Owner
For owner-operators
Quote from the truck or the office, keep the math clean, and know which jobs still need a callback before the week gets away from you.
HeatQuote
HVAC estimates and follow-up
Built for 1-5 person HVAC shops
Stop quoting from old spreadsheets.
HeatQuote helps tiny HVAC shops build estimates fast, turn them into clean customer-ready quotes, and keep every job moving through follow-up instead of getting lost on a clipboard.
Free up to 5 estimates/month. Then $29 per shop.
Demo shop: Cedar Ridge Heating
Quote follow-up board
Reusable line items
3 Ton Heat Pump
One-click add to estimate
Changeout Labor
One-click add to estimate
Smart Thermostat
One-click add to estimate
Customer quote preview
Monica Ellis
Upstairs heat pump replacement
Total
$8,734
3 Ton Heat Pump System$6,450
Changeout Labor$1,450
Smart Thermostat$265
Sales tax$569
Follow up by Apr 14Status: Sent
Free estimates before you pay
5 / month
Base plan for the whole shop
$29
Pipeline choices that matter
Sent / Won / Lost
Understanding
Quote faster. Follow up better.
HeatQuote keeps the first slice tight: reusable HVAC line items, a clean quote preview, and a visible pipeline that makes the next call impossible to miss.
Open the live demo1
Reuse the line items you already sell
Keep your core heat pump, furnace, labor, and add-on items in one place so every quote starts from a proven template instead of last month's spreadsheet.
2
Turn the rough estimate into a clean quote
Build the estimate in a few clicks, show the customer-ready preview, and send the same day without rebuilding totals by hand.
3
Track the follow-up before the lead goes cold
Mark a quote sent, won, or lost and keep a visible follow-up date so jobs do not disappear after the first visit.
Relevance
Built for small shops, not bloated field suites.
If your team still quotes from Excel, paper sheets, or a giant FSM tool that never fit the shop, HeatQuote gives you the part you actually need without the rest of the overhead.
Office
For office managers
Standardize the line items, hand the customer a cleaner proposal, and stop hunting through paper folders to see whether a quote closed.
Crew
For tiny crews
HeatQuote stays narrow on purpose. No dispatch boards, no bloated CRM, no enterprise setup tax.
PricingTry the demo Try the demo
Start free. Upgrade when the shop needs more volume.
HeatQuote is positioned below ServiceTitan, Housecall Pro, and FieldEdge on purpose. Small HVAC teams should not need enterprise pricing to send a professional quote.
Free
$0/ mo
Up to 5 estimates each month
Reusable line items
Customer-ready quote preview
Sent / won / lost tracking
Shop Plan
$29/ mo
Per shop, per month
Unlimited estimates
Priority follow-up tracking
Built for 1-5 tech HVAC teams
Action
Send a cleaner HVAC quote today.
Open the demo, build a sample estimate, preview the customer quote, and see the follow-up board in one pass.
Fast estimate creation
Visible follow-up date
Clean customer preview