HVAC change orders & estimate versioning
Version equipment and install estimates, capture duct or line-set change orders, and track margin on service and install jobs.
Common pain points
- Estimate revisions scattered across email and PDFs
- Change orders missing a clear approval log
- Job margin drifting after approved extras
What you get
- Versioned estimates with send/accept workflow
- Change order templates tuned to your trade
- Live job margin after approved change orders
Register as a hvac installer and your account seeds with matching estimate and change order templates.
Start free — HVAC installerHVAC installer FAQ
Is WorkGrid Pro built for HVAC installers?
Yes. Trade-specific estimate and change order templates seed when you register with your trade.
Can field crews use it?
Yes. Field roles can log daily notes, upload photos, and update tasks while office staff manage estimates and financials.
Does it replace accounting?
No. WorkGrid Pro focuses on estimate history, change orders, and margin—not payroll or full bookkeeping.