Best HVAC Estimating Software: Quotes and Proposals

This is an estimate-focused comparison. It covers estimates, proposals, pricebooks, flat-rate pricing, approvals, deposits, and estimate-to-job handoff inside field service software. It does not evaluate Manual J load calculations, duct design, or dedicated takeoff software.Pricing and feature packaging were checked in September 2026 and may change.FieldEdge, FieldPulse, and ServiceTitan do not publish straightforward public pricing for every configuration. Treat nonpublic figures as budgeting estimates based on reported quotes, not guaranteed rates.To compare HVAC estimating software, the Tools in the Wild editorial team tested FieldEdge, FieldPulse, Housecall Pro, ServiceTitan, and Jobber in September 2026 with trial and paid accounts. On desktop and iPhone, we completed the same core estimating tasks in every platform, including building estimates from services and materials, presenting customers with multiple options, and converting approved proposals into scheduled work. We captured each workflow with screenshots and written observations, then used current vendor help centers, product guides, integration documentation, and other official sources to confirm our findings and identify relevant setup, subscription, or add-on requirements. The comparison focuses on the distinctions HVAC contractors encounter in practice—estimating depth, field usability, pricing flexibility, and support for different sales and operating models—rather than repeating basic capabilities shared by every product. Vendors did not review the article or influence its conclusions. Read our full editorial methodology.Official documentation reviewed: Product behavior and availability were cross-checked against current vendor documentation, including FieldPulse estimate documentation, Housecall Pro estimate documentation, Jobber quote documentation, and ServiceTitan estimates documentation, and FieldEdge plan documentation.Do you use one of these platforms in production? Send us your current plan, team size, important add-ons, and any pricing or workflow details that differed from our test. We independently verify reader-submitted corrections before changing our findings or recommendations.Terminology used in this comparison: A quote or estimate states the proposed scope and price. A proposal is the customer-facing presentation used to compare one or more estimate options. A contract contains the terms governing the work and may be attached to an estimate or sent separately. An approval or signature records the customer’s acceptance. Vendors use these labels differently, so we compare the underlying workflow rather than relying only on the product’s terminology.