HVAC Estimating Software
Build tiered HVAC estimates and get them approved on the spot.
JobOpsPro gives residential heating and cooling contractors good, better, best proposals built from your pricebook, signature capture in the home, and email approval links — all connected to dispatch and invoicing. $25 per user per month, unlimited customers and jobs.
What The Estimating Module Does
Good, Better, Best Options
Present tiered options on one proposal so the homeowner chooses a level of work instead of choosing whether to buy at all.
Pricebook-Driven Line Items
Pull labor, equipment, and material line items from your pricebook so pricing stays consistent across every technician.
In-Home Signature Capture
Sign on a phone or tablet at the kitchen table. The signed option, date, and total are stored on the estimate record.
Remote Approval By Email
Send a branded, tokenized approval link when nobody is home. The customer picks an option and approves online.
Estimate To Job To Invoice
An approved estimate becomes scheduled work on the dispatch board and then an invoice, with no re-keying.
Status Timeline
Every estimate carries a timeline of submitted, approved, invoiced, paid, canceled, and reopened events for a clean audit trail.
From Diagnosis To Signed Proposal
Diagnose On Site
Log findings, photos, and equipment details on the job from the technician workspace.
Build The Options
Add pricebook line items and split them into good, better, and best tiers with totals for each.
Present Or Send
Capture a signature in the home, or email a branded approval link the homeowner can accept later.
Schedule And Bill
Approved work goes onto the dispatch board and converts to an invoice with an online payment link.
Common Questions
- Can technicians build estimates in the driveway?
- Yes. Estimates are built from a phone or tablet using your pricebook, so a technician can quote replacement work before leaving the property.
- How does a customer approve an estimate remotely?
- JobOpsPro emails a branded link tied to that estimate. The customer reviews each option, selects one, and approves it online without creating an account.
- Does an approved estimate create the job automatically?
- Yes. Approval turns the estimate into schedulable work on the dispatch board, and completed work converts into an invoice with the same line items.
- What does estimating cost?
- Estimating is included at $25 per user per month with unlimited customers and jobs. There are no per-proposal or per-signature fees.
Works With The Rest Of The Day
Estimating is not a standalone quoting tool. It shares the same customers, pricebook, and schedule as dispatch, invoicing, memberships, and inventory.