Billing

HVAC Invoicing & Estimates Software

Build estimates with one click. Convert to invoices instantly. Send branded PDFs and automate overdue reminders.

Estimate Builder

Create professional estimates with line items for labor, parts, and tax. Save templates for common jobs. Convert any estimate to a live invoice with one click — no re-entry.

Branded PDF Invoices

Every invoice is generated as a clean, branded PDF with your logo and business details. Send directly to customers by email. They look professional and build trust.

Real-Time Status Tracking

Know exactly where every invoice stands: Draft, Sent, Viewed, Paid, or Overdue. See when a customer opens your invoice. Never wonder if they received it.

Automated Reminders

Set up automatic overdue reminders that go out on your schedule. Stop manually chasing payments. Let the system follow up so you can focus on the next job.

Why it matters

The average HVAC contractor loses $8,000/year in uncollected or forgotten invoices. TryContraqt's automated reminders and real-time payment tracking make that problem disappear.

How the right HVAC CRM software eliminates billing headaches

The average HVAC contractor loses over $8,000 per year in uncollected or forgotten invoices. Without proper CRM software for HVAC companies, invoices get created in one tool, emailed from another, and tracked on a spreadsheet — if they're tracked at all. Payments slip through the cracks because nobody follows up consistently.

TryContraqt's HVAC CRM software handles the entire billing lifecycle in one place. Build professional estimates with labor, parts, and tax. Convert any estimate to a live invoice with one click — no re-entry. Every invoice gets a branded PDF with your logo, sent directly to your customer's email. Track real-time status from Draft to Sent to Viewed to Paid to Overdue.

The automated reminder system is where most HVAC businesses see the biggest impact. Set up overdue reminders on your schedule and let the CRM follow up automatically. Your customers get professional payment nudges, you stop playing phone tag, and your cash flow improves within the first month. It's the invoicing workflow that every HVAC CRM app should have — and most don't.

Ready to streamline your HVAC business?

Join the waitlist and start at $29/mo for your first 6 months.