Emilia Dunaj
Emilia Dunaj
Head of Technology Insights
December 2023, 8 min. read

The HVAC industry is quickly moving towards digital solutions to meet today’s needs and improve efficiency. Traditionally, designing HVAC systems and selecting the right equipment was a slow, manual process usually managed only by specialized pre-sales engineers. These old methods often lead to mistakes that hurt both business operations and customer happiness.

So, how can you make sure your HVAC system sizing and product calculations are accurate? If you’re looking to bring your HVAC business into the modern age, this article is for you. We’ll cover the latest methods for making precise HVAC calculations. Plus, we’ll discuss how manufacturers and sellers can make their pre-sales and sales processes faster and more reliable.

Before we get into the new methods, let’s look at how the HVAC industry has changed over time to understand better why these advancements are so important.

The Evolution of HVAC Design

The history of HVAC design goes back hundreds of years, starting with simple techniques like using open fires for heating and well-ventilated spaces for cooling. Over time, we’ve seen key developments that have shaped the industry—such as the Romans’ underfloor heating systems in the 2nd century, the widespread use of fireplaces during the Middle Ages, and the introduction of steam-heating systems in the early 1800s.

Fast forward to the 20th century, and we enter the modern age of HVAC design. This period was marked by the creation of the first modern air conditioner in 1902. As technology advanced, the industry began to incorporate computer software for more accurate calculations and better energy conservation. This shift placed a strong emphasis on sustainability and energy efficiency.

Modern HVAC Design Process

Today, the HVAC design process has evolved to become more streamlined, accurate, and energy-efficient. The arrival of digital tools has optimized the process and improved accuracy, allowing HVAC professionals to fine-tune system performance and keep up with changing industry standards.

Modern HVAC design aims to create optimal indoor environments that are both comfortable and sustainable. In order to build an optimal HVAC system, you need to determine the following key factors:

HVAC Load Calculations

HVAC load calculation is essential for determining a building’s heating and cooling needs, including factors like heat gain and heat loss. This is the crucial first step in designing an effective HVAC system. The calculation takes into account various elements such as the building’s size, insulation levels, and window type, as well as local climate conditions. These factors collectively influence the heat gain and heat loss, which in turn determine the cooling loads needed to maintain a comfortable indoor environment.

hvac load caluclations

Today, easy-to-use HVAC software tools make this process simpler and incredibly accurate. Best HVAC load calculation software helps HVAC professionals make sure the systems they choose are just right for each building’s specific heating and cooling requirements.

HVAC Equipment Sizing

The next important step is figuring out the best size and type of equipment you need. This has to match the building’s heating and cooling needs to make sure the system works well and doesn’t waste energy.

Changing even one part of the system can throw everything off, so getting these calculations right is prominent. Nowadays, HVAC tool and equipment sellers offer specialized software tools to help professionals make these crucial decisions. This ensures that the systems they install are efficient and perfectly suited to meet all of a building’s specific needs.

The Importance of Accurate HVAC System and Product Calculations

In the Heating, Ventilation, and Air Conditioning industry, the margin for error is slim, so accurate product information and calculations are critical. 86% of customers say that they would be unlikely or very unlikely to return to a company that provided inaccurate product information. Let’s outline the key reasons why accuracy matters so much in this industry:

  • Energy efficiency: Improperly sized systems use too much or too little power, wasting energy.

  • Cost savings: Right-sizing HVAC systems help to avoid unnecessary expenses in modifications or replacements down the line.

  • Customer satisfaction: HVAC systems that work as expected make customers happy and more likely to recommend a company’s services. 

  • Compliance: Many countries have strict rules about HVAC systems. Being accurate helps HVAC installers avoid fines and legal problems.

  • Longer durability of systems: Systems that are correctly sized and configured tend to have a longer lifespan, cutting down on repairs and replacements.

  • Competitive edge: Being accurate and reliable can help you stand out in a crowded market. 

Prioritizing accurate HVAC products and system calculations improves how the HVAC systems work. You build a reputation for being trustworthy and reliable, which can help you stand out in the HVAC industry.

HVAC Product and System Calculations Software Features and Benefits

Custom software for HVAC offers a range of powerful features that automate key aspects of product selection and sales, making the process easier than ever:

1. Responsive Online Product Catalogs

Instead of presenting your clients with bulky printed product catalogs, browse through a digital online version that’s always up-to-date. It allows users to explore products easily and make quick selections.


