Increase Approvals and Sales with the Best HVAC Estimating software

Save time, process payments faster, and impress your customer with digital and customizable HVAC estimating software.

HVAC contractors can automate daily tasks and increase profitability with accurate, professional, easy-to-make service invoices, ensuring fast, accurate estimates that are essential for competitive contracting.

ZenHVAC Invoicing
Sync with QuickBooks

Allow automatic transfer of your data to QuickBooks.

Forms & Checklist
Easy Estimation

Generate accurate job proposals to increase sales and income.

Forms & Checklist

Let customers approve service payments quickly.

Service Agreement
Estimation to Invoicing

Convert your estimates into invoices with a few clicks.

Key Feature Integrations with HVAC Estimating and Accounting Software


Key features of HVAC estimating software, such as real-time pricing and inventory information, an industry-leading app, easy-to-use cloud-based software, an all-in-one job management solution, and purpose-built software for HVAC contractors, significantly enhance upselling opportunities and customer satisfaction by offering detailed, up-to-date information and options.

Our Good-Better-Best feature increases your upselling opportunities by offering customers multiple equipment options that match their needs and tastes.

To improve decision-making and customer satisfaction, provide clients with thorough service and product information.

Good, Better & Best Alternative
ZenHVAC QuickBook Sync

QuickBook Integration

Increase productivity by stopping double data entry work. Allow ZenHVAC’s Invoicing software to sync with your QuickBooks account and automatically transfer your data.

Streamline your processes and enhance data accuracy while focusing on vital areas like customer satisfaction. Integrating with accounting software, such as QuickBooks, ensures a seamless flow of information and simplifies accounting procedures, avoiding the hassle of double entry and enhancing integration with project management and CAD systems.

Estimation to​ Invoicing

Turn estimates into invoices and send a payment link to the customer. Our custom equipment integrations serve as an accurate tool, enhancing the accuracy of invoices and avoiding calculation errors. Simplify the pricing process for customers through flat-rate pricing that brings convenience and promotes reliability.

Experience the difference ZenHVAC can make for your business, book a demo toda

Quotes approval system ZenHVAC

Quotes Approval ​System

Speed up the invoicing process with the Quotes Approval System, which lets customers approve service quotes quickly and easily via email. Increase technician productivity and streamline the invoicing process through safe, dependable tracking mechanisms that avoid loss of documentation.

Why choose ZenHVAC for your business?

ZenHVAC is designed to meet the specific needs of HVAC businesses, helping them automate and streamline their operations from estimating to project management, enhancing workflow, and boosting sales and job ticket averages.

By enabling efficient invoicing and business management, ZenHVAC also assists businesses in tracking and improving their profit margins, ensuring they can accurately price commercial job costs and scale effectively.

ZenHVAC - QuickBooks

Frequently Asked Questions?

ZenHVAC is a cost-effective HVAC software that is customizable to your management needs. Unlike most HVAC field service software companies, ZenHVAC offers 24/7 customer support with all the essential features to automate your business operations. With our one-stop platform, save 20+ hours every week. The paperless platform draws a 10.4% increase in ticket size with a 200% increase in maintenance contracts over time.

Learning HVAC estimating involves a mix of technical knowledge, hands-on experience, and software skills. Here's a comprehensive guide to get started:

1. Understand HVAC Basics

- Study HVAC Systems: Learn about the different types of HVAC systems (like split systems, packaged units, ductless systems, etc.), how they work, and the components involved.

- Gain Technical Knowledge: Understand HVAC terminology, common practices, and building codes. This includes learning about airflow, heat transfer, ductwork, and refrigeration cycles.

2. Get Formal Education

- Enroll in HVAC Courses: Look for courses in HVAC technology or mechanical engineering. Community colleges and trade schools often offer HVAC programs.

- Learn Building Codes: Familiarize yourself with building codes and regulations related to HVAC systems, like those from the International Code Council (ICC) or the American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE).

3. Study Estimating Principles

- Understand Estimating Basics: Learn about different types of estimates (preliminary, detailed, etc.), cost components (labor, materials, overhead), and how to build an estimate from start to finish.

- Study Construction Estimating: Since HVAC is part of the broader construction industry, understanding general construction estimating principles can be helpful.

4. Gain Practical Experience

- Work in the HVAC Industry: Gain hands-on experience by working with an HVAC contractor. This gives you a practical understanding of HVAC installation, repair, and maintenance.

- Learn from Experienced Estimators: If possible, work with or shadow experienced HVAC estimators to see how they approach projects and develop estimates.

5. Use Estimating Software

- Learn HVAC Estimating Software: There are specialized software tools for HVAC estimating, like FastEST, Trimble Accubid, or McCormick. Learn how to use these tools to create accurate estimates.

- Practice with Free Tools: Some software companies offer free trials or basic versions of their estimating software. Use these to practice and get familiar with the software's features.

6. Develop Business Skills

- Understand Business Operations: Learn about business concepts like profit margins, overhead costs, and project management. This helps you create estimates that are financially viable for your business.

- Develop Communication Skills: Estimators often need to communicate with clients, engineers, and contractors. Hone your communication skills to effectively convey estimates and project requirements.

7. Join Professional Associations

- Connect with Industry Professionals: Join organizations like ASHRAE or the Sheet Metal and Air Conditioning Contractors' National Association (SMACNA). This helps you network with industry professionals and stay updated on industry trends.

- Attend Workshops and Seminars: Participate in industry events, workshops, and seminars to learn from experts and gain new insights into HVAC estimating.

8. Seek Certifications

- Pursue Estimating Certifications: Consider certifications like the Certified Professional Estimator (CPE) offered by the American Society of Professional Estimators (ASPE) to enhance your credibility as an estimator.

- Obtain HVAC Certifications: Certifications like EPA Section 608 or North American Technician Excellence (NATE) demonstrate your technical expertise in HVAC systems.

By combining these steps, you can build a solid foundation for HVAC estimating and develop the skills necessary to create accurate and reliable estimates for HVAC projects.

Don't wait any longer to optimize your HVAC business.

Book a FREE demo of ZenHVAC’s business management software today and see how it takes your business to the next level.


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