Tired of juggling spreadsheets, missed appointments, and slow payments? WinkScope helps HVAC contractors conquer quoting, scheduling, and cash flow, so you can focus on the job.
For HVAC contractors, getting a quote out quickly and accurately can win or lose a job, especially for emergency calls. WinkScope makes it easy to build detailed estimates on-site. Our AI assistant helps you whip up proposals with precise pricing for new installs, repairs, or maintenance plans. Instead of scratching notes on scrap paper, HVAC contractors can use WinkScope's photo-to-estimate AI to instantly generate a line-item estimate from a few pictures. Pull items directly from your custom price book, adjust on the fly, and send a professional estimate to the customer before you even leave their driveway. This means less time on admin and more time completing profitable HVAC jobs.
Keeping track of service calls, routine maintenance, and installation projects can be a headache for HVAC contractors. WinkScope’s scheduling tools simplify your day. Easily dispatch your technicians to jobs, whether it’s a no-heat call or a full system replacement. Our intuitive calendar lets you see where everyone is at a glance, assign new work orders, and re-route as needed. For HVAC contractors, time is money, so we include built-in time tracking to ensure accurate payroll and job costing. Manage your crews efficiently, reduce travel time, and never miss an appointment with WinkScope. It’s built to make your HVAC business run smoother.
Cash flow is crucial for HVAC contractors, but chasing payments can be a full-time job. WinkScope streamlines your invoicing and payment collection. Generate professional invoices from approved estimates or completed work orders in a few clicks. Your clients can easily pay online through our secure Stripe integration in their dedicated client portal. This means no more mailing checks or delayed payments. For unexpected issues or upgrades on a job, WinkScope handles change orders seamlessly, getting client approval before proceeding. HVAC contractors deserve to get paid for their hard work, and WinkScope helps make that happen quicker and with less hassle.
WinkScope is built around these jobs.
WinkScope covers every step from lead to final payment for hvac contractors.
Starter $29.99/month, Pro $79.99/month, Agency $199/month, Enterprise $799/month. 15-day free trial, no credit card required. Billed in USD worldwide. Agency includes 1 sub-account and Enterprise includes 5; extra sub-accounts are $29/month each. No plan includes unlimited sub-accounts.
Stated plainly so the fit is clear before signing up.
WinkScope is an all-in-one platform designed specifically for HVAC contractors. It combines estimating, scheduling, invoicing, and more into a single tool, eliminating the need for multiple subscriptions and saving you time and money. Our AI features and streamlined workflows help HVAC businesses of all sizes operate more efficiently and profitably.
Absolutely. WinkScope's scheduling features allow HVAC contractors to easily set up recurring jobs for preventative maintenance contracts. You can schedule out entire seasons of service calls, assign technicians, and track progress, ensuring you never miss a client and maintain a steady revenue stream. It's built to keep your maintenance agreements on track.
WinkScope includes robust vendor management features, helping HVAC contractors keep track of suppliers and purchase orders. While not a full inventory system, it supports managing essential parts and equipment ordering within your jobs. This helps streamline your supply chain and ensures your technicians have the right parts for every HVAC service call.
Yes, WinkScope offers a dedicated client portal. This allows your HVAC customers to easily view estimates, approve change orders, pay invoices, and communicate with you directly. It enhances customer satisfaction and reduces administrative calls for your team, making the entire process smoother for both HVAC contractors and their clients.
WinkScope is designed to scale with your HVAC business, no matter the size. Small HVAC contractors will find our intuitive interface and comprehensive features incredibly valuable for streamlining operations, from solo owner-operators to growing teams. It provides the tools you need to professionalize your business and compete effectively.
WinkScope is an all-in-one platform for hvac contractors. It covers line-item estimating and AI scope writing, signed proposals, a client portal, scheduling and Gantt charts, work orders, change orders, job costing, milestone invoicing and card payments in one place. Plans start at $29.99/month with a 15-day free trial, no credit card required.
WinkScope starts at $29.99/month for the Starter plan, $79.99/month for Pro and $199/month for Agency, with no setup fee and a 15-day free trial. That entry price is below most all-in-one construction platforms, which commonly start between $99 and $499 per month, while still including estimating, scheduling, invoicing and a client portal.
HVAC Contractors use WinkScope to estimate and invoice from the same record: the accepted estimate becomes the project, change orders adjust the approved total, and invoices can be raised in full, as a deposit, by progress or by milestone. Payments run through Stripe or can be marked paid manually, and invoices sync with QuickBooks Online or Xero.
Yes. WinkScope AI drafts scope of work, materials and labour lines for hvac contractors from plans, site photos or a written description, then you edit every line, markup and tax before sending. The AI drafts; it never sends an estimate or invoice on its own.
Yes. A change order can be raised mid-job with a description, amount and schedule impact, then sent to the client portal for one-click approval or decline. Approved change orders update the project total and become billable; declined ones do not.
Every client gets a private portal on all plans. They can review and sign estimates, approve change orders, view schedule and photos, message you, download documents and pay invoices. No app install and no separate subscription for the client.
WinkScope covers the same lifecycle — estimate, proposal, schedule, work orders, change orders, job costing, invoicing and client portal — at a $29.99/month entry price with a 15-day free trial and no onboarding fee. It does not do payroll processing, white-labelling or lead generation, so a hvac contractor business that needs those will use a separate tool alongside it.
Sign-up takes minutes with no credit card. Templates for hvac contractors and a price book are included, so a first estimate can usually go out the same day. Existing clients, estimates and invoices can be brought in by CSV import or a guided migration.