Job Costing & Quoting Software for HVAC & Gas Engineers
Quote boiler installations, commercial HVAC systems, and service contracts with accurate equipment schedules and labour costs โ then export professional PDF proposals that win contracts.
Start Free โ No Credit CardUsed by HVAC and gas contractors across the UK ๐ฌ๐ง
The problem
HVAC and gas jobs have complex equipment and commercial clients who expect formal proposals
Commercial clients need a proper equipment schedule to raise a purchase order. Service contracts need a completely different structure from installation quotes. Refrigerant, commissioning engineers, and subcontract specialists all need to be named costs or they disappear from the margin. CostForge gives you the structure to win commercial work and protect residential margins simultaneously.
Reusable quote templates
Reuse equipment-led HVAC and service scopes.
Save repeatable install or service package structures, including equipment, labour phases and commissioning. For boiler replacement-specific searches, the dedicated boiler installer page provides the focused installation workflow.
Explore quote templatesExample template for hvac and gas engineers
Commercial AC installation: indoor and outdoor units, pipework, electrical connection, commissioning and handover
Save the structure once, import it into a new quote, then adjust items, hours and pricing for the job in front of you.
Frequently asked questions
Questions from hvac and gas engineers evaluating quoting software
- Can I quote installations and service contracts?
- Yes. Create clearly separated installation and ongoing service scopes so one-off equipment and recurring work remain understandable.
- Can I save a repeat HVAC installation scope?
- Yes. Save common equipment and labour structures as reusable templates, then tailor each quote for capacity, site requirements and commissioning.
- Do you have a focused boiler installation workflow?
- Yes. The boiler installers page covers replacement quotes involving appliances, flues, controls, filters and commissioning.
Related resources
Keep exploring CostForge for your work
The solution
Built for the way HVAC engineers actually price work
Equipment Schedule as Line Items
Boiler, flue kit, magnetic filter, chemical dosing, programmer, and controls โ every component on its own costed line. Clients and facilities managers see exactly what equipment they're buying.
Installation vs Service Contract
Quote a boiler installation and an optional annual service contract as separate sections. Keep the structure clean โ no conflating one-off costs with recurring commitments.
Commercial System Proposals
Commercial clients need proposals that match their procurement process. Multiple zones, commercial equipment, commissioning phases, and subcontract specialists โ all structured clearly.
Labour Costing by Phase
First fix, second fix, commissioning, and gas safe inspection โ each as their own labour phase with the correct engineer rate. Time spent is never absorbed into a single price.
Professional PDF Proposals
Commercial FM clients, housing associations, and contractors won't proceed on a phone quote. Export a structured, branded PDF proposal they can pass through their approval process.
Before & after
What changes when HVAC engineers use CostForge
Boiler install quoted as one price โ magnetic filter, chemical dosing set, and programmer not included, client disputes the extras
Full equipment schedule: boiler, flue, magnetic filter, dosing, controls, programmer. Every item on its own line with supply and fit cost. No disputes.
Commercial HVAC proposal submitted as a short email โ facilities manager asks for a full breakdown before they can raise a purchase order
Structured PDF proposal: equipment schedule by zone, subcontract engineer, commissioning day, electrical connections. Passes the FM's procurement process first time.
Air conditioning quote doesn't include refrigerant cost โ margin absorbed on site when the F-Gas invoice arrives
Refrigerant charge quoted as a named line item with volume and cost. Client sees it upfront; margin protected.
Pricing
Start free, scale as you grow
All features on every plan. You only pay for scale.
Free
- Up to 3 clients
- 5 jobs
- 10 quotes
- 1 user
Perfect for sole-trader HVAC engineers.
No credit card required ยท Cancel anytime
Win more commercial jobs with proposals that match client expectations.
Start free โ no credit card required.
Get Started FreeTrusted by HVAC and gas engineers across the UK ๐ฌ๐ง