HVAC Estimating Software  

Are you frustrated with lost or forgotten quotes in your HVAC business?

Save time and gain confidence in your business with our HVAC estimating software.  Avoid misplaced or forgotten quotes to increase your conversion rate as well as customer service.  

Have a single system for all your HVAC plan, images and data for a site or job.

  • Central place for all your quotes with our HVAC estimating software.
  • Instantly view the status of quotes for follow-up.
  • Convert a quote to a job without copying and pasting data.
  • Cut your quoting time down to minutes with pre-built packages.

We’re Trusted By:

Is it frustrating when you don't know where all your quotes are?

See all your quotes in a simple view with HVAC estimating software. Avoid wasting time checking folders, the filing cabinet or calling the Technicians. 

Check your HVAC sales & quote pipeline with confidence. Improve team efficiency and customer service today.

  • No more lost quotes. Easy to use HVAC takeoff and estimating software, store all your data in the one place. Don't lose another quote again!
  • Have a full history of all your quotes. With estimating software keep a history of all your quotes, see at a glance how long a job took in the past and learn what to charge for future jobs.
  • Easily search for quotes. You can search by name, number or address to find the quote you need.
HVAC Field Service Management
"I tried other Solutions and spent $10,000 and over 6 months trying to get it to work; I couldn’t get my data in or get it working the way I needed. It was incredibly frustrating. I called Paul and explained what I wanted and he stuck with me to get everything I needed up and running. It took a little while for the team to get onboard, but now they love it too. Life is just flowing so much better now."
— Diane from Heating And Cooling
Office worker quoting

Forget to follow up Quotes in a timely manner?

See your quotes by status using our HVAC estimating software. Avoid the headache of misplacing quotes or not knowing whether a quote is in draft or awaiting a response. 

Cut the guessworks and use our easy to use Follow-up Report and Triggered Reminders for contractors who need an accurate follow-up system. 

  • Set automatic follow-up emails if a quote is in a status for too long. No more forgetting to follow up - be on the ball with all your HVAC opportunities.
  • Create a Job from an approved quote. Schedule the work ASAP and order relevant materials.
  • See your sales team's performance. With easy to use software you can see what works and what doesn't, more importantly, who is performing and who isn't.

Ready to Chat?

Speak with one of our Product Experts, they will work to understand your goals and show you how FieldInsight can help achieve an optimised job workflow.
Book a demo

”I used to spend weeks chasing paperwork and 2 hours create each report for a customer, we do 100s of maintenance contracts and this was a huge time waster for me. With FieldInsight, it takes minutes to generate the reports and our HVAC contractors have the information they need to do their job in hand which means I get the information on the same day, such a win for me.”

— Simone from Commercial HVAC in Melbourne

Are you tired of repetitive double data entry?

Stop spending hours copying and pasting data with our HVAC estimating software. Turn a quote into a purchase order, job card or an invoice with a few clicks. Improve your project management today with our estimating software

  • Click to turn a quote into a job. After a quote has been accepted you can swiftly update your plans and turn your quote into a job and keep everything bundled together.
  • Turn a quote into a purchase order. You can easily update and create purchase orders on the job page to manage costs and supplier orders.
  • Turn a quote into a invoice. Get paid quicker by processing a deposit or full invoice directly from the quote. Lock in the work.
A simple schedule

“Imagine being able to fit in an extra 3 jobs per week for each tech, for the same costs with less time? FieldInsight gives me and our HVAC contractors the confidence to generate more revenue in my HVAC sales pipeline"

—  Simon Dixon
FieldInsight Package

Save hours of administration

Easy to package service and products for quick Quoting. Create a correctly priced quote in seconds. With our HVAC estimating software, you can use our templates to save hours of data entry and reduce mistakes with margin.

  • Create packages made up of service items and products.
  • Assign stages to your job. You can assign stages to your projects such as cut in, rough out or fit off. This way you can see how long each task will take to give you a better estimation for future jobs.
  • Cut quoting time down dramatically with our HVAC estimating software. Take the stress away and optimise your quoting time to a few minutes.

"The boys turned up on-site, and for some reason, the supervisor wanted a specific SWMS document before the guys could get on to site. This would be 2 hours of downtime, as our HVAC contractors drove to the office, printed out the SWMS and sent the guys to the site to do the work we get paid for. With FieldInsight app, my tech selected the SWMS we needed, the two techs on-site signed it, and they emailed it off to the Builder. And they were good to go. The Builder could not believe that such professional SWMS could be produced in such a fast way. Everyone was happy"

— Bill Molloy, Geelong HVAC

Why choose FieldInsight over others?

With FieldInsight not only do you get the best in HVAC estimating software and automation, you get software that will fit in to your business. With FieldInsight you can manage all aspects of your business in the one easy to access place. 

FieldInsight incorporates marketing, sales, office and field workflows to synchronise your business and ensure you can meet your full potential to grow and be profitable.

Feel free to check out our feature comparison pages against our competitors:

FieldInsight's Guarantee

We are confident our commercial HVAC estimating software will get you up and running the way you want. With FieldInsight, we offer a 90 Day guarantee on your On-boarding fee and subscription costs. 

Paul Tyrrell - CEO FieldInsight.com

Contact FieldInsight today!

If you’re interested in streamlined end to end job management, service management, asset management, project management, book a FREE consultation with us today to take your commercial HVAC business to the next level!
Book a demo

Where we are found

FieldInsight can be found helping customers all around the globe.
  • Australia
  • New Zealand
  • United States
  • Canada
  • United Kingdom
FieldInsight by 2020 will have helped Mechanical Services businesses save 1,000,000 hours of lost Productivity.
To do this we make it easy and fast for technicians to capture the information needed, ensure they are working safely, capture job costs and can quote and invoice quickly.
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