Icon HVAC Pro Invoices & Estimates

HVAC Pro Invoices & Estimates

  • Business
View in App Store

HVAC Pro Invoices & Estimates

  • Business
3.4
20 ratings
Age Rating

4+

Seller
JZ Mobile LLC
In-App Purchases

$2.99 – $19.99

View in App Store

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User Reviews for HVAC Pro Invoices & Estimates

5
Doing great now - Scheduler a nice addition

i got off to a rough start with the app and was ready to throw in the towel. Had set everything up but couldn't email my estimates or invoices. Turned out to be the way my email was setup on my iPad. John in support was very helpful and in addition to getting the email going explained some of the shortcuts and more advanced features. Really glad that I persevered, it’s a great program! Plus, the New Scheduler is a nice addition.

bbrown987, Apr 10, 2017
1
App don’t work after latest update

Ever since the update the app simply don’t work. When you finish an estimate and click to see the printable form and email portion, it kicks you off. All of the saved items have all the writing all skewed. Tried emailing the developer numerous times and never received an answer back and I bought all portions of the app. Worked beautiful before the last update for years.

dave0176, Jul 09, 2020
5
Just installed the app and it’s doing wonders for us!

Just installed the app for my husbands business. Also bought Cloud Sync so we can use multiple devices. He enters the work as its completed on his phone. Then I bring it up on the iPad, review and email it to the client. Beats doing it by hand and nothing gets lost or falls through the cracks. Getting ready to add our supply and parts inventory so we’ll have it all together!

discodenver, Feb 23, 2020
5
Solid App with very good support & expertise. Thank!

Although we just got this app it seems to be quite solid. There are a few things that I would like to see done differently but I am sure that I'll get used to it. Always a learning curve with new software. Text response to support was immediate and answered my question without having to answer a lot of stupid questions first. We are able to keep seperate job address for our large customers which is very important in our business. Recently added the Craftsman Cost Book, the best resource.

evane33, Aug 19, 2019
5
Help

This has been the best app ever for my HVAC. But I updated my ipad now my app wont open. I’m afraid to delete it and loss everything…….. help me please

Hvac MM girl, Jun 14, 2022
5
Have depended on this app for three years, perfect!

The app does everything I need for my husbands HVAC business. Use the scheduler to setup appointments. Then automatically send reminders. After job is complete the email invoice goes out. All history is immediately available and he also keeps images of customers equipment right in the app. Would recommend for an independent business.

Jeni2010!, Mar 30, 2022
5
Cost Book with 13,000 HVAC Items is priceless!

Just added the Cost Book which is a unbelievable help with Estimates. The app does everything I need. Tracks customers, calls, labor and materials. Uses the iPhone contacts and calendar so it’s fast and easy to set-up and install. I can send email estimates and invoices and get reports and graphs to see how I’m doing for any time period. All of my history is instantly available to see what work I have done and there is a support function that can be used to get questions answered. Would highly recommend to any Contractor.

Jjjames765, Apr 04, 2023
5
Finally, an app that can do the job for us all.

Have lost track of the number of apps that I tried. Like the idea, just couldn’t seem to find the right one, until now. The app just makes sense to be and run great on my 6 plus iPhone. The invoice format is clean and easy to read and can be setup to fit your exact needs. The estimating function is cool including the signature capture function and followup tracking.

lew6543, Feb 28, 2022
5
Would recommend to any HVAC guy...

I has taken me awhile to let go of my old methods and get this running on my device. It takes a little longer when you get started. However, after you build up your customers, labor descriptions and parts inventory it is really fast to do an estimate or invoice. Nice to be able to bring up history with just a few taps. It will be really cool after a few years. Bought the Cloud Sync so I can use on by iPad and iPhone. Thanks!

lomanl77, Feb 15, 2019
5
Perfect app for hvac business owner with everything and more

App is made perfectly. Still trying to work out a few things but it is everything I was looking for and then some. Don’t hesitate. It’s worth well more than the initial charge.

TinKnocker1000, Jun 23, 2023

Description

Specifically designed for HVAC and mechanical professionals. It maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly create invoices and track your important accounts.

Reasonable One-Time Price There are no monthly or annual fees to use your app. Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis. This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps. Highlights: Project Pro Create cost plus type estimates and invoices with multiple levels and phases. Use Craftsman and your items with included descriptions and costs. Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars, set alerts, search history. Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app. Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items. Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rates. Your logo, detailed terms and conditions and other messages are automatically displayed. Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved. Document Manager Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs. Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients. Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet. Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues. In-App Purchases Cloud Sync Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! Messages & Reminders Create Appointment Reminders automatically from your schedule using text or email. Profits and Reports Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed. + Spreadsheet Download Download your financial info and backup your info. Craftsman Cost Books This is the #1 info source for Construction Labor & Materials Cost Information. With over 15,000 labor and material items the info contained in these saves time required for creating project estimates and eliminates costly pricing errors. Recurring Service Repetitive Services entry and automatic weekly, semiweekly or monthly release for maintenance and other service providers.

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