Bid the changeout in tiers, finance the big ticket, invoice the service call on the driveway, and put every maintenance agreement on autopay.
Everything below is included or one tap away, no modules, no add-on pricing, no sales calls.
Good, Better, Best in one tap. 14 SEER to variable-speed heat pump, and the homeowner talks themselves into the better system.
A $12,000 system is a $200 payment. Offer card, bank, or financing on every invoice, with the money landing in YOUR account.
Spring and fall tune-up plans bill a saved card automatically, invoiced, charged, and marked paid while you sleep.
Capacitor swapped, invoice sent, paid before the truck door shuts, or one tap marks it cash or check.
Customers get appointment reminders automatically and a one-tap "on my way" text, fewer no-shows, happier reviews.
Your rates per ton, per system, per line set, estimates price from your numbers, not national averages.
Three steps between the walkthrough and the money.
Talk the changeout, tonnage, line set, ductwork, electrical. Type it or talk it, on Pro and Crew the AI drafts priced line items in YOUR rates.
The customer opens a clean link on their phone, signs, and pays the deposit, card, bank, or financing on big jobs.
Invoices carry pay links, reminders chase the money, and payments land straight in your bank account. We never touch your funds.
HVAC is three businesses in one, big-ticket changeouts, same-day service calls, and maintenance agreements, and most software only handles one of them. SayEstimate runs all three: tiered system proposals with financing for the big decisions, driveway invoicing for service work, and recurring maintenance billing that charges the card on file and marks itself paid.
Customers get appointment reminders and on-my-way texts automatically, estimates get signed on their phone with the deposit paid up front, and every invoice can sync to QuickBooks. Plans start at $9.99 a month with 14 days free. English and Español, including everything your customer sees.
System changeouts are priced by capacity and efficiency: tonnage and SEER2 rating drive the equipment cost, and the honest way to size is a Manual J load calculation, not square footage folklore. Rules of thumb like 400 to 600 square feet per ton exist, but insulation, windows, and climate swing the real answer, which is exactly why a tiered Good, Better, Best proposal works so well in this trade: same load, three efficiency and comfort levels, customer picks the payment they can live with.
A complete changeout estimate lines out the equipment, the line set (replace, not flush, when the old set does not match the new refrigerant), the pad, electrical whip and disconnect, condensate handling, permit, and start-up. Ductwork is its own scope: if the ducts are undersized or leaking, the best equipment on the market will underperform, and the estimate should say whether duct work is included, excluded, or priced as an option.
SayEstimate's price book holds your rates in exactly these units, and the AI estimating on Pro and Crew drafts line items that show the quantity, the unit, and the math. Prefer paper? The free estimate template is here.
Roofers · Insulation contractors · Painters · Plumbers · Electricians · Remodelers · Landscapers, or any trade that sends estimates and wants to get paid.
14 days free · No credit card to start · From $9.99/mo after · Cancel anytime
Start free. 14 days