HVAC estimates your customer can sign the same day.
Type the system swap or the repair the way you'd say it. BidWriter Pro turns it into a proposal the customer can sign from their phone in a minute.
What your customer sees from the notes above.
Only what you typed, cleaned up and laid out. Nothing gets added that you didn't say.
Common headaches for HVAC techs, and what this does about them
Losing the sale to whoever gets a written estimate over first
Yours goes out before you leave the driveway, with the scope spelled out, so they are comparing more than a number. You see when they open it.
Writing out equipment details by hand every time
Your terms, warranty, and fine print are saved once and go on every bid. Save the jobs you do often and start the next one from there.
Customers waiting on a "real quote" before they commit
It goes out as a real proposal by text or email in about two minutes, and they can sign it right there on their phone.
What to spell out on a HVAC contractor bid
Useful whatever you write your bids in. These are the lines that keep a job from turning into an argument.
- Tonnage, efficiency rating, and model numbers
- Whether the line set is reused or replaced
- Pad, disconnect, thermostat, and refrigerant
- What the manufacturer warranty covers and what your labor warranty covers
Many cities require a permit for equipment replacement. Offering repair and replace as two packages on one proposal lets the customer decide without a second visit.
Free HVAC proposal template · How much deposit to ask for · Four finished HVAC estimates · Job price calculator · How to follow up on an estimate · Options on one estimate · Deposit calculator
Before you sign up.
Can I list the equipment model?
Type it in your job notes or the notes field and it appears on the proposal word for word.
Do I need a laptop?
No. Everything works from your phone, including sending by text.
Is the signature legally binding?
Yes. The customer types their full name and clicks Accept, and we record the name, date, time, and the exact proposal they agreed to. That meets the U.S. E-SIGN Act, the same law behind DocuSign.
Does my customer need an app?
No. They tap the link in your text or email, the proposal opens in their phone's browser, they read it and sign.
Does it change what I wrote?
It fixes spelling and lays your notes out cleanly. It does not add scope, exclusions, or promises you didn't make.
What does it cost?
$29 a month, flat. Unlimited proposals. Your first 30 days are free with no card, and you can cancel anytime.
Your next hvac bid, two minutes from now.
Free for 30 days. No credit card. Cancel anytime.
Write your first bid freeWant a starting point instead? Download the free hvac proposal template (PDF), read four finished hvac estimates, or work out what to charge per hour.