Benefits of HVAC Estimating Software: How Estimating Software Can Take Your HVAC Business to the Next Level

If you run an HVAC business, you already know how important estimates are. They represent your first opportunity to set a positive, professional first impression. Estimates may seem simple, but when it comes to converting new customers, they can make or break your business. With VIIZR, every estimate performs to its full potential, improving conversion rates, boosting your business’s reputation and ensuring plenty of greenlit new projects. Built on Salesforce and powered by Ford Pro™, VIIZR is technology you can trust.

It’s easy to let your estimates slip into a state of disorganization. When you’re running a small HVAC company, you might be trying to justify scrawling your estimates on pieces of paper. But if your customer has to spend time deciphering your handwriting or your price breakdown, they may feel unsure and hesitant about the project. Once you lose a customer’s confidence, it’s difficult to regain it.

Thanks to VIIZR, you can provide your customers with job estimates that are clean, organized and professional. Our streamlined HVAC estimating software lets you create and send estimates with just a few clicks. The end result? Quick, professional, customized quotes that match your unique branding.

Sure, estimates might represent a relatively small aspect of your business. But when you save even a few minutes each day on these tasks, you also save money. You increase the chances of approved jobs, helping you land potentially lucrative work. More importantly, you can cut down on tedious office work and get back to what’s important: Providing excellent HVAC services to your community.

  • Increase your productivity by nearly 50%
  • Save up to 10 hours each week
  • Schedule up to 14 more jobs each week

With the trusted technology of Ford Pro and the global CRM leader Salesforce, VIIZR serves as a secure source for everything you need to operate a successful flooring service.

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VIIZR’s HVAC estimating tool makes estimates easy and efficient

Easy estimates are just one aspect of VIIZR’s innovative tech solution, and it also includes features for invoicing, maps and routing, CRM and much more. When combined, these features allow you to:

  • Boost productivity by almost 50%
  • Save dozens of hours each month
  • Take on more new jobs

Top HVAC estimating software features

Our Estimates feature gives you everything you need to run a successful HVAC business, including:

  • Professional, customizable templates
  • Opportunities for added upsales and cross-sales
  • Secure storage 
  • Easy conversion into invoices

Save time and money with a professional HVAC estimate service

We know what you’re thinking: “It only takes a few minutes to write out an estimate on a piece of paper. Why do I need special software to do the same thing?” The answer is simple: Time is money. The more time you save, the more opportunities you have for growth. While it’s true that estimates represent only one aspect of back-office labor, optimizing small tasks one by one can have a major impact on your business. By the end of the year, you might save more time than you thought possible with an estimating tool like VIIZR's HVAC business software.

Why software makes estimating management easier

Transitioning to a digital management tool makes life easier for your entire team. It also makes your team more efficient, reducing the need for additional office employees and saving you even more money each year. When you switch to VIIZR, creating and sending an estimate takes just a few clicks. The best part is that VIIZR’s Estimates feature works seamlessly with other capabilities, like invoicing, tech scheduling, and CRM. This means less switching between different applications on your computer or phone.

Top features of an HVAC estimating service

  • Professional: Clean, organized and easy on the eye. That’s what your customers will see when they receive estimates from your company via VIIZR. All of the information is clearly laid out, reducing the chances of confusion and miscommunication. 
  • Customizable: When you build your estimates with VIIZR, you’ll have the chance to customize them based on your unique needs. This includes options to implement your company’s branding, maintaining your company’s unique charm throughout customer interactions. You also have the opportunity to add photos, making each estimate a carefully-crafted communication tool based on each individual job. There are many other customization options that help you receive that crucial green light. 
  • Pricebooks: Using VIIZR’s Pricebooks feature, you can get more out of each estimate by upselling and cross-selling additional services. Let your customers know that they have options available without the pushy sales pitch. 
  • Secure: Never misplace another estimate. With VIIZR, all important information is stored electronically, giving you access to your data at all times. You can refer to past estimates to check details, come up with new prices, and much more.

A professional HVAC estimating tool is only the tip of the iceberg with VIIZR

When you upgrade your operations with VIIZR’s HVAC estimating software, professional estimates are only the beginning. Take into account the multitude of other optimization features, and you’ll start to see why this tool saves you dozens of hours each month:

Job Dashboards

Turn your work van into a mobile office with VIIZR’s Job Dashboards. Access important, work-related data with a few clicks. Share access with team members to turn your operation into a highly mobile, well-oiled machine. Forget trying to store important documents in the back of your truck – bring everything together into a digital format and rely on your mobile phone for the information you need. Use Job Dashboards to create new tasks, check the status of your existing jobs, find out which employees are working on various projects, and much more.

