“We bid on 15 projects a month across HVAC and plumbing. Agiled tracks every bid, deadline, and follow-up so nothing falls through.”
FD
Frank Deluca
Owner, Deluca Mechanical
For Mechanical Contractors
Management Software Built for Mechanical Contractors
Mechanical contracting management software that puts your bid pipeline, multi-trade project coordination, and invoicing in one place. Win more contracts, track crew progress, and bill on schedule.
No credit card requiredFree 14-day trial
Multi-trade project coordination
Coordinating pipefitters, HVAC techs, and plumbers across multiple sites with different GC schedules is a logistical challenge.
Manage every project phase across trades from one dashboard. Track fabrication, rough-in, trim, and testing for all active jobs.
Billing & cash flow
Progress billing on large contracts with retainage, change orders, and multi-trade breakdowns requires precision—errors cost you money.
Invoice by milestone with detailed trade breakdowns. Track retainage, change orders, and payment applications in one view.
Estimates & bid proposals
Multi-trade mechanical bids with HVAC, plumbing, and piping line items need detailed proposals—assembling them from scratch wastes estimator time.
Build comprehensive estimates with trade-specific line items, equipment specs, and labor rates. Send for approval and convert into a contract and project with one click.
Contracts & compliance docs
Subcontract agreements, insurance certificates, commissioning checklists, and warranty documents are scattered across email, drives, and filing cabinets.
Store and manage all project contracts, insurance certs, commissioning reports, and compliance documents in one organized system tied to each project.
Material & equipment expenses
Pipe, fittings, ductwork, and equipment purchases span multiple suppliers and PO numbers—reconciling costs per project is a full-time job.
Track every material purchase and equipment rental per project. Compare actual costs to bid amounts and catch overruns before they destroy margins.
GC & owner portal
General contractors and building owners demand constant project updates, billing status, and schedule visibility—managing those requests eats into project management time.
Give GCs and owners a client portal with real-time project status, milestone progress, billing history, and document access—no status calls needed.
How it works
How mechanical contractors use Agiled
See how Agiled fits into your daily operations.
1
Log the bid opportunity
A GC or building owner sends an RFP for HVAC, plumbing, or piping work. It enters your pipeline with scope and deadline.
2
Build the estimate
Create an itemized proposal with equipment, piping, ductwork, controls, and labor costs.
3
Submit and track
Send the proposal digitally and set follow-up reminders. Track every active bid in your pipeline.
4
Win and mobilize
Convert the awarded bid into a project board with phases, crew assignments, and a billing schedule.
Done
Built for mechanical contractors
Everything you need to run a professional mechanical contracting firm
From bid day to commissioning, Agiled keeps your mechanical contracting operation organized and profitable.
Bid management
Track multi-trade bids from invitation to award. Manage pricing, deadlines, and follow-ups in one pipeline.
Multi-trade coordination
Manage HVAC, plumbing, and piping crews from one dashboard. Track fabrication, install, and testing phases.
Progress billing
Invoice by scheduled values with retainage and change order tracking. Maintain cash flow on large contracts.
Fabrication tracking
Track shop fabrication schedules and deliveries tied to project timelines. Avoid field delays from late fab.
Commissioning docs
Store test reports, TAB data, and commissioning records per project. Keep compliance documentation organized.
GC coordination
Share schedules, RFIs, and progress updates with general contractors through organized communication channels.
Detailed estimates
Build multi-trade bid proposals with equipment, material, and labor breakdowns. Send for digital approval and convert to projects.
Expense management
Track material purchases and equipment rentals per project. Compare actuals to budgets and catch overruns early.
Owner & GC portal
Give owners and GCs self-service access to project status, billing, and compliance documents without constant status calls.
Testimonials
Trusted by mechanical contracting who value their time.
“Managing multi-trade crews across three active builds was impossible with spreadsheets. Now every crew, task, and inspection is in one board.”
LP
Linda Pham
Project Coordinator, Pacific Mechanical Contractors
“Knowing my real cost per project phase changed how I price bids. I stopped losing money on installs I thought were profitable.”
WK
Wayne Kowalski
Estimator, Summit Mechanical Services
Integrations
Connects with tools you already use.
QuickBooksStripeGoogle CalendarGmailZapierGoogle MapsOutlookXero+100 more
FAQ
Common questions about Agiled for Mechanical Contracting
Yes. Manage HVAC, plumbing, and piping within the same project board. Track phases and crews per trade.
Create invoices tied to scheduled values and milestones. Track completed work, retainage held, and change orders in one financial view.
Yes. Add fabrication tasks to project boards tied to field install timelines. Track shop progress and delivery dates.
Absolutely. Attach test reports, TAB data, and startup procedures to each project for organized compliance records.
Yes. Agiled scales from small firms to large multi-trade operations. Use what you need and expand as your firm grows.
Yes. Share project schedules, updates, and RFIs with general contractors through the built-in communication tools.
Ready to streamline your mechanical contracting firm?
Agiled brings your bids, multi-trade projects, and billing into one platform. Start free and scale with confidence.
No credit card requiredFree 14-day trialCancel anytime