QuoteIQ is the best AI-powered software for HVAC companies — with an AI Estimator that builds quotes from photos, tiered repair-or-replace pricing, satellite home sizing, parts and equipment inventory, maintenance-agreement billing, 24/7 AI call answering, and automated reviews that every heating and cooling business loves. All starting at $29.99/month.
If you run a heating and cooling business and you are searching for the best AI-powered software for HVAC companies, QuoteIQ was built for exactly this work. The average HVAC shop juggles emergency no-heat calls, scheduled installs, maintenance tune-ups, warranty paperwork, and a parts inventory spread across three trucks — all while the phone keeps ringing during the first cold snap. QuoteIQ is a field service CRM that pulls every one of those jobs into one platform, then layers on a stack of artificial intelligence tools that no competitor bundles at this price. That combination is why heating and cooling contractors across the country are switching to QuoteIQ every month.
The reason QuoteIQ stands out as AI-powered software for HVAC companies is depth of automation. The AI Estimator generates a complete, line-itemized quote from a few photos of the equipment and the scope. AI Autopilot gives you 35 natural-language tools so you can build an estimate, schedule a tech, or send an invoice by talking to your phone from the rooftop. The AI Virtual Call Team answers inbound calls around the clock, so the homeowner who wakes up to a dead furnace at 2 a.m. books with you instead of the next company on the list. These are the workflows that decide whether a heating and cooling business grows or stays stuck.
Options Estimates let any HVAC company present Good, Better, and Best pricing on a single proposal — a $295 capacitor-and-diagnostic repair next to a $6,800 high-efficiency system replacement, or a 14.3 SEER2 condenser beside a variable-speed heat pump. Homeowners self-select the tier that fits their budget, and contractors who present tiered pricing report average tickets climbing 20–40%. MapMeasure Pro measures the home from satellite imagery before the truck rolls, giving you a square-footage starting point for load sizing and ductwork runs. Per-job costing tracks equipment cost, refrigerant, and crew hours against every install so you know your margin before the van leaves the driveway.
HVAC is a parts-heavy trade, and inventory tracking manages compressors, condensers, evaporator coils, blower motors, capacitors, contactors, control boards, thermostats, filters, refrigerant cylinders, line sets, and copper across the warehouse and every service truck with low-stock alerts. Recurring revenue is the other half of a healthy heating and cooling business, and invoice subscriptions bill seasonal maintenance agreements automatically — spring AC tune-ups and fall furnace checks that turn one-time customers into a predictable annual base. Federal rules add a compliance layer too: technicians who handle refrigerant must hold an EPA certification under Section 608 of the Clean Air Act, and QuoteIQ keeps those credentials and equipment records attached to every job.
Co-founders Mike Vidan and Justin Rogers are real home-service operators who built QuoteIQ around the workflows they use in their own businesses — not a feature list dreamed up by software executives. That operator perspective is why the AI tools solve real shop problems instead of looking impressive in a demo. AI Before/After previews render a rusted, oversized old furnace and tangled ductwork as a clean, modern, properly sized system — the visual that moves a hesitant homeowner from a patch repair to a full replacement. Contract attachments keep AHRI certificates, manufacturer warranties, load calculations, and permit documents bound to every estimate you send.
Demand for the trade is climbing, which makes efficient software a competitive necessity rather than a luxury. The U.S. Bureau of Labor Statistics projects employment of heating, air conditioning, and refrigeration mechanics and installers to grow 8 percent from 2024 to 2034 — much faster than the average occupation — with roughly 40,100 openings each year. More demand means more calls, more estimates, and more crew to coordinate, and the shops that win are the ones that answer fastest and quote cleanest. That is precisely what the best AI-powered software for HVAC companies is built to do, and it is why QuoteIQ has become the platform heating and cooling contractors trust to run the whole operation.
The Short Version: QuoteIQ is the best AI-powered software for HVAC companies in 2026 — a single platform that pairs an AI Estimator, AI Autopilot, and 24/7 AI call answering with tiered repair-or-replace pricing, satellite home sizing, parts inventory, and automatic maintenance-agreement billing, starting at $29.99/month with no per-user fees. It bundles more native AI than Jobber, Housecall Pro, or ServiceTitan offer at any price, and it was built by working home-service contractors rather than software executives.
Every CRM claims to work for contractors, but few were built with the features a heating and cooling business actually needs on a daily basis. Tiered repair-or-replace pricing, AI estimating, parts inventory, maintenance-agreement billing, and 24/7 call answering are the tools that separate a profitable HVAC company from one drowning in paperwork. Here are the 12 features that make QuoteIQ the best AI-powered software for HVAC companies in 2026.
