Best HVAC Proposal Software (2026)

For residential HVAC contractors who want to present options and close at the kitchen table. We compared six tools on how they build Good/Better/Best options, where the prices come from, how the homeowner signs and pays, and whether there is real engineering behind the equipment. Every fact links to the vendor's own site and was checked on October 16, 2026.

Disclosure: Tradewright is our product. Tradewright is not a CRM; it works alongside Housecall Pro, Jobber, FieldEdge, ServiceTitan or no CRM. We have described every other product as fairly as we can.

Updated October 16, 2026Written by the Tradewright team. Tradewright makes one of the products compared here; we say so wherever it matters.

How we compared these tools (methodology)

We used only each vendor's public website and help centre. No paid trials, private quotes or third-party review sites.

Options. Can a salesperson present Good/Better/Best (or more) options side by side?
Engineering. Is there a Manual J load calculation, Manual S equipment selection, or a long-term cost comparison behind the options?
Pricing source. Do prices come from your own price book or flat-rate book?
Closing. E-signature, payment collection and consumer financing.
Fit. Is it a CRM or field service management (FSM) platform itself, and does it work with others? Is there a mobile or tablet experience for the kitchen table?
Price. Exactly as listed, or "not publicly listed".

"Not stated" means we could not find it on the vendor's public site, not that the product cannot do it.

Summary table

HVAC proposal software compared feature by feature, checked October 16, 2026
	Tradewright	OnCall Air	Housecall Pro	ServiceTitan	FieldEdge	PandaDoc
Good/Better/Best options	Yes	Up to four tiers side by side	Yes	Yes	Yes (Proposal Pro)	Multiple-choice pricing (Business plan)
Built-in Manual J	Room-by-room	Not stated	Not stated	Through Conduit (acquired)	Not stated	No
Manual S equipment selection	Yes	AHRI match data (Manual S not stated)	Not stated	Described in a 2026 ServiceTitan blog post	Not stated	No
15-year system comparison	Yes	Estimated energy savings label (E-Tag)	Not stated	Not stated	Not stated	No
Pricing from your price book	Yes	Pricing engine with live distributor pricing	Yes	Yes (Pricebook Pro)	Yes (price book and flat rate)	Generic product catalog
E-signature	Yes	Yes	Yes	Yes	Not stated	Yes
Payments	Yes	Not stated	Yes (2.59% card rate listed)	Yes	Yes	Yes (Stripe and others)
Financing	Yes	Up to 5 plans per option	Yes (Wisetack)	Yes (Integrated Financing)	Through partners	Not stated
CRM / FSM included	No (works with yours)	No	Yes	Yes	Yes	No
Works with other CRMs	Housecall Pro, Jobber, FieldEdge, ServiceTitan	ServiceTitan, Housecall Pro	Is the CRM; integrates with OnCall Air, QuickBooks and others	Is the CRM; integrates with OnCall Air and others	Is the CRM; QuickBooks sync	CRM integrations (Business plan and up)
Mobile at the kitchen table	iPhone and iPad app	Proposals on any device	iOS and Android app	iOS and Android (Field Pro)	FieldEdge Mobile	Mobile app
Price (listed)	From $199/seat/mo	From $49/mo, then usage-based	$59 to $329/mo by plan	Not publicly listed	Not publicly listed	Free to $65/user/mo

Checked October 16, 2026 on each vendor's public site. "Not stated" means not found on the public site. Prices change; see each vendor's pricing page.

Which proposal software fits you?

Start here. The per-product notes below back up each recommendation.

If you…
already run ServiceTitan or Housecall Pro and want faster, financing-forward proposals
OnCall Air plugs into both and focuses on Good/Better/Best with live distributor pricing. Learn more
If you…
want one app for scheduling, invoicing, payments and proposals with published pricing
Housecall Pro covers all of it, with Good/Better/Best estimates and Wisetack financing.
If you…
run a larger operation and want a single platform for everything
ServiceTitan covers CRM, dispatch, pricebook, payments, financing and in-home sales, and now Conduit for LiDAR and Manual J.
If you…
need signable proposals on a tight budget and handle the engineering yourself
PandaDoc is inexpensive, has unlimited e-signatures and multiple-choice pricing. Our free HVAC proposal template is another starting point. Learn more
If you…
want every option backed by a room-by-room Manual J and a 15-year comparison, signed in the same visit, without changing your CRM
Tradewright does the engineering, the Good/Better/Best from your price book, and the signature, payment and financing at the table. Learn more

Tradewright

Our product

From an address to an engineered HVAC design and a signed proposal, in one visit.

