The best invoicing and estimating software for HVAC pros

HVAC professionals looking to streamline their business operations and get more customers should invest in the right invoicing and estimating software. Hearth easy to use software offers HVAC contractors a fast and efficient way to create invoices, quotes and contracts. So, whether their at home or at the job site they can get the job done quickly and efficiently.

Refresh AC - Best Contractor Estimating & Invoicing Software - Hearth

Streamline your business


Client Management

Intake leads and manage your clients' journey.


Send professional estimates from anywhere.


Secure your jobs with digital signatures.


Create digital invoices with reminders for customers.


Customer Financing

Offer customers monthly payments for their projects.

Digital Payments

Get paid faster via debit card, credit card, or ACH.


Generate more leads with Hearth's marketing tools.

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Hear from our customers

“Hearth has made it very easy to offer financing to customers. Most of the time. We just send a text message to them, they pull up the link, fill it out, and know within a few minutes.”

-Buck, HVAC

Refresh AC - Best Contractor Estimating & Invoicing Software - Hearth

Quickly create estimates and quotes for your heating and air conditioning customers

It takes just a few minutes to customize and send a quote on the go. With built-in features like pre-saved line items and auto-saved drafts, you can quickly send out accurate quotes every time.


Generate contracts in minutes

Our free template makes it easy to customize and generate a professional looking contract for your job. Also, with our mobile app, you can access and send your contract templates from anywhere. 


Deliver invoices with ease and get paid on time for your services

No more driving around chasing checks and signatures. Our software allows you to send and track invoices for your work. Hearth also sends automatic follow-ups to your customers, which means your invoice can get paid faster. 


The best financing options for your customers

Offer financing options to your customers for their HVAC repairs and replacements when they need it. Customers love how our easy-to-use pre-qualification form can give them estimated monthly payment options for their projects in minutes. Best of all, checking their options doesn’t affect their credit, and you and your customers see the maximum amount they can borrow for their ideal project. Our partners work with homeowners with FICO scores as low as 550 and offer loans up to $250,000. 


Easy-to-use digital payment tools

Cash flow is king. And, our digital payments tool gets you paid quickly for your work. Your customers can pay your Hearth Invoices via ACH, credit card, and debit card. Once the payment is processed, you can transfer your money to your bank account or it can get transferred automatically to your Hearth Banking checking account.


Give your marketing efforts a boost

Hearth marketing tools help sell smarter and faster with embedded digital banners, marketing flyers with custom QR code, brochures, email template, social media posting tool, and customizable templates for your quotes, contracts, and invoices. 


Get started today with Hearth!

Hearth is proud to partner with hundreds of HVAC companies across the United States helping them close more jobs and simplify their businesses. Let’s talk about how Hearth can help you take your business to the next level with the sales, marketing, and financing tools you need to be successful. 

The best app for HVAC contractors




Average return on investment


Jobs funded


Average job size increase


Close rate improvement

Based on internal reporting as of September 2022. Professionals selling on the Hearth platform is based on the number of active users. Average annual ROI is based on funds obtained through the Hearth platform. Loan volume is based on total loans and credit cards processed through the Hearth platform. 30% average job size increase and 17% close rate improvement based on study by Enerbank. 

Get Started with Hearth Today

While our competitors claim that they can help you win more jobs, we have over $500 million dollars worth of home improvement loans to prove it.

To learn more about our software and how we can help your business today, call us at 512-686-4141 or email us at