Understand the system
Collect the basic equipment and property context before scheduling a call or site visit.
Estimating software for HVAC contractors
Collect the HVAC details that make the next conversation useful.
Capture system type, equipment age, property size, comfort issues, model information, timing, and photos in one organized quote request.
No credit card · Keep your current website · You approve every estimate
A more useful first inquiry
Ask for the details your HVAC business needs.
Replace one open-ended message box with focused questions that help you understand the work and prepare the next conversation.
- Repair, maintenance, or replacement request
- System type, fuel, age, and model information
- Property size and comfort concerns
- Equipment photos, timing, and address
Customer photos stay with the request
Illustrative form preview. No information is submitted.Intake to approved work
Keep every step in one focused workflow.
Prepare consistent estimates
Use your approved services and pricing as the basis for a reviewable draft.
Follow up at the right time
Keep viewed estimates and pending customer decisions visible to the team.
- 1Request received
- 2Details checked
- 3Estimate reviewed
- 4Customer follows through
AI assistance with human control
Prepare faster without giving up judgment.
ClientForth can organize submitted details and prepare an estimate draft from your approved services. You verify the job, adjust the scope and price, and approve the final estimate before it reaches the customer.
- Uses your service catalog
- Highlights missing information
- Keeps assumptions visible
- Never sends an estimate without approval
Frequently asked questions
ClientForth for HVAC contractors
Can customers add HVAC equipment photos?+
Yes. Requests can include equipment, data-plate, thermostat, and installation-area photos.
Does this replace an HVAC load calculation?+
No. The form improves early context but does not replace professional inspection, diagnosis, sizing, or required calculations.
Can I customize questions by HVAC service?+
Yes. You can ask different questions for repair, maintenance, indoor-air-quality, and replacement requests.
Will AI send an HVAC estimate by itself?+
No. You approve the scope, equipment, price, assumptions, and terms before an estimate is sent.
Make the next inquiry count
Build a better quote workflow for your HVAC business.
Start free for 14 days. No credit card required.