Best for: Replacement contractors who want each Good/Better/Best option backed by a room-by-room Manual J and real equipment, signed at the table.

Strengths

Good/Better/Best built from a room-by-room Manual J and Manual S selection from real equipment
Heat pump, boiler, furnace, mini-split and dual-fuel compared on 15-year cost of ownership, including what was ruled out and why
Prices from your own price book, in a branded proposal
E-signature, payment and financing at the table
Works with Housecall Pro, Jobber, FieldEdge, ServiceTitan or no CRM
NYS Clean Heat and Mass Save documentation generated from the design

Limits

Not a CRM or dispatch system; you keep your FSM for scheduling and invoicing
Higher price than proposal-only tools, because it includes the engineering
Focused on residential replacement

Price (as publicly listed): Starter $199/seat/mo; Pro $349/seat/mo plus $500/mo platform fee; Enterprise custom source · website

OnCall Air

An HVAC sales and proposal platform that sits alongside your field service software.

Best for: Contractors who want fast, financing-forward Good/Better/Best proposals with live distributor pricing, on top of ServiceTitan or Housecall Pro.

Strengths

Up to four good-better-best tiers side by side, plus a repair option
Up to five financing plans in each option; GoodLeap, GreenSky and PEAC Solutions listed as partners
Live pricing and stock from connected distributors, and automatic AHRI match data
Integrates with ServiceTitan and Housecall Pro; unlimited users on the Starter plan

Limits

Manual J load calculation and Manual S selection are not stated on its site
Not a CRM or FSM; FieldEdge is not listed among its integrations
Payment collection not stated

Price (as publicly listed): Starter $49/mo (unlimited users, billed monthly); usage-based pricing above that; Enterprise custom source · website

Housecall Pro

All-in-one field service management for home service businesses, with estimates, a price book, payments and financing.

Best for: Small and mid-size shops that want scheduling, invoicing, payments and proposals in one app with published pricing.

Strengths

Good/Better/Best estimates from pre-built templates, plus a sales proposal tool on the Max plan
Built-in price book, with import from QuickBooks or Profit Rhino
Card payments and Wisetack consumer financing (jobs from $500 to $65,000 as listed)
iOS and Android app on all plans, and a large integration marketplace that includes OnCall Air

Limits

No Manual J or Manual S in the product stated
Long-term cost comparison not stated
Sales proposal tool is bundled with the top (Max) plan

Price (as publicly listed): Basic $59/mo, Essentials $149/mo, Max $299/mo billed annually ($79, $189, $329 billed monthly) source · website

ServiceTitan

An end-to-end platform for larger contractors: CRM, dispatch, Pricebook Pro, payments, financing and in-home sales.

Best for: Larger residential contractors who want one platform for everything, including in-home sales and, through Conduit, LiDAR scanning and Manual J.

Strengths

Techs build Good-Better-Best proposals on a tablet from your pricebook, with photos and financing
Pricebook Pro, Payments and Integrated Financing products
Conduit (announced acquisition, September 2025) adds LiDAR scanning and room-by-room Manual J
iOS and Android field app; in-home sales tool now called Field Pro

Limits

Pricing is not publicly listed (Request Pricing per plan)
A full platform to adopt, which may be more than a small shop needs
Long-term cost comparison not stated

Price (as publicly listed): Not publicly listed (Starter, Essentials and The Works plans; request pricing) source · website

FieldEdge

Field service management for contractors, with a strong flat-rate price book and QuickBooks sync.

Best for: Service-heavy contractors who live in flat-rate pricing and QuickBooks.

Strengths

Good-Better-Best options with Proposal Pro
Price book and flat-rate pricing on all plans, plus FieldEdge Flat Rate
Integrated payments on all plans; QuickBooks Online and Desktop sync
FieldEdge Mobile app included with every plan

Limits

Pricing is not publicly listed; Proposal Pro is included in the Elite plan and priced on request for others
Manual J, Manual S and long-term cost comparison not stated
E-signature on proposals not stated on the pages we checked

Price (as publicly listed): Not publicly listed (Select, Premier and Elite plans; book a demo for a quote) source · website

PandaDoc

General document, quote and e-signature software used across many industries.

Best for: Shops that want polished, signable proposals cheaply and already have their own pricing and engineering process.

