Toolbelt for HVAC contractors
Describe the job the way you’d tell your helper — “3-ton condenser and coil, reconnect the lineset, haul off the old unit” — and Toolbelt drafts the labor and materials, prices it from your rates, and sends a branded estimate the homeowner can e-sign and pay a deposit on. From the driveway, before the competition calls back.
No credit card · 3 free estimates · Built for the trades
Summit Heating & Air
License M-12 4471
ESTIMATE
Today
Prepared for
Dana R.
Labor
Materials
How it works
Type it or dictate it from the truck. Snap the data plate and the old unit if it’s easier — the AI reads photos too.
Line items come pre-priced from your price book. Tweak the condenser price, add a line for the crane, done.
The homeowner gets a branded link — they e-sign, pay the deposit through your Stripe, and the invoice creates itself.
The Changeout Kit
All included in every plan.
Estimate Builder
AppType the changeout, send the branded quote.
Maintenance Plan Builder
AppTurn one-off tune-ups into recurring revenue.
Follow-up Engine
AutomationUnanswered quotes get a nudge — automatically.
Seasonal Tune-Up Reminders
Automation“Time for your spring check” emails itself — and reschedules itself too.
Equipment & Filter Log
AppEvery unit you’ve touched: model, serial, filter size, refrigerant.
All of it. Capacitors, blower motors, refrigerant charges, tune-ups — the AI knows how HVAC work splits into labor and materials, and your price book keeps the numbers yours.
Yes — the Maintenance Plan Builder turns your tune-up visits into a recurring plan estimate, and Seasonal Tune-Up Reminders email your customers when it’s time and roll the next date forward automatically.
The Equipment & Filter Log keeps every unit you’ve touched — model, serial, filter size, refrigerant — so the truck roll starts with answers, not attic archaeology.
No. Most HVAC contractors keep their dispatch or accounting software and use Toolbelt for quoting, e-sign, and getting paid. It’s $29/mo flat, and the first 3 estimates are free with no card.
3 estimates on the house. If they win you work, it’s $29/mo flat for everything.
No credit card · 3 free estimates · Built for the trades
Not your trade?