How we make this list: we compare pricing pages, product documentation and public user reviews. Ratings come from G2, Capterra or Trustpilot, with the date we checked them.
What is the best HVAC sales software in 2026?
QuoteIQ is the best HVAC sales software for most mid-size HVAC firms because it builds good-better-best estimates from a saved pricebook, adds financing at checkout, and starts at $29.99 per month with a 14-day free trial. ResponsiBid is the best pick for website self-quoting with a free plan, while ServiceTitan suits larger firms that already run it for operations.
Key takeaways
- QuoteIQ is the only tool here built specifically for HVAC quoting, with a saved pricebook, an AI estimator, and financing at checkout from $29.99 per month.
- ServiceTitan has no standalone product called Sales Pro: its sales strength is the visual pricebook and proposal features inside the core platform, plus the paid Pricebook Pro add-on.
- SumoQuote no longer exists as a standalone tool: it merged into JobNimbus, whose estimating is now included in every subscription rather than sold separately.
- Most of these tools are quoting or proposal layers, not whole sales systems, so check whether you still need a CRM and financing partner beside them.
What is HVAC sales software?
HVAC sales software is the set of tools a contractor uses to win a replacement job, not the set used to schedule and run it. It covers building an estimate from a pricebook, presenting good-better-best options in the home, offering monthly financing payments, collecting an e-signature and a deposit, and following up on quotes that go cold. The tools below are judged on the sales job: how fast a tech can build a priced proposal on site, how clearly the homeowner sees the options, and how reliably the follow-up happens.
How much does HVAC sales software cost?
Prices run from free to quote-only. ResponsiBid has a free Startup plan, with paid plans from $179 per month, and QuoteIQ starts at $29.99 per month for one user. Proposify starts at $39 per user per month billed annually, and Leap CRM Essential starts at $79 per month, with Leap SalesPro Premium reported at $750 per month for 6 users by third-party reads of the vendor pricing page. ServiceTitan, Hatch, and JobNimbus are quote-only, and SalesRabbit prices are third-party reported, since its vendor pricing page returned an error when checked on 11 November 2026.
What should you check before you buy?
Check whether the tool has an HVAC equipment pricebook, since ResponsiBid was built for cleaning and exterior trades and has no HVAC pricebook, while QuoteIQ and Leap SalesPro are built around one. Check whether financing is built in, since QuoteIQ and Leap SalesPro offer it at checkout and Proposify has no financing integration at all. Check the proposal cap, since Proposify allows 10 proposals a month on Build and charges per-send overage fees beyond that. Check the contract, since Leap plans are one-year contracts and SalesRabbit contracts run one to three years. Finally, check whether the tool builds the quote or only chases the lead, since Hatch books appointments and follows up but does not build proposals.
How do good-better-best proposals work?
A good-better-best proposal shows the homeowner three options for the same job, usually a basic repair or entry system, a mid-tier system, and a premium system, each with its own price and monthly financing payment. The idea is that the homeowner chooses a tier rather than deciding yes or no on a single number, which lifts close rates on replacement systems. ServiceTitan, QuoteIQ, Leap SalesPro, and ResponsiBid all support tiered packages, and the best versions pull prices from a saved pricebook so every tech quotes the same equipment at the same price.
We picked these 8 tools by checking that each one is a live product in 2026 with a real HVAC sales, estimating, or proposal offer and a sales workflow rather than a general field-service operations product. We opened every vendor homepage and pricing page on 11 November 2026 and took prices from the vendor pages where they were visible. Where a vendor page did not show its prices, we say so and mark the figure as third-party reported rather than presenting it as a vendor price. Last verified: 11 November 2026.
