Opportunity context
Track prospects, customers, contacts, sites, opportunity status, ownership, and review context.
HVAC estimating and proposals
Price the work without severing the handoff.
Ventrixx keeps the opportunity, customer, site, scope, worksheet pricing, labor and material cost, margin, proposal history, and sold-work handoff connected from the first conversation.
Inside Ventrixx
See the proposal pipeline in one working view.
Move from new opportunities to proposal delivery and sold-work follow-through without losing the customer or commercial context.
Commercial context from the start
Build proposals with the information the next team needs.
Estimating stays connected to the customer, job, pricing logic, and follow-through needed after a sale.
Worksheet pricing
Build labor, material, cost, margin, and sell-price visibility into the estimating workspace.
Status governance
Use a role- and permission-gated submit, approve, or reject status workflow with stage history.
Versions and alternates
Preserve worksheet versions and alternates so teams can follow the commercial path to sold work.
Proposal documents
Publish proposal documents while retaining their connected source record and pricing context.
Sold-work conversion
Convert a sold proposal to a project or service workflow with its commercial context intact.
The estimating workflow
From opportunity to sold work.
Ventrixx keeps the commercial record intact as work moves from sales to operations.
Qualify the opportunity
Capture the customer, site, scope, owner, and status.
Build and version the worksheet
Price labor and materials while keeping cost, margin, selling price, and alternates visible.
Submit, decide, and publish
Authorized roles submit, approve, or reject status changes and publish the proposal document.
Convert sold work
Start a project or service record without losing the original commercial context.
Explore related workflows