Categories   >   HVAC Estimating Software
Last Reviewed: November 13th, 2024

Best HVAC Estimating Software Of 2024

What is HVAC Estimating Software?

HVAC Estimating Software is a specialized tool designed to streamline the estimation process for HVAC (Heating, Ventilation, and Air Conditioning) equipment installations and services. It solves the challenge of time-consuming manual estimates, often fraught with potential errors, by automating calculations, managing materials and labor costs, and generating detailed proposals. Key functionalities include, but are not limited to, material takeoff, labor cost calculations, project management, and integration with supplier databases. Indeed, accuracy in HVAC project costs improves significantly with such software involved. Growing trends highlight systems with cloud-based capabilities, mobile access, and advanced analytics features. It is most beneficial to HVAC contractors, mechanical engineers, and construction businesses involved in HVAC installations. However, the software might struggle with complex projects if not updated regularly or lack a user-friendly interface. In summary, HVAC Estimating Software plays a pivotal role in providing accurate, time-saving, and reliable estimates, ultimately boosting project profitability.

What Are The Key Benefits of HVAC Estimating Software?

  • Improves estimation accuracy
  • Streamlines cost calculations
  • Saves considerable time
  • Automates materials tracking
  • Boosts project profitability
  • Enhances customer proposals
  • Centralizes project information
  • Integrates with supplier databases
  • Facilitates mobile access
  • Provides advanced analytics
Read more

Overall

Based on the latest available data collected by SelectHub for 34 solutions, we determined the following solutions are the best HVAC Estimating Software overall:

STACK
STACK
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked STACK

User reviews of STACK in the past year highlight its user-friendly interface, cloud-based accessibility, and collaborative features as key strengths. Many users appreciate the intuitive design and the ability to access project information and collaborate with team members from anywhere. Compared to competitors like PlanSwift or OnCenter, STACK is often praised for its ease of use, especially for those new to construction software. However, some users mention a learning curve for advanced features and limited customization options compared to more specialized estimating software.

Another frequently cited advantage is STACK's mobile app, allowing users to capture data and update quantities on the go. This is seen as a significant benefit for field work and real-time project tracking, differentiating it from desktop-only competitors. However, some users report performance limitations with very large projects, which can be a drawback for complex builds.

Overall, STACK seems to be a popular choice for small and medium-sized construction companies or teams valuing ease of use, collaboration, and mobile accessibility. While it may not offer the same depth of features as advanced estimating software, its user-friendliness and cloud-based platform resonate with many users. Carefully considering your project needs and team's technical expertise is crucial before deciding if STACK is the right fit.

Pros & Cons

  • User-Friendly Interface: Users appreciate STACK's intuitive and modern interface that simplifies navigation and reduces the learning curve for new users.
  • Cloud-Based Accessibility: Being cloud-based enables team members to access project information and collaborate in real-time from any location, enhancing flexibility and remote work possibilities.
  • Accurate Takeoffs: STACK provides precise and reliable takeoff capabilities, which is critical for construction professionals to estimate materials, labor, and costs accurately.
  • Integrated Cost Estimating: Users can seamlessly transition from takeoffs to cost estimating, improving workflow and reducing potential for error between these integrated processes.
  • Customizable Reporting: The software offers customizable reporting features, allowing users to generate detailed and specific reports tailored to their needs.
  • Responsive Support Team: The customer support team is noted for being responsive and helpful, providing quality assistance when users encounter issues.
  • Continuous Updates: STACK is commended for its ongoing updates and feature enhancements, keeping the platform up-to-date with the latest industry standards and user requirements.
  • Comprehensive Training Resources: The provision of extensive training materials and webinars facilitates user education and maximizes the software’s value.
  • Limited Customization: Some users report that STACK's customization options are not as extensive as they would prefer, leading to a less personalized experience that may not precisely fit unique workflows.
  • User Interface Complexity: The learning curve for new users can be steep, with some finding the interface and navigation to be not as intuitive, affecting onboarding and productivity.
  • Integration Challenges: Certain users have encountered difficulties when trying to integrate STACK with other systems, which can disrupt data flow and overall project management efficiency.
  • Performance Issues: There are occasional reports about the software lagging or being unresponsive, especially when handling large and complex projects or datasets.
  • Cost Considerations: For some small businesses or independent contractors, the cost of STACK can be prohibitive, particularly when considering the additional features and users that may be necessary.
  • Limited Reporting Features: Feedback indicates that the reporting functionality may not be as robust or versatile as required by some users for in-depth analysis and decision-making.
  • Customer Support Concerns: There have been instances where users have expressed dissatisfaction with customer support response times and the effectiveness of the assistance received.

Key Features

  • Comprehensive Takeoff & Estimating: Calculate accurate material quantities and costs with advanced tools like multi-dimensional takeoffs, automatic assemblies, and integrated cost databases.
  • Cloud-Based Collaboration: Store project documents, plans, and models securely in the cloud, enabling real-time access, version control, and seamless collaboration across teams.
  • Mobile App for Field Productivity: Access project information, capture data, update quantities, and collaborate with team members directly from the field using the mobile app.
  • Integrated Issue & Punch List Management: Identify, track, and resolve issues and deficiencies efficiently with photo markups, task assignments, and progress tracking tools.
  • Advanced Drawing & Markup Tools: View, annotate, and collaborate on plans and drawings with features like layer control, dimensioning tools, and cloud-based markups.
  • Customizable Reports & Dashboards: Generate comprehensive reports and dashboards tailored to your needs, providing real-time insights into project progress, costs, and performance.
  • Open API & Integrations: Integrate STACK with existing software and tools like accounting systems, project management platforms, and industry-specific applications.
  • Role-Based Permissions & Security: Control access to project data and features based on user roles and permissions, ensuring data security and project integrity.
  • Offline Functionality: Access essential project data and tools even without an internet connection, maximizing productivity in remote locations.
  • Advanced Quantity Takeoff Tools: Utilize features like automatic takeoffs from 2D and 3D models, takeoff libraries, and integrations with estimating software for faster and more accurate material calculations.
iSqFt
iSqFt
Start Price
$300
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked iSqFt

iSqFt has garnered overwhelmingly positive feedback from users in the construction industry, who praise its comprehensive features and user-friendly interface. Reviewers frequently highlight the software's ability to streamline project management processes, saving both time and money. The platform's scheduling, budgeting, and communication tools have been particularly well-received, with many users noting improved team collaboration and project efficiency as a direct result of using iSqFt.

Compared to competitors like Buildertrend and Procore, iSqFt is often lauded for its affordability and ease of use. While some users mention that iSqFt may lack certain advanced features found in higher-priced alternatives, the consensus is that it provides excellent value for its cost, especially for small to medium-sized construction businesses. The software's intuitive design and straightforward functionality make it accessible to users with varying levels of technical expertise, further contributing to its popularity.

iSqFt appears to be an ideal solution for contractors seeking a reliable and efficient construction management software without the complexity and expense of some of the more robust platforms on the market. Its core features address the essential needs of construction professionals, making it a valuable tool for managing projects of all sizes.

