FieldSquire is designed for quick field estimates—not enterprise software that takes weeks to configure. Use your own business profile, pricing, margins, terms, and document colors. AI prepares a draft; you stay in control of the bid.
Why hvac estimates lose margin
- Capacity, efficiency, electrical, line-set, drain, curb, duct, and access conditions affect the job.
- Equipment availability and rebates change; quotes need clear model and allowance language.
- AI is not a Manual J, Manual S, Manual D, engineering, commissioning, or code-compliance service.
Build a clearer scope, line by line
Changeouts
Equipment, pad or curb, disconnect, line set, drain, transitions, startup, and disposal.
Duct systems
Supply, return, flex, metal, boots, dampers, sealing, insulation, and access.
Controls
Thermostats, zoning, sensors, low-voltage wiring, and setup.
Indoor air quality
Filtration, humidification, dehumidification, purification, and accessories.
Service repairs
Diagnostics, components, refrigerant, leak work, labor, and return visits.
Closeout
Startup, testing, registration, permits, cleanup, and customer orientation.
Example hvac estimate lines
These examples show how scope can be separated for review. They are not prices or a substitute for verified measurements and supplier costs.
How FieldSquire works on a hvac job
- Add the customer, job title, address, contact information, and estimate reminder.
- Record field notes or type the scope. Attach up to three useful job photos for AI review.
- Request an AI-assisted draft using the job context, company price list, and learned prices.
- Edit or delete each line, verify quantities and direct costs, and confirm exclusions and allowances.
- Let FieldSquire apply private overage and profit settings to calculate the selling price.
- Add terms, a deposit, and optional customer approval, then send the PDF by SMS or email.
SAVE THE PART OF THE DAY YOU CANNOT REPLACE
Fast quotes can give a busy contractor a workweek back.
FieldSquire is built to turn a walkthrough into an editable quote in a minute or two. If a contractor saves about 30 minutes across 20 quotes each week, that is roughly 40 hours returned over a month. Actual savings depend on quote volume and the old workflow—but less truck-seat paperwork means more time for paying work, customers, and home.
Built for solo contractors and five-person crews
Starter is for lower quote volume, Pro adds unlimited estimates and AI assistance, and Crew gives up to five members a shared business profile, leads, estimates, job photos, and learned prices. The owner keeps the company identity consistent while a contractor, salesperson, or foreman can be named on the quote.
HVAC estimating software for replacements and small mechanical crews
Use FieldSquire as mobile HVAC estimating software for equipment replacement quotes, ductwork estimates, mini-split proposals, controls, line sets, startup, disposal, and service work. Your crew can review every equipment, material, labor, permit, and allowance line before the PDF is sent.
Questions about FieldSquire for hvac work
Does FieldSquire size HVAC equipment?
No. Use required load calculations and professional judgment. FieldSquire organizes the estimate after the contractor determines the correct scope.
Can I offer good-better-best options?
Create separate estimates or duplicate and edit equipment and accessory lines for each customer option.
Can I include rebates or financing?
You can describe verified allowances or customer credits, but confirm eligibility and terms with the responsible provider.
Will the estimate show my private profit?
No. Profit and overage calculations stay private while the customer sees the selling price and scope.
Test it on your next hvac walkthrough.
Every plan includes 14 days free. Cancel before the trial ends and pay nothing.
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