The Function Of HVAC Estimating Software

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In providing estimates for my customers, I have found they want answers faster than I can get them. One such project was when a client wanted me to do her basement and decided she wanted a quote to replace her entire HVAC system. That is not my speciality, thank God I found a site online that provides a HVAC Estimating software online that will generate a quote in less than three minutes.

The Freedman's quick quote provides a quick and thorough proposal in as little as 3 minutes which you can then truncate and include in your proposal to your client. Here is what this site provides: It provides an estimate in as little as 3 minutes. It helps you calculate markups, tax and financing. Helps you create professional looking estimates It details the different product lines currently available along with part numbers in case your clients want to do their own research. It details labor costs and rates It details any reporting feature from furnace, boilers, condensers, parts, crew cost or you can customize it according to the job requirement. If you have a particular pricing strategy, the software can be work to fit into your formular to help you do an effective mark up and then determine your profit margin and adjust accordingly. This software offers Pull sheets for the different departments working on the job. As there may be different personnel required any particular job, you may only need them to know their function and nothing else. As the more they know the more they stand to confuse the job. The pull sheets can be generated for the parts department so that they order what is needed and cross reference your report and have your parts ready. I love the follow up system included in this software. You can preset any alerts at the time of proposal. It will help you track sales and has a follow up system to remind you to follow up on your quotes which is 50% of the business, simple and consistent follow up shows the client that you are not only professional but that you take their business and yourself serious enough to follow up with them.

There are many features to this HVAC proposal and estimating software. You can take an online tour to see how user friendly it is. They even offer a free 15 day trial so that you can test it and ask questions as you go. And the pricing will pay for itself on the first job. For under $400 bucks you can have a full HVAC professional software at your fingertips. Guaranteeing you the job and the profit.

 

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