Quick comparison
| Tool | Best for | Starting price | Free plan |
|---|
 ServiceTitan | Larger residential HVAC firms that already run ServiceTitan for operations | Quote only; the pricing page names three packages (Starter, Essentials, The Works), all per-technician, with a "Request Pricing" step | No free plan and no free trial published on the pricing page |
 ResponsiBid | Small HVAC firms that want website self-quoting and disciplined estimate follow-up | Free Startup plan; first paid plan Scaling $179/month; Pro $229/month | Yes, free Startup plan; no free trial stated on the pricing page |
 QuoteIQ | Owner-operators and small multi-truck HVAC shops that want quoting, scheduling, and payments in one cheap app | $29.99/month for Essentials (1 user); Beginner $99.99 (2 users), Pro $199.99 (4), Elite $299.99 (10), Max $699.99 (20); extra users $25 each | No free plan; 14-day free trial on every plan |
 Leap SalesPro | Retail-heavy home-improvement and HVAC replacement teams that sell big-ticket systems in the home | Leap CRM Essential $79/month for a single user; Leap SalesPro Premium from $750/month for 6 users, third-party reported, since the SalesPro figure was not visible in a direct read of the vendor pricing page | No free plan; 14-day free trial on CRM Essential only |
 Proposify | HVAC firms that want polished, consistent replacement proposals and visibility into which quotes get opened | $39/user/month billed annually ($49 billed monthly) for Build; Scale is $107/user/month with a $12,800/year platform fee including 10 users | No free plan; 14-day free trial, no credit card required |
 Hatch | Mid-size HVAC firms losing after-hours and overflow calls and wanting estimate follow-up without hiring more CSRs | Quote only; three tiers (Standard, Pro, Enterprise) priced as a platform fee plus usage, on annual plans paid monthly per location | No free plan and no published trial programme, stated explicitly in the vendor FAQ |
 SalesRabbit | HVAC firms that generate replacement leads by canvassing neighbourhoods | Free Lite plan for a single user; Team $59/user/month, Pro $75/user/month ($49 billed annually); third-party reported, since the vendor pricing page returned an error when checked on 11 November 2026 | Yes, free Lite plan for a single user, third-party reported; no free trial stated on paid plans |
 JobNimbus | Exterior and multi-trade firms that want estimating and production in one subscription | Quote only; the pricing page reached from SumoQuote lists Essentials, Pro, Premium, and Enterprise tiers with user caps but no prices | No free plan; 14-day free trial, no credit card required |
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
| Tool |
Best for |
Starting price |
Free plan |
| ServiceTitan |
Larger firms already on ServiceTitan |
Quote |
No free plan |
| ResponsiBid |
Website self-quoting and follow-up |
Free; paid from $179/month |
Yes, free Startup plan |
| QuoteIQ |
HVAC-shaped quoting from a pricebook |
$29.99/month |
14-day free trial |
| Leap SalesPro |
In-home selling of big-ticket systems |
$750/month for 6 users (reported) |
14-day trial (CRM) |
| Proposify |
Polished, consistent replacement proposals |
$39/user/month (annual) |
14-day free trial |
| Hatch |
After-hours calls and estimate follow-up |
Quote |
No free plan |
| SalesRabbit |
Door-to-door canvassing for replacements |
Free Lite; Team $59/user/month (reported) |
Yes, free Lite plan |
| JobNimbus |
Exterior and multi-trade firms |
Quote |
14-day free trial |
#1ServiceTitan
Best for: Larger residential HVAC firms that already run ServiceTitan for operations4.4/5 on
G2 (375 reviews, checked Oct 2026)
Visit servicetitan.com
Starting priceQuote only; the pricing page names three packages (Starter, Essentials, The Works), all per-technician, with a "Request Pricing" step
Free planNo free plan and no free trial published on the pricing page
ServiceTitan's sales strength is its visual pricebook and proposal templates, which let a tech build good-better-best options on a tablet, present them in the home, and show monthly financing payments through its GoodLeap integration. It suits larger residential HVAC firms, roughly $3 million plus in revenue, that already run ServiceTitan for operations and want replacement sales inside the same system. Its limits are cost and complexity: it is the most expensive tool here, needs dedicated onboarding, and smaller shops will find the sales tooling buried inside a very large platform.
