Quoting software for hvac contractors
Quoting software built for HVAC contractors.
Price Lead Tech and Helper hours, add equipment and materials with markup, and send a pro HVAC quote from the truck in under a minute.
to build a professional HVAC quote on your phone.
Built-in Lead Tech & Helper billing rates — set once, reuse on every job.
While we're in beta. No credit card, no login required to start.
How hvac contractors quote with TradeShield
The fastest path from a site walk to a signed job.
- Step 1
Price labour by role
Drop in hours for Lead Tech or Helper at your saved rates. Edit on the fly when the scope changes.
- Step 2
Add materials with markup
Itemize materials with your default markup applied automatically. The customer only ever sees the sell price.
- Step 3
Send and sign
Share by text or email. Customer reviews on a clean page with zero contractor UI and signs on their phone.
- Step 4
Lock it in
Both signatures captured? The job is Locked. Any extras get priced as a change order under the same quote.
Why hvac contractors pick TradeShield
Lead Tech & Helper rates built in
Set your billing rate per role once. Every new HVAC quote starts pre-filled.
Customer-safe pricing
The customer view never shows cost prices, markup, or margin. Just the sell price and scope.
Change orders that get paid
Price extras as a change order under the original quote. Both parties sign before it locks.
Works on the truck
Built phone-first. 44px tap targets, native numeric keyboard, one-handed operation.
No customer login
Customers sign via a unique share link. No account, no app download, no friction.
Margin insights
Quoted vs. actual hours and materials feed into your Insights tab so you price the next job better.
HVAC contractors quoting FAQ
What is the best quoting software for HVAC contractors?
+
The best HVAC quoting software is the one you can use on the truck between calls. TradeShield is phone-first with Lead Tech and Helper rates baked in, equipment and materials with automatic markup, and a customer-safe share link that hides your cost and margin.
Can I quote installs, service calls, and maintenance in one app?
+
Yes. New installs, system replacements, mini-splits, ductwork, service calls, and PM agreements all run through the same flow — set hours per role, add equipment and materials, send for signature.
Will my customer see my equipment markup?
+
Never. The customer view only shows the sell price and scope. Cost, markup, and gross margin live only in your contractor view and the Insights tab.
How do I handle change orders when a system needs more than quoted?
+
From the locked job, tap Change Order, price the extra work using the same builder, and send it. Both parties sign before the change is added to the job total — no more eating the cost of surprises.
Does it support after-hours and emergency rates?
+
Yes. Edit the hourly rate per role on any quote, or save an emergency rate template you reuse for after-hours calls.
Is it really free?
+
Yes. TradeShield is free while we're in beta — no credit card, no trial expiry, no login required to start.
Stop losing jobs to lowballers.
Build a professional HVAC quote in under a minute. Free while in beta — no credit card, no login required to start.
Build your first quote