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.

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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 e... Read more

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Recent recommendations: 117 recommendations

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STACK

STACK Estimating is a cloud-based on-screen takeoff and estimating tool for professional contractors of all business sizes and all trades. STACK users can quickly and easily upload digital plans and complete takeoffs using the sof... Read more

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Recent recommendations: 61 recommendations

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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 d... Read more

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Recent recommendations: 22 recommendations

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simPRO

simPRO is a powerful job management software solution created by trade contractors, for trade contractors. If your business struggles with quoting multi-stage projects, managing inventory, communicating with technicians, or any ot... Read more

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Recent recommendations: 8 recommendations

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FastDUCT

Ready-to-go HVAC and duct estimating software designed to meet the needs of commercial & industrial sheet metal contractors. Features onscreen takeoff of rectangular, round, and oval duct for contractors who do fabrication and/or ... Read more

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Recent recommendations: 7 recommendations

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WenDuct and WenPipe

WenDuct and WenPipe are construction estimating and digital takeoff systems designed specifically for mechanical contractors. Wendes Systems, the maker of WenDuct and WenPipe, has a long history of helping specialty contractors cr... Read more

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Recent recommendations: 3 recommendations

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Housecall Pro

Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch. This solution includes a native mobile app and complementary web portal and serves a w... Read more

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mHelpDesk

mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk ... Read more

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FieldEdge Flat Rate Mobile

Coolfront is a cloud-based HVAC solution that allows users to carry and access their flat rate pricing and repair database on a mobile device. It caters to small sized plumbing, electrical and HVAC contracting businesses. Coo... Read more

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FieldEdge

FieldEdge by dESCO is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software allows companies to manage business operations ... Read more

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ServiceTitan

ServiceTitan for HVAC, plumbing and electrical home service businesses is a cloud-based field management platform that offers scheduling, dispatch, invoicing, sales, and more. The platform offers marketing ROI and conversion track... Read more

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Commusoft

Commusoft is a cloud-based workforce management solution for field service companies of all sizes including plumbers, gas and heating engineers, electricians and oil technicians. It helps users to manage customer databases, quotat... Read more

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Fergus

Fergus is a cloud-based field service and job management solution designed for small and medium-sized businesses. The platform helps users manage a variety of jobs including quoting, estimating, scheduling, contact management, job... Read more

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Service Fusion

Service Fusion is an all-in-one, cloud-based field service management software. It caters to service contractors and businesses of all sizes across multiple industries. Service Fusion offers field service management, VoIP phone so... Read more

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ArcSite

ArcSite is a mobile drawing, takeoff and estimating tool for professional contractors who are constantly on the road. ArcSite users can quickly and easily create or mark up scaled drawings with all the measurements, then create de... Read more

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Tradify

Tradify is a cloud-based construction and field service solution for energy, electrical, construction and plumbing companies. Primary features include online job management, scheduling, quoting, invoicing, materials tracking and r... Read more

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FieldPulse

FieldPulse is a cloud-based solution that helps businesses manage job scheduling, dispatching and communication with teams in the field. Key features include billing, routing, work order management and remote access. Designed... Read more

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QuoteSoft

QuoteSoft is a takeoff, estimating and bid management solution developed to meet the unique needs of piping, plumbing and ductwork contractors. QuoteSoft is an industry-specific solution that is used by more than 3,000 contra... Read more

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AutoBid SheetMetal

Trimble® AutoBid® SheetMetal is an on-premise labor and material estimating solution for HVAC and sheet metal estimators. Using the solution's 'Automatic Fitting Generation', estimators can create takeoffs while keeping track of t... Read more

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Less Paper

Less Paper Co. provides configurable cloud-based work order management solutions that help businesses manage scheduling, inventory, vendors, pricing, purchase orders and more. Less Paper Co. enables users to create, dispatch ... Read more

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Buyers guide

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

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

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.