# HVACBizPro Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is HVACBizPro the right HVAC solution for you? Explore 159 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/195648/HVACbizPro/reviews --- HVACBizPro 4.9 (159) [View alternatives](https://www.capterra.com/p/195648/HVACbizPro/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated December 12th, 2025 # Reviews of HVACBizPro Ease of use 4.8 Customer Service 4.9 ## Pros and Cons in Reviews JH Jon H Director of Business DevelopmentWholesale, 201 - 500 employeesUsed the software for: More than 2 years. “Having the ability to offer 4 quality levels of system and also build in AHRI ratings and various industry and utility program credits and rebates makes it a very comprehensive proposal tool. “ June 1, 2021 WB Will B PresidentConsumer Services, 51 - 200 employeesUsed the software for: More than 2 years. “The Service details are not able to be separated per Good, Better, Best, etc. options when shown on the proposal which creates confusion to customers.“ December 15, 2021 BC Bryan C Sales ManagerConstruction, 51 - 200 employeesUsed the software for: More than 2 years. “I love the back end access that allows me to do job costing preliminarily and the ability to view commissions for my sales reps“ December 15, 2021 SC Steven C OwnerConstruction, 2 - 10 employeesUsed the software for: Less than 6 months. “On the last month I sent them an email the day that we were charged and ask them if they could at least refund that one month to me seeing as I had paid them for numerous months and I’ve never used the program.“ December 15, 2021 BD Bill D ContractorConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “The software is designed to make it much easier to present accurate and professional proposals quickly, and that is exactly what it does. Since using it, it is amazing the ease of use, how it has increased our closing ratio and we are now selling more add-ons, but most important, realizing how much we were selling systems under true margin.“ January 2, 2022 JS John S GMConstruction, 11 - 50 employeesUsed the software for: 6-12 months. “A bit difficult to find and select customers who are entered in our CRM software.“ April 6, 2022 RG Robert G Service Technician Construction, 2 - 10 employeesUsed the software for: More than 2 years. “I am able to track each tech and overall company numbers all from one app.“ December 15, 2021 BG Brian G ownerConstruction, 2 - 10 employeesUsed the software for: More than 2 years. “not sure that there is anything that i dislike other than getting my employees to use more.“ April 4, 2022 ## Showing most helpful reviews Showing 1-25 of 159 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DeWayne G. CEO - Salesperson Management Consulting Used the software for: 2+ years ### "HVACBizPro Review" February 26, 2020 5.0 Increased sales and revenue Pros Very easy to use. Helps the customer understand their options for their purchase. Cons I would like to see more features like call recording and GPS tracking. But for the price it is a great deal. Review Source KB Ken B. Residential Operations Manager Construction Used the software for: 2+ years ### "Selling software" April 22, 2020 5.0 It has made the process faster, duplicatable, and professional. Pros HVAC BizPro has elevated our residential HVAC business to the highest level of professionalism in the area. With ease of load calculating, multiple options for the customer, and all the small details that present a well laid out proposal to the customer, it allows for close rates that were impossible to achieve with any other sales format. I can't speak highly enough of the support that is offered along with the software. A wonderful product and great company! Cons Since we have used this product for nearly 7 years, we have seen improvements that have made it easier and more streamlined with every passing week. It is difficult to find deficiencies with a program that has a development team pushing hard to make it better everyday for the end user. Alternatives considered [Sales Builder Plus](https://www.capterra.com/p/107029/SalesBuilder/) Reason for choosing HVACBizPro The look and ease of working through the proposal set-up and layout. Review Source SC Steven C. Owner Construction Used the software for: Less than 6 months ### "Kept freezing up. " December 15, 2021 1.0 Pros I don’t know because I could never get it to work right. Cons We tested it out in the field with my service manager. He used his Ipad. Unfortunately the program kept freezing up when he was trying to put together proposals. I tried several times to deal with the \[SENSITIVE CONTENT\] on this issue. While he was a nice guy and I believe he really wanted to help us out, he didn’t really know what to do because it was a problem with the program. We came back to my office where I have really good Wi-Fi and it froze up right in front of me, and so at that point I told him to just go back to doing his estimates by hand. I did pay for several months without using the program. On the last month I sent them an email the day that we were charged and ask them if they could at least refund that one month to me seeing as I had paid them for numerous months and I’ve never used the program. I never even received a response back from them. I don’t like to write negative reviews about a company but I felt it necessary to do this because I received an email from the company literally saying that they were “In dire need of your help “. They then went on to ask me for a review so that they could in their words,”Stay relevant”. Review Source