HVAC estimating software for service contractors

ScopeToSign is HVAC estimating software for service contractors — no blueprint takeoff. Pick HVAC and a real price book loads in minute one: 12 tasks across 5 categories, priced by tonnage, zones, and BTUs. Quote a condenser change-out, a furnace, or a mini-split from a photo, a voice note, or a line of text.

Start estimating free — no cardFree plan: unlimited estimates, 3 sent proposals, no credit card.
The ScopeToSign builder pricing a 50-gallon water-heater replacement: tank size, expansion tank and drain-pan add-ons each priced live, with the Good/Better/Best totals rail along the bottom.
The builder pricing a real job from the hvac pack — every line from your price book.

Price a job right here

Pick a job and watch the line items resolve — computed live by the exact pricing engine the app runs. The example below is already priced with zero JavaScript; the widget hydrates over it.

3-ton AC condenser + coil replacement

Live demo · real resolver

A matched 3-ton condenser + coil on a reused lineset — the R-454B equipment, the flush kit and filter-drier, the permit and haul-away that hold up an inspection.

3-ton AC condenser + coil replacement — priced line by line
Labor — lead$1,080.00
Labor — helper$520.00
Condenser (R-454B)$2,795.00
Matched evaporator coil$1,014.00
Lineset flush kit$156.75
Equipment pad$107.25
Whip + disconnect$79.20
Filter-drier$62.70
Locking caps$29.70
Permitpass-through · at cost$225.00
Haul-away / disposalcommonly forgotten$70.00
Total$6,139.60

Prices computed live by the same engine the app runs — no signup, nothing invented.

Your price book, loaded

Pick hvac and a real price book loads in minute one — 12 tasks across 5 categories, each with its own inputs, formulas, and commonly-forgotten catches. Edit anything; it's your book.

Cooling & AC

5

AC condenser + evaporator coil replacement · Full system replacement · Lineset replacement

Heating & furnaces

3

80% AFUE furnace replacement · 96% condensing furnace replacement · Furnace repairs

Heat pumps & mini-splits

2

Heat pump system · Ductless mini-split

Ductwork & indoor air

1

Ductwork & IAQ

Maintenance & service

1

Maintenance & service

A 3-ton change-out, priced line by line

A matched 3-ton condenser + coil on a reused lineset — the R-454B equipment, the flush kit and filter-drier, the permit and haul-away that hold up an inspection.
A 3-ton change-out, priced line by line
Line itemNotesPrice
Labor — lead$1,080.00
Labor — helper$520.00
Condenser (R-454B)$2,795.00
Matched evaporator coil$1,014.00
Lineset flush kit$156.75
Equipment pad$107.25
Whip + disconnect$79.20
Filter-drier$62.70
Locking caps$29.70
Permitpass-through — at cost, never marked up$225.00
Haul-away / disposalcommonly forgotten — caught by review$70.00
Total$6,139.60

Real resolver output from the hvac pack’s researched defaults — integer cents, nothing hand-typed. The permit is a pass-through billed at cost; the highlighted rows are the items low quotes leave off.

The ScopeToSign review sheet catching what a low quote misses: a permit-required block plus warnings for a missing expansion tank and forgotten items, each with a one-tap 'Add it' priced from the pack.
The review engine catches the forgotten items before you send — a deterministic rule can block a send; AI findings only ever warn.

No blueprints. Quote from a photo, your voice, or a note.

No blueprints needed — quote from photos, voice, or a quick description.

Snap the old unit, hold the button and talk, or paste a line of text. The AI reads what’s there, matches it to your hvac tasks, and drafts the estimate — asking a question chip when it isn’t sure instead of guessing. It never sets a price: every number still comes from your price book.

If the AI is down, nothing stops — you search and add tasks by hand and the estimate is complete. The AI is an accelerator, never a dependency.

The ScopeToSign builder after AI photo/voice/description intake: a water-heater task drafted automatically from a plain-language description, ready to review — the AI assembles, it never invents a price.
A photo becomes a drafted estimate — you confirm and price it.

From estimate to signature

Estimating gets the number right; closing wins the job. When the estimate is ready, turn it into a Good/Better/Best proposal your customer opens on their phone — three clear options with the delta spelled out, the scope of work, and what’s not included. They pick one and sign with a typed name; you get an evidence-grade acceptance record and a PDF.

