HVAC change orders & estimate versioning
HVAC estimating software to version equipment and install quotes, capture duct or line-set change orders, and track margin on service and install jobs.
Common pain points
- Equipment specs changing after the quote went out
- Duct or line-set extras without written approval
- Install margin unclear until closeout
What you get
- Equipment and install estimate versions
- Duct, line-set, and add-on change orders
- Live margin on HVAC install jobs
Register as a hvac installer and your account seeds with matching estimate and change order templates.
Start free — HVAC installerHVAC installer FAQ
How do HVAC installers track duct or line-set change orders?
Capture duct, line-set, or equipment add-ons as change orders from the original install estimate. Clients approve the price delta; approved extras update live job margin.
Can HVAC estimating software version equipment quotes?
Yes. Sent equipment and install estimates stay locked. Spec changes create a new version or a change order instead of editing the same quote until nobody remembers the first number.
Is WorkGrid Pro for HVAC service and install jobs?
Yes. Use versioned estimates and change orders on install jobs, then watch margin as extras land—without replacing your accounting system.