Price it in the driveway. Get the yes today.
Build a line-item HVAC estimate on site, let the customer approve it from their phone, and collect the deposit before you order equipment.
A replacement quote is usually a race you lose quietly. The homeowner has two other companies coming, and the one who leaves a clear, itemized number behind is the one who gets called back. Brivium is HVAC estimating software for that moment. Build the estimate in the driveway with the unit, the line set, the electrical, the permit, and the labor hours priced as separate lines, pulled from a saved list of the equipment you install most so you are not looking up model pricing on your phone. Send it as a branded link the customer can open and approve without printing or signing anything, and collect the deposit by card at approval, so the equipment money is in your account before you place the order. If they don't answer, the follow-up is not your job to remember: choose how many days after sending the nudge goes out, send it by email or text, and let it repeat until they approve or decline. It stops on its own the moment the estimate is approved or the deposit is paid.
Sound familiar?
Three bids, and yours is the slow one
Whoever leaves a real number behind that day usually wins the replacement.
Ordering equipment on your own card
The condenser goes on your account while the deposit is still a verbal yes.
Estimates that go quiet
It's been nine days. Nobody followed up, and nobody remembers whose job that was.
Estimate #318 · Approved online
System replacement · Boyd residence
Total $7,050 · Deposit $1,560 paid by card at approval
What you get
- Line-item pricing for equipment, materials, permit, and labor
- A saved list of the units and parts you install most
- Customer approves online from their phone, no printing
- Deposit collected by card at approval, before you order
- Automatic follow-up by email or text, repeating until they decide
- Approved estimate becomes the invoice in one tap
How it works
- 1
You're on site for the estimate. Build it there: equipment, materials, permit, labor.
- 2
Send it as a branded link the customer opens and approves from their phone.
- 3
They pay the deposit by card at approval, so you can order the equipment.
- 4
No answer? Follow-ups go out on your schedule until they approve or decline.
Estimating & quotes is one part of it
Brivium runs the whole HVAC business: estimates, dispatch, invoices, and card payments in one app. Free for 14 days, no credit card required.
HVAC estimating & quotes questions
Can I build an HVAC estimate on site?
Yes. Price the unit, the materials, the permit, and the labor hours as separate lines on your phone, then send it before you leave. You can pull from a saved list of the equipment you install most instead of looking up pricing each time.
How does the customer approve an HVAC quote?
They open a branded link on their phone and approve it there. No printing, no scanning, and no waiting for someone to be home with a pen.
Can I collect a deposit before ordering equipment?
Yes. At approval the customer can pay a deposit by card, so the equipment money is in your own Stripe account before you place the order. It's credited against the final invoice automatically.
Will Brivium follow up on an estimate for me?
It will. You choose how many days after sending the first follow-up goes out, whether it's email or text, and whether it repeats until the customer decides. It stops the moment the estimate is approved or the deposit is paid, so nobody gets nagged after saying yes.
Can I quote a repair and a replacement side by side?
Send them as separate estimates so the customer can approve the one they want. Each is its own line-item quote with its own total and its own deposit.
What happens after the customer approves?
The approved estimate turns into an invoice in one tap, with the same line items and the deposit already credited, and the job can go straight onto the schedule.
More for HVAC businesses
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