# Page 3 | HVACBizPro Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of HVACBizPro ## Showing most helpful reviews Showing 51-75 of 159 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BG Brian G. owner Construction Used the software for: 2+ years ### "hvac Biz Pro " April 4, 2022 5.0 the software and the team at hvac biz pro are second to none. Pros It makes selling easy and looks amazing Cons not sure that there is anything that i dislike other than getting my employees to use more. Review Source JS Joe S. Sales Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Keeps you on a winning streak" December 15, 2021 5.0 Pros BizPro is very easy to learn and the support staff is there anytime you have a question. Cons We only use the proposal part of this software, so I really cant say anything about the other features. Review Source RC ROGER C. pres Construction Used the software for: 2+ years ### "market edge" June 9, 2021 5.0 Been using the product for ever it seems like. Have trained multiple techs to use for on site quotes. They like the simple to use platform, templates and ability to show multiple equipment selections to consumers Pros ability to perform a multiple quote on site and review options with a consumer Cons the loading of the ARHI and time it takes to process this procedure Reason for choosing HVACBizPro n/a Review Source TH Travis H. Comfort Pro Mechanical or Industrial Engineering Used the software for: 2+ years ### "Easy to use, easy for the customer to understand the options" February 26, 2020 5.0 I am able to give our best, better, good options for HVAC equipment in an orderly and easily to understand way that helps grow our business and sell higher end equipment by giving the customer an easy to understand template of our products that helps them make a fast and stress free decision at the kitchen table! Pros The software is very easy to use for us the contractor and very easy for the customer to read and understand the different options we quote them. I can fill out my information and have pricing for the customer in minutes! Cons I have not found a part of this software that i haven't liked using. Review Source fK fred K. GM Construction Used the software for: 2+ years ### "hvac selling" April 4, 2022 5.0 excellent Pros easy to use, integrates with our equipment distributor Cons could be made prettier, more "retail like" Review Source ML Mark L. Owner Mechanical or Industrial Engineering Used the software for: 2+ years ### "Koch Proposals" February 26, 2020 3.0 like most software when it works it great but we could never print with the software it had half of the proposal on one page and the other half on another. Pros presents a professional proposal fast and accurate for the homeowner Cons the printing of the disposal never worked correctly. customer support said it was in my set-up and was on my end. i could never figure it out. Reason for choosing HVACBizPro with my marketing funds at my distributor it doesnt cost me anything as a dealer. Review Source JC Jamey C. Manager Construction Used the software for: 2+ years ### "Great conversation starter" February 18, 2021 5.0 Great Pros Options options simplicity cost Ease use Cons HVAC only. Alternatives considered [Profit Rhino](https://www.capterra.com/p/159314/Profit-Rhino/) Reason for choosing HVACBizPro Simplicity cost Switched from [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) Lack of support Review Source AG Augustus G. Owner Construction Used the software for: 2+ years ### "Amazing " December 15, 2021 5.0 Ever since I started using this product my sales have increased Pros There are so many reasons that I like this software. Ease of use Time saving Helps increase sales Helps selling upgrades Customer support Cons I would have to say that an app may help Review Source CH Chris H. President Construction Used the software for: 2+ years ### "Great In Home Software" February 26, 2020 5.0 They are always trying to improve their product and when we call for support they always respond quickly. Pros We like the visual for the customer to see the options and how you can attach videos and picture to the upgrade items. This helps the customer learn more about the product while we are there or watch from the email that is sent. Cons Once you get past the setup which will take some time it runs pretty smoothly. But all software take time to setup so they can run the way you need them to run for your business. Review Source MT Michael T. Sales Construction Used the software for: 1-2 years ### "Best thing we ever did" February 10, 2022 5.0 The proposal feature on this software is very easy to use and very professional looking. My customers love it and we have seen a huge return of investment! Pros Its extremely easy and user friendly for all ages Cons I have yet to find any cons with this software. Review Source JS Justin S. General Manager Construction Used the software for: 2+ years ### "Good Selling Tool! " April 5, 2022 4.0 I’ve been using biz pro for over 8 years now, and it works great but like anything it has its pros and cons! Pros Customer Database, Equipment Database and Presentation Format Cons Very Slow, long wait times to get information to load Reason for choosing HVACBizPro Part of being a factory authorized dealer Review Source FT Frank T. President Construction Used the software for: 2+ years ### "HVAC BizPro is great" December 15, 2021 5.0 This product is great and helps sell higher tier equipment and makes putting a proposal together very easy and quick. Pros This program lets me quote four different HVAC levels on the same proposal. Built in pricing and product descriptions. Built in equipment image. Cons Not sure there are any cons with this product. Review Source RE Richard E. President Construction Used the software for: 2+ years ### "HVACbizPro" February 27, 2020 5.0 Overall this software has been great for us through the years and has simplified our sales process tremendously. Pros This product is a one stop shop for our HVAC company to provide estimates and invoicing on the spot for our customers as well as dispatching for our techs. It also helps to provide reports to track how we are doing as company as well has how our individual techs & sales people are doing. Cons The software is web based so if you are without Wifi or cell service you are unable to use it. Review Source AB Andy B. President Construction Used the software for: 2+ years ### "Easy to use" February 26, 2020 5.0 Up selling using financing on every job is