WerkOps for HVAC Contractors

HVAC Estimating Software That Closes Jobs Faster

Build a professional HVAC quote in minutes using pre-built line items. Send it digitally. Get a signature and payment before you leave the driveway.

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No credit card required · Starts at $149/mo · Flat rate per company

Sound familiar?

Why most HVAC quotes cost you money before the job even starts

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Building quotes takes half a day

You're manually calculating parts, labor, markup, and tax every time — or copying an old quote and forgetting to update the price.

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Clients ghost you before signing

You send a quote and never hear back. No follow-up, no visibility into whether they even opened it.

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Losing jobs to whoever responds first

The customer calls three shops. Whoever quotes fastest usually wins. If your quote takes two days, you're not winning.

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No paper trail when disputes happen

Verbal agreements and email attachments don't protect you. When a customer says "that's not what I agreed to," you have nothing.

What you get

Every estimating tool an HVAC shop needs

Built around how HVAC contractors actually quote jobs — not adapted from generic business software.

Pre-Built HVAC Line Items

Templates for AC replacement, heat pump installs, furnace replacement, ductless mini-splits, duct work, maintenance visits, and more. Customize any item or build your own catalog.

One-Click Digital Signatures

Customers get a branded PDF with a single-tap approval button. Works on any phone or tablet. Signed estimates are timestamped and stored permanently.

Automatic Follow-Up Emails

WerkOps tracks every open estimate and sends follow-ups automatically on a schedule you set. No more manually chasing quotes that went cold.

Instant Estimate-to-Invoice

Approved estimate? Convert it to an invoice in one click. All line items, pricing, and customer info carry over — zero re-entry.

Financing Options on Every Quote

Display financing as a monthly payment alongside the total price. Customers who see $89/month instead of $4,200 say yes more often.

Equipment Load Calc Built In

Run a simplified Manual J load calc and pull the results directly into your estimate. Equipment recommendations and BTU sizing right on the quote.

Photo Documentation

Attach before/after job photos to estimates and invoices. Give clients proof of the condition you found and the work you completed.

Estimate Performance Reports

See which estimate templates close best, your average quote-to-close rate, and which techs are sending the most profitable quotes.

How it works

From quote to paid in four steps

Pick your template

Select from pre-built HVAC job types — replacement, repair, maintenance, install. The line items, labor, and typical parts are already there.

Adjust and customize

Update quantities, swap parts, apply your markup. The total recalculates instantly. Add photos, financing terms, or custom notes.

Send for digital approval

Your customer gets a branded email with a PDF and a one-tap signature button. You get notified the moment they approve.

Collect payment instantly

Card, ACH, or financing — customers pay directly from the approval page via Stripe. No invoice chasing, no 60-day waits.

Simple, flat-rate pricing

Starts at $149/month. Flat rate per company. No per-user fees.

HVAC estimating software shouldn't cost more when you add a tech. WerkOps is a flat rate per company — one price covers every seat, every location, every estimate.

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Frequently Asked Questions

What HVAC-specific line items does WerkOps include?

WerkOps includes pre-built line item templates for AC replacement, heat pump installation, furnace replacement, ductless mini-split, duct repair and sealing, maintenance tune-ups, coil cleaning, refrigerant recharge, and more. You can customize any template or build your own from scratch.

Can customers sign HVAC estimates digitally?

Yes. Every estimate sent through WerkOps includes a one-tap digital signature option. Customers get a branded PDF they can review and approve from any device — no printing, scanning, or back-and-forth required.

How does WerkOps handle estimate follow-up?

WerkOps automatically sends follow-up emails on unanswered estimates at intervals you control — typically day 2 and day 5 after sending. This recovers an average of 15-20% of quotes that would otherwise go cold.

Can I convert an estimate directly to an invoice?

Yes. Once an estimate is approved, you can convert it to a paid invoice in one click. All line items, pricing, and customer details carry over automatically. No re-entering data.