HVAC Contractor Software
Werx is the office software for HVAC contractors who want to bill faster and protect margins. Run estimates, AIA-style and progress billing, job costing, and field time. Then sync it all to QuickBooks.
- AIA-style and progress billing for commercial installs
- T&M invoicing for service calls
- Two-way QuickBooks Online sync
HVAC by the numbers
Most HVAC shops still run on spreadsheets
The average HVAC firm runs about five people. Most still bill jobs and track costs by hand, and that is where margin slips. Figures from the U.S. Bureau of Labor Statistics and IBISWorld.
Werx is how HVAC contractors leave spreadsheets behind. Estimate, bill with AIA-style and progress billing, and see job costs on every job, all in one place.
The money side of an HVAC business for $49 a month
Construction billing and job costing platforms publish entry prices from $149 to $599 a month, with per-user fees up to $20 and features like job costing often gated to higher tiers (as of July 2026). Werx takes the opposite approach: flat plans from $49 a month, every feature on every plan, and users are $6.
For an HVAC shop, that is less than one diagnostic call a month to run the entire office side. See pricing for the full breakdown, or compare Werx to the platforms you are looking at.
- Every feature on every plan, from day one
- AIA-style billing, T&M invoicing, estimates, and job costing included
- Users are $6 a month, time-only users $4, no caps
- No contracts, 14-day free trial, no credit card
Where HVAC contractors lose money
Most lost margin hides in billing and job costs. Here is where it slips, and how Werx catches it.
Late service invoices
Bills written days after the job slow your cash. Invoice service calls from the office the same day.
Time and material invoicingInstalls stuck in paperwork
GCs want G702 and G703 style pay apps. Werx builds them from your schedule of values.
AIA billingRetainage you forget to chase
Retainage of 5 to 10 percent adds up across jobs. Werx tracks it on every pay app.
Progress billingUnbilled change orders
Extra work in the field often never gets billed. Werx turns field tickets into billable change orders.
Change ordersNo live job costs
Without real-time costs, you find losses too late. Werx shows budget versus actual by cost code.
Job costingFeatures that move your HVAC business forward
Werx gives HVAC contractors the office tools to bid, bill, and get paid. Each one is built for trade work, not borrowed from a generic app.
- Itemized and proposal estimates
- Progress billing
- AIA-style billing
- Time and material invoicing
- Change order tracking
- Field time tracking
- Job costing
- Job profitability
- Purchase orders
- RFIs and submittals
- QuickBooks integration
- Online payments
Bill an AIA-style pay app and get paid
Commercial HVAC installs bill on a schedule of values, not a flat invoice. Werx builds the G702 and G703 style pay application for you.
Set percent complete on each line. Werx calculates retainage and the current payment due. No spreadsheet, no math errors.
Send the pay app to the GC through a branded portal. They review and pay online, and you see when they open it. Learn more about AIA billing and what AIA billing is.
Changeouts pay once. Agreements pay every year
An HVAC shop lives on two kinds of money, and they behave nothing alike. Here is a simplified look at both, side by side:
| AC changeout (one job) | Maintenance agreement (per year) | |
|---|---|---|
| Revenue | $9,600 | $200 |
| Equipment, materials, and labor | $6,240 | $110 |
| Gross profit | $3,360 | $90 |
| Gross margin | 35% | 45% |
The changeout is the paycheck: one install, $3,360 in gross profit, then nothing until you win the next one. The agreement looks tiny beside it, but the margin is better, and it repeats. A book of 120 agreements brings in $24,000 a year, every year, and those are the customers who call you first when the compressor finally quits.
Both sides only work if the numbers are real. Werx prices the changeout with estimates that carry your equipment cost and markup, invoices each agreement visit in seconds, and posts tech hours to the job, so job costing shows what each side of the business actually earns.
Send a pay app your customer can pay online
Your GC opens a clean, branded pay application. They see the schedule of values, retainage, and the amount due. They pay by card or ACH, so you get the cash sooner.
Software that runs the money side of your HVAC business
From the first estimate to the final payment, Werx keeps your billing, costs, and cash in one place.
Estimates and proposals
Build itemized estimates or proposals with markup and tax. Send for online approval, then turn the won bid into a project.
AIA-style and progress billing
Bill commercial installs by percent complete on G702 and G703 style pay apps, with retainage handled for you.
Time and material invoicing
Invoice service calls and small jobs fast. Add labor and materials as the work happens.
Job costing and profit
Track budget versus actual by cost code. See projected and to-date margin on every HVAC job.
Change orders
Capture extra work in the field, get it approved, and roll it into your next pay app.
Field time tracking
Crews log time by job and cost code from the Werx Field App. Labor cost updates in real time.
Free tools built for HVAC contractors
No signup, no catch. Use them on your next job, and keep the branded PDF.
HVAC estimate builder
Build a complete HVAC estimate with equipment, labor, and markup, then download a clean PDF.
Build an estimateHVAC replacement estimate
Price a changeout with equipment options and install labor, ready to hand the homeowner.
Price a replacementHVAC change order form
Price extra work and get sign-off before the crew starts it.
Create a change orderChangeout checklist
Walk a full system swap from recovery to startup without missing a step.