Deposits are collected on the contractor’s own Stripe account when that feature is enabled — never on our balance. Changes after acceptance become numbered change orders, so the signed estimate stays locked.

Turn the estimate into an HVAC proposal that closes

How ScopeToSign compares

Played straight. Every competitor detail here was checked against their live page on the date shown, and linked below. Where we win, we say why; where a tool fits you better, we say that too.
ScopeToSign versus hvac estimating incumbents
FeatureScopeToSignQuoteIQHousecall ProPlanSwiftPaper + sheet
Web + phone, one toolYesYesYesWindows onlyNo
HVAC-native pricing (tonnage, zones, BTU)Tonnage · zones · BTUGeneric line itemsGeneric quotesPlan-set takeoffNo
A2L / R-22 replacement flags built inYesNoNoNoNo
Good/Better/Best client proposalYesProposalsSales Proposal Tool (Max)NoNo
E-sign + depositE-sign; deposit when enabledE-sign (Beginner+); depositsPayments; e-sign not listedNoNo
Published priceFree · Pro $49/mo or $490/yrFrom $29.99/mo — myquoteiq.comFrom $59/mo — housecallpro.comPaid annual subscription — planswift.com
Commercial mechanical takeoff— (service work)NoNoYesNo

HVAC estimating — common questions

How fast can I quote a change-out?

Minute one. Pick HVAC at signup and the pack loads — cooling, heating, heat pumps and mini-splits, ductwork and IAQ, maintenance. Enter the tonnage or zones and the system prices as you go.

What does ScopeToSign do about the 2025 A2L refrigerant change?

It's built in. New condensers price at the A2L (R-454B/R-32) era; the pack raises a lineset-compatibility flag on a reused lineset and starts the replacement conversation when the old unit is R-22 — so the quote matches what actually gets installed.

Does it build the Good/Better/Best options for me?

Yes. Toggle Good/Better/Best on a system and the pack scopes each tier — a two-stage step, a float switch and surge protector, a variable-speed inverter — with the price delta shown per option.

Does it work on my phone at the truck?

Yes — it's web and mobile, the same tool. Quote from the driveway on your phone, finish at the shop on a laptop; edits sync and survive a dead battery.

What does ScopeToSign ask to price a system replacement?

Only what changes the price. The hvac pack asks: Tonnage on data plate? Indoor unit age (matched-system conversation)? Lineset length/route accessible? Panel amps? Does the old unit use R-22? Every answer maps to a real line — nothing is invented.

Can I bid commercial mechanical plan-and-spec work with it?

No — that's the honest boundary. ScopeToSign prices residential and light-commercial service work from a price book, not off blueprints. For sheet-metal and mechanical takeoff on commercial plan sets, a suite like FastDUCT/FastPIPE or a dedicated mechanical takeoff tool fits better. This is built for change-outs and service calls.

Simple pricing

Free

$0.00

Unlimited estimate building, 3 sent proposals over the life of the account, 10 AI intakes a day. Free sends carry a small “Powered by ScopeToSign” footer.

Pro

$49/mo or $490/yr

Unlimited sends, footer removed, deposit collection when enabled. No credit card to start.

See full pricing →

Keep exploring

The calculators, template, and roundup below share this pack's numbers. They ship alongside this page.

HVAC installation cost

HVAC installation cost by tonnage and SEER2 tier, priced Good/Better/Best from a real pack.

HVAC estimate template

A professional HVAC estimate template — the line items pros include, and a free generator.

Proposals for HVAC

Turn any HVAC estimate into a three-option proposal a homeowner signs on the spot.

Pricing

Free to build estimates and send three proposals; Pro is $49/mo or $490/yr for unlimited sends.

Price your next hvac job free

Build unlimited estimates and send your first proposals today. No card, no blueprints, no setup call.

Written by Ashesh Dhakal · The numbers are real resolver output; every price is yours to adjust in your own price book.

HVAC pack defaults are researched from published trade data and labeled researched defaults — a fast, honest starting point. Every rate, markup, and material price is yours to edit in your own price book.