HVAC Estimate Software That Closes More Installs
Build professional estimates for repairs, replacements, and new installs. Present financing options and get e-signature approval at the kitchen table.
Everything You Need for HVAC Estimates
System Sizing
Calculate load requirements and recommend properly sized equipment. Professional proposals that build trust.
Good-Better-Best
Present equipment tiers: budget, mid-range, and premium options. Let homeowners choose their comfort level.
Financing Built-In
Offer monthly payment options right in the estimate. Turn $8,000 system replacements into $150/month.
Photo Documentation
Include photos of failing equipment, efficiency issues, and installation areas. Visual proof justifies the investment.
E-Signatures
Get estimates approved at the kitchen table. No waiting days for signed contracts.
Close Rate Tracking
See which estimates convert by equipment type, price point, and technician. Optimize your sales approach.
Frequently Asked Questions
How do HVAC technicians create estimates for system replacements?
Business Genie helps HVAC techs build professional replacement estimates during the service call. After diagnosing the issue, they select equipment options from your catalog—different efficiency levels, brands, and price points. The system calculates total cost including equipment, labor, permits, and any ductwork or electrical upgrades. Techs can include photos of the failing equipment and present good-better-best options so homeowners can choose their budget. Estimates are presented on tablet or sent via text/email for e-signature approval.
How does financing help HVAC companies close more equipment sales?
A new HVAC system costs $6,000-$15,000+—more than most homeowners have available. Financing transforms "I can't afford it" into "I can afford $120/month." Business Genie integrates with financing partners so you can present payment options right in the estimate. Homeowners apply and get approved in minutes, often while you're still there. You get paid in full at installation; they pay over time. HVAC contractors report 30-50% higher close rates on replacements when offering financing.
What is good-better-best pricing for HVAC estimates?
Good-better-best means presenting three equipment options instead of a single quote. For an AC replacement: "Good" is a 14-SEER basic unit ($5,500), "Better" is a 16-SEER high-efficiency model ($7,500), "Best" is a variable-speed 20-SEER premium system ($12,000). This approach increases average ticket size by 25-40% because many homeowners choose the middle option. It also reduces price objections—homeowners feel they have choices rather than being pressured.
Can HVAC companies track estimate conversion rates?
Yes. Business Genie's dashboard shows your close rate overall and broken down by equipment type, efficiency level, price range, and technician. You can see which system brands sell best, which price points have the highest conversion, and which techs are your best closers. You can also track time from estimate to approval, helping you optimize follow-up timing for pending quotes.
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