Response from Enterprise Selling Solutions December 23, 2021 Steven, Thank you for your feedback. I struggle with these types of reviews since I personally know how much time we spent trying to get your particular device to work. We understand that if it didn't work then why would you keep using it. We apologize for your negative experience with our program on your device. In so far as our email asking for reviews. That email is designed to get people to respond. It is important to Stay Relevant. Thus the "dire need of your help" statement. Relevancy in an industry is important for a company to thrive. And reviews are how you tell a story to future clients. I wish you the best of luck. AP Adam P. Manager Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Game Changer" December 15, 2021 5.0 Customer service is outstanding Pros The amount of time it saved when getting out bids Cons Print out version doesn't look as clean as the online version Alternatives considered [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Reason for choosing HVACBizPro Liked the presentation better Switched from [Right-Suite Universal](https://www.capterra.com/p/128059/Right-Suite-Universal/) Seen the Bizpro proposal and liked the modern look Review Source GT Gary T. Business Development Manager Wholesale Used the software for: 2+ years ### "Indispensable Tool for HVAC Companies" December 15, 2021 5.0 We are putting forth a tool that allows our dealers to leave the "me too" market and transition into a problem solver for their customers. This program is intuitive to use and it does not take long for a dealer to start seeing real results. Pros Using HVAC Biz Pro, we have seen a direct impact on our participating dealers when it comes to closing ratio and product tier mix. I have never seen a dealer who fully embraced HVAC Biz Pro that did not see improved results in both categories. Propose & Close allows for the dealer to “think like a retailer” and tier their financing so that their higher tier offerings (efficiency and features) are affordable to the consumers who want to go beyond builder grade type equipment. In addition, the program also offers other needed features (Service, Dispatch, Reporting, Automated Follow-up, Block Load) that is of great value to our dealers. We are extremely pleased with HVAC Biz Pro as well as the support we receive from our partners at this fine company. Cons Nothing comes to mind. They are like Vanilla Ice. If you've got a problem, they'll solve it. : ) Review Source JS Jason S. Sales Manager Construction Used the software for: 2+ years ### "Great for Managing in Home Sales" April 13, 2020 5.0 This program works very well and is backed up by the best customer service our company has experienced ever in our 30 years of dealing with software like this. Our close rate, average sale, and referral rate increased immediately once we fully implemented the program and have grown each year because of the product and the support from \[SENSITIVE CONTENT HIDDEN\] and the rest of the team at HVACbizPro. Pros The program was the only one that fit the pricing strategy that our company employs. It allows us to accurately specify and price projects rapidly in the home at the kitchen table. The program is very flexible and very easy to train sales people to use there is also a library of videos and articles to quickly walk you through any problems you have using the program. More importantly, any time we got stuck or have a problem, we get a hold of a live representative and they walk us through the solution in minutes not hours or days. It revolutionized how we managed the sales process from the way that the program introduces your firm to the client before the sales professional arrives, sending texts when the sales professional is on the way, presenting the options, and there is tremendous capability to offer follow up if a sale is not closed at the table. Cons If you wanted to, you could literally start using this program the day you got set up by \[SENSITIVE CONTENT HIDDEN\] and his team. It is that easy to use. For us though, the only difficulty with the program is the same with any worthwhile management software. For us, it was a full time job for one staff member for about two weeks or so to fully build all the templates we require and get all the functionality of the program where it needed to be for us. to put that in perspective, we built over 500 templates. We also fully take advantage of the dispatching functions, so getting all the email templates together takes some time. during this time though the product support, answering our questions was the best I have ever experienced, BY A LONG SHOT. Review Source DS Daren S. Owner/Sales Manager Retail Used the software for: 2+ years ### "Take your company to the next level" December 16, 2021 5.0 Excellent experience. I love the software/program Pros The software allows us to convey a ton of information to our customers in an easy to read format. Cons Some glitches in the software that cause a proposal to lose information while the advisor is creating the proposal. Alternatives considered [ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/) Review Source Response from Enterprise Selling Solutions December 23, 2021 Thank you Daren for the positive feedback. We believe the "glitch" you are referring to has been resolved and you should be good-to-go now. If you still experience issues please reach out to the team and we can further diagnose the issues. TS Tim S. COMFORT CONSULTANT Consumer Services Used the software for: 1-2 years ### "HVACbizPro" February 26, 2020 5.0 |My overall