Best Good-Better-Best Proposal Software for HVAC (2026)
If you want to hand an HVAC homeowner three priced options on one proposal and let them pick and sign from their phone, I'd put QuoteIQ first for good-better-best proposal software. I co-founded QuoteIQ and run my own service business on it, so weigh that when you read my ranking. The specifics hold up either way: Options Estimates are on every QuoteIQ plan starting at $29.99 a month, and e-signature starts on the $99.99 Beginner plan. Here are the eight tools I'd shortlist for an HVAC company, and where each one wins or falls short.
TL;DR
QuoteIQ: $29.99/month. Best overall, with Options Estimates on every plan, published prices and e-signature from $99.99.
ServiceTitan: quote only. The deepest good-better-best workflow I found documented, with presentation mode, a dynamic pricebook and financing from the proposal.
FieldPulse: quote only. Multi-tier proposals and add-on options built into estimates, plus a built-in pricebook.
Housecall Pro and FieldEdge: Housecall Pro's Sales Proposal Tool is a Max plan feature, and FieldEdge's Proposal Pro comes with Elite and is a priced add-on below it.
Jobber and Workiz: Jobber builds good-better-best with optional line items from Grow ($199), and Workiz includes sales proposals only on its top plan.
Service Fusion: $245 to $627 a month with unlimited users, but confirm how its estimate options present to a homeowner.
How I Picked These
I don't run an HVAC company. I run service businesses on QuoteIQ, which I co-founded, so this ranking is my position, not a scored contest. For an HVAC owner I weighed four things: can a tech put three priced options on one proposal, can the homeowner pick and sign without a second visit, how a pricebook feeds the tiers, and what it costs at a small crew size. QuoteIQ's numbers come from my own pricing page. For every other tool I relied on the vendor's published pricing pages and help articles, checked October 19, 2026, and I haven't run any of them on an HVAC job. Where a vendor hides its price behind a demo, I say so and give no number. I stuck to proposal software that comes with scheduling and invoicing. For standalone sales tools like OnCall Air and Profit Rhino, see my HVAC proposal software roundup and my HVAC quoting software roundup.
Quick Comparison
Software | Starting Price | Best For |
$29.99/mo | Small crews, posted prices | |
Quote only | Large sales teams | |
Quote only | Tiers plus add-ons | |
$79 listed | Phone-first crews | |
Quote only | Proposal Pro shops | |
$49/mo | Solo techs | |
Quote only | Phone-heavy shops | |
$245/mo | Bigger crews |
1. QuoteIQ — Best Overall for HVAC Good-Better-Best Proposals
What it is
QuoteIQ is the home service CRM I co-founded, with quoting, scheduling, invoicing and payments on iOS, Android and the web. Its Options Estimates feature puts several service levels on one estimate, side by side, and each option carries its own list of included work. The customer opens the estimate on any device, picks a tier and signs with an e-signature. QuoteIQ's Options Estimates page says there is no limit on tiers per estimate, though most contractors use two or three. The HVAC software page tells you to set up your own HVAC price book and describes an AI Estimator that builds quotes from unit type, tonnage, SEER rating and ductwork scope.
Pricing
Standard monthly prices from QuoteIQ's pricing page, checked October 19, 2026: Essentials $29.99 (1 user), Beginner $99.99 (2 users), Pro $199.99 (4 users), Elite $299.99 (10 users) and Max $699.99 (20 users). Extra users are $25 a month on any plan, and every plan has a 14-day trial. Options Estimates are on every plan, and e-signatures start at Beginner. The page also lists Proposals, charged at 100 IQ Credits per estimate on Essentials through Pro and included on Elite and Max, so confirm in your trial which of your proposal documents use credits.
Where it fits
HVAC owners with one to ten techs who want published prices and a simple options workflow instead of a demo-led purchase. An owner plus three techs fits Pro at $199.99 with four users included. On Jobber's Grow plan the same four people cost $286 a month, which is $199 plus three extra users at $29. Partial-payment percentage settings are on every plan, and InstaQuote deposits start at Elite.
Tradeoffs
I found no manufacturer-synced flat-rate pricebook or AHRI matchup tool in QuoteIQ's docs, so your tiers come from a price book you build. Essentials can't take e-signatures, so signed options start at $99.99. I found no tablet presentation mode, and the options page shows a cleaning company example rather than an HVAC one, so build a real three-tier replacement quote during the trial. The pricing page lists consumer financing through Stripe or Whop on every plan, but I didn't find an HVAC lender workflow like the one ServiceTitan describes. Extra users cost $25 a month.
