Quick Overview
- 1#1: HVAC Selling Pro - Streamlines residential HVAC sales by generating professional proposals and accurate cost estimates in minutes.
- 2#2: Wrightsoft Right-Suite Universal - Provides comprehensive HVAC load calculations, system design, and integrated estimating for residential projects.
- 3#3: ServiceTitan - Offers advanced estimating tools within a full HVAC business management platform for residential service and installs.
- 4#4: Stack - Delivers precise construction takeoff and estimating for HVAC ductwork and components using cloud-based AI.
- 5#5: PlanSwift - Enables fast digital plan takeoffs and customizable cost estimating for residential HVAC jobs.
- 6#6: MeasureSquare HVAC - Automates ductwork takeoffs, material lists, and cost estimates specifically for residential HVAC installations.
- 7#7: PataBid Assemble Pro - AI-assisted mechanical estimating software that automates bids for residential HVAC piping and equipment.
- 8#8: Housecall Pro - Simplifies quoting and estimating for small residential HVAC contractors with mobile-friendly tools.
- 9#9: Jobber - Provides affordable, easy-to-use estimating and quoting features tailored for home service businesses like residential HVAC.
- 10#10: Bluebeam Revu - Facilitates PDF-based takeoffs, measurements, and custom estimating workflows for HVAC residential plans.
Tools were selected and ranked based on key factors including feature depth (e.g., load calculations, takeoffs, proposal generation), usability, reliability, and overall value, ensuring they address the unique demands of residential HVAC projects.
Comparison Table
This comparison table examines essential residential HVAC estimating software tools, such as HVAC Selling Pro, Wrightsoft Right-Suite Universal, ServiceTitan, Stack, PlanSwift, and more, breaking down their core features and practical uses. Readers will discover detailed insights to evaluate which tool fits their business needs, including pricing models and user-friendliness, to streamline HVAC project estimation processes.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | HVAC Selling Pro Streamlines residential HVAC sales by generating professional proposals and accurate cost estimates in minutes. | specialized | 9.6/10 | 9.8/10 | 9.4/10 | 9.5/10 |
| 2 | Wrightsoft Right-Suite Universal Provides comprehensive HVAC load calculations, system design, and integrated estimating for residential projects. | specialized | 9.1/10 | 9.5/10 | 8.0/10 | 8.4/10 |
| 3 | ServiceTitan Offers advanced estimating tools within a full HVAC business management platform for residential service and installs. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 7.5/10 |
| 4 | Stack Delivers precise construction takeoff and estimating for HVAC ductwork and components using cloud-based AI. | specialized | 8.4/10 | 8.8/10 | 8.2/10 | 7.9/10 |
| 5 | PlanSwift Enables fast digital plan takeoffs and customizable cost estimating for residential HVAC jobs. | specialized | 7.6/10 | 8.2/10 | 6.8/10 | 7.4/10 |
| 6 | MeasureSquare HVAC Automates ductwork takeoffs, material lists, and cost estimates specifically for residential HVAC installations. | specialized | 8.0/10 | 8.5/10 | 7.8/10 | 7.6/10 |
| 7 | PataBid Assemble Pro AI-assisted mechanical estimating software that automates bids for residential HVAC piping and equipment. | specialized | 7.8/10 | 8.5/10 | 7.2/10 | 7.5/10 |
| 8 | Housecall Pro Simplifies quoting and estimating for small residential HVAC contractors with mobile-friendly tools. | specialized | 7.6/10 | 7.1/10 | 8.8/10 | 7.4/10 |
| 9 | Jobber Provides affordable, easy-to-use estimating and quoting features tailored for home service businesses like residential HVAC. | specialized | 7.8/10 | 7.2/10 | 9.1/10 | 7.5/10 |
| 10 | Bluebeam Revu Facilitates PDF-based takeoffs, measurements, and custom estimating workflows for HVAC residential plans. | specialized | 6.8/10 | 6.5/10 | 7.2/10 | 6.0/10 |
Streamlines residential HVAC sales by generating professional proposals and accurate cost estimates in minutes.
Provides comprehensive HVAC load calculations, system design, and integrated estimating for residential projects.
Offers advanced estimating tools within a full HVAC business management platform for residential service and installs.
Delivers precise construction takeoff and estimating for HVAC ductwork and components using cloud-based AI.
Enables fast digital plan takeoffs and customizable cost estimating for residential HVAC jobs.