Pros & Cons

  • Centralized Hub: Project information is consolidated, enhancing team communication and collaboration.
  • Streamlined Bidding: The platform simplifies the process of sending invitations to bid, managing bid responses, and awarding contracts, saving time and effort for construction professionals.
  • Enhanced Subcontractor Management: iSqFt facilitates efficient management of subcontractors, including prequalification, document distribution, and performance tracking.
  • Clunky Interface: iSqFt's interface can feel outdated and cumbersome, leading to a steeper learning curve and decreased efficiency for users accustomed to more modern software.
  • Cost: The platform can be expensive, especially for smaller construction firms or those with limited project scopes. This cost can be a barrier to entry for some potential users.
  • Customer Support: Some users report challenges in getting timely and effective support from iSqFt, which can be frustrating when encountering technical issues or needing assistance with the platform's features.

Key Features

  • Bid Management: Contractors can send bid invitations through the included network or their own private databases of subcontractors. Project documents are shareable through a personal planning room that displays bidder activity.  
  • Risk Management: By utilizing industry-standard prequalification forms, quickly assess and avoid risks. Send requests for prequalification directly to subcontractors, and quickly review a subcontractor’s safety, performance and financial records. 
  • Project Leads: Search for specifications, drawings and project details using trade name and product-specific keywords. Track projects throughout the design process to gain visibility into when to get involved.  
  • Forecasting: Look into which markets and verticals are growing and help plan for future labor demands through analytical tools. 
  • General Contractor Relationships: The provider partners with GC offices around the country to promote more work for subcontractors. With hundreds of GCs joining every year, more opportunities will continue to appear. 
  • Document Management: Upload time-sensitive data in a few hours rather than waiting for days at a time. Keep all critical project information in one easy-to-access location. 
  • Communication Management: Save time and money by submitting documents and plans digitally to the entire team. Cut your annual budget by eliminating the need for constant document printing. 
  • Takeoff: Push sales growth by creating and distributing quotes quickly with robust digital takeoff tools. Attach multiple drawings and export them to most estimating programs. 
  • 3D BIM Model Integration: Establish and communicate scope through side-by-side design comparison via web browser. Contractors can share their BIM models to subcontractors, even if they don't have access to BIM tools. 
  • Contact Management: Store all vital contact information in one easy to access location. Leverage searchable databases while syncing with vendors to ensure everyone is up-to-date. 
Bluebeam
Bluebeam
Start Price
$49
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Bluebeam

Bluebeam's user reviews in the past year paint a picture of a powerful and versatile construction software with some room for improvement. Users praise its intuitive interface, extensive PDF editing and markup features, and seamless integration with popular project management platforms. These strengths are particularly valuable for streamlining communication and collaboration across disciplines, as exemplified by a reviewer who noted how Bluebeam "eliminated the need for paper markups and endless email chains" on their project.

However, some users find Bluebeam's takeoff functionalities less robust compared to dedicated takeoff software like OnCenter or PlanSwift. While Bluebeam offers basic auto-scaling and dimensioning tools, complex projects often require manual verification and lack features like real-time material cost integration. This can be a dealbreaker for users who prioritize advanced takeoff capabilities.

Another point of contention is the subscription pricing model, which some users find expensive compared to perpetual licenses offered by competitors. However, others appreciate the continuous updates and access to cloud-based features that come with the subscription. Ultimately, the cost-effectiveness depends on individual needs and project scale.

In conclusion, Bluebeam excels in collaboration, communication, and general PDF management for construction projects. It's a strong choice for teams seeking a user-friendly platform to streamline workflows and centralize information. However, users requiring advanced takeoff functionalities or those on a tight budget might find other options more suitable.

Pros & Cons

  • Functionality: The solution provides all the necessary tools and features required to perform quick and accurate takeoffs, according to 76% of users.
  • Ease of Use: According to 94% of users, the application’s user interface is slick and user-friendly. They found it easy to navigate and find desired features.
  • Support: About 94% of users who mentioned this pro praised the quick response and ability to solve issues quickly.
  • Sharing & Collaboration: Regarding this feature, approximately 80% of users said that the solution separates documents in order and exports them to a designated folder seamlessly.
  • PDF Viewing: According to 99% of users, the software offers an optimum PDF viewing experience that streamlines takeoff measurements.
  • Speed & Performance: In spite of having top features, the solution is laggy and hangs from time to time, according to 62% of users.
  • Deployment: According to 76% of users, the software lacks dynamic integration capabilities with in-house systems.
  • Training: About 58% of users who mentioned this con said the application has a steep learning curve.

Key Features

  • Real-time Collaboration: Simultaneous markups and annotations with team members across various locations.
  • Centralized Document Management: Secure cloud storage and version control for all project documents.
  • Advanced Markup Tools: Diverse annotation tools like text boxes, stamps, shapes, and freehand drawings.
  • Integrated Takeoff & Estimating: Measure lengths, areas, and volumes directly from PDFs for accurate material calculations and bids.
  • Batch Processing: Automate repetitive tasks like scaling, stamping, and adding headers/footers to multiple documents.
  • Quantity Link with Excel: Synchronize takeoff data with spreadsheets for detailed cost analysis and reporting.
  • Studio Sessions: Real-time collaboration environment for markups and discussions on specific project documents.
  • Mobile Apps: View, annotate, and manage documents on the go with dedicated iOS and Android apps.
  • Dynamic Stamps: Create custom stamps with variable data fields that automatically update based on project information.
  • 2D Photo Markups: Embed and annotate photos directly within PDFs for clear visual communication.
  • Document Comparison & Overlay: Visually compare different versions of PDFs and identify changes efficiently.
  • Scripting & Automation: Create custom scripts to automate complex workflows and repetitive tasks.
  • Advanced Security: Secure cloud storage, user access controls, and audit trails ensure data privacy and compliance.
  • Openness & Integrations: Integrate with various construction management platforms and BIM software for seamless data exchange.
  • Extensive Training & Support: Access to online resources, training programs, and responsive technical support.
Construction Cloud
Construction Cloud
Start Price
$85
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Construction Cloud

Construction Cloud offers a software suite consisting of designing, planning, operating, asset tracking and reporting modules to assist contractors, builders and designers in streamlining their work processes. Many reviewers were satisfied with the solution’s document management functionalities. Several users noted, the product offers an easy-to-use interface that helps speed up operations. However, many observed, a strong internet connection is required for the system to operate seamlessly. They also criticized that the licensing structure is costly for small-sized companies. Overall, the software’s a good fit for organizations needing help with construction management.

Pros & Cons

  • User-Friendly: The platform’s UI is simple and easy to use, according to 75% of users.
  • Document Management: According to 96% of users who reviewed this pro, it’s simple to view project files and host contract documents in real time.
  • Model Coordination: More than 95% of users who mentioned this pro said the software allows subs and GCs to collaborate on models in real time.
  • Project Management: Regarding this feature, approximately 86% of users said that it’s easy to track project statuses.
  • Markup Tools: According to 70% of users who reviewed this, the solution enables users to export and archive markups.
  • Clash Detection: The platform doesn’t provide robust clash detection like Navisworks, according to 57% of users.
  • Cost: According to 95% of users who reviewed this con, the software is expensive compared to competitors.
  • Speed: More than 90% of users who mentioned this con said that it takes time to synchronize files.

