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HVAC Estimating Software


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PlanSwift logo
 
Planswift is a solution for HVAC professionals designed to integrate the takeoff and estimating process. The software eliminates the need for a digitizer and downloads electronic blueprints directly into the system.
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Planswift is a solution for HVAC professionals designed to integrate the takeoff and estimating process. The software eliminates the need for a digitizer and downloads electronic blueprints directly into the system.
 
Sage 100 Contractor (formerly Sage Master Builder) logo
 
Sage 100 Contractor offers an estimating solution for specialty construction professionals. The system allows users to create competitive bids quickly and generate RFPs, proposals and budgets with the click of a button.
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Sage 100 Contractor offers an estimating solution for specialty construction professionals. The system allows users to create competitive bids quickly and generate RFPs, proposals and budgets with the click of a button.
 
On-Screen Takeoff and Quick Bid logo
 
The estimating application from OnCenter is a good fit for mechanical and HVAC construction professionals that need to improve their bid management. The system is also supported on tablets, allowing field access to project data.
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The estimating application from OnCenter is a good fit for mechanical and HVAC construction professionals that need to improve their bid management. The system is also supported on tablets, allowing field access to project data.
 
ProContractor™ by Viewpoint logo
 
ProContractor is a comprehensive estimating accounting, and project management solution designed to help small and midsize contractors manage critical financial operations. Deployed either on-premise or in the cloud, the solution enables... Read More
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ProContractor is a comprehensive estimating accounting, and project management solution designed to help small and midsize contractors manage critical financial operations. Deployed either on-premise or in the cloud, the solution enables... Read More

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QuoteSoft Duct & QuoteSoft Pipe logo
 
QuoteSoft is a cost estimate, takeoff and bid management system for mechanical and HVAC contractors. In addition to traditional office access, QuoteSoft can be used on mobile devices (e.g. iPhone).
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QuoteSoft is a cost estimate, takeoff and bid management system for mechanical and HVAC contractors. In addition to traditional office access, QuoteSoft can be used on mobile devices (e.g. iPhone).
 
FastPIPE & FastDUCT logo
 
FastDUCT, designed by FastEST, is developed for the HVAC and mechanical industry from the ground up. The system offers point and click takeoff functionality, an on-screen digitizer interface as well as spreadsheet estimating.
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FastDUCT, designed by FastEST, is developed for the HVAC and mechanical industry from the ground up. The system offers point and click takeoff functionality, an on-screen digitizer interface as well as spreadsheet estimating.
 
McCormick Estimating Software logo
 
One of the leading vendors in electrical estimate software, McCormick released in 2011 its mechanical- and plumbing-specific costing system. It is a good fit for residential and commercial contractors of all sizes.
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One of the leading vendors in electrical estimate software, McCormick released in 2011 its mechanical- and plumbing-specific costing system. It is a good fit for residential and commercial contractors of all sizes.
 
Vista by Viewpoint logo
 
Vista is an integrated suite of finance, operations and project management applications for contractors and capital project owners that can be deployed on-premises or hosted in the cloud. Users can manage workflow and reporting that... Read More
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Vista is an integrated suite of finance, operations and project management applications for contractors and capital project owners that can be deployed on-premises or hosted in the cloud. Users can manage workflow and reporting that... Read More
 
Explorer Eclipse logo
 
Established in 1984, Explorer Software provides Construction accounting and project management solutions to many different contractors around the world. The system is completely browser-based, allowing it to be accessed from any type... Read More
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Established in 1984, Explorer Software provides Construction accounting and project management solutions to many different contractors around the world. The system is completely browser-based, allowing it to be accessed from any type... Read More

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WenDuct and WenPipe logo
 
Wendes offers different packages designed specifically for HVAC, mechanical, and process piping firms. WenDuct and WenPipe include a robust set of pre-built templates for commercial, residential, and industrial jobs.
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Wendes offers different packages designed specifically for HVAC, mechanical, and process piping firms. WenDuct and WenPipe include a robust set of pre-built templates for commercial, residential, and industrial jobs.
 