Get the checklist
Trusted by Contractors Like You
“It feels like the platform was built with real contractors in mind, not just software developers guessing what is needed.”
“It's a reliable tool that has helped me stay organized, manage tasks more efficiently, and keep projects on track.”
“Great program, user friendly and allows Project Managers easy access to monitor their project's budgets.”
Why HVAC contractors choose Werx
Most field apps skip the hard part: real billing and job costing. Werx is built for it.
Built for the trades
Made for contractors who bill commercial and residential work, not a plain invoice tool.
Real AIA-style billing
G702 and G703 style pay apps with retainage. Most small-shop tools cannot do this.
Know your margin
Live job costs and profit on every job, so you catch losses while you can still fix them.
Works with QuickBooks
Two-way sync with QuickBooks Online on every plan, at no extra cost.
One office system
Estimates, billing, costs, time, and payments in one place. No juggling apps.
Busy season without the bookkeeping backlog
A July heat wave buries an HVAC office in invoices, and January is when you find the ones that never made it into the books. Werx stops that. Service invoices, agreement billings, install pay apps, payments, and job expenses flow to QuickBooks Online automatically, in both directions. The books keep up during your busiest week, and your accountant never has to untangle a whole season after the fact.
HVAC contractor guides worth your time
Written for the office side of an HVAC business. No fluff.
HVAC billing software: invoice faster and get paid
Where HVAC billing bogs down and how to speed it up.
Read the guideBuying HVAC software: what to know
The questions to ask before you commit to any platform.
Read the guideHVAC contractor software: key benefits
What the right software changes about running an HVAC shop.
Read the guideTime and materials billing explained
The billing method behind every service call, done right.
Read the guideMarkup vs margin: price for profit
Why a 30 percent markup is not a 30 percent margin, with the math.
Read the guideWhat is HVAC contractor software?
HVAC contractor software is an office tool that handles estimates, billing, job costs, and payments for heating and cooling companies. It replaces spreadsheets and paper for the money side of the business.
The market behind it is huge. Census Bureau 2023 County Business Patterns data counts 111,207 establishments under the official industry title of plumbing, heating, and air-conditioning contractors. On the workforce side, the Bureau of Labor Statistics counted 425,200 HVAC mechanics and installers in 2024 and projects 8 percent employment growth by 2034, about 40,100 openings a year, at a median pay of $61,010 as of May 2025. Demand is not the problem. Getting paid on time for it is.
Werx is built for both sides of HVAC work. Bill commercial installs with AIA-style and progress billing. Invoice service calls and repairs with time and materials.
Track labor from the field, see job costs in real time, and sync to QuickBooks. You bid, bill, and get paid from one place.
FAQ - HVAC Contractor Software
Is Werx HVAC billing software?
Yes. Werx bills HVAC work two ways. Use AIA-style and progress billing for commercial installs, and time and materials for service calls.
Can Werx do job costing for HVAC jobs?
Yes. Werx tracks budget versus actual by cost code on every job. You see projected and to-date profit while the work is going on.
Can I create HVAC estimates and proposals?
Yes. Build itemized estimates or proposals with markup and tax. Send them for online approval, then turn the won bid into a project.
What is the best software for HVAC contractors who do AIA billing?
Look for real G702 and G703 style pay apps with retainage. Many small-shop tools skip AIA-style billing. Werx builds the pay application from your schedule of values.
Does Werx work for both service calls and commercial installs?
Yes. Service and repair jobs bill as time and materials. Larger installs bill by percent complete with progress or AIA-style billing.
Does Werx sync with QuickBooks for HVAC businesses?
Yes. Werx syncs two ways with QuickBooks Online. Invoices, payments, and expenses flow into your books. It is included on every plan.
Is Werx HVAC accounting software?
Not exactly, and the difference matters. QuickBooks Online stays your accounting system. Werx handles what QuickBooks cannot: HVAC estimates, AIA-style pay apps, T&M invoicing, and job costing, then syncs it all into your books.
Is there an HVAC invoicing app in Werx?
Yes. Bill a service call or repair as soon as the work is done. Hours and parts land on the invoice, and the customer pays online by card or ACH, so the money is not waiting on a mailed check.
Can Werx bill HVAC maintenance agreements?
Yes. Invoice each agreement visit in seconds and take payment online. Tech time and materials post to the job, so you can see what your agreement book earns, not just what it bills.
Does Werx do dispatch or scheduling for HVAC companies?
No, and we are upfront about it. Dispatch boards are everywhere. What is rare is real AIA-style billing and job costing for shops that install commercial work. Werx runs the money: estimates, billing, costs, time, payments, and QuickBooks sync.
What is HVAC contractor software?
HVAC contractor software is the office tool that handles estimates, invoicing, job costs, and payments for a heating and cooling company. Some platforms focus on dispatch and scheduling; Werx focuses on billing and job costing, from T&M service invoices to AIA-style pay applications on commercial installs.
How much does Werx cost for an HVAC business?
Plans start at $49 a month with every feature included, and extra users are $6 a month. There is no contract and no feature gating. Start with a [14-day free trial](/pricing/), no credit card required.
Simple to use. Free to try.
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