CoolOps vs Contractor Estimate to Invoice

Built for solo HVAC technicians who do the work AND the paperwork. Invoice the customer before you leave the site, log refrigerant in seconds, and keep your records straight — all from your iPhone, fully offline. INVOICE ON SITE • Quick invoices with service presets and line items. • Auto-pull the refrigerant you just logged into the invoice. • Generate a clean PDF and capture the customer's signature on the spot. REFRIGERANT RECORDS Federal leak-repair rules changed on January 1, 2026: the charge threshold dropped from 50 lbs to 15 lbs for many HFC systems. • Add, recover, and transfer refrigerant with all the fields you need: date, type, quantity, equipment, technician, EPA certification number. • Automatic 12-month rolling leak rate, compared with the threshold you select — 10% comfort cooling, 20% commercial refrigeration, 30% IPR. • Export a print-ready refrigerant service record PDF — share in a tap. • Scan an equipment serial number with the camera — no more squinting at nameplates. • Service history by equipment — look up any unit fast. WORKS WITHOUT SIGNAL • Everything is stored on your device — basements, rooftops, dead zones, no problem. • No account or setup wizard to fight through. WHY TECHS PICK IT • Field-first: big targets, fast entry, made for gloved hands. • One app for refrigerant records + invoicing instead of two or three. • Flat, honest pricing — no per-user enterprise fees. Start with a free trial, then go Pro for full access. CoolOps is a record-keeping aid. It does not determine which federal or state rules apply to your equipment, and it is not legal or compliance advice. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://sites.google.com/view/coolops-privacy/

Skip the night-time paperwork. Build accurate job estimates in your truck, send a branded PDF before you leave the site, and turn approved quotes into invoices in one tap. Contractor Estimate to Invoice is built for tradespeople who want to price jobs fast, protect their profit margins, and look professional without complicated office software. WHY CONTRACTORS USE IT • QUOTE ON THE SPOT – Build estimates from your saved materials, labor rates, and job templates instead of typing from scratch at the kitchen table. • PROTECT YOUR MARGIN – Calculate labor, materials, and equipment costs, add markup and tax, and record actual costs to see your real profit on every job. • NEVER ENTER A JOB TWICE – Convert an approved estimate into an invoice in one tap. Client details, line items, and your logo carry over automatically. • WORK ANYWHERE, EVEN OFFLINE – Price jobs in basements, attics, or remote job sites with no cell service. Your data stays on your device. • STAY ORGANIZED FOR TAX TIME – Track pending, accepted, paid, and overdue jobs in one place, and export CSV or XLSX reports for your bookkeeper. WHAT YOU CAN DO • Create professional estimates and invoices on iPhone and iPad • Customize PDFs with your business name, logo, license number, and terms • Save favorite materials, equipment, and hourly labor rates for fast quoting • Reuse job templates for common service calls and installations • Keep a complete client directory with full job and billing history • Preview, print via AirPrint, email, or text PDFs directly to customers • Track invoice payment status (Sent, Paid, Overdue) and job profitability WHO IT IS FOR General contractors, plumbers, electricians, HVAC technicians, handymen, painters, remodelers, builders, roofers, landscapers, and service pros across the trades. FROM FIRST QUOTE TO FINAL INVOICE 1. Add your business details and logo (or jump straight into your first draft). 2. Pick a client and add materials, labor, markup, and tax. 3. Preview, print, or share the PDF—then convert it to an invoice with one tap when approved. FAQ Can I turn an estimate into an invoice? Yes. Convert any approved estimate into an invoice in one tap—client info, line items, prices, and your logo carry over automatically. Does it work without an internet connection? Yes. You can build estimates, manage clients, and generate PDFs completely offline on the job site. Can I export records for my accountant? Yes. Export your estimates, invoices, and job cost records as CSV or XLSX files anytime. PRO SUBSCRIPTION Build and preview your first estimate draft in the app. A Pro subscription unlocks unlimited estimates, invoices, PDF sharing and printing, and premium PDF templates. Available plans and prices appear in the app before purchase. Subscriptions renew automatically unless canceled through your App Store account settings. PDF invoices are business documents; the app does not process customer payments or submit tax filings. Privacy Policy: https://app.notion.com/p/Privacy-Policy-HVAC-Trade-Estimate-Calculator-39b1e95b55068028b636c3d7a3441224?source=copy_link Support: https://app.notion.com/p/Support-HVAC-Trade-Estimate-Calculator-39b1e95b55068074903ee81ac76a89f9?source=copy_link Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/