Digitization has become more of a necessity than a choice in the HVAC industry. Almost everyone you will work with, from clients to contractors, use the relevant HVAC software programs to run their businesses and collaborate on residential or commercial HVAC projects. So, the primary reason for using HVAC Takeoff software is because you need it to manage the different aspects of your business.

Here are several more reasons why you should use HVAC Takeoff software:

• The HVAC Takeoff software allows you to access a range of useful features such as CRM dashboard, project templates, material lists, sales pipeline tracking, project deadline tracker, note sharing, integrated quotes, and peer reviews.

• HVAC Takeoff software lets you go over the HVAC project and blueprints in fine detail.

• The software program provides you with the necessary tools to handle the project operations and share accurate bidding estimates with the bidders, contractors, suppliers, and other stakeholders.

• The HVAC Takeoff software assists you with the purpose-built estimates.

• You can get all the information you need to make accurate bids on projects.

• Taking project specifications into consideration, you can determine the exact materials you will need and in what quantities.

• The software will help you to take note of any special fixtures and installations that you might need for the project.

• If you need to rent equipment for the project duration, the HVAC Takeoff software will help you to figure out the costs for this.

• The software database has over 200,000 items that you can access whenever you want.

• The digital job plans include built-in piping, mechanical, and plumbing assemblies, and you get access to these as well.

• There are online digital plans as well as a digitizer to perform an HVAC Takeoff, but you can do it manually as well.

• You can check current rates for labor and materials, including the real-time updated pricing changes that manufacturers make, and use all of these, along with any overhead costs, in your bid summary.

• You can integrate the estimating data into Excel report extensions and customize them as per your requirement.

• You can also customize the database and the interface for improving your workflow.

• You can integrate your price details with the accounting system.

• You can customize a digital Takeoff template as per your project requirements.

• You can refer to a range of mechanical assemblies as well as plumbing and piping assemblies for the project.

• You can import your digital project plans and drawings into the HVAC Takeoff software program, and reference them as needed, no matter where you are.

• You can also share the project plans easily with co-workers and clients.

• You can view your Takeoff data on multiple screens.

• By getting fast and accurate HVAC Takeoff results, you save on the time and expenses that would have gone into your overhead expenses and reduced your profits.

• The HVAC Takeoff software program lets you customize your professional proposals and export them, if necessary, to other regularly used document formats like PDF, Excel, and Word.

• You can use the HVAC Takeoff software to check your market analytics.

• You can use a document management system for your project’s documents. You can upload the necessary documents directly and make sure they remain accessible by tagging them with customized labels and attached them to a project.

• You can track and compare quotes, conditions, and scope sheets from subcontractors and suppliers.

Try it for free

Most of the software companies that sell HVAC Takeoff software allow users to try it for free for a 30-day trial period. You can familiarize yourself with the software features, make sure they all work well, and determine if the program will be useful for your business requirements. Try it with different devices like desktop computers, tablets, smartphones, and laptops. Sampling it for free will allow you to check out the various features of the software and see how using these can help streamline your HVAC business processes, save your overhead time, and bring in work profits. You can then opt to go for a monthly or annual subscription plan.