Key Features

  • Asset Management: Manage assets throughout project life cycles. Access cut-sheets, training materials, certifications and warranty documents from a centralized location. Scan barcodes or QR codes to quickly retrieve asset-related documents on-site. 
  • RFI Tracking: Link RFIs directly to 2D or 3D models, photos and project files to help gain clarity over issues and receive quick responses. Track RFI statuses using color-coded indicators. Grant role-based permissions enabling users to create, submit, respond to and approve RFIs. 
  • Submittals: Create, organize and move submittals for reviewing to help detect conflicting issues. Add co-reviewers to get multiple opinions on submittals to help improvise project processes. Track submittals using activity logs. 
  • Change Order Management: Automatically sync change order data with budgets to help monitor the financial statuses of projects in real time. Filter change orders by types, scopes, costs and sources. Auto-generate critical documents to help speed up change order processes. 
  • Punch Lists: Create checklists to avoid missing out on important steps while performing inspections. Build safety forms to collect crucial information about job sites. Allow managers to sign inspection reports electronically. 
  • Reporting and Analytics: Generate reports to help gain visibility into project trends, issues and patterns. Download new or old reports and share them with clients and team members to help make informed business decisions. 
PlanSwift
PlanSwift
Start Price
$1,749
Annually
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked PlanSwift

Users consistently praise Planswift's user-friendliness and affordability compared to industry giants like Bluebeam Revu and OnCenter Estimating. Newcomers find its interface intuitive and training resources abundant, enabling them to become productive quickly. Additionally, Planswift's subscription model makes it financially accessible to smaller firms and individual contractors. However, some users lament a perceived lack of advanced features present in competitors. While Planswift boasts core functionalities like 3D takeoff and integration with popular CAD programs, it may not cater to highly complex projects requiring specialized tools for intricate assemblies or detailed cost estimating. A key differentiator highlighted by users is Planswift's customer support. They commend its responsiveness and helpfulness, often exceeding expectations compared to competitors. This personalized support is crucial for users encountering technical issues or seeking guidance on advanced functionalities. Ultimately, user reviews depict Planswift as a valuable tool for those prioritizing ease of use, affordability, and reliable customer support. However, users requiring in-depth features for highly specialized projects might find themselves needing to explore alternative solutions. Weighing individual needs against Planswift's strengths and weaknesses is crucial for making an informed decision.

Pros & Cons

  • User-Friendly Interface: Planswift is praised for its intuitive and straightforward interface which allows users to easily navigate and utilize the software, enhancing productivity for takeoff and estimating tasks.
  • Accurate Takeoffs: Users appreciate the precision that Planswift provides, enabling them to quickly generate accurate materials and labor estimates, essential for competitive bidding and managing project margins.
  • Customizable Templates: With Planswift, the ability to create custom templates for various project types helps streamline the estimating process, saving valuable time while ensuring consistency across estimates.
  • Integration with Other Software: The software's compatibility with third-party applications ensures a seamless workflow, allowing for the easy import and export of data and enhancing overall efficiency.
  • On-Screen Takeoff: The on-screen takeoff feature allows users to directly measure plans on their computer screen, reducing the need for physical plans and promoting a paperless environment.
  • Support and Training: Responsive customer support combined with a robust set of training resources empowers users to maximize the potential of the software.
  • Cost-Effective: Many users find Planswift to be an affordable solution without compromising the functionality required for managing takeoff and estimating complexities.
  • Steep Learning Curve: For new users, PlanSwift can be quite daunting to learn and master, particularly for those with limited tech experience, potentially delaying project starts.
  • Occasional Bugs: Users have reported running into software glitches that can disrupt the takeoff and estimating process, requiring workarounds or customer support intervention.
  • Inconsistent Customer Support: While some users find the support helpful, others report slow response times and varying levels of assistance when facing issues with the software.
  • Performance Issues with Large Files: Handling large and complex projects can sometimes slow down the software, leading to longer loading times and decreased responsiveness.
  • Limited Cloud Capabilities: Compared to competitors, PlanSwift's cloud features are not as robust, potentially hindering collaboration and remote access for teams.
  • Cost Prohibitive for Small Businesses: The pricing structure can be on the higher end, presenting financial challenges for small firms or independent contractors.
  • Outdated Interface: Some users feel that the user interface is not as modern or intuitive as other solutions, affecting user experience and efficiency.
  • Limited Integration with Other Platforms: PlanSwift's ability to integrate with other construction management or accounting software is often seen as insufficient or overly complex.

Key Features

  • Intuitive Drag-and-Drop Interface: Simplify takeoffs with point-and-click measurements and direct placement of pre-defined assemblies onto plans.
  • Automatic Calculations: Eliminate manual errors with PlanSwift's automatic calculations for lengths, areas, volumes, and more.
  • Multiple File Format Support: Seamlessly import and work with various file formats, including PDFs, DWGs, and images.
  • Customizable Assemblies: Create and save reusable assemblies for frequently used materials and components, streamlining takeoffs.
  • Advanced Measurement Tools: Handle complex shapes and curved lines with tools like arc calculations and automatic cut-out deductions.
  • Color Coding and Annotation Tools: Highlight different takeoff items, track progress, and add notes directly on plans for clear communication.
  • Powerful Reporting Tools: Generate detailed takeoff reports with customizable layouts, filtering options, and cost summaries.
  • Cloud-Based Collaboration: Work together on projects in real-time with team members and clients, regardless of location.
  • Mobile App Integration: Access project data, view plans, and perform basic takeoffs on the go with the mobile app.
  • Open API Integration: Connect PlanSwift with other software you use through its open API for increased data flow and automation.
  • Scalability and Customization: Adapt PlanSwift to your specific needs with customizable settings, user roles, and data fields.
Esticom
Esticom
Start Price
$139
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Esticom

Esticom users in the past year have lauded its ease of use and intuitive interface, praising its fast learning curve compared to competitors. They emphasize the time-saving benefits of features like auto-count and pre-built libraries, enabling them to generate estimates quickly and efficiently. The cloud-based platform is also a major plus, allowing for real-time collaboration and access from anywhere. However, some users have expressed concerns about limited customization options compared to more established software. While Esticom offers basic customization, it may not cater to highly specialized needs. Additionally, the reporting capabilities have been cited as less robust than some competitors, potentially hindering in-depth project analysis. A key differentiator for Esticom is its competitive pricing, making it an attractive option for smaller companies and startups. Its scalability is also praised, allowing users to upgrade as their needs grow. However, larger companies may find its feature set less comprehensive compared to industry giants. Overall, Esticom is a strong contender in the takeoff and estimating software market, particularly for ease of use, affordability, and time-saving features. However, users seeking in-depth customization, advanced reporting, and experience with larger projects may need to consider alternative solutions.

Pros & Cons

  • Ease of Use: The solution offers an intuitive and user friendly interface, according to 75% of users.
  • Functionality: According to 81% of users who reviewed this pro, the software offers a complete product suite for construction companies to optimize their processes.
  • Cost: About 87% of users affirmed that the application is worth the price range. The features and user-friendly interface justify the price completely.
  • Support: Regarding support, approximately 76% of users said the support team quickly responds to calls and resolves issues efficiently.
  • Connectivity and Integrations: According to 75% of users, the application integrates seamlessly with third-party solutions.
  • Data Visualization: According to 84% of users, navigating the solution and locating icons can be challenging at times.
  • Learning Curve: With a complete suite of features, the solution can be difficult to leverage and learn without step-by-step guidance according to 78% of users.
  • Performance: About 75% of users said that the solution tends to lag in the event of internet failure.

