HVAC Estimating Software with Built-In Quoting & Proposals
The HVAC estimating programs that go from takeoff to client proposal in minutes. Equipment installation, duct work, flat rate pricing, and job costing — built for HVAC contractors who need to bid fast and look professional.
HVAC contractors across GA, AL, TN & SC use ScopeTakeoff daily
| Assembly | Type | Qty | Unit | Total |
|---|---|---|---|---|
| RTU Install — 10 Ton | Equipment | 6 | EA | $78,000 |
| Sheet Metal Ductwork | Duct | 4,800 | LB | $48,000 |
| Refrigerant Piping | Piping | 840 | LF | $29,400 |
| Controls & Thermostats | Controls | 18 | EA | $28,800 |
Every HVAC scope — equipment, duct, piping, and controls priced
ScopeTakeoff’s HVAC estimating programs include assembly libraries for every major HVAC scope. The HVAC estimating app that turns equipment selections and takeoff quantities into a fully priced estimate and professional proposal automatically.
Equipment Installation
RTUs, split systems, air handlers, chillers, and boilers priced by unit. Includes equipment cost, rigging, startup, electrical connections, and condensate piping. Residential and commercial equipment tiers supported.
Sheet Metal & Ductwork
HVAC duct estimating software for sheet metal ductwork by weight (LB) or LF. Rectangular, round, and flex duct all supported with insulation, hangers, and fittings calculated from your layout quantities.
Refrigerant Piping
Refrigerant line sets and piping by LF with pipe size selection. Includes fittings, insulation, line set protection, and pressure testing. Pre-charged line sets and field-charged systems priced separately.
Controls & Thermostats
Thermostats, zone controls, DDC systems, and BAS integration priced by unit or zone. Includes wiring, programming, and commissioning labor. Standalone and networked control systems both supported.
Commercial HVAC
Large-scale commercial HVAC estimating for office buildings, retail, industrial, and medical facilities. Multi-zone systems, VAV boxes, hydronic piping, and mechanical room equipment all priced with separate SOV line items for GC submission.
HVAC Service & Repair Estimating
HVAC service estimating for repair calls, maintenance agreements, and equipment replacement. Flat rate pricing library for common service tasks — diagnostic, repair by component, refrigerant charge, and PM visits. Build your price book once, apply instantly.
Build your HVAC flat rate price book once
HVAC flat rate pricing software lets you build a library of fixed prices for common tasks — equipment swaps, service calls, repair by component — and apply them to any quote instantly. No recalculating, no underpricing from memory.
- Save flat rate assemblies for every common HVAC task — one click applies to any quote
- Residential service pricing, commercial service pricing, and maintenance agreements all in one price book
- Update labor rates or material costs once — every flat rate assembly updates automatically
- Generate a client-ready HVAC quote from flat rates in under 5 minutes
A/C Capacitor Replacement
Flat rate including diagnostic, part, and labor
RTU Preventive Maintenance
Per unit, includes filters, coil cleaning, and inspection
1 Ton Split System Swap
Equipment, labor, startup, and disposal included
Refrigerant Recharge
Per pound, includes leak check and system test
From HVAC takeoff to client proposal in minutes
ScopeTakeoff’s HVAC quoting software is built around how HVAC contractors actually work — select equipment, measure duct and piping, apply flat rates for service work, and generate a professional HVAC proposal in one click.
Select equipment & scope
Choose your equipment from the assembly library or upload plan drawings. Select RTU count, tonnage, duct layout, piping runs, and controls scope.
Enter quantities
Input duct quantities by LB or LF, piping by LF, and equipment by unit. Flat rate service tasks apply with one click from your HVAC price book.
Review and adjust
Override equipment pricing to match your distributor cost. Adjust labor rates for your crew. Apply markup — all totals update in real time.
Export proposal or SOV
One click exports a professional HVAC proposal for client approval or a Schedule of Values for GC submission. No reformatting required.
The best HVAC estimating software vs. ServiceTitan, Jobber & Excel
Most HVAC contractors use ServiceTitan, Jobber, or Excel for estimating. Here’s how ScopeTakeoff compares — built specifically around the estimating and quoting workflow, not bolted onto a dispatch or CRM platform.
| Feature | ScopeTakeoff | ServiceTitan | Jobber | Excel |
|---|---|---|---|---|
| HVAC-specific assemblies | ✓ Equipment, duct, piping, controls, service | ✓ Yes | Basic only | ✗ Manual |
| HVAC flat rate pricing | ✓ Built-in price book | ✓ Yes | ✓ Yes | ✗ Manual lookup |
| HVAC proposal software | ✓ One-click client proposal | ✓ Yes | ✓ Yes | ✗ Manual |
| SOV output for GC submission | ✓ One click | ✗ No | ✗ No | ✗ Manual |
| PDF plan takeoff | ✓ Included | ✗ No | ✗ No | ✗ No |
| Monthly price | $100/person | $500+ | $49–$349 | $0 (but slow) |
Why HVAC contractors choose ScopeTakeoff for estimating and quoting
“We were using ServiceTitan at $500+/month and the estimating module was honestly the weakest part. ScopeTakeoff is purpose-built for estimating and quoting — we use it for all our commercial bids now.”
“The flat rate price book is exactly what I needed for residential service. I built out all my common repair tasks once and now every service quote takes 3 minutes. Clients love how professional it looks.”
“The SOV output for GC work is the reason we switched. ServiceTitan can’t produce a proper Schedule of Values. ScopeTakeoff does it in one click, formatted exactly how the GC wants it.”
Common questions about HVAC estimating software
HVAC estimating software priced for HVAC contractors
$100 per person per month. Estimating, quoting, proposals, flat rate pricing, and SOV output — all included. No annual contract, no setup fee.
- 1 estimator seat
- All HVAC assemblies
- Flat rate price book
- PDF plan takeoff
- Unlimited projects
- Proposal + SOV export
- 2–5 estimator seats
- All HVAC assemblies
- Flat rate price book
- PDF plan takeoff
- Unlimited projects
- Proposal + SOV export
- Bid review workflow
- Multi-entity profiles
14-day free trial. No credit card required. Cancel anytime.
Start bidding HVAC faster
with ScopeTakeoff
14-day free trial. No credit card. No sales call. Cancel anytime.
Start free trial →HVAC · Concrete · Masonry · Drywall · Remodeling · Landscape — all trades included at every plan