EstimateKit

ClaudeCommunityby EstimateKit

EstimateKit is estimating and job software for HVAC contractors with 1 to 25 people. Connect it to Claude and run your shop from a conversation. - See what needs you today: overdue invoices (including part-paid ones), finished jobs not yet invoiced, approved quotes waiting for a date, quotes a customer opened but hasn't answered, and jobs with no technician. - Look up any customer with their installed equipment (brand, model, serial, age), maintenance plan, quotes, jobs and invoices. - Draft good, better, best quotes from your own templates or price book, at your prices and tax rates. Every quote is saved as a draft for you to review and send from EstimateKit. - Add and update customers from an email, a voicemail or call notes. Safe by design: the connector never sends anything to a customer, never deletes anything, and can't record payments or change your prices, settings or team. It sees exactly what your EstimateKit login can see, so a technician only sees their own view. Disconnect any time in EstimateKit under Connectors. Requires an EstimateKit account: a 14-day free trial at estimatekit.com, then $49 a month for the whole team.