Key Features

  • Automating Cost Estimates: Remove time-consuming Excel sheets and build accurate construction cost estimates on the web-based system.
  • Bid Management: Catalog projects according to bid due date, estimator or project value to keep track of deadlines.
  • Review: Review projects with the management team and improve performance through key performance data.
  • Cloud-Based Software: Access construction takeoff and estimating software from anywhere, any time on any device.
  • Ready-Made Templates: Get project templates to bid on more projects and streamline takeoff and estimating processes.
  • Area & Linear Measurements: Measure conduits, wire runs and add fittings automatically.
  • Customizable Database: Customize the database with out-of-the-box parts and assemblies, including labor units and material prices.
  • Plan Management: Organize plan sheets into folders by automatically renaming them. Update projects with new versions of the software.
  • Proposals: Customize bid proposals by adding a company logo, inclusions, exclusions and detailed pricing.
On-Screen Takeoff
On-Screen Takeoff
Start Price
$15
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked On-Screen Takeoff

Reviewing user experiences from the past year paints a mixed picture of On-Screen Takeoff (OST). While users praise its strengths like user-friendliness, efficiency gains, and robust features, some weaknesses and differentiating factors set it apart from competitors.

On the positive side, users consistently laud OST's intuitive interface and ease of learning, making it accessible even for those new to digital takeoffs. Its time-saving features like auto-measurement and pre-defined libraries are game-changers, boosting productivity and minimizing errors compared to manual methods. Additionally, OST boasts powerful features like cloud collaboration and real-time updates, improving communication and project transparency, which users find advantageous over competitors lacking such capabilities.

However, some weaknesses emerge. Occasional reports of glitches and stability issues raise concerns, and the subscription pricing model, while offering flexibility, can be less cost-effective for smaller firms compared to perpetual license options found in competing products. Additionally, some users miss advanced features present in pricier alternatives, like integration with specific industry software or comprehensive reporting tools.

Ultimately, OST's value proposition lies in its user-centric design, efficiency gains, and collaborative features. While not the most feature-rich or budget-friendly option, it excels in ease of use and caters well to users seeking a streamlined and intuitive takeoff experience. Choosing between OST and competitors depends on individual needs and priorities, with users valuing user-friendliness and efficiency likely finding OST a strong contender.

Pros & Cons

  • Functionality: The software provides the necessary tools and features for performing fast takeoffs, according to 79% of users.
  • Ease of Use: According to 89% of users, the solution has a friendly user interface and seamless navigation experience.
  • Performance: About 86% of users mentioned that the application offers a robust takeoff platform that experiences little to no downtime.
  • Reporting: Regarding reporting, approximately 84% of users said that On-Screen Takeoff has efficient reporting that helps clinicians extract daily reports seamlessly.
  • Support: According to 96% of users, support representatives are helpful and come up with swift answers to queries.
  • Data Visualization: According to 75% of users, the application provides a complex data visualization that might cause navigation issues.
  • Connectivity & Integrations: About 63% of users reported that the software disconnects from sister platforms, such as QuickBid, and is unable to identify CAD files.
  • Sharing: According to 86% of users, the solution might be a bit difficult for staff to comprehend at first.

Key Features

  • Assembly Takeoff: Estimate material and labor costs in one go. Leverage takeoff assembly to complete measurements seamlessly.
  • Electronic Plans: Collect and save records securely in a digital format throughout project life cycles. Simplify data accessibility for in-field workers through mobile devices.
  • Issue Management: Identify and resolve issues related to staff, suppliers and contractors that can impact projects.
  • Subcontractor Management: Feed client visions to subcontractors for projects and establish efficient communication to keep them updated. Monitor project progress and subcontractors to ensure everything is in order.
  • Optical Character Recognition: Identify individual objects of similar shape and size in drawings. Remove or make adjustments to objects in images seamlessly.
  • Paste Logic: Paste objects in the same space and direction for ceiling and multiple-room projects to reduce time spent on manual takeoff processes.
  • Overlay: Streamline plan review processes by comparing drawings and making changes in-house. Add decorative designs to make projects stand apart.
  • Templates: Leverage custom templates and style sheets to set up projects. Combine different styles to achieve maximum data precision in bids.
  • Multi-Condition Takeoff: Select multiple takeoff conditions at once and make processes seamless. Add and edit different shapes on images without wasting time.
ProEst
ProEst
Start Price
$5,000
Annually
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked ProEst

Is ProEst the most "pro" solution for your estimating needs? Users appreciate ProEst's accuracy, attributing it to the software's use of diverse data sources like historical costs and current labor rates, which helps them create competitive bids. The platform's user-friendly interface and helpful support resources make it easy for both seasoned pros and newcomers to navigate the software. A standout feature is its integration with other construction management tools, such as Buildertrend, streamlining workflows and boosting overall project efficiency. This seamless data flow between platforms eliminates the need for manual data entry, reducing errors and saving valuable time.

However, some users have expressed concerns about occasional software glitches and the learning curve associated with mastering all of ProEst's advanced features. While the software offers a robust suite of tools, some users find the sheer number of options overwhelming, especially those accustomed to simpler estimating solutions. Despite these drawbacks, ProEst emerges as a powerful tool for contractors of all sizes who need accurate estimates and efficient project management. Its comprehensive features and integrations make it particularly well-suited for larger firms handling complex projects, where precise cost management and seamless collaboration are paramount.

Pros & Cons

  • Intuitive Interface: Users praise ProEst's user-friendly design, finding it easy to navigate and utilize for creating estimates, even without extensive software experience.
  • Detailed Reporting: ProEst's reporting features provide comprehensive insights into project costs, allowing for better decision-making and cost control.
  • Integration Capabilities: ProEst integrates seamlessly with other software commonly used in the construction industry, streamlining workflows and reducing manual data entry.
  • Steep Learning Curve: ProEst's extensive features and functionalities can overwhelm new users, requiring significant time investment to master the platform effectively.
  • Customization Challenges: Tailoring ProEst to specific workflows or unique estimating requirements can be complex, often necessitating assistance from ProEst support or engaging in advanced configuration processes.
  • Integration Limitations: Integrating ProEst with existing software ecosystems or third-party applications may pose challenges due to compatibility issues or limited API capabilities, potentially hindering seamless data exchange and workflow automation.
  • Mobile App Functionality: The mobile app's features and user experience may not fully replicate the desktop version's capabilities, potentially limiting on-the-go access and productivity for field-based users.

Key Features

  • CRM: Manage prospects and maintain client relationships to obtain leads. Organize and prioritize leads as per business requirements. 
  • Takeoff: Automatically calculate costs from takeoffs to create accurate estimates. Perform on-screen takeoffs of scanned blueprints using an electronic mouse. Eliminate printing expenses and save storage space. 
  • Estimation: Edit or add items to estimates. Filter estimates by codes, descriptions and types. Automatically calculate markups such as profits and overhead costs. Enable subcontractors to view bid summaries to receive accurate bids. 
  • Integrations: Integrate with Procore, Acumatica, ComputerEase, QuickBooks, CMiC, Buildertrend, Vista and Foundation Software to reduce costly errors. 
  • Reporting: Generate labor reports, estimate summaries and material lists. Create custom reports to analyze estimated plans. Conduct historical data analysis to measure reliability of quotes. 
  • Cost Database: Access built-in databases to search for items and assemblies. 
  • Activity Dashboard: Track teams’ activities, identify flaws and analyze productivity levels of workers. 
Clear Estimates
Clear Estimates
Start Price
$79
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Clear Estimates

Is Clear Estimates clearly the best estimating software out there? User reviews from the past year suggest that Clear Estimates is a solid choice for construction professionals, particularly those focused on residential remodeling. Users praise its ease of use, highlighting the intuitive interface and pre-built templates that expedite the estimate creation process. The software's integration with QuickBooks is also a big plus, streamlining accounting workflows. However, some users express frustration with the limited customization options for reports and proposals. While the software offers some flexibility, it may not fully satisfy users who require highly tailored outputs.

