Estimates & Quoting
HVAC estimate software for professional quotes on-site
Create professional estimates on-site. Customers approve with one tap. Convert to jobs instantly. No more texting a number and hoping for a callback.
$19/month · Founder pricing locked for life
Why you lose bids to techs with better paperwork
The job goes to whoever looks more professional — not whoever's cheaper.
Texted a number
You quoted $2,400 over text. The other tech sent a branded PDF with their logo, terms, and a payment link. They got the job.
Slow follow-up
You meant to send that estimate when you got home. By then, the customer had already booked someone else.
Phone tag
Customer approved the estimate over email three days later. You missed it. They called someone else.
How It Works
From estimate to paid job in four steps
Build the estimate on-site
Add line items from your pricebook — parts and labor with quantities and pricing. Set your terms and scope of work. Takes under 2 minutes from your phone.
Send it before you leave
The customer gets a professional estimate page — your branding, clear line items, and terms. They can review it on their phone while you're still in the driveway.
Customer approves with one tap
No phone tag, no email back-and-forth. The customer taps approve on their phone. You get a push notification instantly.
Convert to job, get paid
The approved estimate converts to a job with one tap. Complete the work, send the invoice with a payment link, and collect payment before you leave.
Jrnyman vs other HVAC estimate options
| Feature | Jrnyman | Text/Email | Word/PDF template |
|---|---|---|---|
| Create on-site | From your phone | Quick number | Need a laptop |
| Professional branding | Your logo + terms | None | Basic formatting |
| One-tap approval | Customer taps approve | Phone tag | Email reply |
| Convert to job | Automatic | Start from scratch | Manual entry |
| Push notification | Instant alert | Check your phone | Check email |
Tips
HVAC estimate best practices
Send the estimate before you leave the driveway
The tech who sends the estimate first wins the job 70%+ of the time. With Jrnyman, you can build and send a professional estimate in under 2 minutes from your phone — while you're still on-site.
Include equipment details from your scan
When you scan the nameplate, Jrnyman captures make, model, and serial number. Include these on the estimate so the customer sees exactly what's being serviced or replaced. It builds trust and justifies the price.
Use your pricebook for consistent pricing
Build your pricebook once with parts and labor rates. Every estimate pulls line items from the same catalog — no guessing, no inconsistent pricing between jobs.
Follow up on unsent estimates
Jrnyman's follow-up engine flags customers with unsold estimates so you can send a reminder. A single follow-up can convert 20-30% of stalled estimates into booked jobs.
Common questions about HVAC estimate software
What is the best HVAC estimate software?
Jrnyman is our top pick for HVAC estimate software for solo techs and small shops because it lets you create professional estimates on-site with line items from your pricebook, send them to customers instantly, and convert approved estimates to jobs with one tap. At $19/month, it's purpose-built for HVAC — not generic quoting.
Can customers approve HVAC estimates online?
Yes. With Jrnyman, customers receive a branded estimate page they can review and approve with one tap from their phone. You get a push notification the moment they approve, and the estimate converts to a job automatically — no phone tag, no email back-and-forth.
How do I create an HVAC estimate on-site?
In Jrnyman, open the job, add line items from your pricebook (parts and labor), set your terms, and send the estimate to the customer — all from your phone in under 2 minutes. The customer gets a professional-looking estimate page they can approve with one tap.
Is there a free HVAC estimate template?
Jrnyman includes built-in estimate templates that are branded with your company name and logo. You don't need a separate Word or PDF template — the app generates professional estimates automatically from your pricebook and job details.
Resources
Ready to stop the unpaid work?
Join the waitlist for early access. Free at launch for founding members.
$19/month solo · $69/month crew · No credit card to join