Snap a photo of the furnace, condenser, or air handler and the AI Estimator drafts a line-itemized quote in seconds. Then Options Estimates present Good, Better, and Best tiers on one proposal — a $295 capacitor repair, a $4,900 14.3 SEER2 replacement, and a $9,200 variable-speed heat pump side by side. Homeowners pick the tier that fits, and average tickets climb 20–40%.
Learn more →MapMeasure Pro pulls roof footprint and home square footage from satellite imagery before the truck rolls, giving you a starting point for load sizing and ductwork runs. Arrive at the in-home consultation with preliminary tonnage and pricing already roughed in, so the visit focuses on system selection and closing instead of measuring.
Learn more →Track compressors, condensers, evaporator and condenser coils, blower motors, capacitors, contactors, control boards, TXVs, thermostats, filters, refrigerant cylinders, line sets, and copper across the warehouse and every service truck. Low-stock alerts mean a tech never opens the van to a missing capacitor mid-call, and a heating and cooling business never re-orders a part it already has.
Learn more →Track equipment cost, refrigerant, sheet metal, and crew hours against every install and service call. A $9,200 heat pump install with $4,150 in equipment, $380 in refrigerant and line set, and 14 crew hours at $980 shows a 39% margin before the van leaves the driveway. That visibility separates a profitable HVAC company from one guessing at margins.
Learn more →Invoice Subscriptions bill seasonal maintenance plans automatically — spring AC tune-ups and fall furnace checks that turn one-time customers into recurring revenue. During the visit, add a surge protector, a smart thermostat, a UV air purifier, or a duct cleaning to the ticket. Recurring agreements are the most predictable revenue a heating and cooling business can build.
Learn more →Show a homeowner their corroded, oversized old furnace and crowded mechanical closet rendered as a clean, modern, properly sized system — generated from a single phone photo in seconds. Visual selling moves hesitant customers from a patch repair to a full replacement, and no other CRM gives an HVAC company this AI image power on every plan.
Learn more →The first heat wave or cold snap fills the board with emergency calls overnight. Drag-and-drop scheduling, GPS dispatch, and route awareness keep techs moving between no-cool emergencies, scheduled installs, and tune-ups without backtracking. Color-coded job stages show diagnostics, parts-ordered, install, and follow-up at a glance across every active job.
Learn more →QuoteIQ Cam captures the data plate, model and serial numbers, refrigerant type, existing duct condition, and before/after install photos timestamped to the job. That documentation protects you on warranty claims, proves scope on disputes, and feeds the marketing photos and Google reviews that sell the next replacement for any heating and cooling business.
Learn more →Package Estimates bundle related work into pre-built offers: a Complete Comfort Package pairing a new system with duct sealing, a smart thermostat, and a year of maintenance, or a Indoor Air Quality Package adding a media filter, UV light, and humidifier. Bundling lifts project value and gives the homeowner a comprehensive solution instead of a bare-minimum swap.
Learn more →Control the whole CRM by voice or text from the rooftop. Tell AI Autopilot to build an estimate for a 3-ton 16 SEER2 heat pump with a new line set and smart thermostat at 412 Oakmont Lane, schedule the install for Thursday, and send the deposit invoice. Built in seconds, hands-free, while you finish the diagnostic — the kind of AI no other HVAC platform offers.
Learn more →The homeowner whose furnace dies at 2 a.m. calls the company that answers. The AI Virtual Call Team picks up around the clock, captures the no-heat emergency, gathers the address and system details, and books the call while you sleep. HVAC companies using 24/7 AI answering capture far more after-hours leads than those relying on voicemail.
Learn more →Pipelines CRM tracks aging systems flagged for replacement, maintenance-agreement renewals, financing approvals, and commercial accounts in separate visual pipelines. A 16-year-old system you serviced last winter is a replacement lead this year — and a tracked pipeline makes sure the follow-up actually happens instead of slipping through the cracks.
Learn more →“Same day. Not tomorrow morning — same day. Whoever sends a clear, specific estimate first is the one the customer starts comparing everyone else to. That’s a psychological anchor, and it’s real.”
— Mike Vidan, 20+ year home service business owner · Full insights →
Here is how a typical day looks for a heating and cooling business using QuoteIQ during peak cooling season — from an early no-cool emergency to a $9,200 system replacement to a maintenance-agreement upsell to tracking replacement leads across the pipeline. Every step shows why an HVAC company trusts QuoteIQ to run the whole operation.
