HVAC Estimating and Invoicing App
Quote HVAC repairs and replacements, send professional invoices, collect payments, and keep job photos, notes, and schedule details organized in Dave.
Who this workflow fits
Good fit
Small HVAC contractors quoting replacements, mini-splits, service work, and add-ons where equipment photos and scope notes matter on the invoice.
Usually not the right tool
Large commercial mechanical firms or route-heavy maintenance shops that need advanced dispatch, fleet routing, and enterprise service agreements.
Quote to paid invoice
Keep the job record in one place
Small contractors lose margin when the quote, invoice, photos, and payment trail live in different apps. Dave connects those pieces so follow-ups are faster and customers see a consistent paper trail.
Common jobs on this page
- System replacements
- Mini-split installs
- Service calls and repairs
- Thermostat and accessory installs
- Ductwork and airflow improvements
Free templates
Start with a spreadsheet template when you need a quick printable quote.
Pricing tools
Sanity-check labor, materials, and scope before you send the estimate.
Frequently asked questions
Is Dave HVAC dispatch software?
Dave includes scheduling for installs and follow-ups, but it is not a replacement for heavy dispatch platforms. The focus is quoting, invoicing, payments, photos, and notes.
Can I send HVAC proposals from Dave?
Yes. Organize scope, options, photos, and pricing into a clean estimate or proposal, then turn approved work into an invoice.
Does this work for replacement quotes?
Yes. System replacements, repair estimates, add-ons, and small project work are a common fit when the quote needs to be clear and professional.
Does Dave work for solo HVAC contractors?
Yes. It is lightweight enough for solo operators and small crews that want less admin overhead.
All your jobs, clients, and invoices in one place.
Join the other pros using Dave to quote faster, stay organized, and stack wins on every job.
"My clients have even commented on how professional and convenient it is. Highly recommend it to any contractor looking to simplify their workflow."
Lukas, Eucalyptus Landscaping