Finding software can be overwhelming. We help mechanical contractors choose the right HVAC estimating software so they can access HVAC-specific databases and produce proposals.

Showing 1-20 of 103 products

Buildertrend

Buildertrend is a construction management system for home builders, remodelers, specialty contractors, and general contractors. This solution combines project scheduling, project management, financial management, customer management... Read more

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Recent recommendations: 265 recommendations

Platforms: MacWinLinux
Deployments: Cloud
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Autodesk Construction Cloud

Autodesk Construction Cloud brings together best-of-breed solutions to unite office and field teams from design to planning, construction to operations to help make construction more predictable, safe and sustainable. No aspect of... Read more

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Recent recommendations: 210 recommendations

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Esticom

Esticom is a cloud-based construction takeoff and estimating platform that helps contractors manage construction projects with real-time access to labor, pricing, plans and material database. Primarily catering to trades such as electrical,... Read more

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Recent recommendations: 114 recommendations

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Contractor Foreman

Contractor Foreman is an integrated cloud-based project management and estimation solution that caters to businesses in the construction industry. Key features include financials and accounting, scheduling and planning, contact management... Read more

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Recent recommendations: 63 recommendations

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JobNimbus

JobNimbus is a CRM and project management solution suitable for home service companies. Manage your contacts, tasks, and projects from start to finish along with detailed reporting capabilities. With JobNimbus, businesses can manage... Read more

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Recent recommendations: 58 recommendations

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UDA ConstructionOnline

UDA Technologies’ ConstructionOnline offers a web-based, integrated approach to project management, project scheduling, and customer management. Designed for emerging construction businesses in the homebuilding and remodeling industries,... Read more

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Recent recommendations: 54 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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PlanSwift

PlanSwift is an on-screen digitizing and takeoff system that is suitable for both commercial and residential GCs and subcontractors in a number of industries, such as electrical, heavy/highway, plumbing, and custom and production home... Read more

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Recent recommendations: 51 recommendations

Platforms: Win
Deployments: CloudOn premise
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RSMeans Data Online

RSMeans Data Online is cloud-based access to a comprehensive database of construction costs in North America. The application details costs for materials, equipment, labor and productivity at the unit, assembly and square foot level... Read more

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Recent recommendations: 30 recommendations

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FastPIPE & FastDUCT

FastEST, Inc. is the United States based developers of takeoff and estimating solution designed specifically for plumbing, mechanical, HVAC and sheet metal contractors. FastPIPE and FastDUCT are two of the company's comprehensive... Read more

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Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Trimble Estimation (Formerly ViewPoint Estimating)

Trimble Estimation (formerly known as Viewpoint Estimation) is a full-featured estimating solution tailored to the needs of mechanical, plumbing, and HVAC contractors. Developed with capabilities designed specifically for your trade,... Read more

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Recent recommendations: 15 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Sage 100 Contractor (formerly Sage Master Builder)

Sage 100 Contractor, formerly known as Sage Master Builder, focuses on small to midsize construction companies, whether they are a general contractor, service or specialty contractor or a home builder. Suitable for companies that... Read more

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Recent recommendations: 13 recommendations

Platforms: Win
Deployments: On premise
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Jobber

Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business operations either through a mobile app or a desktop... Read more

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Recent recommendations: 12 recommendations

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Job-Dox

Job-Dox is a project management solution that enables businesses in the construction and home service industry to streamline processes related to team collaboration, equipment tracking, employee scheduling, budgeting and more. It provides... Read more

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Recent recommendations: 12 recommendations

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Sage Estimating (formerly Sage Timberline Estimating)

Sage has tailored its industry-leading Estimating System to the needs of commercial MEP firms. Contractors can use the solution for standalone cost estimates or opt for a complete accounting and estimates program. Read more

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Recent recommendations: 10 recommendations

Platforms: Win
Deployments: On premise
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Plexxis

Plexxis offers comprehensive solutions created specifically for the most demanding specialty sub-contractors. With on premise, subscription, cloud-based and mobile options, Plexxis delivers office and field efficiencies for accounting,... Read more

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Recent recommendations: 7 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Explorer Eclipse

Eclipse by Explorer is a cloud-based construction accounting and project management solution designed for contractor businesses. It caters to medium to large construction companies belonging to different construction businesses, such... Read more

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Recent recommendations: 4 recommendations

Platforms: MacWinLinux
Deployments: CloudOn premise
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Sage 300 Construction and Real Estate (formerly Sage Timberline Office)

Sage 300 is a construction management system with features including job costing and accounting software. It is suited for Mechanical and HVAC contractors with revenue of at least $5 million a year. Read more

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Recent recommendations: 3 recommendations

Platforms: Win
Deployments: On premise
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InEight

InEight Estimate is construction solution that enables multi-user collaboration throughout the estimating process. InEight Estimate can be used to estimate projects of any size, across all construction and capital projects markets... Read more

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Recent recommendations: 3 recommendations

Platforms: Win
Deployments: CloudOn premise
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Maestro

Maestro Technologies has been delivering information management solutions to the Canadian construction industry for over 30 years. Made in Canada with over 10,000 users across the country, maestro ERP is a complete bid-to-bill solution... Read more

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Recent recommendations: 3 recommendations

Platforms: MacWinLinux
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iZak

iZak has the ability to provide you with on-demand, real time job cost (integrated with QuickBooks) with numbers running parallel to original estimate. iZak will also provide you with Projective Job costs that will give a portal into... Read more

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Recent recommendations: 3 recommendations

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Buyers guide


Last Updated: October 21, 2020

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. 

Here’s what we’ll cover:

What Is Mechanical and HVAC Estimating Software?
Common Features of Mechanical and HVAC Estimating Software
Recent Events You Should Know About

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.