experience has been nothing but positive. It has increased sales for me and our company and it has also increased the dollar amount of each sale. It also provides you with your quote to close numbers and monthly sales figures to track your performance as you go. Absolutely love using BizPro. Pros This is the best proposal option that I have seen in my 15 years experience in selling HVAC equipment. This program provides me the opportunity to provide 4 different quality levels of equipment that is very easy to read and understand for the customer and I am able to provide them all 4 options within minutes of sitting down with the customer after looking at their systems. It is very user friendly and you are also able to easily and quickly add or change options within the quote. I can't tell you how much time this has saved me from typing proposals like I have done in the past. It has increased sales for myself and for our company and also increased the quality level of the equipment that people are buying because the side by side comparisons are right in front of them. Cons I really have nothing that I dislike about the software. Any suggestions that we have ever made to try to change anything has always been taken to heart by \[SENSITIVE CONTENT HIDDEN\] and changed if possible. Review Source Jay O. CEO Marketing and Advertising Used the software for: 2+ years ### "All-in-one HVAC Software" February 18, 2021 5.0 Pros Easy proposals that help HVAC companies sell more at higher prices Cons There are few cons with this system compared to others. Review Source VR Verified Reviewer Vp of Operations Construction Used the software for: 6-12 months ### "Perfect sales tool" February 26, 2020 5.0 This product is great. The team is very easy to work with and will guide you all the way through it. Pros Love the integration with our manufacturer, and the ability to give 4 options. The auto follow up feature. Cons flexibility on the admin side would be a little helpful Review Source BA Bryan A. Sales Consultant Consumer Goods Used the software for: 2+ years ### "HVACbizPro Customer Review" February 26, 2020 5.0 Pros I am a Residential Heating and Air Conditioning Sales Consultant. We started using HVACbizPro several years ago. The implementation of the software was very simple. What I like most about the software is having our equipment pricing in the program and being able to pull in the AHRI data. This makes it very easy to offer up to four different options and has saved me hours of time scanning the AHRI website while preparing proposals. Using this software has taken my sales to record highs and reduced my workload! This software has been a game changer and a win-win for me and the company that I work for! Cons I have nothing negative to say about HVACbizPro. Would not want to go back to the old way we used to provide proposals before we got this software! Review Source MB Matt B. GM Construction Used the software for: 2+ years ### "Great Program" August 30, 2022 5.0 The ESS team is great to work with and really know how to listen and work on any issue we may find. Pros This allows my sales team to follow a prossess and deliver on the spot accurate proposals. Cons Still working on useing this software to its full potintal. Review Source GC Guy C. Sales / Comfort Specialist Consumer Services Used the software for: 2+ years ### "Streamlining the process!" February 26, 2020 5.0 This product saves me valuable time by streamlining the process I have to go through while estimating jobs. Very simple to use and runs fast. Very comfortable with the product and have peace of mind that if I need support, it will be there for me...even if it’s from the \[SENSITIVE CONTENT HIDDEN\]! Pros \-Ease of use -Professional appearance -Time saver -Accessible from my cell -Support is great, even the \[SENSITIVE CONTENT HIDDEN\] will text me! -Overall superb product Cons \-Occasionally I will lose all of my info /modifications when I accidentally swipe a certain way on my iPad and have to start over. If I ever can replicate what happens I will report it. Reason for choosing HVACBizPro I wasn’t here when the decision was made. Review Source DA David A. Owner Consumer Goods Used the software for: 2+ years ### "We are 100% satisfied with the proposals system and have recommended it to many of our peers." February 26, 2020 5.0 Outstanding Pros I am 54 years old and I had to be pulled along, kicking and screaming into the digital business world. Dwayne's team held my hand and walked me through the set up process and I figured out very quickly that it wasn't as hard as I thought it was going to be. In a very short time, about a week I had a working proposals system that is making more profit than before and our customers always say our presentation is much better than anything our competitors are offering. Cons I have to put my own email address in it if the customer doesn't have an email address, otherwise I can't create a proposal. Review Source AT Anthony T. Senior Service Technician Information Technology and Services Used the software for: 2+ years ### "BizPro Review" December 16, 2021 4.0 Pros This product is very handy in selecting equipment, scheduling the job and gives the homeowner a picture of how the new equipment should look. Cons Too much information in the description area; it’s hard for homeowners to understand. Review Source Response from Enterprise Selling Solutions December 23, 2021 Thank you for the Feedback Anthony... In the edit proposal area there is a place that you can remove information for the customer as it relates to the "Decription" and