Automates ductwork takeoffs, material lists, and cost estimates specifically for residential HVAC installations.
AI-assisted mechanical estimating software that automates bids for residential HVAC piping and equipment.
Simplifies quoting and estimating for small residential HVAC contractors with mobile-friendly tools.
Provides affordable, easy-to-use estimating and quoting features tailored for home service businesses like residential HVAC.
Facilitates PDF-based takeoffs, measurements, and custom estimating workflows for HVAC residential plans.
HVAC Selling Pro
specializedStreamlines residential HVAC sales by generating professional proposals and accurate cost estimates in minutes.
Patented Lightning Calculator for sub-60-second residential HVAC estimates with full material, labor, rebate, and financing details
HVAC Selling Pro is a specialized software solution designed for residential HVAC contractors, enabling rapid creation of accurate estimates, professional proposals, and seamless integration of rebates and financing options. It streamlines the entire sales process from initial quote to contract signing, with mobile accessibility for on-site use. The tool emphasizes speed and accuracy, helping contractors close deals faster while maximizing profitability through precise cost calculations and incentive tracking.
Pros
- Lightning-fast estimating with the patented Lightning Calculator, generating quotes in under 60 seconds
- Comprehensive rebate finder and financing integrations that boost close rates
- Mobile app for on-site proposals and intuitive interface reducing training time
Cons
- Primarily focused on residential HVAC, limiting applicability for commercial projects
- Subscription model may be costly for very small one-person operations
- Advanced customization requires some initial setup
Best For
Residential HVAC contractors and sales teams seeking to accelerate quoting and improve win rates on jobs.
Pricing
Starts at $99/user/month (billed annually) with tiered plans up to enterprise levels; free trial available.
Wrightsoft Right-Suite Universal
specializedProvides comprehensive HVAC load calculations, system design, and integrated estimating for residential projects.
Right-Draw integration for interactive 2D/3D floor plan drafting with automated room-by-room load calculations
Wrightsoft Right-Suite Universal is a comprehensive HVAC software suite designed for residential and light commercial estimating, featuring ACCA-approved Manual J load calculations, Manual D duct design, and Manual S equipment selection. It includes an extensive database of over 1,000 equipment models from major manufacturers, enabling precise system sizing and cost estimation. The software generates professional proposals, material takeoffs, and integrates with tools like QuickBooks for seamless business operations.
Pros
- Vast equipment database with real-time pricing updates
- ACCA-compliant calculations for accurate residential HVAC design
- Integrated reporting and proposal generation for professional client presentations
Cons
- Steep learning curve for new users
- High upfront and ongoing costs
- Limited mobile accessibility and primarily Windows-focused
Best For
Experienced residential HVAC contractors needing precise load calculations, duct design, and detailed estimating for complex projects.
Pricing
Perpetual license starts at $2,995 with $595 annual maintenance; subscription plans from $99/month.
ServiceTitan
enterpriseOffers advanced estimating tools within a full HVAC business management platform for residential service and installs.
Technician mobile app enabling instant flat-rate estimates with upsell recommendations and one-tap invoice conversion
ServiceTitan is a comprehensive field service management platform with robust estimating capabilities designed for residential HVAC contractors. It allows technicians to generate accurate, professional estimates on-site via mobile apps, using customizable pricebooks, digital takeoffs, and real-time costing. The software integrates estimating seamlessly with dispatching, scheduling, invoicing, and CRM for end-to-end workflow efficiency.
Pros
- Mobile-first estimating for on-site accuracy and speed
- Seamless integration with invoicing and job costing
- Customizable pricebooks with real-time profitability insights
Cons
- High cost may overwhelm small businesses
- Steep learning curve for full feature set
- Custom pricing lacks transparency upfront
Best For
Mid-sized residential HVAC companies needing an all-in-one platform beyond just estimating.
Pricing
Custom enterprise pricing starting around $265 per technician/month, plus setup fees and add-ons.
Stack
specializedDelivers precise construction takeoff and estimating for HVAC ductwork and components using cloud-based AI.
Ultra-fast AI-assisted takeoff engine that quantifies plans in seconds, far surpassing manual methods
Stack (stackct.com) is a cloud-based digital takeoff and estimating software tailored for construction trades like residential HVAC, plumbing, and electrical. It enables users to import PDFs or plans, perform rapid on-screen takeoffs, and build accurate estimates using pre-built assemblies and pricing databases specific to HVAC systems. The platform automates bid generation and integrates with accounting tools for seamless workflows.