A key differentiator for Clear Estimates is its comprehensive database of locally adjusted costs for materials and labor. This feature ensures accurate estimates, saving users from the hassle of manual research and adjustments. Users also appreciate the software's regular price updates, guaranteeing they're working with the most current data. This is particularly crucial in today's volatile market, where prices can fluctuate rapidly. Overall, Clear Estimates is best suited for small to medium-sized remodeling contractors who prioritize ease of use and accurate cost data. Larger firms or those with more complex reporting needs might find the software's limited customization options restrictive.

Pros & Cons

  • Intuitive Interface: Users praise the platform for its user-friendly design, making it easy to navigate and input project details, even for those who aren't tech-savvy.
  • Accurate Material Costs: Clear Estimates is recognized for providing reliable material cost data, ensuring estimates are grounded in real-world pricing.
  • Detailed Reports: The software generates comprehensive reports that clearly outline all aspects of the estimate, facilitating transparent communication with clients.
  • Limited Customization: Some users have expressed frustration with the limited ability to customize templates and features to align with their specific workflow or company branding.
  • Learning Curve: While generally considered user-friendly, some individuals have noted a learning curve associated with mastering all of Clear Estimates' features, particularly for those transitioning from traditional spreadsheet-based estimating methods.
  • Mobile App Functionality: A subset of users have pointed out limitations in the mobile app's functionality compared to the desktop version, particularly regarding offline access and editing capabilities, which can be inconvenient for on-site use.

Key Features

  • Estimation: Access cost databases to create accurate estimates. Reuse data from previous estimates to save time. 
  • Customizable Templates: Remove unwanted parts, change pricing details or add additional components to jobs to speed up estimating processes. 
  • Integrations: Import sales and receipt data to QuickBooks. Export estimates to Buildertrend. Send customer data to existing CRM systems using Zapier. 
  • Localized Pricing: Access region-specific material and labor costs. Acquire pricing data of 400 areas across the U.S. 
  • Professional Proposals: Automatically generate formal proposals by adding parts from databases prewritten in contract language. 
  • Reporting: Update and track project statuses from the project information tab. View statuses of sent proposals and invoices. 
  • Change Order Management: Add alternate prices to projects to maintain financial stability. 
Buildxact
Buildxact
Start Price
$249
Per User, Monthly
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Why We Picked Buildxact

Buildxact garners positive reviews for its user-friendly interface, efficient takeoffs, and affordability, making it a popular choice for contractors seeking to streamline workflows and improve project management. Users appreciate its intuitive design, which minimizes the learning curve and empowers even beginners to quickly grasp its functionalities. Integrated tools and pre-built libraries expedite takeoffs, saving time and reducing errors in material calculations, leading to more accurate estimates and competitive bids.

However, some users find its reporting capabilities less versatile compared to competitors. While Buildxact offers basic reports, they lack the customization and depth desired for comprehensive data analysis and insights. Additionally, customization options are limited, potentially hindering adaptation to highly specific needs or complex projects. While a mobile app exists, its functionality is restricted, making it less suitable for managing intricate tasks on the go.

Buildxact stands out for its affordability, with tiered subscription plans catering to various company sizes and project volumes. This makes it accessible to a wider range of contractors compared to some competitors with similar features. Users also praise its customer support, with most reporting prompt and helpful responses. However, during peak seasons or for complex issues, wait times might be longer.

In conclusion, Buildxact is a user-friendly and affordable construction management software with strengths in takeoff speed, accuracy, and ease of use. However, its reporting and customization capabilities are less robust, and the mobile app has limitations. Users considering Buildxact should weigh its strengths against its limitations and compare it to competitors based on their specific needs and budget.

Pros & Cons

  • User-friendly interface: Praised for its intuitive design and clear navigation, Buildxact minimizes the learning curve and empowers users to quickly grasp its functionalities, even with limited software experience.
  • Fast and accurate takeoffs: Integrated tools and pre-built libraries streamline the takeoff process, saving users time and reducing errors in material calculations, leading to more precise estimates and bids.
  • Real-time project tracking: Buildxact offers a centralized dashboard for tracking project progress, costs, and tasks in real-time, enabling better decision-making and proactive issue management.
  • Improved communication & collaboration: Built-in communication tools and shared project data foster seamless collaboration between teams, subcontractors, and clients, enhancing project transparency and efficiency.
  • Time-saving automation: Features like automated report generation and proposal creation free up valuable time for contractors to focus on core business activities and strategic planning.
  • Affordable pricing: Buildxact's tiered subscription plans cater to various company sizes and project volumes, offering a cost-effective solution compared to some competitors, making it accessible to a wider range of contractors.
  • Limited reporting options: While Buildxact provides basic reports, some users find them less customizable and comprehensive compared to competitors, limiting in-depth data analysis and insights.
  • Fewer customization options: Buildxact offers limited flexibility in customizing workflows and user interfaces, potentially hindering adaptation to highly specific needs or complex project types.
  • Mobile app limitations: While the mobile app allows basic project access, users report shortcomings in managing complex tasks or leveraging full functionalities compared to the web version.
  • Integration issues: Some users encounter challenges with integrations between Buildxact and other software, requiring troubleshooting or workarounds, potentially impacting workflow efficiency.
  • Not ideal for large projects: Buildxact's scalability might be limited for very large or intricate projects, where more robust features and advanced management capabilities might be necessary.
  • Learning curve for complex features: While generally user-friendly, some advanced features might require more in-depth training or support, especially for users unfamiliar with construction software.

Key Features

  • Accounting: Sync invoices and purchase orders to keep track of cash flow. Reduce human accounting errors by automating the entire accounts payable process.
  • Activity Dashboard: Track and organize all project activities in an interactive dashboard. Manage areas that require improvement and allocate labor in necessary areas.
  • Assembly Takeoff: Measure material and labor quantity to get an overall cost estimation of the project. Streamline materials and project management.
  • Bid Management: Create and manage bids quickly to win more work. Carefully design attractive bids that capture the imagination of clients.
  • Billing: Automate traditional billing and make the process more productive. Reduce paper dependency and process bills faster.
  • Change Order Management: Manage work change and additional services from contractors in a single place. Never miss out on anything while calculating payable amounts.
  • Contractor Management: Update contractors daily with changes in project schedules. Keep them accountable for all services they provide.
  • Audit Trail: Keep track of cash invoices and all transactions and processes through audits. Stay on top of bills and project progress to maintain accountability.
  • Calendar Management: Organize the workforce to complete priority work first and on time. Designate effort to required areas and plan calendars accordingly.