Customer History

Use VIIZR’s Customer History functionality to cut down on confusion and get straight to work as soon as you arrive at the job site. With an entire database of customer information right at your fingertips, there’s no need to spend valuable time relearning customers’ preferences and unique needs. Who do your technicians need to call when they arrive at the job site? How do they access the faulty belt on the air conditioning system? Do the residents of a condo want you to pull up to the back parking lot? These are all questions you can answer with a few clicks on VIIZR. The best part is that all of your team members will have access to the same information – even rookies who are showing up for their first day of work.


While estimates represent an opportunity to set an excellent first impression, invoices let you finish your projects on a good note. Send professional, clear invoices with VIIZR and make sure you’re paid on time for your hard work. According to one study, a quarter of all bankruptcies are caused by unpaid invoices. Set reminders and avoid forgetting about missed invoices because you’re too busy with other customers.

Tech Scheduling and Maps & Routing

Manage, deploy, and mobilize your team with the precision of a four-star general. With VIIZR’s scheduling and routing features, you can assign the most qualified techs to the trickiest jobs while sending your rookie to an easier project. This helps you optimize efficiency and ensure high levels of quality. Once again, VIIZR lets you do this with just a few clicks and a handy drag-and-drop feature. You can even cut down on your gas bill by mapping out the most efficient routes ahead of time.

Better communication

Eliminate miscommunication and confusion with VIIZR’s stellar communications functionality. Send quick messages to keep customers in the loop. Make sure your team members are all on the same page. Improve morale and cohesiveness with better communication. When everyone knows exactly what’s going on, you can retain talent and your best customers.


Switching to a new software solution can be daunting – and we know you have questions. Here are some of the most common queries we get about our service management software:

How does estimation software work?

VIIZR’s estimating feature lets you send professional-looking PDF estimates. Describe the job in detail and give each estimate a name so you can easily find it later. You can group your estimates into categories, factor in taxes, and include contact information in case your HVAC customers have any questions. From there, you can add photos to clearly communicate exactly what needs to be done. Finally, upsell and cross-sell additional services to give your customers more options when estimating. Now all you need to do is sit back and wait for the green light.

Who can use my estimation tool?

Your team members can also access VIIZR’s service management software, allowing them to communicate clearly and act proactively. That means trusted leaders can create their own estimates without unnecessary delays.

Why is estimating easier in a digital format?

One of the main benefits of digital estimates is the ability to store everything for easy access. If your HVAC customer says that they were charged more than the estimate, you can easily pull up the original document to check the facts. With VIIZR, you don’t have to worry about misplacing important physical documents like invoices and estimates because everything is combined into a single solution. 

With digital HVAC estimating, there’s no switching back and forth between paper documents, spreadsheets, and mismatched apps that perform different roles. With VIIZR, all tasks – including estimating – are always just a few clicks away.

Is a digital estimating tool worth the price for your HVAC business?

VIIZR pays for itself by providing you with more hours per week. Time is money, and you could use those additional hours to expand your business, squeeze in more jobs per week, and spend more time with the family. 

Our estimate feature alone helps you convert more leads by setting a clean, professional first impression. You can also write up estimates quickly with our HVAC software, seizing opportunities before your customers turn to competing HVAC companies for other options. 

Mechanical estimating software like VIIZR also helps you cut down on unnecessary labor, reducing your payroll expenses. When you cut down on back-office work by almost 50%, you can make your team more efficient. 

Like all trades, HVAC is a numbers game. Boosting efficiency helps you improve your bottom line – but finding the right tech solution is tricky. A recent study found that only 10% of small business owners believe that digital tools are designed for their specific needs. The overwhelming majority think these programs are designed primarily for larger corporations.

The good news is that VIIZR is geared entirely toward the trades. We worked with small business owners like you when we built this estimating software. HVAC businesses have specific requirements, and it doesn’t make sense to choose a tech tool built for tech startups in Silicon Valley. Select VIIZR for field service management features that you actually need with none of the pointless bells and whistles.

Whether you dream of creating a nationwide HVAC empire or you just want more time with the family, optimizing your estimating process is essential. Organization is key – even if you have just a handful of HVAC customers. VIIZR’s estimating functionality is just one piece of a powerful tool that boosts the efficiency, communication, professionalism and profit margins of your service. Still on the fence? Experience these benefits for yourself with VIIZR’s totally free, no-obligation demo.