While you slept, the AI Virtual Call Team answered two after-hours no-cool calls and booked both into this morning’s open slots. Your QuoteIQ calendar shows a full board: two emergency diagnostics, a scheduled condenser install, and three maintenance tune-ups across two techs. An inventory check confirms each truck is stocked with common capacitors, contactors, a universal blower motor, refrigerant, and filters; a low-stock alert flags that you are down to two run capacitors, so you queue a re-order. Both techs clock in on Time Tracker Pro with GPS, and you dispatch the nearest tech to the first emergency. This is how an HVAC company starts the hottest week of the year already a step ahead.
First stop is a no-cool call on a 12-year-old split system. The tech uses QuoteIQ Cam to capture the data plate, model and serial, and refrigerant type, then diagnoses a failed dual-run capacitor and a weak compressor. Rather than a single take-it-or-leave-it number, the tech builds an Options Estimate on the spot: Good is a $315 capacitor replacement to get cooling back today, Better is a $1,450 compressor replacement, and Best is a $5,600 high-efficiency condenser and coil replacement with a fresh warranty. The homeowner, weighing a repair on aging equipment, leans toward replacement. The estimate sends by text with e-signature before the tech leaves the driveway — the speed that anchors the homeowner to your company.
At 11 AM you head to a replacement consultation on a 1990s two-story home. Before arriving you ran MapMeasure Pro and the home measures roughly 2,180 square feet, giving you a load-sizing starting point. On site you walk the existing system, document the rusted furnace and undersized return with QuoteIQ Cam, and build the Options Estimate: Good at $6,400 for a 14.3 SEER2 system, Better at $9,200 for a 17 SEER2 variable-speed heat pump, and Best at $12,800 for a fully zoned high-efficiency system with new returns. You show the AI Before/After rendering the cramped, corroded closet as a clean modern install. Proper sizing follows ACCA Manual J load-calculation practice, which you reference to reassure the homeowner the system is sized for their home, not guessed. They choose the $9,200 heat pump for the efficiency and warranty. Attach the AHRI certificate, warranty, and financing terms, collect the deposit by online payment, and move the deal to Install Scheduled in Pipelines.
Before you leave, you present a Comfort Package add-on: a smart thermostat at $320, a whole-home media air cleaner at $680, a surge protector at $240, and a two-visit annual maintenance agreement at $189 billed through Invoice Subscriptions. The homeowner adds the thermostat, the air cleaner, and the maintenance plan, lifting the job by $1,189 and locking in recurring revenue. This is the upsell a smart HVAC company makes on every replacement, because the crew is already on site and the equipment is already open. Job costing recalculates the full ticket in real time so you see the new margin instantly.
By mid-afternoon your second tech finishes the scheduled condenser install. Job costing on that job shows $3,900 in equipment, $260 in refrigerant and line set, and 11 crew hours, landing at a 41% margin. Expense tracking logs the refrigerant drawn from inventory and the sheet metal used, and inventory auto-decrements the parts consumed. A pipeline review shows nine active opportunities — three replacement consultations pending, two installs scheduled, two financing approvals in progress, and two maintenance renewals due. Every job’s stage and exact profit is visible at a glance, which is what lets an HVAC company run a busy week without losing track of a single dollar.
Friday, the heat pump install wraps, the home is finally cool and quiet, and the homeowner signs off on the final documentation photos. The invoice sends, the customer pays by online payment, and Review Multiplier fires a request that earns a 5-star Google review mentioning the quiet, efficient new system. AI Autopilot queues fall furnace-check reminders to every maintenance-agreement customer so the slow season stays booked. Business analytics show the week: two systems sold, average ticket up 31% year over year, maintenance base grown by six agreements, and a replacement pipeline worth $84,000. That is how a heating and cooling business builds real, repeatable revenue with QuoteIQ.
That entire workflow — from AI-booked overnight calls to a fast on-site repair quote to a $9,200 heat pump replacement to a $1,189 comfort-and-maintenance upsell to per-job costing across nine active opportunities — runs on one platform an HVAC company relies on every day. QuoteIQ. No separate estimating app. No CompanyCam subscription. No second phone line. One AI-powered CRM built for heating and cooling, by operators who understand the business.
