Estimates for HVAC contractors, priced from a book you build yourself and approved on the customer’s phone, so the number is the same on every truck and the yes is captured before you leave.
Sent
Sample entries from a book you build yourself.
The work
01
Seasonal
Maintenance plans generate the tune-up visits, renew on stored cards, and carry a checklist for the system type.
02
Service
No cool, no heat. Urgency first, the nearest truck next, and the customer texted an ETA.
03
Install
Changeouts and new construction tracked across their days: crews, equipment, and permits on the same record as the service board.
Why it matters
Built from your book
Parts, labor, and accessories come from the same price book everyone quotes from, so the number the customer hears never depends on which truck showed up.
Options beat ultimatums
A tiered proposal turns take-it-or-leave-it into a choice. The customer picks a tier instead of deciding whether to trust the only number on the page.
Signed before the truck leaves
E-signature on any device, deposit collected at approval, and the accepted proposal becomes a scheduled job. Same visit.
HVAC · Estimates
Quoted from the book, approved on the phone, and turned into the job without retyping.
The old way
Two seasons overload one board
Summer and winter peaks bury dispatch while install crews compete for the same trucks.
Renewals slip
Maintenance agreements lapse quietly when renewal is a spreadsheet column somebody forgets.
The paperwork exposure
Refrigerant logs, warranty registrations, and rebates left incomplete are an audit risk and lost money.
Up close
01
Show, don’t argue
Photos of the failing unit, the comparison between options, the before-and-after from a similar job. Embedded in the proposal, not described over the phone.
02
Multi-phase and commercial
Break big work into phases with alternates; each approved phase converts to its own job plan. Approval routing covers the facility-manager case.
03
Margin guardrails
The margin is visible while the proposal is built, so discounting is a decision, not an accident.
The book
The price book is in Core: build your own. These are sample entries to show the shape. Edit them, or load your own book instead.
Straight answers
What does Thorbis cost for HVAC contractors?
$99 per company per month, unlimited people, every module as it releases. Plus metered usage. $15 included each month. Nothing on this page is a tier.
Is estimating a separate module?
No. Estimates & quotes is in Core, on the same record as the board, the estimate, and the invoice, so the HVAC job never leaves the system it started in.
Is it built for HVAC contractors specifically?
The record is the same for every trade; what changes is the work on it. For HVAC contractors that means seasonal, service, and install, which is the day this page is written around, and the sample rows on it are HVAC jobs.
Can I standardize templates?
Yes. Reusable branded templates with recommended options, so every proposal starts from the shop’s standard instead of a blank page.
What about multi-phase jobs?
Break the proposal into phases and alternates; each converts to a separate job plan when approved.
More for HVAC contractors
Estimates for other trades
Start
$99 a company. Unlimited people: the whole crew. Plus metered usage. $15 included each month.
Coming from a suite? We’ll extract your records.
Rather talk first? Email the team.
