ChatGPT Plugin

EstimateKit

HVAC quotes, jobs and invoices

Brand: EstimateKit

Category: Operations
Primary Subcategory: Field Service Management Software

Integration details

Description

EstimateKit connects ChatGPT to an HVAC contractor's EstimateKit account, so the contractor can check their business and draft customer quotes in a conversation. EstimateKit is estimating and job software for heating and air conditioning companies with 1 to 25 people. - See what needs you today: overdue invoices (including part-paid ones), finished jobs not yet invoiced, approved quotes waiting for a date, quotes a customer opened but hasn't answered, and jobs with no technician. - Look up any customer with their installed equipment (brand, model, serial, age), maintenance plan, quotes, jobs and invoices. - Draft good, better, best quotes from your own templates or price book, at your prices and tax rates. Every quote is saved as a draft for you to review and send from EstimateKit. - Add and update customers from an email, a voicemail or call notes. Safe by design: the app never sends anything to a customer, never deletes anything, and can't record payments or change your prices, settings or team. It sees exactly what your EstimateKit login can see, so a technician only sees their own view. Disconnect any time in EstimateKit under Connectors. Requires an existing EstimateKit account (estimatekit.com).

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Operations
Primary Subcategory: Field Service Management Software
Secondary Subcategories: None listed
Brand: EstimateKit
Access: Account required
First tracked: 2026-10-23
Tool count: 12
Geography: US

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Primary Subcategory

Competing in ChatGPT Field Service Management Software

View Category

Listed in alphabetical order

Primary Subcategory

A4B CMMSComing soonGet notified

AI Dispatcher by FieldCampComing soonGet notified

BlueSuiteComing soonGet notified

Cabinet ProjectComing soonGet notified

CheckpointGuardComing soonGet notified

EstimateKitComing soonGet notified

Tools

12 tools agents can invoke

Add a new customer (for example from an email, a voicemail or call notes). It doesn't check for an existing customer with the same name; search_customers does.
create_customer
One customer's contact details, installed equipment (with model, serial, age), maintenance plan, and their quotes, jobs and invoices.
get_customer
Create a DRAFT quote in EstimateKit for a customer, with up to four options (good / better / best). Build options either from a saved template (template_id) or from lines (price book items via material_id, or custom lines with a price the user gave). The draft is never sent: the contractor reviews and sends it from EstimateKit. Returns every line, the tax rates and the totals.
create_draft_estimate
Search customers by name, phone, email or street address. Returns up to 15 matches with their ids (customer_id), used by get_customer and create_draft_estimate. Existing customers are found here, so a search shows whether one is already on file.
search_customers
Invoices: unpaid (anything still owing), overdue (past due and still owing), paid_this_month, or recent. Includes balances; deposit invoices are marked by kind.
list_invoices
Jobs by when or state: today, next_7_days, upcoming, unscheduled (approved, needs a date), unassigned (no technician), in_progress, completed_not_invoiced. Cancelled jobs are left out.
list_jobs
The contractor's saved quote templates (for example 'Heat pump replacement' with good / better / best options). Pass a template_id to create_draft_estimate to build a quote from one.
list_templates
Quotes (estimates) by status: draft, sent, viewed (customer opened it), approved, declined, expired. Newest first. Each has an estimate_id for get_estimate.
list_estimates
One quote with each option (good / better / best), every line item with quantity and price, option totals with tax, and its status history.
get_estimate
Find items in the contractor's own price book (equipment, parts, materials, labor) with their selling price. The returned material_id puts the item on a quote in create_draft_estimate at the contractor's own price.
search_price_book
Change a customer's contact details or notes. Only the fields you pass are changed; notes replace the existing notes. Fields can't be cleared here.
update_customer
The contractor's to-do list right now, like the EstimateKit home screen: overdue invoices, finished jobs with no invoice, approved quotes not yet scheduled, quotes the customer opened but hasn't answered, unanswered quotes, drafts ready to send, maintenance-plan tune-ups to book, jobs today and jobs with no technician. Covers questions like 'what should I do today?' or 'how's business?'.
business_snapshot

FAQs

EstimateKit ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve EstimateKit's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are EstimateKit alternatives on ChatGPT?

As of 2026-10-23, EstimateKit competes with A4B CMMS, AI Dispatcher by FieldCamp, BlueSuite, Cabinet Project, CheckpointGuard, Clasp, Clevra, Crisphive and 34 more in ChatGPT Field Service Management Software, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.