COMPARE THE BEST HVAC Estimating Software

Select up to 2 Products from the list below to compare

 
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Score
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SelectHub’s Analyst Rating is based on data from our 400+ point analysis of HVAC Estimating Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
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Logo
STACK
$49
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Yes
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STACK
iSqFt
$300
Per User, Monthly
No
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iSqFt
Bluebeam
$49
Per User, Monthly
Yes
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Bluebeam
Construction Cloud
$85
Monthly
Yes
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Construction Cloud
PlanSwift
$1,749
Annually
Yes
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Esticom
$139
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Yes
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Esticom
On-Screen Takeoff
$15
Per User, Monthly
Yes
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On-Screen Takeoff
ProEst
$5,000
Annually
No
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ProEst
Clear Estimates
$79
Monthly
Yes
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Mac Windows Linux Chromebook Android
Clear Estimates
Buildxact
$249
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Yes
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Buildxact

All HVAC Estimating Software (34 found)

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Sage Estimating

by Sage
Sage Estimating
Sage Estimating helps construction professionals create cost estimates to increase bid-winning ratios. It can be deployed on the cloud and as an on-premise module. It streamlines the buyout process by helping with vendor selection, bid solicitation, cost tracking and purchase order creation. It enables estimators to combine objects from various projects to leverage volume discounts. It supports materials gathering and audit trails. Furthermore, it aids decision-making by generating reports and providing accurate data. Use it to pull 3D and 2D data with a single click.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Autodesk Takeoff

by Autodesk
Autodesk Takeoff
Autodesk Takeoff automates and simplifies cost estimation and material takeoff processes for construction projects. It empowers professionals like quantity surveyors, estimators, and contractors to extract and calculate quantities from 2D and 3D models efficiently. This software streamlines tasks like material identification, area and volume calculations, and generation of reports, saving time and minimizing errors. While suitable for various construction disciplines, Takeoff's features cater primarily to detail-oriented roles involved in cost analysis and material procurement. Its strengths lie in its user-friendly interface, integration with BIM models, and powerful automation capabilities. Users praise its accuracy, flexibility in handling complex projects, and ability to generate detailed cost breakdowns. Compared to similar solutions, Takeoff offers a balance of affordability and advanced features. It typically falls within the mid-range pricing segment, with per-user licensing and subscription options available. While competitors may offer specific advantages in niche areas, Takeoff's overall ease of use, robust feature set, and integration with Autodesk software make it a popular choice for diverse construction needs. Pros Easy to learn and use Integrates with Revit Cloud-based, accessible Affordable for small teams Good customer support Cons Limited features Not ideal for large projects Can be slow with complex models Fewer integrations than competitors Limited customization options
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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House Flipping Spreadsheet

by Venture Sheets
House Flipping Spreadsheet
House Flipping Spreadsheet helps contractors navigate through estimating costs and house flipping deals. Managers can analyze deals and estimate purchase prices and repair costs. They can also track expenses, create budgets, manage resources and tasks, generate reports, and optimize profitability. It creates investment reports for lenders, investors and business partners to aid in deal analysis. The task manager and project scheduler assist in organizing tasks and to-do lists. Spreadsheet capabilities enable house flippers to minimize costs and increase revenue.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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EasyEst

by EasyEst
EasyEst
EasyEst is an estimation software designed for general contractors, remodeling contractors and subcontractors. It addresses user needs like unit costs, material order numbers and labor hours. It can also be customized to meet the needs of specialty contractors. It has a host of inclusions for every step of the bidding and estimating process. It comes pre-loaded with 150 reports and 15 item data templates to aid bidding for residential and commercial projects. It is offered as a one-time purchase for two estimators. It also provides free email and phone support for 60 days.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Dirt Logic

by DirtLogic
Dirt Logic
DirtLogic is a software solution for GPS modeling, field services and earthwork takeoff requirements. It supports the latest developments in modeling modules to produce 3D electronic models. It helps users win projects cost-effectively and accurately. It supports reports to verify cost estimates, negotiate bids and settle engineering issues. Its reports include 3D views, volume reports, job summaries and area layouts. It minimizes cut-and-fill imbalances, maximizes profit and design potential, and streamlines the design process.
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
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Active Takeoff

by Quoter Software
Active Takeoff
Active Takeoff streamlines construction takeoffs and estimates, helping businesses of all sizes manage costs efficiently. Users can upload and scale blueprints electronically, then precisely calculate areas and quantities of materials for tasks like flooring, roofing, and painting. It integrates with Excel for flexible cost management and generates professional proposals. While suitable for various construction roles, it particularly benefits estimators, contractors, and design firms seeking user-friendly software at a reasonable price (typically one-time fees or annual subscriptions). Compared to similar options, users praise Active Takeoff's intuitive interface, efficient scaling tools, and accurate calculations. However, some mention limitations in handling specific scales or complex project structures. Ultimately, the best fit depends on individual needs and budget. Pros Easy to use interface Accurate calculations Efficient scaling tools Integrates with Excel Reasonable pricing Cons Limited scale options Simple project view Not ideal for complex jobs Fewer features than some competitors Occasional bugs reported
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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The Estimating Edge

by Estimating Edge
The Estimating Edge
The Estimating Edge helps commercial subcontractors streamline bidding and estimating processes. Automated project managing functionality assists managers in saving time. Enable estimators to perform precise takeoffs using internet-enabled devices. Store files in a cloud-based server for quick access.Integrate with construction accounting, takeoff and subcontractor solutions to maintain data consistency. Estimate materials for complex shapes and cladding modules to help eliminate waste. Create what-if scenarios to evaluate bids and measure variations.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Methvin

by Methvin
Methvin
Methvin is a takeoff and estimating software designed to streamline construction project bidding and cost management. It caters to contractors of all sizes, but its comprehensive features and integrated functionalities might particularly benefit medium-sized businesses handling complex projects. Users can extract quantities directly from plans, generate bills of materials, and create detailed cost estimates. Integration with scheduling and resource management modules allows for comprehensive project oversight. Methvin is praised for its ease of use, powerful automation, and ability to handle diverse project types. Compared to similar offerings, Methvin emphasizes visual takeoff tools, comprehensive cost databases, and seamless integration across estimating, scheduling, and resource management. However, user reviews suggest its pricing might be less competitive for smaller firms, with costs typically based on a per-user, annual subscription model. Pros Easy to use interface Fast takeoff creation Cloud-based accessibility Integrates with other tools Affordable pricing Cons Limited customization Fewer features than competitors Can be slow with large projects Limited reporting options Customer support can be slow
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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McCormick Estimating

by McCormick Systems
McCormick Estimating
McCormick Estimating is a management and estimating solution designed for specialty contractors. Contractors in electrical, mechanical piping, automated building, distribution and transmission, and plumbing use it on industrial, commercial and residential projects. It has four levels and offers modules for single-contractor shops to multi-million dollar contractors. Win 1000 is suitable for a one-man shop, Win 3000 for small – medium contractors, Win 4000 for small – large contractors and Win 6000 for large contractors. It lets users dot and spot drawings to add selections, edit extensions, view audit trails and track job status. It operates as a stand-alone product or integrates with other modules. It includes more than 25,000 pre-built assemblies and 55,000 items.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Construction Cost Estimator

by Wasatch Digital Media
Construction Cost Estimator
Construction Cost Estimator is an iOS-based management and estimation tool designed for general contractors, electricians, excavators, insurance estimators, painters, roofers and more. It helps with on-site and service estimates. Users can create estimates on-site, send quotes to clients and print documents with just a few clicks.Its app contains the cost of 30,000 items. Users can add custom items to costbooks. Generate customized reports with contact details and the company’s logo for internal staff and customers.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

