QuoteForge · For Commercial HVAC & Mechanical Contractors

The first commercial HVAC bid
wins the building.

Property managers and GCs send every RFQ to three mechanical shops — and the first clean, priced bid usually takes the job. QuoteForge turns an RTU swap, a TI build-out, or a maintenance agreement into a sign-off-ready bid in minutes, built from your labor units, your equipment costs, and real lead times.

Free quote  ·  Low-cost pilot  ·  Live in days  ·  No rip-and-replace
Why Speed Wins Commercial Work

Commercial HVAC quoting has a bottleneck.

Facilities teams don’t wait for the fourth bid. While a senior estimator works the backlog, the job goes to whoever answered first with a professional, complete number. Most shops take days. QuoteForge takes minutes.

21x

more likely to qualify a lead when responding within 5 minutes vs. 30 minutes.

MIT / InsideSales Lead Response Management Study, 2007
42 hrs

average B2B response time, and 23% of companies never respond.

Harvard Business Review, 2011
7%

of B2B companies respond within 5 minutes.

Drift, 2017
391%

higher conversion when the response lands within a minute.

Velocify
Built For Commercial Mechanical Work

Every HVAC bid you run, priced your way.

QuoteForge learns your rate card and your rules, then builds each bid the way your best estimator would — without taking their week.

RTU & equipment replacement

Tonnage, efficiency tier, curb adapters, crane and rigging, disposal — priced from your equipment costs with the manufacturer lead time printed on the bid, so the PM can approve without a call-back.

TI build-outs & plan-and-spec

Square footage, zones, diffusers, duct runs, controls — labor units by trade with your multipliers. Complex bids land in your review queue sign-off-ready, not as a blank estimate sheet.

Service & repair

T&M rates, after-hours and emergency multipliers, truck charges. Simple calls can quote instantly from your site or a link in your RFQ reply — while the other shops are still dispatching an estimator.

Maintenance agreements

Per-unit pricing, visit cadence, filter and belt schedules, multi-year escalators. Turn a walkthrough into a signed PM agreement before the competing proposal is drafted.

Run residential service too? The same engine quotes it. Commercial is just where speed pays the most.

Bid Letters & Prequal

The number gets you looked at.
The scope gets you awarded.

GC estimators toss a “per plans and specs” bid in the maybe pile. They want itemized scope, clear exclusions, and a prequal packet that’s actually filled in. QuoteForge drafts all of it from your past bids and documents, in your words. Your estimator approves every section before anything goes out.

Plan-and-spec bid letters

Turn the spec sections and your priced takeoff into a full bid letter: base bid, alternates, unit prices, and the spec sections you’re bidding to. It goes on your letterhead and lands in your review queue. Your estimator no longer has to rewrite last month’s letter at 6 PM.

Scope, inclusions, exclusions & qualifications

Itemized scope with no “per plans” shortcuts. Inclusions, exclusions, and qualifications are pulled from the language your shop already uses: controls by others, electrical to the disconnect, roofing and curb flashing, test and balance, after-hours work. The GC can level your number against the others without a call-back.

GC prequalification forms

Every GC asks the same questions in a different format: EMR, bonding capacity, license numbers, safety program, project history, references. QuoteForge fills each form from answers you’ve already approved, so the prequal goes back the same day.

Design-build & RFP narratives

Approach, schedule, team, and similar-project write-ups for design-build and negotiated work. QuoteForge can reuse your best past answer word for word, rewrite it for this job, or blend the two. Then it’s your call, section by section.

Keep your takeoff tool. QuoteForge works alongside Trimble, FastEST, or QuoteSoft. Your estimators still do the takeoff. QuoteForge writes everything that wraps around it.

Bids That Hold Up

Real lead times, on the bid.

Equipment availability is the question every commercial bid gets asked. QuoteForge builds from your live equipment costs and lead times, so the proposal answers it up front — and your margin rules are applied the same way on every job, whoever sent it.

A 25-ton RTU with a 9-week lead time shouldn’t be a surprise in week 6. Put it on page one and win the approval faster.

