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
Price labor and materials with cost, margin, and sell-price visibility. Apply overtime and double-time hours across the worksheet.
Status governance
Use a role- and permission-gated submit, approve, or reject status workflow with stage history.
Versions and alternates
Build separately priced alternate worksheets with their own labor, materials, pricing profiles, and subcontractor quotes. Carry included or accepted alternates into sold work.
Proposal documents
Publish proposal documents and export alternate worksheets to PDF while retaining their source record and pricing context.
Sold-work conversion
Convert a sold proposal to a project or service workflow with its commercial context intact.
Inside the estimate
Price the options with the same depth as the base scope.
Keep labor assumptions, supplier and subcontractor inputs, and alternate scope connected to the version being priced.
Overtime and double-time
Set worksheet overtime and double-time hours by labor type and see their effect on labor cost and selling price.
Version-specific subcontractor quotes
Attach subcontractor pricing to the applicable base worksheet version or alternate, keeping each quote in its own pricing context.
Alternate pricing and handoff
Use alternate worksheets, pricing profiles, and PDF exports to explain options. Included and accepted alternate pricing flows into proposal totals and sold-work conversion.
CRM and customer communication
Keep the relationship moving before and after the proposal.
Customer records, sales follow-up, documents, and customer decisions stay connected to the same work.
Sales pipelines and follow-up
Organize opportunities in company-defined pipelines and stages. Record activities, reminders, proposal follow-up notes, and shared account timelines.
Customers, contacts, and sites
Keep customer contacts and locations alongside equipment and commercial history so the next conversation starts with context.
Customer approval links
Share a retained document for customer review and record its acceptance against that document. Office staff can manage approval requests and their history.
Controlled customer portal
When enabled and configured, grant customers access to their permitted sites, invoices, proposals, agreements, equipment, and work summaries. Customers can submit service requests and review pending approvals.
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