Strengths

Unlimited e-signatures on every plan, including Free eSign
Pricing tables, quote builder, product catalog and multiple-choice pricing options on Business
Payment collection (Stripe on Starter; more processors on Business)
CRM integrations on Business and up

Limits

Not HVAC-specific: no load calculation, equipment selection or system comparison
Product catalog is generic, not an HVAC price book
Consumer financing not stated; no field service integrations found

Price (as publicly listed): Free eSign $0; Starter $19/user/mo annually ($35 monthly); Business $49/user/mo annually ($65 monthly); Enterprise contact sales source · website

Questions

What is HVAC proposal software?

HVAC proposal software helps a salesperson build and present system options to a homeowner, usually as Good/Better/Best, with equipment, scope, price, rebates and financing, and then collect a signature and deposit. Some tools also calculate the load and select equipment; others only format and price the proposal.

Do I need a CRM to use HVAC proposal software?

Not always. Proposal-focused tools such as OnCall Air and Tradewright work alongside a CRM or field service platform, and Tradewright also works with no CRM at all. Platforms such as Housecall Pro, ServiceTitan and FieldEdge include proposals inside the CRM.

Can I use PandaDoc for HVAC proposals?

Yes. PandaDoc handles documents, pricing tables, multiple-choice options, e-signature and payments. It does not calculate loads, select equipment or compare systems, so you need to bring the engineering and HVAC pricing yourself.

What should a good Good/Better/Best HVAC proposal include?

Three complete systems that each fit the home's load, with equipment and efficiency ratings, capacity at design temperature, scope of work, warranty, price, estimated rebates, monthly financing, what is excluded, and a clear place to choose and sign. Our free HVAC proposal template has all of these sections.

Which HVAC proposal software includes Manual J?

As of October 16, 2026, Tradewright includes room-by-room Manual J. ServiceTitan offers Manual J through Conduit, which it announced it was acquiring in September 2025. We did not find Manual J stated on the OnCall Air, Housecall Pro, FieldEdge or PandaDoc sites.

Is Tradewright a CRM?

No. Tradewright handles the design, the proposal and the close. It works with Housecall Pro, Jobber, FieldEdge, ServiceTitan or no CRM, so you keep your existing scheduling and invoicing.

How much does HVAC proposal software cost?

Listed prices on October 16, 2026 ranged from free (PandaDoc Free eSign) and $49 a month (OnCall Air Starter) to $199 per seat per month (Tradewright Starter). ServiceTitan and FieldEdge do not publish prices. See each product above for details.

Sources

OnCall Air: Pricing (accessed 2026-10-16)
OnCall Air: FAQs (accessed 2026-10-16)
OnCall Air: Features (accessed 2026-10-16)
OnCall Air: 5-minute HVAC quotes (accessed 2026-10-16)
OnCall Air: SEER2 E-Tag (accessed 2026-10-16)
OnCall Air: Marketplace (integrations and finance partners) (accessed 2026-10-16)
Housecall Pro: Pricing (accessed 2026-10-16)
Housecall Pro: Estimating software (accessed 2026-10-16)
Housecall Pro: Sales proposal tool (accessed 2026-10-16)
Housecall Pro: Price book (accessed 2026-10-16)
Housecall Pro: Consumer financing (accessed 2026-10-16)
Housecall Pro: Integrations (accessed 2026-10-16)
ServiceTitan: Home page (products) (accessed 2026-10-16)
ServiceTitan: HVAC estimating (accessed 2026-10-16)
ServiceTitan: Pricing (accessed 2026-10-16)
ServiceTitan: Conduit Tech acquisition press release (accessed 2026-10-16)
ServiceTitan: Good-better-best HVAC proposal (blog) (accessed 2026-10-16)
ServiceTitan: Best HVAC design software (blog) (accessed 2026-10-16)
FieldEdge: Home page (accessed 2026-10-16)
FieldEdge: HVAC software (accessed 2026-10-16)
FieldEdge: Pricing (accessed 2026-10-16)
PandaDoc: Compare subscription plan features (help centre) (accessed 2026-10-16)

Related tools and guides

HVAC proposal software in TradewrightGood/Better/Best from your own price book.Free HVAC proposal templatePrintable Good/Better/Best proposal.Best HVAC load calculation software (2026)Conduit, Cool Calc, Wrightsoft, Elite, Kwik Model and Tradewright.OnCall Air alternativeOnCall Air and Tradewright, side by side.Good/Better/Best pricing worksheetPrice each tier from real costs.

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