What your bids are built from
  • RatesYour labor units by trade, with overtime, after-hours, and prevailing-wage factors.
  • EquipmentYour real equipment and material costs, with current lead times shown on the proposal.
  • FactorsCrane, rigging, lift rental, disposal, permits — the line items estimators forget at 6 PM.
  • RulesTarget margins and approval thresholds. Simple bids send instantly; big ones wait for your sign-off.
How QuoteForge Works

From RFQ to signed, in one thread.

The request comes in

From your website, an email, or a link you drop into any RFQ reply — with the job details that matter.

QuoteForge builds the bid

Priced from your rate card, equipment costs, and factors. On your letterhead, math-checked, lead times included.

Instant send or quick review

Service calls can go out instantly. TI and replacement bids land in your portal sign-off-ready — adjust and send in a few clicks.

Signed on the spot

E-signature is built in. The customer signs the bid itself, and the executed copy files back to the job automatically.

Keep your stack. Add speed.

QuoteForge runs alongside ServiceTitan, BuildOps, FieldEdge — or the spreadsheet that’s been pricing jobs since 2014. No rip-and-replace. Free quote, low-cost pilot, live in days.

Get a free quote →
Commercial HVAC Quoting, Answered

Questions estimators ask us.

What is QuoteForge for commercial HVAC?
QuoteForge is instant quoting software for commercial HVAC and mechanical contractors, by BrandWagon. It builds sign-off-ready bids for RTU and equipment replacements, tenant improvement build-outs, service calls, and maintenance agreements in minutes, priced from your own labor units, equipment costs, and lead times, with e-signature built in.
How fast can a commercial HVAC bid go out?
Minutes instead of days. Simple service and repair quotes can send instantly from your website or a link in an RFQ reply. Larger bids like RTU replacements and TI build-outs land in your review portal sign-off-ready, so an estimator adjusts and sends in a few clicks rather than building from a blank sheet.
Does QuoteForge write scope and exclusions letters?
Yes. QuoteForge drafts the full bid letter for plan-and-spec and negotiated work: itemized scope, inclusions, exclusions, and qualifications, plus base bid, alternates, and unit prices. It builds from your past bids and standard language, so the letter sounds like your shop and not a template. Your estimator reviews and approves every section before it goes to the GC.
Can QuoteForge fill out GC prequalification forms?
Yes. Prequal forms repeat the same questions in different formats: EMR and safety program, bonding and insurance, licenses, financials, project history, and references. QuoteForge answers each form from your approved past responses and company documents. It can reuse the best past answer word for word, rewrite it for this GC, or blend the two. Nothing is submitted until someone on your team signs off. The same approach covers design-build and RFP narratives.
Does QuoteForge replace my takeoff software?
No. Keep Trimble, FastEST, QuoteSoft, or whatever your estimators measure with. QuoteForge doesn’t do takeoff. It prices from your labor units, equipment costs, and margin rules, and it writes the bid letter, prequal, and RFP answers around that number. Like the rest of QuoteForge, it runs alongside your existing tools with no rip-and-replace.
Does QuoteForge replace ServiceTitan, BuildOps, or FieldEdge?
No. QuoteForge runs alongside your existing field service or estimating stack and handles one job: getting a priced, professional bid out first. There is no rip-and-replace, and most shops are live in days.
Can QuoteForge price maintenance agreements?
Yes. Planned maintenance agreements are priced per unit with visit cadence, filter and belt schedules, and multi-year escalators, so a walkthrough can turn into a signed PM proposal the same day.
Does QuoteForge handle e-signatures on bids?
Yes. E-signature is built in: the customer signs the bid itself, and the executed copy and completion certificate file back to the job automatically.
Does QuoteForge work for residential HVAC too?
Yes. The same quoting engine handles residential service and installs. This page focuses on commercial work because that is where bid speed decides who wins the building.
Get Started

Bid faster than the other two shops.

Start with a free quote and a low-cost pilot. We’ll map your bid types, load your rates, and show you exactly where slow bids are costing you buildings.

  • Free custom quote & build plan for your shop
  • Low-cost pilot — measure won bids, not demos
  • Live in days, alongside the tools you already run
Request your free quote
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