Ventus logo
 
Ventus is a cloud-based construction and service management solution for businesses of all sizes. It’s suitable for general contractors, plumbers, electricians, home builders, communication providers and more. Primary features include... Read More
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Ventus is a cloud-based construction and service management solution for businesses of all sizes. It’s suitable for general contractors, plumbers, electricians, home builders, communication providers and more. Primary features include... Read More
 
Viewpoint MEP Estimating logo
 
Viewpoint MEP Estimating (formerly known as Maxwell Estimation) specializes in generating estimates and takeoffs for residential and commercial HVAC, mechanical, plumbing, and electrical firms.  It includes trade-specific estimating... Read More
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Viewpoint MEP Estimating (formerly known as Maxwell Estimation) specializes in generating estimates and takeoffs for residential and commercial HVAC, mechanical, plumbing, and electrical firms.  It includes trade-specific estimating... Read More
 
Trimble AutoBid SheetMetal logo
 
For Sheet Metal and HVAC/Ductwork contractors that do any combination of commercial, industrial and institutional work, Trimble® AutoBid® SheetMetal is designed specifically for the unique needs of the industry, providing estimates... Read More
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For Sheet Metal and HVAC/Ductwork contractors that do any combination of commercial, industrial and institutional work, Trimble® AutoBid® SheetMetal is designed specifically for the unique needs of the industry, providing estimates... Read More
 
Kosmas by DocuWrx logo
 
Kosmas by DocuWrx is a cloud-based construction management solution that connects the office to the field utilizing mobile devices, tablets, desktops, and virtually any other Internet-connected device. Customizable with over 80 modules,... Read More
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Kosmas by DocuWrx is a cloud-based construction management solution that connects the office to the field utilizing mobile devices, tablets, desktops, and virtually any other Internet-connected device. Customizable with over 80 modules,... Read More

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PM Vitals logo
 
PM Vitals is a project management solution for the construction industry. It is suitable for midsize to large companies and offers both cloud-based and on-premise deployments. PM Vitals offers a number of interchangeable modules to... Read More
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PM Vitals is a project management solution for the construction industry. It is suitable for midsize to large companies and offers both cloud-based and on-premise deployments. PM Vitals offers a number of interchangeable modules to... Read More
 
Trimble Accubid Enterprise Mechanical logo
 
Accubid offers a robust mechanical estimating system for contractors specializing in process piping, refrigeration, and commercial mechanical work. Integrated Fabrication Shop Calculator helps estimate fab shop costs.
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Accubid offers a robust mechanical estimating system for contractors specializing in process piping, refrigeration, and commercial mechanical work. Integrated Fabrication Shop Calculator helps estimate fab shop costs.
 
Maestro logo
 
Maestro is the flagship product of Maestro Technologies, a Canadian-based software company that has been in the construction software industry for the last 20 years. Their solution has helped over 2,000 customers manage construction... Read More
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Maestro is the flagship product of Maestro Technologies, a Canadian-based software company that has been in the construction software industry for the last 20 years. Their solution has helped over 2,000 customers manage construction... Read More
 
Trimble AutoBid Mechanical logo
 
Trimble AutoBid Mechanical is an on-premise system designed specifically for mechanical and HVAC construction professionals in need of estimating software that offers automatic fitting generation and industry standard labor books.
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Trimble AutoBid Mechanical is an on-premise system designed specifically for mechanical and HVAC construction professionals in need of estimating software that offers automatic fitting generation and industry standard labor books.
 
LEVESYS logo
 
LEVESYS is a construction project management tool designed to help contractors in a variety of industries create estimates, manage bids, schedule projects, correspond with customers, track finances, and manage follow-up repairs and... Read More
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LEVESYS is a construction project management tool designed to help contractors in a variety of industries create estimates, manage bids, schedule projects, correspond with customers, track finances, and manage follow-up repairs and... Read More

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Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: June 13, 2017


Mechanical contractors have unique needs when it comes to creating price estimates for jobs. And these needs vary based on what type of work the company performs: heating, ventilation, air conditioning and cooling; plumbing and piping, refrigeration, fire suppression or waste water work.

A general estimator system, such as those covered in our construction estimate and takeoff guide, will suffice for contractors developing high-level pricing across multiple divisions. However, a mechanical estimator will need a system that is specific to his trade. We’ve profiled about a dozen top-rated cost estimate technology solutions that address the mechanical market. 

What Is Mechanical and HVAC Estimating Software?

While the HVAC, mechanical and plumbing trades are closely related, the features in cost estimating programs will vary for each of these divisions. For example:

  • Vendors offering tech solutions for commercial and industrial mechanical contractors will provide labor and material pricing for piping, plumbing fixtures, valves, fittings and more.
  • Sheet metal estimating software will have cost information for fabricators and sheet metal companies, including pricing for round duct work, rectangular ductwork, hangers and other accessories.