Pros
- Lightning-fast PDF takeoffs with one-click quantification
- Extensive library of residential HVAC assemblies and templates
- Strong integrations with QuickBooks and other accounting software
Cons
- Subscription pricing can add up for low-volume users
- Steeper learning curve for advanced customizations
- Limited free trial and onboarding support for beginners
Best For
Mid-sized residential HVAC contractors who perform frequent digital takeoffs and need multi-trade estimating efficiency.
Pricing
Starts at $99/month for Basic (limited projects), $199/month for Pro (unlimited with advanced features), and custom Enterprise plans; pay-per-project options available.
PlanSwift
specializedEnables fast digital plan takeoffs and customizable cost estimating for residential HVAC jobs.
Drag-and-drop assemblies that automatically generate HVAC estimates from takeoff measurements in real-time
PlanSwift is a versatile on-screen takeoff and estimating software used widely in construction for digital plan analysis and bid preparation. It enables point-and-click measurements from PDFs, CAD files, and blueprints, with customizable assemblies for calculating material quantities and costs. For residential HVAC estimating, it excels in ductwork takeoffs, equipment counts, and piping, though it requires user-defined templates for optimal HVAC workflows.
Pros
- Lightning-fast point-and-click takeoffs from digital plans
- Highly customizable assemblies and databases for HVAC ducts, fittings, and equipment
- Seamless Excel export and integration with popular accounting software
Cons
- Steep learning curve, especially for HVAC-specific customizations
- Desktop-only (Windows), with limited cloud or mobile functionality
- Subscription pricing may strain small residential HVAC firms
Best For
Mid-sized residential HVAC contractors needing robust digital takeoff tools for plan-based estimating on multiple projects.
Pricing
Annual subscription starting at $1,749 per user for the Pro edition, with volume discounts available.
MeasureSquare HVAC
specializedAutomates ductwork takeoffs, material lists, and cost estimates specifically for residential HVAC installations.
Patented AI AutoTakeoff that instantly measures ducts, pipes, and fixtures from a single floor plan upload
MeasureSquare HVAC is a cloud-based takeoff and estimating software tailored for HVAC contractors, enabling quick measurements from uploaded floor plans, PDFs, or images using AI-powered automation. It specializes in calculating duct lengths, vent counts, and material quantities for residential projects, streamlining the estimating process from takeoff to professional proposals. The platform supports residential HVAC workflows by generating accurate bids and integrating with accounting tools like QuickBooks.
Pros
- AI-driven automatic takeoffs save significant time on measurements
- Cloud accessibility allows team collaboration from any device
- Accurate linear and area calculations tailored for residential ductwork and vents
Cons
- Limited depth in advanced HVAC load calculations or Trane/ACCA integrations
- Subscription model may feel expensive for very small one-man operations
- Steeper learning curve for non-flooring users adapting to HVAC templates
Best For
Small to mid-sized residential HVAC contractors focused on fast, accurate takeoffs and quoting from floor plans.
Pricing
Subscriptions start at $59/month (Basic) up to $199/month (Pro), with pay-per-plan options available.
PataBid Assemble Pro
specializedAI-assisted mechanical estimating software that automates bids for residential HVAC piping and equipment.
Drag-and-drop assemblies that bundle complete HVAC systems, labor, and materials for bids in minutes
PataBid Assemble Pro is a cloud-based estimating software tailored for HVAC, plumbing, and mechanical contractors, enabling digital takeoffs and rapid bid assembly using a vast library of pre-built assemblies. It automates material and labor cost calculations, integrates with accounting tools like QuickBooks, and supports customizable templates for accurate residential HVAC bids. The platform streamlines workflows from quantity takeoff to professional bid proposals, making it efficient for contractors managing multiple projects.
Pros
- Extensive library of pre-built HVAC assemblies for quick estimating
- Cloud-based access with real-time collaboration and mobile support
- Accurate cost databases updated regularly with labor and material pricing
Cons
- Learning curve for mastering assemblies and customizations
- Less specialized for pure residential HVAC compared to niche tools like Wrightsoft
- Higher pricing may not suit very small residential-only operations
Best For
Mid-sized HVAC contractors handling residential projects who value assembly-based speed and need scalable estimating for growing workloads.
Pricing
Starts at $149/month per user for Pro plan, with custom enterprise pricing and free trial available.
