TeamServ
Used by HVAC & plumbing teams nationwide

Estimates that win HVAC jobs

Build branded estimates in minutes. Get one-click approval from customers. Quote faster than your competition — no account needed to start.

Build estimate in 2 min
Close jobs 40% faster
No credit card needed
Build Your First Estimate FreeSee pricing

Free for up to 5 estimates a month · No credit card required · No sign-up needed

Secure hosting
Fast UI
Reliable
Team-focused
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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 / month

12k+

Across shops

Avg. close time

2.4d

Send to sign

Time saved

8+ hrs

Per estimator / week

Customer NPS

72

Self-reported

Product

Everything you need to quote and run the job

One workflow from first call to signed estimate — without the clutter of generic CRMs.

Estimate builder

Line items, taxes, and totals in minutes. Export or send a link when you are ready.

How it works

Faster approvals

Customers approve on a simple page — you see status without chasing email threads.

−40%

Typical wait vs. PDF back-and-forth (teams we surveyed)

Customer records

Estimates and jobs stay tied to each account — no spreadsheets to reconcile.

One record per customer

ACMRJL+24 more in your book

Pipeline visibility

See what is draft, sent, and won — so you know where to follow up this week.

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

Verified customer feedback.

Process

How TeamServ fits your week

Step 1

Build the estimate

Build the estimate with line items.

Step 2

Send it

Send it as a branded page.

Step 3

Get approval

Get approval in one-click.

Step 4

Get paid

Convert to invoice and get paid.

Open the builder

Build your first estimate in 90 seconds

Start a trial, invite your team when you are ready — no credit card required for the trial tier.

Try it free — no sign-upCompare plans