HVAC estimate software that keeps the approved work connected
Build a clear estimate from your own pricing, send it, follow up automatically, and keep the scope available for the work-order and invoice handoff.
Free Forever includes up to 3 users and 20 work orders per month. Process payments for 5 work orders through ClimaCall Payments and the monthly allowance increases to 50. No credit card or contract is required for Free Forever. Core is $49.99 per technician per month and includes up to 2 free back-office seats.
Start with scope and costs the technician can defend
An estimate needs more than a total. Record the equipment, problem, proposed work, parts, labor, options, exclusions, expiration, and acceptance terms. Use the HVAC estimate calculator to check the math and the HVAC estimate template to review the customer-facing fields.
Keep estimates consistent with your price book
Use the same service descriptions and pricing logic across technicians. The HVAC labor-rate calculator, flat-rate pricing calculator, and HVAC price-book template help establish the inputs before they become a live estimate.
Follow up without pretending every estimate should close
Automatic estimate follow-up is available. Set a useful cadence, keep the message specific to the proposed work, and give the customer a way to ask a question or decline. Financing prompts are in development and should not appear as a current reason to buy.
Carry the decision into the job
Once the customer accepts, confirm the final scope, price, equipment, and exclusions before work begins. Test how your approved estimate becomes the work record and later invoice. The goal is to avoid retyping or quietly changing what the customer approved.
What to verify before you switch
GPS technician tracking and financing prompts are in development. Route optimization and automatic estimate follow-up are available. Job-profit reporting is basic. Current feature availability and published plan terms take precedence over older marketing pages, videos, and screenshots.
Verify estimate delivery, revision history, acceptance, signature, deposit, tax, work-order handoff, and invoice handoff with your actual account configuration.
Questions HVAC shops ask
Does ClimaCall support automatic estimate follow-up?
Yes. Automatic estimate follow-up is available. Test its timing, message, stop conditions, and ownership with a sample estimate.
Are financing prompts available?
Financing prompts are in development and should not be treated as a current feature.
Can I use my own HVAC pricing?
The estimate should use the products, services, labor, and pricing configured for the shop. Verify the exact price-book workflow in the current product.
Test an estimate from price to approved work
Build one repair option and one replacement option, send them to a test address, trigger follow-up, and verify the accepted scope survives the job handoff.