What we like- A visual pricebook and proposal templates that let a tech build good-better-best options on a tablet, present them in the home, and show monthly financing payments
Watch out for- The in-home sales presentation sits partly behind paid Pro add-ons such as Pricebook Pro, so the sales features that matter for replacements cost extra on top of the core platform
#2ResponsiBid
Best for: Small HVAC firms that want website self-quoting and disciplined estimate follow-up4.2/5 on
G2 (11 reviews, checked Oct 2026)
Visit responsibid.com
Starting priceFree Startup plan; first paid plan Scaling $179/month; Pro $229/month
Free planYes, free Startup plan; no free trial stated on the pricing page
ResponsiBid is an instant-quoting and follow-up tool: homeowners answer questions on your website and get a priced quote immediately, with good-better-best style multi-tier packages, auto-upsells, and bundled-service discounts. Its sales pipeline, automated email and text follow-up, and PayPal deposit collection are designed to stop unanswered quotes going cold. It suits small HVAC firms that want website self-quoting and disciplined estimate follow-up without buying a full field-service platform. Its limits are HVAC fit and depth: it connects out to Jobber and Housecall Pro for scheduling and invoicing rather than doing that work itself.
What we like- Homeowners answer questions on your website and get a priced quote immediately, with good-better-best style multi-tier packages, auto-upsells, and bundled-service discounts
Watch out for- It was built for cleaning and exterior trades, so there is no HVAC equipment pricebook and no built-in consumer financing offers for system replacements
#3
QuoteIQ
Best for: Owner-operators and small multi-truck HVAC shops that want quoting, scheduling, and payments in one cheap app
Visit myquoteiq.com
Starting price$29.99/month for Essentials (1 user); Beginner $99.99 (2 users), Pro $199.99 (4), Elite $299.99 (10), Max $699.99 (20); extra users $25 each
Free planNo free plan; 14-day free trial on every plan
QuoteIQ is a genuinely HVAC-shaped quoting tool: it builds good-better-best "Options" estimates from a saved pricebook, offers an AI Estimator that drafts a priced estimate from photos or a job description, and includes customer financing at checkout on every plan. Estimates carry e-signatures, expiring-estimate reminders, deposits, and payment links, and the Elite plan adds InstaQuote self-quoting and sales pipelines. It suits owner-operators and small multi-truck HVAC shops that want quoting, scheduling, and payments in one cheap app. Its limits are scale and maturity: it is a young, small vendor, and the deeper sales and crew features are gated behind the higher tiers.
What we like- A genuinely HVAC-shaped quoting tool, with good-better-best "Options" estimates from a saved pricebook, an AI Estimator, and customer financing at checkout on every plan
Watch out for- Sales tracking and crew management only appear on the top Max plan, and the flat per-plan user caps mean a growing team jumps a whole tier rather than adding one seat
#4
Leap SalesPro
Best for: Retail-heavy home-improvement and HVAC replacement teams that sell big-ticket systems in the home
Visit leaptodigital.com
Starting priceLeap CRM Essential $79/month for a single user; Leap SalesPro Premium from $750/month for 6 users, third-party reported, since the SalesPro figure was not visible in a direct read of the vendor pricing page
Free planNo free plan; 14-day free trial on CRM Essential only
JobProgress was acquired by Leap in March 2022 and is now Leap CRM, while Leap SalesPro is the in-home selling app, built for a rep to estimate, present good-better-best options, pull financing, and collect a digital signature on the homeowner's couch. It includes in-app financing, discount controls, and advanced estimating, and it can run without Leap CRM. It suits retail-heavy home-improvement and HVAC replacement teams that sell big-ticket systems in the home. Its limits are the annual lock-in and the two-product billing: a shop that only wants the sales app still faces enterprise-style contracting.
