Answer first
TL;DR
Sales Builder Pro leads this HVAC replacement-sales shortlist for documented equipment options, pricing rules, signatures and installation tools. ServiceTitan connects proposals with a broader operating platform. HVACBizPro documents equipment matchups and replacement-pricing inputs but leaves important acceptance details unresolved. Compare the installed scope, implementation cost and customer-facing proposal.
Scored shortlist
Quick comparison
| Rank | Provider | Best for | Score | Standout feature | Public entry price |
|---|---|---|---|---|---|
| 01 | Sales Builder Pro | HVAC sales teams needing dedicated equipment-option presentations | 10.0/10 | Pricing-rule controls connected with customer options and e-signatures | From $179/user/month, billed annually, plus setup |
| 02 | ServiceTitan | ServiceTitan users connecting replacements with operating records | 9.6/10 | Pricebook-based proposals that continue into scheduling and purchasing | Custom quote |
| 03 | HVACBizPro | HVAC dealers configuring equipment options and replacement-pricing inputs | 8.5/10 | Equipment matchups paired with dealer-specific pricing setup | Custom quote |
Scores describe documented buying fit. They are not customer ratings or independently measured performance. A 10 means all checks have direct public support. It does not imply flawless service.
Frozen method
Which tools qualified for replacement equipment sales?
Sales Builder Pro, ServiceTitan and HVACBizPro qualified through public equipment-option and proposal documentation. Sera was evaluated in the frozen candidate universe, but its reviewed HVAC page established general estimates without sufficient replacement-equipment comparison detail. It is not scored here. The documentation gap does not establish that Sera cannot support replacements.
This purchase starts when the company needs to present equipment choices and installed prices. It is separate from measuring drawings for a takeoff, scheduling a sales visit or reminding a customer about an unanswered quote.
The proposal should make included equipment, installation work and exclusions understandable. A good-looking comparison does not prove that the selected equipment is appropriate, the costs are current or the customer has understood payment terms. Those remain review responsibilities for the business.
Product analysis
What does the public evidence support?
Each entry separates provider documentation, editorial analysis, buyer fit, and remaining verification work.
Sales Builder Pro
Best for: HVAC sales teams needing dedicated equipment-option presentations
Sales Builder Pro offers the most complete public documentation here for a dedicated replacement-sales workflow.
Pros
- The tour explains margin and equipment-price controls.
- Remote signatures and installation-oriented tools are documented.
Cons
- Displayed monthly user rates require annual billing.
- Setup and optional implementation items add to the subscription.
Research and pricing details
The feature page describes option-based proposals, electronic signatures and installation tools. The product tour adds explicit pricebook costs, margin rules and overrides. These documents support the offered controls. Their accuracy in a buyer's configuration remains untested.
Pricing: The pricing page displays tiers at $179, $199 and $229 per user per month, billed annually, plus a $750 one-time company setup fee. Confirm currency, selected features and additional setup charges.
How we scored it
Scoring criteria:
- Replacement proposal
- 10/10
- Price control
- 10/10
- Sale handoff
- 10/10
- Evaluation access
- 10/10
See this ranking's criteria and scoring rulesOur full research methodology
Primary source:Official product documentation
ServiceTitan
Best for: ServiceTitan users connecting replacements with operating records
ServiceTitan is most relevant when replacement sales must stay connected with the company's existing operating platform.
Pros
- Equipment replacement is an explicit estimating use case.
- Accepted work can continue into operational records.
Cons
- The exact subscription and optional product costs are not public here.
- A broader platform implementation may be excessive for a standalone proposal need.
Research and pricing details
The estimating page separates field proposals, equipment change-outs and larger project estimates. Its proposal walkthrough describes signatures and saved customer records. Confirm which quoted products provide the pricebook, proposal and payment functions needed by the sales team.
Pricing: Request a scoped quote. Distinguish core estimating and mobile access from optional products, payment services and implementation.
How we scored it
Scoring criteria:
- Replacement proposal
- 10/10
- Price control
- 10/10
- Sale handoff
- 10/10
- Evaluation access
- 7.5/10
See this ranking's criteria and scoring rulesOur full research methodology
Primary source:Official product documentation
HVACBizPro
Best for: HVAC dealers configuring equipment options and replacement-pricing inputs
HVACBizPro documents substantial proposal and pricing setup, while the final customer-acceptance workflow needs a demonstration.
Pros
- Equipment alternatives and dealer pricing are explicitly described.
- The public onboarding form reveals meaningful implementation inputs.
Cons
- The available documentation leaves the current signature workflow unresolved.
- A financing announcement needs current confirmation.
