Estimates and Invoices
Create professional itemized estimates in minutes, send them to clients, and convert directly into invoices upon approval.
app.buildwisepro.com/estimates/EST-2026-008
Convert to Invoice ready
Invoicing
HVACField-Ready HVAC Software
Run your entire HVAC business from the field
BuildWisePro gives you the tools to keep new work, estimates, and customer payments coming in, so your business stays profitable.
- On-site estimates with instant client signature
- Same-day mobile invoicing & card payments
- Trilingual crew support (English, Portuguese, Spanish)
EST-2207Approved
AC system replacement
The HVAC workflow
01Built for HVAC
The tools HVAC contractors use every day
One platform to take a heating or cooling job from the first contact to the final payment.
Get paid via
stripe
PayPal
Step 01 · Estimates for repair & replacement jobs
Estimates for repair & replacement jobs
Itemize labor and materials with markup, discounts and taxes, and put your logo on every estimate.
- Labor & materials line items
- Percentage or fixed discounts & taxes
- Your logo on every estimate
app.buildwisepro.com
Estimate #EST-2207 Signed
Step 02 · Homeowner records
Homeowner records
Contact details, address, billing information and private notes in one place, with the service history for each client.
- Billing information
- Private notes & service history
- Search by name, state or city
HVAC Profile Saved
Step 03 · Invoices & payments
Invoices & payments
Create invoices with issue and due dates, apply partial or full payments and see what’s still open.
- Partial or full payments
- PayPal & Stripe
- Outstanding balance at a glance
Payment Collected · Stripe
Step 04 · Your items catalog, ready for every job
Your items catalog, ready for every job
Add your own services and materials (like your diagnostic fee, tune-ups or common parts) to the items catalog once, then add them to any estimate or invoice.
- HVAC preset rates & parts
- Diagnostic & service call fees
- One-click add to estimate or invoice
app.buildwisepro.com
HVAC Catalog Synced
SEE BUILDWISE PRO IN ACTION
Take a 1-minute guided walkthrough of the all-in-one platform built to manage and grow your business.
Video audio:
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1m 18s📱 Full Tour
Tap to play
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THE ALL-IN-ONE PLATFORM BUILT FOR YOUR GROWTH
Stop jumping between fragmented apps: manage customers, jobs, team clock-ins, invoices, and reviews in one simple system.
Professional Estimates & Invoices
Generate branded, clear proposals on-site and get paid faster via card or ACH.
Crew Management & Clock-In/Clock-Out
Track hours accurately, eliminate timesheet disputes and assign jobs seamlessly.
Accurate Job Costing & Profit Margins
Understand what you are spending vs. what you are actually pocketing on every job.
AI Analytics & Automated Google Reviews
Collect 5-star reviews hands-free and leverage AI insights to make smarter decisions.
Start 14-Day Free Trial
14-day full access free trialCancel anytime • Less than a coffee a day
From estimate to payment, BuildWisePro keeps everything connected.
Your information follows the job from beginning to end, so your team always knows what comes next.
PayPal and Stripe Payments
Collect payments effortlessly with built-in PayPal and Stripe. Accept credit cards, Apple Pay, and bank transfers with instant deposits.
app.buildwisepro.com/payments/apply
Stripe & Cards • Instant Receipt
PayPal & Stripe
Digital Signatures
Make approvals effortless. Clients review and legally sign estimates directly from their phone, tablet, or computer.
app.buildwisepro.com/sign
Legally Signed
IP & Timestamp Verified
Signatures
Item and Service Catalog
Build your complete list of services and materials with pre-set rates, markup percentages, and units to generate estimates in seconds.
app.buildwisepro.com/items
Price Book
Pre-Set Rates & Markup
Item Catalog
Web and Mobile Access
Run your business from anywhere. In the office on your laptop or in the truck on your phone, all your data stays perfectly in sync.
New Estimate
Sent to client in 60s
Sales +120%
Faster approvals
Client Signed ✓
Legally approved
Auto-Sync ON
Desktop & Mobile Sync
New Estimate
Sent to client in 60s
Sales +120%
Faster approvals
Web & Mobile
02The peak-season squeeze
Where HVAC businesses lose calls and cash
Summer and winter bring more work than you can handle. When calls, quotes and payments live on paper and in your texts, good jobs slip through the cracks.
01
Quotes written on the truck’s dashboard
Professional estimates with line items, taxes, discounts and your logo, built on web or mobile.
02
“Let me think about it” on a $9,000 system
The client can sign digitally from a phone, tablet or computer, and you track each estimate as Sent, Approved or Expired.
03
Techs calling the office for every address
Client details, notes and the schedule shared on web and mobile, so the office and the field see the same information.
04
Chasing checks weeks after the install
Convert the approved estimate into an invoice and collect with PayPal or Stripe (full or partial payments).
One simple price per seat
BuildWise Essentials is $29.95 per seat per month. Start with a free trial, no complicated setup.
BuildWise Essentials
Everything you need to manage your service business from estimate to payment.
$29.95/ seat / month
Billed monthly ($359.40/yr)
Start Free Trial
- Estimates & invoices
- PayPal & Stripe payments
- Digital signatures
- Integrated scheduling
- Web & mobile access
- Your logo on every document
BuildWise Business
Coming soonAdvanced tools for service businesses ready to automate more and scale their operations.
$73.95/ seat / month
Billed monthly ($887.40/yr)
- Everything in BuildWise Essentials
- Job costing & expense tracking
- Advanced analytics & profit reports
- Google review automation
- Automated text & email follow-ups
- AI before-and-after image generator
Prices in USD. Start with a free trial — no complicated setup.
Your business and customer information deserve protection.
BuildWisePro uses cloud infrastructure, backups, and role-based access to help protect the information your business relies on every day.
Security isn’t an afterthought. It’s built into the way BuildWisePro works.
✓
SOC 2 Type IICertified Security
256-Bit SSLBank-Grade Encryption
Enterprise Cloud99.9% Uptime SLA
- 01
Cloud Infrastructure
Access your business from anywhere, on any device, without servers to maintain.
- 02
Backups
Your records are backed up so the information you rely on stays available.
- 03
Role-Based Access
Give each team member access to what they need — and nothing they don’t.
03HVAC questions
HVAC software, answered
Straight answers for heating and cooling contractors deciding if Build Wise Pro fits.
It brings the work of an HVAC business together in one platform. With Build Wise Pro you manage clients, estimates, digital signatures, scheduling, invoices and payments in one place, on web and mobile.
04Also built for
Working with other trades?
Your business already works hard. Your software should make the work easier.
Bring your customers, estimates, jobs, schedules, invoices, payments, and team together with BuildWisePro.
- Set up in minutes
- Web & mobile
