Estimating software that uses your pricing, not a template
Most HVAC estimating tools assume a catalogue and a margin model that is not yours. The result is a quote that gets exported to a spreadsheet and finished by hand. We build estimating into the system your team already works in.
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Every estimator quotes slightly differently
When quoting lives in spreadsheets, each estimator develops their own version. Margins drift, equipment pricing goes stale, and the number a customer receives depends on who picked up the call. Nobody notices until a job comes in under cost.
The fix is not usually a bigger platform. It is structuring your own equipment, labour, and margin data so a quote is assembled from it consistently — then connecting that to the job record so the estimate does not have to be re-entered when the work is won.
- Equipment and labour pricing that goes stale between updates
- Margins applied differently by different estimators
- Quotes rebuilt from scratch for similar jobs
- Estimates disconnected from the job record once approved
What estimating usually needs
Your own pricing data, structured
Equipment, labour rates, and margin rules held once and applied consistently, so updating a supplier price updates every future quote.
Quote assembly in minutes
Reusable job templates for the work you do repeatedly, so a standard furnace replacement is not built from zero each time.
Connected to the job
An approved estimate becomes the job record — scheduling, materials, and invoicing without re-keying.
Maintained as prices change
We keep operating the system, which matters in an industry where equipment costs and rebate programs move every year.
The HVAC systems this is built on
Estimating is one part of the custom CRM work we have delivered for HVAC contractors in Ontario and Florida.
Pricing data decays faster than software does
Prices move every year
Equipment costs, labour rates, and rebate programs change. A system nobody maintains produces confidently wrong numbers.
Estimators will route around friction
If quoting in the system is slower than the spreadsheet, the spreadsheet wins. Staying involved after launch is how that gets fixed.
One team for CRM and estimating
Estimating only pays off when it is connected to scheduling and job records. Splitting that across vendors is where the integration dies.
Not just clients. Partners and friends!
The work that the Convergine team is doing is nice. I like they take such direct feedback and make quick updates. Jane and the designer are doing a fantastic job.
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InnovadermI've managed full-cycle project deployments for years, and this team consistently delivers high-quality solutions on time. Great to work with.
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MRDIDigital tools to start your journey
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Common questions
Often, yes. If your quoting is straightforward, platform software is cheaper and faster. Custom earns its cost when your pricing model is genuinely specific or you are already patching gaps by hand.
Usually. We have integrated accounting and payments in previous HVAC builds so information is entered once.
We would not recommend it. Estimating is most valuable when the approved quote becomes the job, which means one system.
As part of a CRM build, estimating is typically a phase within a three-to-five-month first release rather than a standalone project.
Send us a recent quote
A real estimate and the spreadsheet behind it tell us more in ten minutes than a requirements document does in a week.
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