Takeoff Live

by Takeoff Live
Takeoff Live
Takeoff Live is a digital estimation software assisting architects in performing accurate calculations of square feet and volumes. Ideal for contractors, architects and subcontractors, it digitizes construction calculations and measurements to make the entire process hassle-free. It provides users the much-needed flexibility and features to streamline their daily work. Some capabilities are accessible in the basic, free pricing tier, with additional functionality offered in paid standard and extended packages. It provides exports to Excel and allows users to work off of PDF drawings. All changes are color-coded, which simplifies progress tracking. It speeds up manual calculations and saves time for contractors. Pros Fast project setup Easy collaboration Scalable platform Cost-effective User-friendly interface Cons Limited customization Fewer integrations Learning curve for features Support response time Limited offline capabilities
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Countfire

by Countfire
Countfire
Countfire is an automation software that assists construction workers in performing seamless estimations. It has the capability to conduct automatic on-screen calculations and reduce overall estimation time. Electrical, mechanical and plumbing contractors use it to automate counting and provide CAD and Excel integrations. Improve accuracy with quality control reports and ensure drawings and estimations are comprehensive and complete. Estimators can create symbols to automatically count across the entire structure. It is cloud-based, allowing users to access work remotely through mobile devices and computers. Pros Easy to use interface Fast takeoff creation Cloud-based accessibility Collaboration features Free plan available Cons Limited free plan features Fewer integrations compared to competitors Reporting tools can be basic Customer support wait times Limited customization options
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Stratosphere

by Tally Systems
Stratosphere
Stratosphere is a cloud-based estimation software that helps construction professionals perform calculations from anywhere in the world. From files to estimation tools, it provides contractors access to everything they need. It helps them save time on measuring and markup digital blueprints. It also helps contractors centralize all project-related documents in one place. Furthermore, Excel add-ons provide the necessary tools to estimate materials costs and quantities. It offers a myriad of markup and measuring tools such as highlight pens, notes and embedded images that help contractors streamline access to all documents and specs. It also provides in-app support for quick issue resolution. Pros Cloud-based accessibility Easy-to-use interface Accurate material takeoffs Improved collaboration Reduced rework costs Cons Limited free plan features Learning curve for new users Occasional bugs reported Not ideal for complex projects Customer support wait times
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

PrebuiltML

by PrebuiltML
PrebuiltML
PrebuiltML tackles construction takeoff and estimating, automating tasks and speeding up workflows. This software, geared towards contractors, estimators, and project managers, leverages machine learning to identify materials and calculate quantities, generating accurate estimates efficiently. While both seasoned professionals and beginners can benefit from its intuitive interface and pre-built libraries, it particularly shines in automating tedious tasks, minimizing errors, and saving time. Users report faster estimates, improved accuracy, and smoother collaboration thanks to cloud-based features. Popular functionalities include automated material extraction from plans, pre-built material and cost libraries, software integration, and customizable reports. Compared to similar options, user reviews highlight PrebuiltML's user-friendliness, automation strengths, and precision. However, some mention a learning curve for intricate projects and limitations in customization compared to more established software. Pricing typically involves a subscription model with per-user monthly fees, varying based on project size, user count, and desired features. Pros Fast estimates Reduced errors Easy to use Cloud collaboration Accurate quantities Cons Limited customization Learning curve for complex projects Subscription pricing May not be ideal for all project types Fewer features than some competitors
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$1,000 or more
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request with no obligation:
Demo Pricing

Buyer's Guide

HVAC Estimating Software Is All About Increasing Productivity and Generating Precise Estimates

By Riya Jamble, Technical Content Writer at SelectHub

HVAC Estimating Software BG Intro

You might opt for a general construction estimating application to speed up quoting processes. But as an HVAC contractor, you need a custom-made tool for your trade. HVAC estimating software provides trade-specific features to help you produce realistic estimates, perform accurate takeoffs, boost collaboration and protect files from cyberattackers.

With several products on the market, selecting the perfect system becomes challenging. We’ve designed this buyer’s guide to help you choose a solution that best fits your company's needs.

Executive Summary

  • HVAC estimating software helps contractors, project managers and estimators achieve estimating accuracy, streamline workflows, ensure effective communication and promote a collaborative work environment.
  • Some core functionalities you should look for in digital solutions are item and cost databases, takeoff modules, labor tables, and integrative capabilities.
  • Prepare a list of internal and vendor-related questions to choose the right software.
What This Guide Covers:

What Is HVAC Estimating Software?

HVAC estimating software is a digital solution designed for HVAC companies to help contractors, project managers and estimators generate accurate quotes, win profitable jobs, simplify workflows and boost productivity.

They usually integrate with:

Though HVAC and MEP industries are closely related, their estimating software features differ. For instance, MEP trades require plumbing estimating solutions that provide labor and material costs for pipes, valves and fixtures.

If running an HVAC company, you should look for an estimating app that caters to your specialty needs.

Primary Benefits

One wrongly done electrical job can pose a threat to clients. Electrical contractor solutions help you tackle such incidents and simplify business operations. They assist you in maximizing profits, reducing accounting errors and managing electrical projects.

Below we’ve outlined some benefits you can reap by implementing HVAC estimating systems.

HVAC Estimating Software Categories

HVAC Estimating Software Benefits

Boost Team Collaboration

As HVAC contractors, you’ll constantly work with sheet metal contractors to determine material prices or spend your time value engineering plans with project managers. HVAC estimating solutions provide collaboration tools to help you improve communication and coordination.

They enable multiple estimators to work on the same quote in real time. You can invite co-workers to double-check material quantities while performing takeoffs. Furthermore, you can store project files in a centralized location, helping teams access them when required.

Increase Accuracy

You can’t afford to make mistakes while estimating. Company owners understand that quotes are just ballpark figures. However, submitting an unrealistic estimate will make clients think you lack experience, damaging your reputation in the marketplace.

HVAC quoting systems help you reduce estimating mistakes and generate realistic quotes. They integrate with takeoff systems to assist you in simplifying pre-construction operations. Furthermore, they provide updated cost databases to enable you to determine the correct material, labor and equipment prices.

Remain Mobile

You can’t always conduct client meetings in your office. You might have to go to their headquarters if requested. Online estimating solutions provide mobile access to help you view files anytime, anywhere, on any internet-enabled device.

They allow you to review change orders and respond to construction requests for information (RFIs) from remote locations, helping you avoid project delays.

Key Features & Functionality

Item Database

HVAC estimating systems come preloaded with an item database that includes valves, fittings, industrial sheet materials, and light and heavy gauges.

Some systems integrate with inventory management solutions to help you manage your assets.
Assemblies

It’s time-consuming to add items one by one to your estimates. Digital tools enable you to create assemblies for common projects like installing, maintaining and repairing air conditioners, assisting you in generating quotes quickly.

They allow you to create custom libraries according to your job requirements to help you save time.
Labor Tables

Labor rates vary from location to location. You might spend extra if you don’t know the actual labor costs.

Some HVAC estimating solutions provide built-in MCAA or PHCC labor tables to help you determine the labor type and costs required to complete a particular job.

