Trusted by 500+ HVAC shops

Win more Estimates in record time.

TeamServ is the field-service engine built for speed. No bloated software—just faster estimating, seamless customer management, and more closed deals.

Enterprise security
Zero-lag UI
99.9% uptime
Top-rated tool
Saved

Residential · HVAC

Full system replacement

Acme Comfort — Main St.

Total$14,250

Line items

12

Tax & fees

Auto

Margin

+28%

DescriptionQtyPrice
Carrier Infinity® heat pump1$8,400
Ductwork & labor1$4,200
Permits & startup1$1,650
Win probabilityHigh

Estimates / mo

12k+

Across shops

Avg. close time

2.4d

From send to sign

Time saved

8+ hrs

Per estimator / week

Customer NPS

72

Industry-leading

Product

Built for high-speed teams

Our platform handles the complexity so you can focus on the job. No training required—just results.

Advanced estimate builder

Create professional, detailed estimates in under two minutes. Dynamic line items, automated tax math, and instant client export.

See the builder

Approval speed

Real-time status tracking and client approval portals decrease wait time by over 40%.

-40%

Faster closing

Unified CRM

Every customer interaction, estimate history, and job record in one place.

+24

Smart analytics

Visualize conversion rates and top categories. Know which leads are worth chasing and where your business is growing.

We cut proposal time in half. Crews actually use it because it feels fast—not like enterprise software from 2005.

Marcus Reid

Owner, Reid Mechanical

Process

The TeamServ lifecycle

01

Capture

Build a high-margin estimate in seconds using our builder.

02

Approve

Clients receive a premium portal to sign and approve instantly.

03

Execute

Convert won estimates into operational jobs with one click.

04

Scale

Track performance and scale your field operations faster.

Ready to dominate your local market?

Join the new generation of field-service operators who value speed, clarity, and growth.