HVAC Pro Invoices & Estimates

I was recently using an accounting program called AccountEdge from Acclivity. The main program was very good, but the mobile app that came with the program sucked. It had little customization available and it was hard to see the entries with the app colour and font. The final straw for me was a manditory 150.00 update to keep using the mobile app via Dropbox. I have a very small company and can't afford and expensive upgrade like that after just shelling out over $400.00 for the program just 4 years prior. So, that is some of my history for yas. Now with this app I recently purchase along with a few in app purchases (which are one time fee only, and no monthly fees). This app has a lot of self help files, but like any highly functional apps, there is a good chance you will have to get a bit of technical assistance from the manufacturer via email to set up some unique needs your business might have. Twice, I emailed for assistance, and as they say, they get back to you within an hour with a solution or advice. Both times I needed assistance they solved my problem for me. Actually the second email I sent asked them about a few things. One thing I noticed that may be an issue with some people is that they have a function that allows you to give and clearly show a customer discount on your quote or invoice. The problem I had with that is that the discount came out after taxes. That means the customer pays tax on the amount discounted, which the customer might have an issue with. The App developer staff told me they were going to have that changed in the next update. However that might be tough for them to do I suspect. Acclivity (my old program) had the discount function at one time, but they did away with it. I think it plays havoc with listed parts and set prices within the program, and accurate profit and loss calculations. Anyway, for now, I will just add in the extra tax paid onto my discount to offset that matter for the customer. So, for now they get a 4 star rating, since I'm pretty new to the program, but see great functionality and great tech support. Once I get used to the program, I will likely give another review, and it will hopefully (for my sake) be a 5 star rating in the future. Good luck!

This app is terrible it seems like it was built along time ago and never updated. Crashes often on iPhone 15

App is made perfectly. Still trying to work out a few things but it is everything I was looking for and then some. Don’t hesitate. It’s worth well more than the initial charge.

Just added the Cost Book which is a unbelievable help with Estimates. The app does everything I need. Tracks customers, calls, labor and materials. Uses the iPhone contacts and calendar so it’s fast and easy to set-up and install. I can send email estimates and invoices and get reports and graphs to see how I’m doing for any time period. All of my history is instantly available to see what work I have done and there is a support function that can be used to get questions answered. Would highly recommend to any Contractor.

It keep shutting down automatically over and over. Not easy to work on it either.

This has been the best app ever for my HVAC. But I updated my ipad now my app wont open. I’m afraid to delete it and loss everything…….. help me please

The app does everything I need for my husbands HVAC business. Use the scheduler to setup appointments. Then automatically send reminders. After job is complete the email invoice goes out. All history is immediately available and he also keeps images of customers equipment right in the app. Would recommend for an independent business.

Have lost track of the number of apps that I tried. Like the idea, just couldn’t seem to find the right one, until now. The app just makes sense to be and run great on my 6 plus iPhone. The invoice format is clean and easy to read and can be setup to fit your exact needs. The estimating function is cool including the signature capture function and followup tracking.

The Best HVAC invoicing in the market. Good technical support too

I personally think this app should not even be on the market. This is the worst app I have ever purchased from an App Store. Very poor quality highly recommend not purchasing it. I would really like to get my money back for this app but they almost make this impossible. Buyer beware of this product.