You can see QuoteIQ in a demo before you commit.
"This is just the app that I was missing for my business." — Jovanni Diaz (Google Play review)
2. ServiceTitan — Best for Large HVAC Sales Teams
What it is
ServiceTitan is a field service platform with a dedicated HVAC proposals page that says it "quickly builds good-better-best proposal options, giving customers multiple solutions for service and repair." Its good-better-best guide, dated September 17, 2026, says to make Good the option that fully solves the problem, then have Better and Best add upgrades the customer can feel or measure. Techs open templates from the mobile app on a phone or tablet and switch to a presentation mode, and templates can be Dynamic or Static depending on whether they follow pricebook changes.
Pricing
ServiceTitan doesn't publish prices. Its pricing page lists three packages, Starter, Essentials and The Works, each with a Request Pricing button, and says plans are built around your technician count. I won't quote a number I can't verify.
Where it fits
Shops with a pricebook already in place and several techs selling replacements. The guide says customers can apply for financing directly from the proposal: "Real-time approval makes it far easier to close on site."
Tradeoffs
You can't price it without a sales conversation, which makes it hard to compare against a $29.99 starting point. The proposals page doesn't mention e-signature or deposits. My ServiceTitan vs QuoteIQ comparison goes deeper on fit.
3. FieldPulse — Best for Tiers Plus Add-On Options
What it is
FieldPulse's HVAC proposal page promises "Good–Better–Best pricing and visual breakdowns," and says you can create multiple service tiers, like basic, standard and premium, inside a single proposal. Techs can present the options on site from the mobile app. Its estimate options help article shows how it works: every estimate starts with Option 1, you add more with "+ Add Estimate Option," and add-on options are built the same way. The customer sees each option on its own tab, and the total shows $0.00 until they choose.
Pricing
FieldPulse's pricing page shows no plans or prices. It says pricing is seat-based and built around your team, and directs you to a demo form for a custom quote.
Where it fits
Crews that want to sell a tier plus extras, such as a maintenance agreement, on one proposal. The page also describes a built-in pricebook that gives you control over pre-set rates for services, labor and materials.
Tradeoffs
The help article doesn't say which FieldPulse plans include estimate options, and it doesn't mention deposits. The HVAC page lists a FieldPulse Financing link but gives no details. No published price means no way to compare it until you book a demo.
4. Housecall Pro — Best for Presenting Options From the Phone
What it is
Housecall Pro's Sales Proposal Tool builds proposals inside estimates in the web and mobile apps. It says you can "Present multiple levels of service," and a present button on the estimate details page shows the options side by side. Customers can approve more than one option, and the article mentions flexible financing.
Pricing
Housecall Pro's pricing page shows two sets of numbers: $59, $149 and $299 (the $59 Basic figure is labeled billed annually) and $79, $189 and $329 with no label. The page doesn't say which set is month-to-month, so confirm before you budget. Max includes 8 users and $35 a month per additional user, and lists the "Sales proposal tool ($40/mo value)." A second help article says "You already have access to the Sales Proposal Tool with your Housecall Pro MAX plan!" The trial is 14 days.
Where it fits
Residential crews that already run on Housecall Pro and sell replacements from a phone, and can justify Max.
Tradeoffs
The proposal tool sits on the top plan. Neither help article explains how a customer signs or pays a deposit against the option they pick. For a side-by-side look, read my Housecall Pro vs QuoteIQ comparison.
5. FieldEdge — Best for Shops That Want a Dedicated Proposal Tool
What it is
FieldEdge's HVAC software page says "Present Good-Better-Best options with Proposal Pro to convert more quotes at higher ticket values." Its blog on estimating HVAC jobs describes a customizable good, better, best price presentation and says a flat rate pricing book that integrates with HVAC estimate software can simplify the process.
Pricing
FieldEdge's pricing page shows no dollar amounts, only Request Pricing buttons. The plans are Select, Premier and Elite. Multi-option quotes are on Premier and Elite, and Select is limited to single-option quotes. Proposal Pro is included only in Elite, and on Select and Premier it shows as Call for Pricing.
Where it fits
Established shops that want flat rate tools and a proposal tool from the same vendor, and that are willing to price Elite or an add-on.
Tradeoffs
The good-better-best tool is tied to the top plan or an add-on, and neither FieldEdge page I read mentions financing or e-signature on proposals. You'll need a demo to learn the real cost.
