QuoteFlow
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Built for HVAC contractors

HVAC estimating software that prices equipment, labor, and the whole job

QuoteFlow turns a mechanical scope — or a plan set — into a line-item estimate with equipment counts, material pricing, and crew labor, then sends it to the customer and collects payment.

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Plan take-offs

Scan an image or multi-page PDF and get counts by category off the mechanical schedule, plus the project name and address.

Editable equipment counts

Adjust any count or line-item quantity by hand when a dense sheet reads wrong. Totals recalculate instantly.

Material and labor costing

Market pricing on scheduled equipment and materials, plus crew size and hours, so both land in the same total.

Photo-based quoting

Attach site photos from a service call or a change-out walk and refer back to them on the job.

Quote to invoice

Send the quote, track Draft, Sent, and Accepted, then convert it into a numbered invoice in one click.

Collect payment online

Customers pay from the invoice, so a finished change-out does not sit in receivables waiting on a check.

How it works

  1. 1

    Upload the plan or describe the scope

    Drop in the mechanical sheets, or write the job in plain language and let the AI draft the line items.

  2. 2

    Check the counts

    Review the equipment schedule, correct anything the scan misread, and confirm the categories.

  3. 3

    Price materials and crew

    Pull material pricing, set crew size and hours, then set your unit price and read the net over cost.

  4. 4

    Send and get paid

    Email the quote as a clean PDF with your logo, lock it on send, then invoice and collect payment online.

What's included

  • AI estimate generation from a written scope
  • Blueprint take-off from mechanical sheets (Business plan)
  • Editable equipment counts and line-item quantities
  • Material pricing and crew labor calculation
  • Per-unit profit margin and net over cost
  • Overhead broken out into insurance, gas, admin, and permits
  • Permit fee estimator
  • Change orders in one tap
  • Quote PDF with your company logo (Pro and Business)
  • Invoicing and online payment collection
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Frequently asked questions

Can QuoteFlow count HVAC equipment from a plan set?
Yes. The blueprint take-off reads an image or multi-page PDF and returns counts by category — registers, diffusers, units, and other scheduled items — along with the project name and address. It is included on the Business plan.
Are the counts editable?
Yes. Every count and line-item quantity on a scan can be adjusted by hand, and totals update immediately, so a misread on a dense mechanical sheet is a quick correction rather than a re-scan.
Does it handle material and labor pricing?
Estimates pull market pricing for the items on the schedule, and you set crew size and hours so labor is costed alongside materials. You can set a price per unit and see your net over cost.
Can I show the markup to the customer?
Yes. Markup is presented as overhead and split across insurance, gas, admin, and permits, so the customer sees where the number comes from instead of one unexplained line.
What does HVAC estimating software cost?
QuoteFlow starts at $49/mo for Starter and $99/mo for Pro. Blueprint take-offs are on the Business plan at $149/mo.

Price your next HVAC job in minutes

Start a free trial and run a real plan set through the take-off before you commit to a plan.

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