Mechanical pricing estimate solutions are typically offered as standalone tools for piping work or sheet metal work cost estimates. It is also possible to get a system designed for both types of jobs. 

Screenshot of mechanical digital takeoff screen in Viewpoint MEP Estimating

Screenshot of mechanical digital takeoff screen in Viewpoint MEP Estimating

Specialty vendors might also offer separate HVAC scheduling software or HVAC dispatching software as add-ons or standalone products. HVAC dispatch software allows companies to oversee services from work order to balance sheet. This guide provides a robust listing of HVAC software providers.

Common Features of Mechanical and HVAC Estimating Software

When assessing which HVAC management software solution best meets your company's unique needs, estimators should evaluate the following top programs with mechanical-specific capabilities. The best HVAC software available will have all of these options, but businesses just needing to learn how to bid HVAC jobs should go for something more basic. Beginners can also ask vendors for the best mechanical software courses to learn how to best utilize the system. 

Item database The system should offer a large database of mechanical-specific parts and items, including fittings, valves and piping, as well as light gauge, heavy gauge and industrial sheet metal materials for heating, ventilation, air conditioning and cooling. The database should have more than 100,000 items.
Assemblies The system should offer a large library of pre-built mechanical assemblies. This will allow the estimator to more quickly build their estimate and not have to build their own library of assemblies. Of course, the system should also allow for easy creation of custom assemblies.
MCAA or PHCC labor tables A mechanical-specific or air conditioning estimating software should have integrated labor tables from the MCAA or PHCC. These tables help the estimator determine the types of labor that will be required to perform a specific task. That is then matched with current labor rates.
Mechanical-specific pricing services There are well over 100,000 different materials and items for plumbing, piping, sheet metal, ventilation and other mechanical work. The best accounting software for HVAC business manages more accurate item cost databases by integrating with a mechanical-specific pricing service such as Ferguson, Harrison, Trade Services or Porter.
BIM integration Building Information Modelling (BIM) technology is gaining wider use in large projects and is especially relevant to mechanical work. If your commercial HVAC maintenance estimating software integrates to BIM tools, the BIM models can pass detailed takeoff data directly into the system. Estimators will benefit from eliminating the takeoff process through this integration.
Mechanical-specific reports Estimators want to run a variety of reports, including historical win rates, job costs, actual costs versus estimates etc. While many of these reports are similar to those offered in generic price estimate systems, the data they present will be unique to mechanical work. Buyers should evaluate available reports to ensure they meet their needs.


Recent Events You Should Know About

In efforts to alleviate recessionary pressure, construction companies now more than ever need methods for cutting costs without sacrificing productivity. Specialty HVAC technology and construction mechanical estimating software makers have responded to this opportunity with upgrades, applications and other improvements. Below are recent news items from four of the most active software for hvac and estimating mechanical work makers.

Wendes Systems WenDuct and WenPipe. In an effort to support paper-free solution seekers, Wendes Systems released New Screen Takeoff System for creating mechanical estimates. The new “Wendes Screen Drawing Takeoff” eliminates the need for paper prints by providing takeoff on your computer display. An HVAC estimator can use on-screen takeoff templates with duct, pipe, equipment and accessories to efficiently import engineering drawings.

Sage timberline estimating. Field service application maker FieldConnect in March released three new add-ons for Sage Timberline ERP, which includes HVAC software programs. The new service platform is meant to streamline field staff communication with office administrators and customers, while replacing paper intensive work order systems. Field workers estimating HVAC in the field can use the add-on with HVAC dispatch solutions, as well as with payroll and invoicing functions. FieldConnect’s products adapt to companies of all sizes and needs, including those bidding residential HVAC jobs.

ProEst estimating. ProEst officials enhanced their estimating software for HVAC maintenance this year by enhancing their partnership with Trade Service Co. The agreement allows ProEst HVAC cost estimating software users one-click integration with Trade Service Co.’s TRA-SER SX—a pricing database with more than 2 million items from 650 manufacturers. The addition complements the ProEst tool’s built-in digital takeoff capabilities by offering the most up-to-date pricing information available in an instant.

Free Download:
Construction Estimating Software Pricing Guide

Free Download:
Construction Software Buyer's Toolkit

 

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