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HVAC Estimating Software


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Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service... Read More
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Buildertrend is a construction management system for home builders, remodelers, specialty contractors and general contractors. It combines project scheduling, project management, financial management, customer management and service... Read More
 
 
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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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
 
 
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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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
 
 
On-Screen Takeoff is a construction estimating and takeoff solutions for contractors and construction professionals. The solution offers tools for estimating, managing bids and having project visibility. Both commercial and residential... Read More
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On-Screen Takeoff is a construction estimating and takeoff solutions for contractors and construction professionals. The solution offers tools for estimating, managing bids and having project visibility. Both commercial and residential... Read More
 
 
Koridor is a cloud-based enterprise resource planning (ERP) solution that caters to businesses of all sizes across various industry verticals. Key features include customer relationship management (CRM), project management, resource... Read More
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Koridor is a cloud-based enterprise resource planning (ERP) solution that caters to businesses of all sizes across various industry verticals. Key features include customer relationship management (CRM), project management, resource... Read More

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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.
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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.
 
 
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.
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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.
 
 
McCormick Plumbing & Mechanical Estimating software was developed specifically to handle the needs of construction firms that operate in the plumbing and mechanical piping trades. The software’s strength lies in the estimating, takeoff,... Read More
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McCormick Plumbing & Mechanical Estimating software was developed specifically to handle the needs of construction firms that operate in the plumbing and mechanical piping trades. The software’s strength lies in the estimating, takeoff,... Read More
 
 
ProjectStream 365 is a cloud-based integrated project management and job costing solution that caters to businesses across various industries such as construction, project manufacturing and professional services. Key features include... Read More
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ProjectStream 365 is a cloud-based integrated project management and job costing solution that caters to businesses across various industries such as construction, project manufacturing and professional services. Key features include... Read More
 
 
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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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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Ventus is a construction ERP solution that incorporates CRM, takeoff estimating, job costing, project management, service management, service dispatch, product distribution, inventory control, payroll and accounting in one solution.... Read More
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Ventus is a construction ERP solution that incorporates CRM, takeoff estimating, job costing, project management, service management, service dispatch, product distribution, inventory control, payroll and accounting in one solution.... Read More
 
 
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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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
 
 
Actual Cost Engineering (A.C.E) is a cloud-based construction management solution designed for all major building trades. Key capabilities include estimating, project management, scheduling and job costing. A.C.E. enables contractors... Read More
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Actual Cost Engineering (A.C.E) is a cloud-based construction management solution designed for all major building trades. Key capabilities include estimating, project management, scheduling and job costing. A.C.E. enables contractors... Read More
 
 
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 contractors... Read More
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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 contractors... Read More
 
 
Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... Read More
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Smartsheet is a project management application with a spreadsheet-like interface to help teams collaborate, plan projects and manage tasks. The software offers a suite of project management applications, such as document management,... 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
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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
 
 
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... Read More
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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... Read More
 
 
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 create... Read More
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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 create... Read More
 
 
Trimble AutoBid Mechanical is a labor and material estimating solution that was designed for mechanical, piping and plumbing contractors who specialize in commercial work. Autobid Mechanical allows contractors to create accurate bids;... Read More
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Trimble AutoBid Mechanical is a labor and material estimating solution that was designed for mechanical, piping and plumbing contractors who specialize in commercial work. Autobid Mechanical allows contractors to create accurate bids;... Read More
 
 
Maestro is an enterprise construction management system that is designed specifically for construction companies that operate in a variety of trades. Trades that are supported by Maestro software include concrete, paving, earthwork/excavating,... Read More
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Maestro is an enterprise construction management system that is designed specifically for construction companies that operate in a variety of trades. Trades that are supported by Maestro software include concrete, paving, earthwork/excavating,... Read More
 

Buyer's Guide

by Eileen O'Loughlin,
Market Research Associate
Last Updated: October 5, 2018


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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