Direct answer
What is HVAC quoting software?
HVAC quoting software helps UK heating, cooling and ventilation installers create professional quotes for heat pumps, air conditioning, boilers, ductwork and maintenance, itemise equipment and labour, send customer links, track approvals and convert accepted work into invoices.
Best for
HVAC installers quoting heat pumps, AC systems, ventilation, boiler replacements, underfloor heating and maintenance contracts.
Workflow
Build an itemised HVAC quote after the survey, add equipment and labour costs, send it to the customer and follow up from Jobnix.
Pricing
Jobnix plans start at £19.99/month with a 14-day free trial.
Sound familiar?
Spending hours pricing up systems, ductwork, and labour after site surveys
Losing jobs because the customer received a clearer scope, equipment breakdown and approval process elsewhere
Customers comparing your rough price to a competitor's detailed system breakdown
No clear way to show equipment options with different efficiency ratings
Managing deposits and stage payments across multi-day installations
Guessing your margins on units, refrigerant, and ductwork materials
Jobnix fixes all of this.
Everything a hvac installer needs to quote smarter
HVAC quote templates
Pre-built templates for air conditioning, heat pumps, ventilation systems and ductwork. Customise equipment, labour, access, exclusions and approval terms before sending.
Quote from site
Build your quote on your phone while survey notes, equipment choices and customer questions are still fresh.
Works on your phone
No laptop needed. Everything works from your mobile, quotes, invoices, customer management.
Track every quote
See which quotes are pending, accepted, or declined. Know exactly where your pipeline stands.
Customer database
All your customer details, job history, and quotes in one place. No more searching through texts.
Know your numbers
See your quote-to-win rate, average job value, and monthly revenue at a glance.
Build clear hvac installer quotes from checked job details
Air conditioning installation
Split system or multi-split with indoor and outdoor units itemised
Heat pump installation
Air source or ground source with MCS certification included
Ventilation system
MVHR or MEV systems with ductwork runs and commissioning
Boiler replacement
Remove old unit, supply and fit new condensing boiler
Underfloor heating
Wet or electric system with manifold and zone controls
HVAC maintenance contract
Annual service plans with filter changes and inspections
Frequently asked questions
Is Jobnix free?
There's a 14-day free trial with full access. After that, plans start from £19.99/month.
Can I use it on my phone?
Yes, Jobnix is designed mobile-first. Build and send quotes from your phone, tablet, or computer.
Can customers accept quotes online?
Yes. Your customer gets a professional PDF and an approval link. When they approve, Jobnix records the quote status so you can track the job from accepted scope to deposit, invoice and follow-up.
Does it handle invoicing too?
Yes. Convert accepted HVAC quotes into invoices without retyping the customer, equipment, labour, payment terms and approved scope. Track payments and chase overdue invoices from the same workflow.
Can I add my logo and branding?
Yes. Add your logo, company details, and colours so every quote looks like it comes from your business.