offered when we started using this program. We started selling jobs using financing because we simply offered it. It was not offered always before. Pros This program makes giving customers 4 system options easy. All the data and ratings are brought onto the proposal. Mixing and matching systems is very easy to do. Financing calculations are automatically calculated making sales easier. Cons Deleting obsolete equipment is a little time consuming, but easy to do. Review Source TQ Troy Q. HVAC Sales Construction Used the software for: 2+ years ### "Love it!" December 15, 2021 5.0 It saves me a ton of time doing estimates. Pros I like how easy it is to use and I'm able to do go over options with homeowners at their kitchen table so they are confident in their decision on purchasing a piece of equipment. Cons There is nothing that I dislike about this product Review Source LW Lisa W. Vice President Construction Used the software for: 2+ years ### "Easy to Use" February 26, 2020 5.0 When there is a question or problem, they are usually pretty responsive. Sometimes it can a few days, but seems to always be an easy fix. Pros This software is easy to set-up and user friendly. You can easily make changes, add promotions and upgrades. When there is a change in price with our manufacturer it automatically updates for us Cons I wish there was not so much flexibility for the sales team to be able to make changes Reason for choosing HVACBizPro Seemed less complicated, and the price was fair. Review Source AM Al M. President Consumer Services Used the software for: 2+ years ### "Hvac Biz Pro" April 4, 2022 5.0 The staff has worked with me on several occasions. Pros I was on vacation and was able to close a proposal that I have been working on. Cons Would like to have survey question built in to it. I have heard this is a feature that is in the works. Review Source CS Chad S. President Construction Used the software for: 1-2 years ### "Waller's review" February 27, 2020 5.0 I have been using this program for a little over a year now and my sales team loves it. We were in the stone age of typing out proposals that weren't very detailed. Now I can see every proposal that goes out and I receive an email after every job is sold. I now know exactly how my sales guys are performing. Pros This program really streamlines our proposals and gives my sales specialists a very detailed plan for figuring jobs. I can set the perimeters for costing and labor rates so that my sales guys can just plug and play. Cons There are sometimes a lack of all unit pictures Reason for choosing HVACBizPro My Trane territory manager recommended this program to me. Review Source JP John P. President Construction Used the software for: 2+ years ### "HVACbizPro works for us" February 26, 2020 4.0 The software has been very valuable for our business. They are consatanly adding updates and improving the offering, and the pricing is very much in line for the value we recieve. Pros Having a cloud based program allows our mobile salesforce to prepare high quality, professional proposasl from anywhere. Cons There are only four spaces in which to enter equipment, so when proposing a large mutlizone ductless system, multiple work arounds are required. Review Source LG Lynn G. Owner / Sales Construction Used the software for: 2+ years ### "Great sales tool" February 26, 2020 5.0 We give the client up to 4 option's and it is emailed to them and they can accept the job they like on the spot. Pros We offer 4 different options and we can show financing option. Cons pricing updates on special parts needs to be added. Review Source KC Kevin C. Commercial Svc. Consumer Services Used the software for: 2+ years ### "Highly recommend" February 26, 2020 5.0 Pros I have had the opportunity to use BizPro with several different companies. It works extremely well on the residential side and I now use it on the commercial side. Everyone at BizPro has been extremely helpful as we worked through the BETA version and I now use it exclusively for all of our commercial proposals. Cons There were some delay issues but it looks like they've been resolved. Review Source TJ Thomas J. Residential Sales and Operations Consumer Services Used the software for: 6-12 months ### "Fantastic way to offer multiple options" February 26, 2020 5.0 From start to finish, the support has been amazing. I can customize some things that I need to on the fly, and the people at HVACbizPro always answer emails, texts and phone calls. They truly try to make my job easier. Pros I love how much support I get from the staff. They always answer my questions, and take my suggestions seriously Cons The formatting is limited in its options. I can't change certain things just for our company that I would like to. Reason for choosing HVACBizPro Ease of use, price, support, experience Switched from [ClientPoint](https://www.capterra.com/p/120209/ClientPoint/) Ease of use, price, support, experience Review Source BW Ben W. Comfort Specialist Construction Used the software for: 2+ years ### "3 Years in a row I have surpassed my sales from the previous year." April 4, 2022 5.0 Pros Very easy to use, Having monthly payments built in and optional. Cons There isn't too much to dislike about this program. Overall a great program. Review Source TP Tim P. President Construction Used the software for: 2+ years ### "hvacbizpro is our goto proposal software" April 15, 2021 5.0 We use this to provide proposals to our clients Pros included hyperlinks for brochures, support, electronic signatures, easy to update a proposal, allows us to alter margins for higher end equipment (customer gets a better price), and keeps track of sales and statistics Cons I wish it were easier to add a hyperlink Reason for choosing HVACBizPro I thought it was the most robust for what we need Review Source MR Matt R. Vice President Construction Used the software for: 1-2 years ### "Biz Pro has been a great addition " February 26, 2020 5.0 Pros The proposals generated are very professional looking compared to what we were using in the past. Our customers love the live links that take them directly to the equipment cut sheets. We have been awarded several projects with the reminder email Biz Pro sends out to the customers. It's a handy feature to have when you are too busy to call back the customers about the proposal you gave them. Cons It took us a while to get the pricing configured the way we wanted. Once we figured that out, it's been great. Review Source Similar Products Featured