They allow you to upload cost databases from external sources such as RSMeans, SMACNA and Craftsman Book.
Reporting

HVAC estimating applications enable you to produce mechanical-specific reports to help you compare estimated and actual project costs, calculate win rates, and develop contingency plans.
BIM Integration

HVAC software integrates with BIM tools to enable you to convert 2D plans into 3D to perform accurate takeoffs. They allow you to detect model clashes to prevent risks and eliminate chances of last-minute design changes that affect the budget and completion date.
Cost Databases

Some digital tools extract pricing information from suppliers’ databases like Ferguson, Porter and Harrison to help you determine the correct material, labor and equipment costs.
Proposal Generator

HVAC estimating software integrates with HVAC proposal software to help you generate winning bid proposals. They allow you to add your company’s logo and contact details to submittals to increase brand recognition.

You can enable clients to e-sign proposals to start the project quickly.

Software Comparison Strategy

With several applications offering similar capabilities, it becomes difficult to evaluate them. Below we’ve listed a few factors you should consider to select an estimating application best suited for your business.

  • Business Needs: You should list your company’s requirements before approaching vendors. You can identify where your current system falls short and look for an estimating solution to fill those gaps.
  • Features: Some core functionalities you should consider are cost and material databases, MCAA or PHCC labor tables, and integrative capabilities.
  • Usability: You don’t want your employees to spend too much time learning to navigate a new platform. It can halt your operations. You should look for a user-friendly solution that ensures a short learning curve.
  • Scalability: If you run a small business, you won’t need the advanced functionalities required by large companies. However, if you plan to expand your operations, invest in a scalable system.
  • Specialty: Not all estimating solutions will serve your trade (HVAC). You should ask vendors whether or not their system can handle the volume of work your trade deals with.
  • Integration: If you use multiple platforms, you should consider a system that integrates seamlessly with them. An estimating platform should integrate with construction accounting platforms, takeoff software, CRM tools and job costing applications.
  • Demos and Trials: Some providers offer demos and trials to help you learn more about their systems. This enables you to rule out potential issues, helping you choose a system that streamlines business operations. So, you should always ask vendors whether or not they provide such services.
  • Return on Investment (ROI): Considering the potential ROI is vital when buying an HVAC estimating solution. Ask yourself and your teams — will the application pay for itself over time by increasing efficiency and accuracy?
  • Peer Reviews: You should contact professionals currently using the software to gather honest feedback.
  • Online Resources: You can check online reviews and read industry guides to make informed buying decisions.

Still confused about where to start? You can refer to our Lean Selection methodology to conduct software evaluation.

Cost & Pricing Considerations

Investing in a system shouldn’t put you at financial risk. Below we’ve outlined some pricing factors that you should consider before making a buying decision.

  • Payment Model: Most vendors offer two payment options — subscription and perpetual license. If you choose a subscription-based plan, you’ll have to pay a recurring fee monthly. The perpetual license option provides a one-time payment facility, enabling you to access the software indefinitely.
  • Customization: Some providers enable you to make feature requests. But be careful, as these add-ons might cost you extra.
  • Deployment Type: Cloud products cost less than on-premise software upfront. You should decide on a deployment type that fulfills your business needs and doesn’t cause budget overshoots.
  • Ongoing Costs: These typically include update, maintenance and support fees. Ask vendors about ongoing charges because they can directly affect your total cost of ownership.
  • Training: Most vendors provide on-site, online and hybrid training. Some also offer training materials like product guides, ebooks and supplementary courses to help you implement their application in the best way possible. But be careful. Such training resources might come at an additional fee.

The Most Popular HVAC Estimating Software

Selecting the perfect software isn’t easy. You have to go through hundreds of products before shortlisting the ones that stand out. To make your software selection journey relatively easy, we’ve outlined some of the most popular estimating software curated by our analysts below.

Note: The products mentioned below may or may not suffice the needs of the HVAC trade. However, they provide basic and advanced estimating functionalities.

HeavyBid

Developed by HCCS, HeavyBid is a cloud-based application that offers a range of features like cost databases, takeoff tools, bidding capabilities and project management modules to help contractors improve business workflows and achieve estimating accuracy. It caters to all companies.

HeavyBid

View estimate details with just a few clicks with HeavyBid. Source

B2W Software

B2W Software provides estimating, project management, scheduling and asset maintenance modules for heavy civil construction industries. It helps contractors improve efficiency, ensure effective communication and maintain consistency. It provides a built-in items database to help you create an accurate estimate.

B2W Software

B2W Software’s item database. Source

The EDGE

The EDGE, by Estimating Edge, is a cloud-based system that provides estimating, takeoff and project management modules to help contractors produce accurate quotes, perform precise takeoffs and win profitable jobs. It integrates with third-party applications like ComputerEase, FOUNDATION and CMiC.

The EDGE

Create takeoff drawings with specific conditions, zones and automatic calculations using The EDGE. Source

 

 

Questions To Ask

You should determine your organization’s needs to select the best software for your business. Ask yourself these guiding questions to identify your company’s needs.

  • What challenges do we hope to resolve with an estimating system?
  • Do we need a scalable solution?
  • How many employees will use the system?
  • What’s our budget?
  • Do we have the technical resources needed to implement the platform?

HVAC Estimating Software Key Questions To Ask

Use these questions to help learn more about the software and vendor.

  • Is the solution sufficient for item database, assembly and other core needs?
  • Does the system provide real-time visibility?
  • What integrations does the application offer?
  • Do you provide data migration assistance?
  • What support options are available?

Next Steps

If you want to streamline workflows, boost collaboration, generate error-free quotes, perform accurate takeoffs and improve efficiency, HVAC estimating software is your best bet.

Are you ready to choose the best HVAC estimating system for your company? Check out our comparison report to narrow your options.

We hope this buyer’s guide helps you select your perfect software match. Need more assistance? Don’t hesitate to reach out via phone or email mentioned on our website. Good luck!

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About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Riya
By Riya Jamble
Technical Content Writer
Riya is a Technical Content Writer at SelectHub. She writes content for our construction scheduling and bidding, CMMS and medical billing categories. She's also a part of the social media team where she crafts posts that engage and resonate with our audience. Riya holds a Graduate Degree in Journalism and Mass Communication from Lovely Professional University, Punjab, India. Fueled by a love for black coffee, her day begins and ends with its energizing ritual. Riya enjoys a variety of TV series, including Friends, Suits, American Horror Story, and How to Get Away with Murder. During her free time, you'll find her reading or spending time with her close ones. She believes in magic and is waiting for that day when reality compromises and fairytale swirls around with a smile.
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Shweta
Technical Research By Shweta Bhandari
Senior Analyst
In her role on SelectHub's research team, Shweta Bhandari works on categories like manufacturing, CMMS, construction ERP, takeoff software, supply chain management, field service, construction bidding software and construction estimation software.
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Kankana
Technical Review By Kankana Kalita
Principal Analyst
A seasoned business and research analyst, Kankana Kalita specializes in ERP, CMMS, manufacturing, construction, supply chain, HRMS and CRM. Prior to joining SelectHub, she earned a Bachelor's degree in Computer Science and Engineering, an MBA in Operations and Marketing, and worked in email marketing and logistics.
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Ryan
Edited By Ryan McElroy
Content Editor
Ryan McElroy is a Content Editor and Senior Market Analyst at SelectHub who writes and edits content on various software types, along with their broader concepts and the industries they serve, including medical, construction, CMMS, supply chain management and legal. He studied at the University of Missouri (Mizzou) and earned his BA in Journalism in 2016. During his free time, you’ll find Ryan playing video/card/board games, sipping coffee and reading speculative fiction, or listening to music his loved ones often describe as “headache-inducing.”
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