, and operations management.
Pricing
Starts at $195/month (up to 5 users), $295/month (6-15 users), $495/month (16+ users); annual discounts available.
FieldPulse
enterpriseMobile app for HVAC quoting, invoicing, and proposals to streamline sales in the field.
Mobile-first estimate builder allowing technicians to generate and send professional proposals instantly from the job site
FieldPulse is a field service management platform designed for HVAC, plumbing, and similar trades, offering tools to create, send, and track sales proposals and estimates. It features customizable templates, on-site mobile proposal generation, digital signatures, and seamless conversion to jobs and invoices. The software integrates scheduling, dispatching, and payments, providing a unified workflow for sales and operations.
Pros
- Intuitive mobile app for on-site proposal creation with photos and signatures
- Strong integration with invoicing, payments, and QuickBooks
- Customizable templates and real-time proposal tracking
Cons
- Limited advanced sales pipeline and CRM automation compared to specialized tools
- HVAC-specific calculations and equipment libraries are basic
- Reporting for sales performance lacks depth
Best For
Small to mid-sized HVAC businesses seeking an all-in-one field service tool with reliable proposal features.
Pricing
Starts at $65/user/month (Basic, billed annually), with Pro at $165/user/month and custom Enterprise pricing.
Conclusion
Evaluating top HVAC sales proposal software reveals a standout leader in ServiceTitan, which unifies dynamic proposal creation, pricing, and e-signatures for comprehensive efficiency. Close behind, Profit Rhino accelerates deals with persuasive sales desking, while Coolfront caters to mobile techs through intuitive load calculations and on-the-go quoting. Each tool excels in distinct areas, ensuring there’s a strong option for most HVAC businesses.
Don’t miss out—try ServiceTitan to transform your sales process, streamline workflows, and convert more leads into satisfied customers.
Tools Reviewed
All tools were independently evaluated for this comparison
Referenced in the comparison table and product reviews above.