the "Warranty". We suggest creating two views for the customer. One that shows ALL of the information, and then one with all of it removed. This way they can have a non-confusing view. I hope this helps and one day we can get a 5-star review from our improvements of the customer experience. SS Scott S. President Construction Used the software for: 2+ years ### "Estimating Software " June 1, 2021 5.0 Great software and fast response when help is necessary. Pros I like the multiple system options that we are able to offer Cons I wish there was built-in tracking. Something that let's us know that the customer opened the estimate? Review Source sO stan O. Vice President Mechanical or Industrial Engineering Used the software for: 2+ years ### "HVAC Proposal Building" February 26, 2020 5.0 I use the program to create all of my HVAC customer proposal. Pros Like like the ease of use and the order of building the proposal. I like having the ability to offer up to 4 options. Like everything thing about it. I feel the program is simple to use and saves a tons of time creating a proposal versus doing in Word or Excel. Cons I've never used the "Parts Details" sections. It be nice if the headers in each section stayed fixed as you scrolled through that section. Reason for choosing HVACBizPro We didn't it was part of Peirce Phelps program package. Review Source RG Robert G. Service Technician Construction Used the software for: 2+ years ### "Ease of offering " December 15, 2021 5.0 It had been a godsend. I am able to track each tech and overall company numbers all from one app. Pros I can setup 4 cost options for my customers. Cons I have found nothing that I dislike about this product. Review Source Response from Enterprise Selling Solutions December 23, 2021 Robert, We truly appreciate your input. We are excited to provide such a great service to the HVAC industry. PH Pat H. President Environmental Services Used the software for: 2+ years ### "Long time user" February 18, 2021 5.0 This software gives me more time in front of the customer and gets me a quote out at same time. Pros Gives our quote the most professional look Cons Not anything actually missing, \*Software does not optimize as well as it did it 1st version for an iPhone (does not show selection options in left to right format, but rather in a top to bottom format) \*If in input of a model number, you input a wrong key, yu have to use another step to "reset" your input. Reason for choosing HVACBizPro Was part of a dealer package with distributer Review Source SW Sean W. Sales Manager Consumer Services Used the software for: 2+ years ### "In home Sales tool for HVAC" February 26, 2020 5.0 Tracking margins, equipment quality levels, closing percentages, and open leads has helped us control the sales department and become much more profitable. Pros The use of templates to streamline the sales process. Allows for up front proposals in the field. On the back end, it breaks down all aspects, equipment, margin, labor etc. Makes tracking much easier! Cons Would love to be able to search customers by phone number but I have found very few issues with this program over the last 6 years of use! Review Source BS Bill S. Sales Construction Used the software for: 2+ years ### "Very Pleased" December 15, 2021 5.0 Pros We have around 50 different templates built and it makes my job building proposals quick work during busy times. Cons Sometimes it’s very slow due to poor cell coverage, but I typically login to homeowners WiFi when available Review Source DP Debbie P. owner Consumer Services Used the software for: 2+ years ### "Proposals" April 4, 2022 5.0 Very helpful Pros pictures,goals closing level,budget, good, better best levels Cons if you are computer dummy like me took a while to learn Reason for choosing HVACBizPro was set up with vendor Review Source JB Joseph B. President Facilities Services Used the software for: 1-2 years ### "Well designed easy to use" February 26, 2020 5.0 I purchased this software and implemented it into my company without ever having used this type of software before. I was able to teach my staff of mixed ages and abilities to use this and the process has been an outstanding benefit to our company. I Highly recommend. Pros The software is easy to use and easy to implement. I purchased this software and implemented it into my company without ever having used this type of software before. Cons occasionally slow to spool choices and current slow when selecting AHRI Reason for choosing HVACBizPro This product was recommended by a peer in the same business (plumbing/hvac) from another state. Review Source DM Dennis M. President Construction Used the software for: 2+ years ### "The Best HVAC Proposal Software" June 1, 2021 5.0 All our techs use this with ease. Pros Easy set, easy changes for promotions, easy credits or discounts, easy add ins, & easy to change financing option! Cons I have not found anything to dislick.. . Reason for choosing HVACBizPro Distributor offered it Review Source JK Joel K. Salesman Construction Used the software for: 2+ years ### "Excellent product once you get it set up" February 18, 2021 5.0 Great product and has aided in increased sales dollars on each ticket and able to go to do more locations per day. Pros Love being able to do my estimates right at the customer's location and if there is a price change on equipment it is automatically uploaded by our supplier. Cons It was difficult to set up, our equipment supplier ended up assisting with the set up and after that it has been a breeze. 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