6. Jobber — Best for Solo Techs Starting Simple
What it is
Jobber's good-better-best guide builds the tiers with optional line items: "Add an Optional Line Item for each of your good, better, and best products or services," then tick the Recommended box under Best. Separately, Jobber's Quote Options help article describes a Jobber Lab that lets a client pick one option per set. It allows up to 3 option sets per quote and 2 to 5 line items per set, and only the chosen option carries into the job and invoice.
Pricing
From Jobber's pricing page: Core $49 (1 user), Connect $139 (1 user) or $199 (5 users), Grow $199 (1 user) or $299 (5 users), and Plus $499 (5 users), with extra users at $29 a month. Optional line items are listed under Grow, and the Quote Options article doesn't say which plans get the Lab. Grow has a 14-day trial.
Where it fits
Solo or very small HVAC shops already on Jobber that want a simple way to show three levels. See my Jobber vs QuoteIQ comparison for the broader picture.
Tradeoffs
Optional line items are add-ons a client can include, and Jobber's help center says Quote Options is the feature meant to force one decision among alternatives. Quote Options is a beta Lab rolling out gradually, and you build and edit it on Jobber.com, not in the mobile app.
7. Workiz — Best for Shops That Want Phone Tools Beside Proposals
What it is
Workiz's HVAC estimating page promises "quoting Good - Better - Best options that fit any budget," and its FAQ says "you can create as many options as you wish with Sales proposals." It also describes pre-made, client-ready pricebooks and a way to break expensive HVAC work into low monthly payments.
Pricing
Workiz's pricing page shows three plans, Standard, Pro and Ultimate, each marked Request pricing. Unlimited estimates are on all three, but sales proposals are included only on Ultimate. The page offers a 7-day free trial and sells its phone, answering and marketing add-ons separately.
Where it fits
Shops that want call handling and proposals from the same vendor and are fine with a demo-led price.
Tradeoffs
The good-better-best proposals sit on the top plan, and with no published price you can't compare the cost. The estimating page doesn't mention e-signature or deposits.
8. Service Fusion — Best Flat Monthly Rate for Bigger Crews
What it is
Service Fusion sells field service software with unlimited users on every plan. Its pricing page lists "Estimate Option" on Starter and "Estimate Options" on Plus and Pro. Its HVAC software article lists eSign documents as an add-on on Starter and Plus and included on Pro.
Pricing
Starter is $245, Plus is $382 and Pro is $627 a month, labeled "Per Month." An annual set at $208, $325 and $533 saves 15%, and the page says "Service Fusion offers all plans on a month-to-month basis." The page offers a free demo and doesn't mention a trial.
Where it fits
Bigger crews where unlimited users beat per-seat pricing, and where the Plus plan's multiple estimate options are enough. Its best field service software for HVAC article, published September 9, 2026, makes the flat-rate case.
Tradeoffs
The pages I read don't use the words good-better-best for Service Fusion's own estimates, so ask for a demo of how options show up on a homeowner's phone. The entry plan allows a single estimate option, and signature on proposals is an add-on below Pro.
What Operators Say
The three QuoteIQ reviews in this post come from App Store and Google Play ratings in the review database I use. None of the three reviewers is tagged as an HVAC contractor, so read them as comments on the app, not on HVAC proposals.
"It’s definitely a game changer, if you don’t have it get it!" — Mike Stahl (App Store review)
"This tool has definitely helped my business grow." — Michael Roberts (Google Play review)
Frequently Asked Questions
What is the best good-better-best proposal software for HVAC companies in 2026?
QuoteIQ is my pick, and I co-founded it, so weigh that. It puts Options Estimates on every plan from $29.99 a month, lets customers pick a tier and sign on any device, and publishes every price, which matters when most of this field makes you book a demo first. If you run a larger sales team and want a synced pricebook, presentation mode and built-in financing, ServiceTitan and FieldPulse document deeper workflows. The field is crowded, too: IBISWorld counts 120,461 heating and air-conditioning contractor businesses in the U.S. as of 2026, so the proposal is one of the few places a small shop can stand out. Whichever tool you pick, build one real replacement proposal in it before you commit.
How does a good-better-best HVAC proposal work?