A heating and cooling business needs AI estimating, tiered pricing, parts inventory, and documentation that generic field-service tools either lack or charge extra for. The table below compares QuoteIQ against the major alternatives. Where a competitor offers a feature only as a paid add-on, a beta, or through a third-party integration, it is marked with context rather than a flat absence — being wrong about what a competitor lacks is a real liability, so every mark here reflects verified, current information.
| Feature for HVAC | QuoteIQ | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| AI Photo Estimator | ✓ AI Estimator | ✗ Not available | ✗ Not available | ⚠️ Varies by module |
| AI Natural-Language CRM Control | ✓ AI Autopilot (35 tools) | ✗ Not available | ✗ Not available | ⚠️ Varies by module |
| 24/7 AI Call Answering | ✓ Virtual Call Team | ⚠️ Add-on ($99/mo, inbound) | ⚠️ Add-on (HCP Assist) | ⚠️ Available |
| Tiered Good/Better/Best Pricing | ✓ Options Estimates, all plans | ⚠️ Beta (desktop, Grow+) | ⚠️ Included on MAX / add-on | ⚠️ Pricebook Pro add-on |
| Satellite Property Measurement | ✓ MapMeasure Pro | ⚠️ Add-on (GoiLawn) | ⚠️ Add-on (GoiLawn) | ⚠️ Varies |
| Parts & Equipment Inventory | ✓ Native | ⚠️ Add-on (Ply) | ⚠️ Add-on (Ply) | ✓ Available |
| 4K Photo Documentation | ✓ QuoteIQ Cam | ⚠️ Add-on (CompanyCam) | ⚠️ Add-on (CompanyCam) | ⚠️ Varies |
| AI Before/After Image Generator | ✓ All plans | ✗ Not available | ✗ Not available | ⚠️ Varies |
| Customer Self-Quoting | ✓ InstaQuote | ⚠️ Add-on (ResponsiBid) | ⚠️ Add-on (ResponsiBid) | ⚠️ Varies |
| Customer Self-Scheduling | ✓ InstaSchedule | ⚠️ Online booking | ⚠️ Online booking | ⚠️ Available |
| Dedicated In-App Business Phone | ✓ ClientHub | ⚠️ 3rd-party VoIP | ⚠️ Add-on (Voice) | ✓ Available |
| Per-Job Costing | ✓ Pro and above | ✓ Grow and above | ⚠️ Higher tiers | ✓ Available |
| Real-Time Crew GPS | ✓ Elite | ⚠️ Waypoint GPS | ⚠️ Add-on (per vehicle) | ✓ Available |
| Starting Price | $29.99/mo | $39/mo | $79/mo | Quote-based |
| Price for Full HVAC Features | $149.99/mo (Pro — 4 users) | $448+/mo (Grow + CompanyCam) | $750+/mo | $1,800+/mo (user-reported) |
ServiceTitan is genuinely the strongest platform for large operations — it has publicly stated it is not optimized for companies with three or fewer technicians and works best for shops running 20 or more. For the one-to-fifteen-person heating and cooling businesses where most HVAC companies actually live, QuoteIQ delivers the AI estimating, satellite measurement, tiered pricing, and documentation those teams need natively, without stacking integrations or signing an enterprise contract. The features QuoteIQ includes on every plan are the ones competitors either gate behind add-ons or do not offer at all — which is exactly why so many contractors find QuoteIQ closes deals faster and quotes more accurately.
“The map measure pro function has made it very easy to close deals and accurately quote jobs.”
— Ashad siddiqui 123 · App Store · Verified Review
Running a growing heating and cooling business means coordinating install crews, service techs, and a sales comfort advisor across multiple jobs while keeping permissions, pricing, and margins under control. QuoteIQ EmployeeHub gives an HVAC company the role-based crew management built for the demands of the trade.
You run an install crew of two technicians who handle full system changeouts, ductwork, and startup, and a service crew of two techs who run diagnostics, tune-ups, and repairs at higher volume. Your Comfort Advisor holds a Manager role in EmployeeHub, where he runs satellite pre-sizing and in-home consultations, builds tiered replacement estimates with AI Before/After previews, works the replacement and renewal pipeline, and routes AI Virtual Call Team leads — but cannot view per-job margins or change base pricing. Every tech clocks in with GPS time tracking and documents equipment with QuoteIQ Cam. You keep full admin control over per-job profitability, business analytics, billing, and all permissions. Separating install work from high-volume service keeps both crews efficient while EmployeeHub keeps every permission locked down.
The most profitable heating and cooling businesses build revenue channels that compound year-round instead of chasing one ticket at a time. Maintenance agreements, replacement-lead follow-up, and indoor-air-quality add-ons are the three pillars the strongest HVAC companies stand on. Here is how a heating and cooling business scales each one with QuoteIQ.