What we like- Built for a rep to estimate, present good-better-best options, pull financing, and collect a digital signature on the homeowner's couch
Watch out for- Every plan is a one-year contract paid monthly with no month-to-month option, and SalesPro is sold separately from Leap CRM, so the full stack means paying for two products
#5Proposify
Best for: HVAC firms that want polished, consistent replacement proposals and visibility into which quotes get opened4.6/5 on
G2 (1,143 reviews, checked Oct 2026)
Visit proposify.com
Starting price$39/user/month billed annually ($49 billed monthly) for Build; Scale is $107/user/month with a $12,800/year platform fee including 10 users
Free planNo free plan; 14-day free trial, no credit card required
Proposify is a dedicated proposal builder: drag-and-drop branded templates, a central product catalog so reps pull the same services and prices every time, interactive pricing tables that let buyers adjust options themselves, and e-signatures with real-time view tracking. Role-based locking stops reps editing prices or legal terms, which matters when several advisors quote the same equipment. It suits HVAC firms that want polished, consistent replacement proposals and visibility into which quotes get opened. Its limits are HVAC fit: it has no pricebook, no financing integration, and no follow-up automation of its own, so it is a proposal layer that needs a CRM beside it.
What we like- Drag-and-drop branded templates, a central product catalog so reps pull the same services and prices every time, and interactive pricing tables buyers can adjust themselves
Watch out for- Every plan caps how many proposals you can send per month (10 on Build, 30 on Grow, 75 on Scale) and charges per-send overage fees beyond that
#6
Hatch
Best for: Mid-size HVAC firms losing after-hours and overflow calls and wanting estimate follow-up without hiring more CSRs
Visit usehatchapp.com
Starting priceQuote only; three tiers (Standard, Pro, Enterprise) priced as a platform fee plus usage, on annual plans paid monthly per location
Free planNo free plan and no published trial programme, stated explicitly in the vendor FAQ
Hatch is an AI communications platform for the trades: AI agents answer calls, texts, and emails around the clock, qualify leads and book jobs into the calendar, with journey campaigns that chase unbooked estimates automatically. It is built for HVAC, plumbing, electrical, and roofing firms and integrates with ServiceTitan and other CRMs. It suits mid-size HVAC firms losing after-hours and overflow calls and wanting estimate follow-up without hiring more CSRs. Its limits are that it sells conversations, not proposals: it will book the appointment and chase the lead, but it does not build the quote or the good-better-best presentation itself.
What we like- AI agents answer calls, texts, and emails around the clock, qualify leads, book jobs into the calendar, and chase unbooked estimates automatically
Watch out for- Pricing is entirely hidden behind a sales conversation and billed as platform fee plus metered usage, so costs rise with volume in ways that are hard to forecast
#7SalesRabbit
Best for: HVAC firms that generate replacement leads by canvassing neighbourhoods4.5/5 on
G2 (433 reviews, checked Oct 2026)
Visit salesrabbit.com
Starting priceFree Lite plan for a single user; Team $59/user/month, Pro $75/user/month ($49 billed annually); third-party reported, since the vendor pricing page returned an error when checked on 11 November 2026
Free planYes, free Lite plan for a single user, third-party reported; no free trial stated on paid plans
SalesRabbit is a field-sales platform for door-to-door and outside sales teams: territory mapping and area assignment, pin-based lead tracking, route planning, rep location tracking, and appointment scheduling, plus gamification and coaching for canvassing crews. Its DataGrid AI scores homes and neighbourhoods so reps knock the highest-value doors first, and Digital Contracts let a homeowner sign on the spot. It suits HVAC firms that generate replacement leads by canvassing neighbourhoods, for example after storms or in new developments. Its limits are HVAC fit: it is a canvassing tool first, with no equipment pricebook or in-home good-better-best proposal builder, so it tracks the knock, not the quote.