A good-better-best proposal gives the homeowner three priced solutions for the same job instead of one number. ServiceTitan's guide says to make Good the option that fully solves the problem, then have Better and Best add upgrades the customer can feel or measure, such as efficiency, comfort or longevity. On replacements, every tier must still clear the federal floor. The Department of Energy's 2023 standards set split-system air conditioner minimums at 13.4 SEER2 in the North and 14.3 SEER2 in the Southeast and Southwest for units under 45,000 Btu/hr. The EIA reports that about 89% of U.S. homes used air conditioning in 2020, which is why the replacement conversation is the one most worth structuring. The customer picks one tier and signs.
How many options should an HVAC proposal include?
Three is the usual floor. ServiceTitan's guide says three is the minimum, notes that some contractors offer four or six, and suggests tagging one option as Contractor's Choice or Best Seller to help an indecisive customer. Software limits matter too. Jobber's Quote Options help article allows up to 3 option sets per quote with 2 to 5 line items each, and up to 99 line items per quote. QuoteIQ says it doesn't limit the number of tiers per estimate, and FieldPulse's help article gives no maximum. My advice is to start with three, mark the one you want to sell, and add a fourth only if customers keep asking for it.
How much does good-better-best proposal software cost for an HVAC company?
QuoteIQ starts at $29.99 a month with Options Estimates on every plan, and signed options need Beginner at $99.99. Jobber lists optional line items under its Grow plan at $199 a month for one user. Service Fusion's Plus plan with Estimate Options is $382 a month with unlimited users. Housecall Pro's Max plan carries the Sales Proposal Tool and shows $299 and $329 with no label saying which is monthly. ServiceTitan, FieldPulse, FieldEdge and Workiz publish no prices. The BLS counts 440,900 HVAC mechanics and installers with a $61,010 median wage, so one extra closed replacement a month can outweigh most of these prices.
Can I present good-better-best options on a phone or tablet?
Yes with most of them, but the details differ. QuoteIQ customers open the estimate on any device. ServiceTitan's guide says techs open templates in the mobile app on a phone or tablet and switch to presentation mode with one tap. Housecall Pro's help article says you tap present on the estimate details page, and FieldPulse's HVAC page says techs can present the options on site from the mobile app. Jobber is the exception, since its Quote Options help article says you build and edit option sets on Jobber.com instead of in the mobile app. Whatever you choose, test the customer view on your own phone before you carry it into a living room.
Do I need a flat-rate pricebook for good-better-best HVAC proposals?
You don't need one, but it speeds up the tiers and keeps prices consistent between techs. ServiceTitan templates can be Dynamic, which follow pricebook changes, or Static, which hold their pricing fixed. FieldPulse has a built-in pricebook, and Workiz describes pre-made, client-ready pricebooks. FieldEdge says a flat rate pricing book that integrates with HVAC estimate software can simplify the process. QuoteIQ uses a price book you build yourself, which is lighter but not manufacturer-synced. My HVAC quoting software roundup covers standalone pricebook tools if you want one layered on top. Either way, a pricebook is only as good as the numbers you load into it, so budget an afternoon to enter your install and repair line items.
Can HVAC customers finance or pay a deposit on the tier they pick?
Sometimes, and the documentation is uneven. ServiceTitan's guide says customers can apply for financing directly from the proposal. Workiz mentions breaking expensive HVAC work into low monthly payments, and Housecall Pro's help article mentions flexible financing. QuoteIQ's pricing page lists consumer financing through Stripe or Whop on every plan, partial-payment percentage settings on every plan, and InstaQuote deposits at Elite and above. None of the help articles I read explains how a deposit attaches to the specific tier a customer selects, so test that on a real proposal before you rely on it.
How do I start a QuoteIQ trial for HVAC proposals?
You can start a 14-day trial on any QuoteIQ plan, and a credit or debit card is required to start. Beginner at $99.99 is the cheapest plan that includes e-signatures alongside Options Estimates, so most HVAC owners should trial that one. Essentials at $29.99 includes Options Estimates but not e-signatures, so customers can't sign there. Build a real three-tier replacement quote, send it to your own phone, sign it, and check how the deposit and payment steps behave. If you'd rather see it first, you can book a QuoteIQ demo and ask to see Options Estimates built for an HVAC replacement job with your own equipment and labor prices.
Bottom Line
If you want published prices and a good-better-best workflow you can set up this week, start with QuoteIQ. If you run a larger sales team and want presentation mode, a synced pricebook and built-in financing, book demos with ServiceTitan and FieldPulse. Housecall Pro, FieldEdge, Jobber, Workiz and Service Fusion each fit a narrower case, and the entries above show which plan you'll need. I'd build one real replacement proposal in two or three of these before you commit, and you can start with a QuoteIQ demo.
Comments