Research and pricing details
The proposal page describes equipment matchups and multiple customer options. Its onboarding form requests replacement labor, equipment costs and margin settings. Those inputs establish configuration scope. Calculation accuracy and current financing availability remain unresolved.
Pricing: Request pricing and a setup scope. Prepare equipment and labor inputs for evaluation, but do not submit business data through an exploratory form without authorization.
How we scored it
Scoring criteria:
- Replacement proposal
- 10/10
- Price control
- 10/10
- Sale handoff
- 2.5/10
- Evaluation access
- 10/10
See this ranking's criteria and scoring rulesOur full research methodology
Primary source:Official product documentation
Research notes
How should a contractor test a replacement proposal tool?
Build the same fictional replacement job in each authorized evaluation. Use a defined set of equipment options and installation inclusions, then inspect both the staff and customer views. Record anything the tool adds, omits or describes differently.
Change one cost input and check every affected option. Ask whether a manual price override remains visible to the office and who can authorize it. The exercise helps the buyer inspect configuration and controls. The business still needs to set suitable prices and margins.
Follow the proposal through acceptance. Confirm which version is signed, whether later revisions require new approval and how the installer receives the agreed equipment and scope. Ask where site notes, exclusions and attachments appear. A signed total without the associated version can leave the office unable to explain what was accepted.
If financing is part of the offer, inspect the separate application and disclosure workflow with the provider. Financing products are outside the scope of this software comparison. Do not treat a displayed monthly payment as the complete cost of a customer purchase.
Finally, compare the setup effort with the subscription. Equipment catalogs, price rules, forms, integrations and staff permissions can affect the work needed before anyone sends a real proposal.
Frozen method
How were HVAC replacement-sales tools scored?
Replacement proposal receives 40%; Price control receives 25%; Sale handoff receives 20%; Evaluation access receives 15%.
| Criterion | Two equally weighted checks |
|---|---|
| Replacement proposal | HVAC replacement equipment options; Customer-facing multi-option presentation |
| Price control | Editable equipment or installed pricing; Margin, markup, or cost inputs |
| Sale handoff | Proposal acceptance or signature; Financing presentation or installation handoff |
| Evaluation access | Public trial or demo; Scoped price or implementation requirements |
Each check earns 5 for direct public support, 2.5 for partial support and zero for missing or unresolved documentation. Each criterion totals up to 10. A documentation gap does not prove a missing private capability.
| Provider | Replacement proposal | Price control | Sale handoff | Evaluation access | Exact total |
|---|---|---|---|---|---|
| Sales Builder Pro | 10 | 10 | 10 | 10 | 10.000 |
| ServiceTitan | 10 | 10 | 10 | 7.5 | 9.625 |
| HVACBizPro | 10 | 10 | 2.5 | 10 | 8.500 |
The unrounded weighted score determines order. Ties use the first criterion, then alphabetical provider name. The candidate universe and checks were frozen on September 5, 2026 for service-listicles-1.0.
Evidence limits
Research limitations
Scores reflect public documentation of the replacement-sales purchase. No equipment suitability, load calculation, margin calculation, signature reliability or financing outcome was independently tested.
HVACBizPro's financing announcement received partial support because current availability remains unresolved. Sera remains an evaluated exclusion because the reviewed HVAC page did not establish the required replacement-specific scope. The shortlist can change in a later, versioned edition if stronger evidence becomes available.
Buyer questions
Frequently asked questions
Can HVAC proposal software show several equipment options?
All three qualified products describe multiple options. Compare the included equipment and work within each option. Inspect the customer-facing exclusions and the office record of the accepted option.
Can HVAC proposal software support price and margin changes?
Sales Builder Pro documents pricing rules and margin controls, while the other sources also describe pricing inputs. The buyer should test permissions and approval rules. A configurable pricebook does not mean every salesperson should be allowed to change every input.
Does HVAC replacement proposal software replace drawing takeoff software?
Not necessarily. ServiceTitan states that it receives takeoff data and does not perform takeoffs directly. This comparison focuses on replacement options, prices and proposal handoff. Evaluate drawing measurement separately if that is part of the company's estimating workflow.
What costs sit outside an HVAC proposal software subscription?
Possible proposal-specific costs include catalog setup, forms, additional users and integrations. Sales Builder Pro explicitly publishes a company setup charge and optional items. Ask every candidate for a complete implementation quote and the renewal basis, including all charges beyond the displayed monthly rate.
Research notes
Corrections and additional evidence
Submit current documentation through the Rankings Desk corrections page. Evidence submissions do not purchase a score or ranking position.
Improve the record
Have stronger evidence?
Companies can submit current documentation, pricing, corrections, and working demonstrations for editorial review at no charge.