HVAC Estimate Software
A Homeowner Needs a New Furnace Quoted. How Fast Can You Get It to Them?
JobPulse365 is hvac estimate software with AI powered estimate generation. Describe the job in plain language and JobPulse365 generates a professional estimate with line items and pricing from your service catalog (15 services pre loaded). Customers e-sign and pay a deposit from their phone. Every estimate feature is included on every plan starting at $29/month.
Why HVAC Estimates Get Stuck
Peak season arrives without warning. One week you have a manageable schedule. The next week, every homeowner in your service area needs their AC looked at. Leads pile up. Estimates stack. Your techs are booked solid and new calls go to voicemail. By the time you circle back, half those homeowners have already called someone else. The problem is not that you lack work. The problem is that your system for handling the surge is your phone and your memory.
And when the rush ends, the real cost becomes visible. Estimates you never followed up on. Maintenance agreements you forgot to schedule. Customers who had a great experience but never got a review request. The feast or famine cycle is not just a revenue problem. It is a systems problem.
How It Works in JobPulse365
AI generates the estimate from a plain language description.
Describe the job: "install 3 ton 16 SEER AC system with new air handler, includes thermostat upgrade and old equipment removal." JobPulse365 generates an estimate with individual line items, pulling descriptions and pricing from your hvac service catalog. Review, adjust, and send.
Add photos from the job site.
Snap photos of the current condition. Attach them to the estimate. The customer sees exactly what you see. Photos document the pre work condition and help justify the scope, especially on bigger jobs where the customer is comparing quotes.
Customer e-signs and pays a deposit from their phone.
Send the estimate by email or text. The customer reviews the line items and photos, draws their signature on screen, and pays a deposit. JobPulse365 records the signature, timestamp, IP address, and a SHA-256 content hash for a legally binding record.
Track versions when the scope changes.
The customer wants to change the scope. Create a new version. JobPulse365 keeps the full history: Version 1 (Declined) to Version 2 (Accepted). No confusion about which quote the customer agreed to.
HVAC Estimate Software Features — All on Every Plan
Every feature described on this page is included on Starter ($29/month) through Business ($199/month).
- ✓AI estimate generation from plain language job descriptions
- ✓Service catalog auto fill with 15 pre loaded hvac services and default pricing
- ✓Photo attachments to document job site conditions
- ✓E-signatures with timestamp, IP, and content hash (E-SIGN Act compliant)
- ✓Deposit collection on estimate acceptance
- ✓Three line item types: one time, milestone, recurring
- ✓Payment schedules with deposit, milestone payments, and balance on completion
- ✓Version history with full audit trail
- ✓One click estimate to invoice conversion
- ✓Customer decline tracking with reason selection
- ✓PDF generation with full branding
HVAC Estimate Software Questions
Your Next No Cool Call Is Already on Its Way.
Start a free 14 day trial. All features included. Setup takes under 3 minutes. Your HVAC service catalog is pre configured with 15 common services and default pricing.
Start Your Free 14-Day Trial →No credit card required. No onboarding call. No commitment.
Questions? Email hello@jobpulse365.com