EstimateKit
Professional HVAC estimating software for faster, accurate bids
What is EstimateKit? Complete Overview
EstimateKit is a specialized estimating software designed for HVAC contractors to create professional estimates quickly and accurately. It solves the pain points of time-consuming manual calculations, inconsistent pricing, and unprofessional proposals that small HVAC businesses often face. With pre-loaded materials, auto-calculations, and branded PDF outputs, contractors can generate complete estimates in just 10 minutes on average. The tool is specifically tailored for HVAC installation, repair, and replacement jobs, helping contractors streamline their workflow, eliminate math errors, and present more professional bids to win more jobs. Target users include small to medium-sized HVAC contractors looking to modernize their estimating process and grow their business.
EstimateKit Interface & Screenshots
EstimateKit Official screenshot of the tool interface
What Can EstimateKit Do? Key Features
Pre-loaded HVAC Materials Database
EstimateKit comes with 100+ pre-loaded HVAC equipment, parts, and materials with current pricing, eliminating the need to manually enter common items. The database includes common HVAC units, components, and labor rates, which are updated quarterly to reflect market prices. This feature saves significant time compared to creating estimates from scratch in Excel or other generic tools.
Automatic Calculations
The software automatically calculates tonnage requirements, material costs, labor rates, markup percentages, and taxes to ensure 100% accurate totals. This eliminates common math errors that can occur with manual estimating and ensures contractors don't underbid jobs due to calculation mistakes. The system handles all the complex calculations behind the scenes.
Professional PDF Proposals
Users can generate branded, detailed estimate PDFs that include all job specifications, pricing breakdowns, and company branding. These professional-looking documents help build trust with customers and increase the likelihood of winning jobs compared to handwritten or basic Excel estimates. The PDFs can be customized with company logos and contact information.
Client Database
EstimateKit stores client information and job history, making it easy to create repeat estimates for returning customers. This feature saves time on administrative work and helps maintain consistent pricing across multiple jobs for the same client. All client data is securely stored in the cloud and accessible from any device.
Estimate Templates
Contractors can save and reuse estimate templates for common job types, further reducing estimate creation time. This is particularly valuable for businesses that perform similar types of installations or repairs regularly. Templates maintain consistency in pricing and presentation across all estimates.
Best EstimateKit Use Cases & Applications
Residential HVAC Installation
An HVAC contractor receives a request to install a new central air system in a 2,000 sq ft home. Using EstimateKit, they quickly select the appropriate equipment from the database, input the home's details, and generate a professional proposal with accurate pricing in under 10 minutes. The automatic tonnage calculation ensures proper system sizing, and the branded PDF helps the contractor stand out from competitors using handwritten estimates.
Commercial HVAC Repair
A service technician completes an assessment of a malfunctioning rooftop unit at a small business. Back at the office, they use EstimateKit to create a detailed repair estimate, pulling parts from the database and applying preset labor rates. The software automatically calculates the total with tax, and the technician emails a polished PDF estimate to the business owner within minutes of returning from the site visit.
Preventive Maintenance Contract
An HVAC company wants to offer semi-annual maintenance contracts to their best clients. They create a template in EstimateKit with standard inspection items and pricing, then quickly generate customized proposals for each client by pulling from their stored client database. The professional presentation helps convert one-time service customers into recurring contract clients.
How to Use EstimateKit: Step-by-Step Guide
Start by entering basic client information including name, address, and contact details. The system will store this in your client database for future reference. This step takes just a minute and ensures all your estimates have complete client records.
Select the appropriate HVAC equipment and materials from the pre-loaded database. You can search by type, brand, or specification, and the system will automatically pull in current pricing. The interface makes it easy to add multiple items to your estimate quickly.
Input any job-specific details like tonnage requirements or special instructions. The software will automatically calculate the appropriate equipment sizing and labor requirements based on industry standards and your preset rates.
Review the automatically generated pricing breakdown, which includes material costs, labor, markup, and taxes. You can make any necessary adjustments at this stage before finalizing the estimate.
Generate and download a professional PDF estimate with your company branding. The system formats all information clearly for client presentation. You can then email the PDF directly to the client or print a hard copy.
EstimateKit Pros and Cons: Honest Review
Pros
Considerations
Is EstimateKit Worth It? FAQ & Reviews
Yes, EstimateKit offers a 14-day free trial with no credit card required. You can test all features during this period, and if you cancel before the trial ends, you won't be charged.
EstimateKit accepts all major credit cards for monthly subscriptions. The service operates on a recurring billing model that you can cancel at any time.
The HVAC material cost database is updated quarterly to reflect current market prices. This ensures your estimates remain accurate and competitive throughout the year.
Yes, EstimateKit allows you to upload your company logo and customize estimate PDFs with your branding, contact information, and color scheme for a professional appearance.
All client information and estimate data is securely stored in the cloud with automatic backups. You can access your data from any device while maintaining complete control over your business information.