What we like- Territory mapping and area assignment, pin-based lead tracking, route planning, rep location tracking, and appointment scheduling for outside sales teams
Watch out for- Paid plans require a mandatory implementation package whose price is not published, contracts run one to three years, and e-signatures and buyer scoring are paid add-ons
#8JobNimbus
Best for: Exterior and multi-trade firms that want estimating and production in one subscription4.5/5 on
G2 (144 reviews, checked Oct 2026)
Visit sumoquote.com
Starting priceQuote only; the pricing page reached from SumoQuote lists Essentials, Pro, Premium, and Enterprise tiers with user caps but no prices
Free planNo free plan; 14-day free trial, no credit card required
JobNimbus is a roofing and exterior contractor CRM whose estimating is included in every subscription rather than sold as a second product, which is exactly the SumoQuote capability folded in: branded estimates and proposals, financing, payments, QuickBooks sync, and material orders. SumoQuote merged into JobNimbus, so do not buy it as a standalone tool. It suits exterior and multi-trade firms that want estimating and production in one subscription. Its limits for a pure HVAC shop are the roofing-first design and the quote-only pricing.
What we like- Estimating is included in every subscription rather than sold as a second product, with branded estimates and proposals, financing, payments, and QuickBooks sync
Watch out for- No published prices at all, so budgeting requires a sales conversation, and the platform is built for roofing and exteriors first, so its estimating is shaped around roofs rather than HVAC system replacements
Frequently asked questions
What is the difference between HVAC sales software and HVAC field service software?
HVAC sales software wins the job: estimating, good-better-best proposals, financing, e-signatures, and follow-up on quotes that go cold. Field service software runs the job: scheduling, dispatch, invoicing, job costing, and equipment history. ServiceTitan covers both, which is why larger firms buy it, while QuoteIQ, ResponsiBid, and Proposify cover only the sales side and need a CRM or field-service tool beside them. Buy the sales tool for the close rate, not for dispatch.
How much does HVAC sales software cost?
Prices run from free to quote-only. ResponsiBid has a free Startup plan with paid plans from $179 per month, QuoteIQ starts at $29.99 per month, Proposify starts at $39 per user per month billed annually, and Leap CRM Essential starts at $79 per month. ServiceTitan, Hatch, and JobNimbus are quote-only. SalesRabbit prices and Leap SalesPro Premium at $750 per month for 6 users are third-party reported.
Do I need financing built into my HVAC sales software?
Yes, if you sell system replacements, since a $12,000 system quoted as a single number loses to the same system quoted at $189 a month. QuoteIQ and Leap SalesPro include financing at checkout, ServiceTitan shows monthly payments through its GoodLeap integration, and JobNimbus includes financing in its estimating. Proposify and ResponsiBid have no financing integration, so you must arrange it separately.
What is a good-better-best proposal?
A good-better-best proposal shows the homeowner three options for the same job, usually a basic entry system, a mid-tier system, and a premium system, each with its own price and monthly financing payment. The homeowner chooses a tier rather than deciding yes or no on a single number, which lifts close rates. The best versions pull prices from a saved pricebook so every tech quotes the same equipment at the same price.
How do I follow up on HVAC estimates that go cold?
Use a tool that automates the follow-up, since most lost estimates are lost to silence rather than price. ResponsiBid sends automated email and text follow-up, Hatch runs journey campaigns that chase unbooked estimates automatically, and QuoteIQ sends expiring-estimate reminders. Set the cadence before the estimate goes out: a text the same evening, a call the next day, and an email with a financing reminder inside a week.
Sources we checked (8)
- https://www.servicetitan.com/pricing
- https://responsibid.com/pricing
- https://myquoteiq.com/pricing
- https://leaptodigital.com/pricing/
- https://proposify.com/pricing
- https://www.usehatchapp.com/pricing
- https://salesrabbit.com/
- https://www.sumoquote.com/pricing
Is your product missing or out of date?
We review this list regularly. Vendors can request a listing, send updated pricing or ask about featured placement.
Shihab Mia · Founder, Rankite
Shihab has 5+ years in B2B and SaaS SEO. He writes Rankite's software buying guides from pricing pages, documentation and public user reviews. More about Shihab.