Estimating software for HVAC contractors
Estimating Software for HVAC Contractors
Quote the install or service call, lock in any added equipment or ductwork before you commit to it, and see what the job actually made — free.
The real problem HVAC contractors face
HVAC jobs often expand once a system's opened up — additional ductwork, equipment upgrades, refrigerant issues — and techs need a fast way to get that extra work approved without losing the customer's trust.
Without a documented approval, you either eat the added cost or chase a signature after the work's done, and you rarely find out whether the job was profitable once equipment and labor are counted.
How TradeShield works for HVAC jobs
- 1
Quote the install or service call
Price equipment, labor, and ductwork in minutes, and send a clean estimate the customer can approve from their phone.
- 2
Lock in added scope before you commit
Find a duct or equipment issue mid-install? Build a change order for the added equipment or ductwork, send it, and get a signed approval before you commit to it.
- 3
See your actual profit in Insights
When the job's done, the Insights tab shows quoted vs. actual cost so you know whether the HVAC job actually made money — not just whether the quote went out.
The TradeShield difference
See your real profit in the Insights tab
Most quoting apps stop once the estimate is sent. TradeShield keeps going: the Insights tab compares what you quoted against what the HVAC job actually cost — equipment, ductwork, and the labor hours you logged — so you can see in plain numbers whether the job made money. It's the only tool in this category built to tell a solo HVAC contractor that.
What you need vs. what generic quoting apps give you
| What you need | TradeShield | Generic quoting apps |
|---|---|---|
| Quote built for HVAC line items (equipment, labor, ductwork) | Yes | Varies |
| Change order required before added equipment or ductwork is installed | Yes — built-in dual sign-off | Rarely a dedicated workflow |
| See if the job was actually profitable after equipment costs | Yes — Insights profit tracking | Not typically included |
| Free to use | Yes | No — typically $39+/month |
Frequently asked questions
How do I price an HVAC installation correctly?
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Quote from your real costs: equipment, labor hours, and ductwork or materials. TradeShield lets you build the estimate fast and, after the job, the Insights tab shows quoted vs. actual cost so you can see whether your install pricing held up against real equipment and labor spend.
What if I find duct or equipment issues mid-install?
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Don't absorb it. Build a change order for the additional ductwork or equipment, send it for a digital signature, and continue once it's approved. TradeShield requires that dual sign-off before the new scope is added to the job total, so the extra work is documented and paid.
How do I know if my HVAC jobs are actually profitable?
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The Insights tab compares what you quoted against what the job actually cost — equipment, ductwork, and logged labor — and shows your real profit per job. It's built so a solo HVAC contractor can see whether the install paid, not just whether the quote went out.
Is TradeShield free for HVAC contractors?
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Yes. TradeShield is free during our ongoing beta — no credit card, no trial expiry, and no login required to build your first HVAC quote.
Quote your next HVAC job free
Build a professional HVAC quote in minutes, lock in every change order, and see your real profit in Insights — free during beta.