Maintenance Agreements as Recurring Revenue. A signed maintenance plan is the most predictable income an HVAC company can build — two visits a year, automatic billing, and a customer who calls you first when the system finally fails. Invoice Subscriptions bill every agreement automatically so the revenue never depends on someone remembering to send an invoice. At a $189 annual plan, 400 maintenance agreements equal $75,600 in recurring revenue before a single repair is sold — and each agreement visit is a chance to catch an aging system and start a replacement conversation. This is the base that carries a heating and cooling business through the slow shoulder seasons.
“The feature with the clearest revenue impact is follow-up automation. These are conversations that never happen because the contractor doesn’t have time to initiate them manually. Every one of those touchpoints is a revenue opportunity.”
— Justin Rogers, serial entrepreneur & co-founder of QuoteIQ · Full insights →
Replacement-Lead Follow-Up. Every system you service has an age, and every aging system is a future replacement. Pipelines CRM tracks the 12-to-18-year-old systems you have already documented, so the follow-up actually happens. AI Autopilot automates the seasonal touchpoints — the spring tune-up reminder that surfaces a failing compressor, the fall check that flags a cracked heat exchanger. If a heating and cooling business converts even 30 flagged systems a year at a $7,500 average replacement, that is $225,000 in revenue from customers already in the database. Most of that work is lost today simply because no one circles back.
Indoor Air Quality and Comfort Add-Ons. Every replacement and many service calls are a chance to add a smart thermostat, a media air cleaner, a UV light, a whole-home humidifier, or a surge protector. Package Estimates present a Comfort or Indoor Air Quality bundle as a natural one-tap upgrade. A 40% attach rate across 250 installs a year at a $900 average add-on equals $90,000 in high-margin revenue from work the crew is already on site to do. Bundling also gives the homeowner a complete comfort solution rather than a bare equipment swap, which is exactly what drives the 5-star reviews that fuel the next round of leads.
The reason QuoteIQ is the best AI-powered software for HVAC companies is not just the AI tools — it is that QuoteIQ replaces every separate app a heating and cooling business juggles, at a fraction of the cost. No standalone estimating tool, no CompanyCam subscription, no second phone line, no separate review service. Just one platform with the AI built in.
Plus every HVAC company gets AI Autopilot with 35+ tools, AI Virtual Call Team, AI Text Generator, AI Before/After previews, InstaQuote, InstaSchedule, e-signatures, contract attachments, expense tracking, online payments (card, ACH, Apple Pay, Google Pay), invoice subscriptions for maintenance plans, email and text automation, mass SMS and email campaigns, route optimization, route density zones, Google Calendar sync, Google Reserve booking, website contact forms, inspection forms, business analytics, Property Street View, Zillow Quick Access, business calculators, before/after photo editor, Pipelines CRM, sales tracker, data export, and an AI website builder. Every tool a heating and cooling business needs, at one price.
Every QuoteIQ plan includes 4 estimate types, Options pricing, scheduling, online payments, and AI tools. For most growing heating and cooling businesses the Pro plan is the recommended starting point, because it unlocks ClientHub, per-job costing, Pipelines, automation, and QuickBooks at $149.99 per month for 4 users. Shops add Elite as they grow crews and need parts inventory and EmployeeHub.
All plans include a 14-day free trial. No contracts. Cancel anytime. Jobber runs $448 or more per month once a heating and cooling business adds photo documentation and multi-user access, and still leaves AI estimating, the AI image generator, and a dedicated business phone off the table. Housecall Pro lands around $750 or more per month for a comparable stack, and ServiceTitan starts near $1,800 per month on user-reported pricing with an annual contract and a five-figure implementation. QuoteIQ Pro at $149.99 per month gives an HVAC company more native AI and more built-in tools at a fraction of the cost — which is why so many heating and cooling contractors switch and never look back.
“QuoteIQ saved me hours weekly and increased my close rate dramatically.”
— Mcinnis Grubb · App Store · 5★“This app has made my business so much more enjoyable not having to go to 8 different places to deal with one customer, I am able to go to one app for it all!!!”
— Jake kunk · App Store · 5★“I have been using QIQ for about 6 months now and it is the best CRM I have ever used, I highly recommend it for all service businesses.”
— Verified Reviewer · App Store · 5★Join the heating and cooling contractors running their whole operation on the most AI-powered HVAC software available. Start your free trial today and see why QuoteIQ is rated 4.7★ across 4,100+ reviews.
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