HVAC estimate software

Business Genie is HVAC estimate software for system replacements and larger repairs. Build the proposal for a new system at the house, from the app, and ask for a deposit with it, so part of the price is paid before you order the equipment.

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One HVAC proposal, sent from the drivewaySample data

Proposal

Heat pump replacement · Fri, May 15

No. 3310

Sent Fri 11:05 · from the driveway

Wendt Residence · 1452 E Harmony Ave, Mesa, AZ

Scheduled Tue May 19, 7:30–4:10

Old system

Recover refrigerant, pull and haul away

$290

Equipment

3-ton heat pump, 15.2 SEER2

$4,850

1 × $4,850

Matching air handler

$2,150

1 × $2,150

Materials

Line set, pad, disconnect and whip

$420

Thermostat

$185

Labor

Set, braze, evacuate, charge, start up

$1,140

12 h × $95

Fees

Permit and city inspection

$175

Total$9,210.00

Deposit to accept, paid online$2,800.00

When the work is done

The balance, invoiced from the job

$9,210.00

PaidCost

$0$5,995

$0 made

The install crew’s week · Tomás and Reggie · May 18–22

Mon 18

Tue 19

Wed 20

Thu 21

Fri 22

A changeout takes two techs a whole day. The open one: Tue May 19

One HVAC proposal, sent from the drivewaySample data

Proposal

Heat pump replacement · Fri, May 15

No. 3310

Sent Fri 11:05 · from the driveway

Wendt Residence · 1452 E Harmony Ave, Mesa, AZ

Scheduled Tue May 19, 7:30–4:10

Old system

Recover refrigerant, pull and haul away

$290.00

Equipment

$7,000

3-ton heat pump, 15.2 SEER2

1 × $4,850

$4,850.00

Matching air handler

1 × $2,150

$2,150.00

Materials

$605

Line set, pad, disconnect and whip

$420.00

Thermostat

$185.00

Labor

Set, braze, evacuate, charge, start up

12 h × $95

$1,140.00

Fees

Permit and city inspection

$175.00

Total$9,210.00

Deposit to accept, paid online$2,800.00

When the work is done

The balance, invoiced from the job

$9,210.00

PaidCost

$0$5,995

$0 made

The install crew’s week · Tomás and Reggie · May 18–22

7 am – 5 pm · booked in grey

Mon 18

Changeout, Ruiz

Tue 19

Open

Wed 20

Thu 21

Changeout, Olsen

Fri 22

A changeout takes two techs a whole day. The open one: Tue May 19

The system replacement quote

A new system is the biggest ticket an HVAC company sells, and it is rarely decided in the driveway: the homeowner wants to talk it over. The proposal goes out from the app before you leave, with the old system’s removal, the equipment, the line set and the permit on it, and a deposit request, so the yes comes with money toward the heat pump.

The proposal, from the driveway
Priced after looking at the old unit and sent from the app before you leave, in the order the changeout is done: the old system out, the equipment, the line set, the hours, the permit.
The deposit orders the equipment
The homeowner pays the deposit when they accept, by card, Apple Pay, PayPal, Venmo or Cash App, and the heat pump and air handler are ordered that afternoon.
The install crew’s open day
A changeout takes two technicians a whole day, so the accepted job goes into the day their week still has open.
Quoted on what the last one cost
Inside each line, what it cost: the equipment at the supply house’s price, the twelve hours at the crew’s. The next replacement is priced on this one.

What else it does, in every trade: estimates and proposals in Business Genie.

Questions about HVAC estimate software

Can I take a deposit on an HVAC install?

Yes. The proposal can ask for a deposit, paid by card, Apple Pay, PayPal, Venmo or Cash App, before the equipment is ordered.

Are there free HVAC estimate templates?

Yes. Business Genie has free HVAC estimate templates for pricing a job by hand. In the app, the estimate is sent from the job with its deposit request.

Free HVAC estimate templates

An HVAC job, from the quote to the follow-up

Business Genie runs the whole job, on the web and in the iOS and Android app. Each stage has its own page: the numbered stops are written for HVAC; the grey rings are the same stage for every trade.

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