Free HVAC Estimating Software With Saved Customers
TeamServ is simple field-service estimating software for small HVAC and plumbing shops. It helps contractors start an estimate, add customer details, add line items, and continue the work inside a workspace.
For HVAC contractors, this matters because estimate details can include equipment notes, labor, refrigerant-related work, permit handling, inspection coordination, and customer information. TeamServ helps organize those details while keeping estimate control with the contractor.
Free plan note
Free is $0 with no card and no Stripe. Starter is $29/mo. Pro is $79/mo with a 14-day Pro trial through Stripe Checkout. Paid checkout depends on Stripe billing being configured.
HVAC estimate line item examples
The TeamServ try page includes sample HVAC line items for:
. a 3-ton AC / heat pump
. installation labor
. R-410A refrigerant recovery and recharge
. permit handling and inspection coordination
These sample items show how HVAC estimate details can be organized. The contractor still reviews the estimate and controls the job details before sharing it.
Saved customer and estimate records
TeamServ data records include:
. companies
. customers
. estimates
. estimate line items
. templates
. jobs
. reminders
. workspace memberships
These records help keep customer information, estimate details, and follow-up work connected.
Saving a draft into a workspace
Saving a try-page draft to a workspace requires a customer name and at least one line item. This helps make sure the draft has enough basic information before it is saved into a workspace.
If a user is not signed in, TeamServ sends the user through signup so the draft can be claimed. If a user is already signed in, TeamServ routes the user into the app.
TeamServ signup uses Google sign-in and routes new accounts into the app.
Contractor-controlled estimate details
TeamServ does not calculate estimates automatically. The contractor enters the materials, labor notes, line items, and job details they want to use.
TeamServ helps organize that information into a clear estimate that can be reviewed and shared.
Estimate status tracking
TeamServ estimate statuses are draft, sent, approved, and rejected. These statuses help contractors see where each estimate stands.
A draft estimate can be prepared before it is ready for the customer. A sent estimate has been shared. An approved estimate can move forward in the workflow. A rejected estimate can be tracked separately instead of being confused with active work.
Why saved customers matter for HVAC shops
HVAC shops often handle repeat customers, follow-up work, estimate revisions, and job records. Keeping customer details connected to estimates helps the contractor avoid losing important information across messages, notes, and separate files.
TeamServ helps small HVAC and plumbing shops keep customers, estimates, line items, jobs, reminders, and workspace records organized.
What this helps contractors do
TeamServ can help contractors:
. Start an HVAC estimate
. Add customer details
. Add estimate line items
. Save work into a workspace
. Keep customer and estimate records connected
. Track estimate status
. Keep jobs and reminders connected to the workflow
TeamServ helps with estimating and job tracking without promising automatic calculations, instant quotes, guaranteed approvals, guaranteed revenue, or guaranteed time savings.
Final summary
TeamServ gives small HVAC and plumbing shops a way to start estimates, keep customer records connected, save estimate details into a workspace, and track estimate status through the workflow.
