How do HVAC estimates work in Jobber?
With these estimating features, Jobber helps you save time, win more work, and offer the professional and convenient experience that your customers expect.
Make customer-friendly HVAC estimates in less time
Create and send a professional-looking estimate before you’ve even left the customer’s property.
Your estimates will clearly display the details of the work along with images of your products and services—or photos taken at the on-site assessment.
Set the right price with quote markups
Manage your costs and markups in Jobber to help set the right price every time.
View the estimated margin on your quotes, and quickly modify your pricing in response.
Optional Line Items
Win bigger jobs with optional line items
Suggest maintenance contracts, ductwork, or optional duct cleaning directly in the estimate.
Customers can select the services that best fit their needs, and watch their cost estimate automatically update before they approve—without the back-and-forth revisions.
Offer consumer financing with Wisetack
Win more (and bigger) jobs by offering fast, easy, and paperless customer financing on quotes.
Your customers get to pay over time for the HVAC or piping work they need done now, while you get paid as soon as the job is complete.
Automated Quote Follow-ups
Keep work moving forward
Jobber automatically sends a quote follow-up to customers you haven’t heard back from, so you can be sure you’re never leaving work on the table.
What is HVAC estimating software?
Estimating software like Jobber helps you put your labor and material costs into an online, interactive quote that customers can approve quickly.
Here’s how estimating works in Jobber’s HVAC software:
- Pre-built estimate templates are customized with your HVAC business details and branding
- Select from a list of your products and services and add images
- View your quote estimated margin, and modify your line item pricing in response
- Send estimates to customers by text or email, with a link for online review and approval
- Schedule automatic follow-ups on estimates you haven’t heard back on
For your Business:
• Win bigger jobs by offering consumer financing and optional maintenance contracts in your quote
• Improve your win rate by 16% just by sending quotes via text message
For your Customer:
• Easily approve, pay a deposit, or provide a signature online
• Pay over time with fast, easy, and paperless financing
You can also use Jobber’s HVAC software solution to manage HVAC system and client details, schedule work orders, dispatch HVAC professionals, invoice, and get paid—all in one place.
Integrations that fit the way you work
Jobber connects with your favorite apps and software to save you time.
Easily sync customer, invoice, and payment information between Jobber and QuickBooks Online accounting software.Learn More
Save time when you move info automatically between Jobber and 1,500+ web apps.Learn More
CompanyCam and Jobber make it easy for your HVAC technicians to capture details on every job site and keep your customers informed along the way.Learn More
ResponsiBid makes creating beautiful quotes easy. Collect HVAC job specifications, run it through your pricing structure, and build your proposal.Learn More
Availability depends on location and planSee All Integrations
Over 200,000 home service pros trust Jobber
“Now, we know exactly who paid.”
My secretary would burn up a lot of time calling and sending emails trying to get payments from customers. With Jobber, we know exactly who paid right away through email.