Housecall Pro
specializedSimplifies quoting and estimating for small residential HVAC contractors with mobile-friendly tools.
Instant digital estimate delivery via text/email with one-click customer approval and payment
Housecall Pro is a comprehensive field service management platform designed for residential HVAC contractors, featuring tools for quick estimate creation, quote delivery, and job management. It enables technicians to generate professional estimates on-site using customizable line items, pricing catalogs, and markups tailored for HVAC repairs, maintenance, and installations. While it excels in integrating estimates with scheduling, dispatching, and invoicing, it lacks advanced HVAC-specific features like load calculations or duct sizing.
Pros
- User-friendly mobile app for fast on-site estimating
- Seamless integration of estimates with scheduling and payments
- Customizable pricing templates and digital quote approvals
Cons
- No built-in HVAC load calculations or advanced takeoff tools
- Estimating features are basic, not specialized for complex residential projects
- Costs scale quickly with multiple users or advanced plans
Best For
Small to mid-sized residential HVAC businesses needing simple estimating combined with full-service management rather than standalone advanced estimation.
Pricing
Starts at $49/user/month (billed annually) for Essentials; tiers up to $229+/user/month for Pro/Max plans, plus add-ons.
Jobber
specializedProvides affordable, easy-to-use estimating and quoting features tailored for home service businesses like residential HVAC.
Drag-and-drop quote builder that converts estimates directly into scheduled jobs and invoices in one platform
Jobber is a cloud-based field service management platform designed for home service businesses like residential HVAC contractors, offering tools for creating quotes, scheduling jobs, invoicing, and managing customer relationships. Its estimating capabilities include customizable quote templates, pricing catalogs, and flat-rate pricing options to quickly generate professional estimates for HVAC services such as installations and repairs. While versatile for overall business operations, it provides solid but general-purpose estimating rather than specialized HVAC tools like load calculations or duct design.
Pros
- Intuitive interface with mobile app for quick on-site estimating
- Seamless integration of quotes into scheduling and invoicing workflows
- Customizable templates and pricing books for consistent HVAC estimates
Cons
- Lacks advanced HVAC-specific features like Manual J load calculations or CAD integration
- Pricing can add up for teams, less ideal for estimate-only users
- Limited reporting depth for detailed cost analysis in complex projects
Best For
Small to mid-sized residential HVAC businesses needing an all-in-one platform for estimating alongside scheduling and customer management.
Pricing
Plans start at $69/month (Lite, solo user) up to $349+/month (Grow, unlimited users); billed annually with a free trial.
Bluebeam Revu
specializedFacilitates PDF-based takeoffs, measurements, and custom estimating workflows for HVAC residential plans.
Dynamic quantity takeoff tools with customizable assemblies for precise HVAC material extraction from PDFs
Bluebeam Revu is a robust PDF editing and markup software widely used in the construction industry for reviewing blueprints and performing digital takeoffs. In the context of residential HVAC estimating, it shines in quantity takeoffs for ducts, fittings, equipment, and materials directly from PDF plans, with customizable assemblies and measurement tools. However, it lacks built-in HVAC-specific features like load calculations, duct sizing algorithms, or integrated pricing databases, making it more of a supporting tool than a comprehensive estimating solution.
Pros
- Highly accurate digital takeoff and measurement tools for HVAC plans
- Customizable markup and assembly libraries for quick material counts
- Seamless collaboration via Bluebeam Studio for team reviews
Cons
- No native HVAC load calculations or engineering computations
- Lacks integrated pricing databases or cost estimating functions
- Steep learning curve for advanced takeoff customization
Best For
Residential HVAC contractors focused on PDF-based quantity takeoffs who already use Bluebeam for general construction workflows.
Pricing
Perpetual licenses from $349 (Basics) to $1,099 (Complete); annual subscriptions start at $239/user.
Conclusion
Evaluating the top residential HVAC estimating tools makes it clear that HVAC Selling Pro leads as the top choice, simplifying sales with rapid, professional proposal and cost estimate generation. Wrightsoft Right-Suite Universal and ServiceTitan stand as strong alternatives—with comprehensive load calculations and integrated business management, respectively, to suit varied operational needs. Whether aiming for speed, design depth, or full business support, the top three tools provide distinct value for residential contractors.
Take the next step in optimizing your estimating process—try HVAC Selling Pro to unlock faster, more accurate estimates and stronger sales performance today.
Tools Reviewed
All tools were independently evaluated for this comparison