2. Advanced Product Search and Selection Tools

Modern HVAC estimating software uses advanced algorithms to automate the selection of the right equipment for any project. This ensures that the system you choose will meet the building’s specific heating and cooling needs.

fan selection process

3. Real-Time Analysis for Informed Decisions

Every component within the HVAC system is interconnected and contributes to the overall performance. The app for HVAC empowers industry professionals to use real-time data for equipment performance calculations to make accurate equipment selections tailored to the current conditions and requirements of the building. 

hvac software performance calculation

4. Precise Dimensioning Tools

Get dynamic calculations of solution requirements based on input parameters. HVAC sizing software conducts meticulous calculations quickly, showing real-time results on a screen. This eliminates guesswork and enhances the accuracy of your selections.

5. Industry Standards and Regulations

The software helps ensure that your HVAC systems are compliant with all relevant safety and efficiency guidelines. This is crucial for avoiding legal issues and building trust in the market.

hvac dimentioning tool

6. Guided Selling

An HVAC application walks you through the configuration process step-by-step. If you need more information on specific features, it’s just a click away. This also means you no longer have to rely on skilled pre-sales engineers to choose the right products and create accurate quotes. 

hvac sizing tool features guided selling

7. Interactive Graphs

Visualize complex data through easy-to-read graphs. Adjust variables to see real-time changes in the graph, providing immediate insights into how different factors affect calculations. This aids in better decision-making and system optimization.

complex hvac data vizualization

8. Language and Unit Flexibility

Easily switch between languages and units with just a few clicks. This handy feature opens your business to new international projects, making it easier to adapt to different markets and customer needs.

hvac multilanguage support

9. Device Accessibility

Use the HVAC programs online on any device, anywhere. This is especially handy for HVAC engineers making calculations on the go. 

10. Configure, Price, and Quote (CPQ) System

Make pricing and quoting easy with CPQ HVAC sales software that keeps your sales team on the same page. Everyone has access to the same products and prices, so quotes are always standardized and accurate. Plus, real-time pricing helps you set the right expectations with clients and close deals more quickly.

11. Energy Efficiency Analysis

Another useful feature is the ability to analyze a system’s energy efficiency. Custom software for HVAC helps in selecting products that meet performance needs while also being energy-efficient.

Investing in reliable software with these advanced, automated features makes your pre-sales and sales process much easier. It elevates the service you provide to clients and positions you as a leader in the competitive HVAC market.

Integration with Other Digital Systems

The true power of custom software for HVAC becomes evident when it’s integrated with other key platforms. Here are some systems that can be easily linked:

  • Product Data Management (PDM) System: For HVAC manufacturers, pairing HVAC software with a PDM system centralizes design data, making it easier to manage the product life cycle.

  • Product Information Management (PIM) System: A PIM system ensures that all your sales product information stays consistent and accurate across all channels.

  • eCommerce Platforms: Integration with advanced eCommerce platforms that have CFD calculation modules extends the software’s capabilities. This makes for a smooth online sales experience with precise HVAC system configurations and pricing.

  • Customer Relationship Management (CRM) Systems: Linking your HVAC software with your CRM can improve client tracking, lead management, and customer service.

  • Inventory Management Systems: Integrating with these systems enables real-time tracking of product availability, optimizing your supply chain management. This reduces delays and improves order fulfillment.

Choosing to integrate your custom HVAC computer software with these systems is a wise business decision. It makes all your teams’ work easier and in sync.

In Conclusion

Getting the right information upfront is crucial for making informed decisions that benefit both your company and your B2C or B2B customers. Tailor-developed solutions simplify the work of field technicians while helping your sales reps serve your customers better. 

In an industry as complex as HVAC, smart, user-friendly solutions are essential. Modern design processes increasingly rely on advanced HVAC business software for precise calculations, streamlining both sales and operations. When you integrate this software with other core digital systems, you’re setting your business up for success. 

If you’re in the HVAC industry, there’s no better time than now to invest in custom software development solutions. Automate your processes and enhance customer focus for a strong return on investment.

Frequently Asked Questions?

  1. Why is load calculation necessary?
    Load calculation is a foundational step in designing an HVAC system for a building. Once you have accurate load calculations, often facilitated by commercial HVAC calculation software, you can proceed to design the system and select the right equipment from a vast range of HVAC products. This ensures that the installed system is neither overpowered nor underpowered, optimizing efficiency and cost-effectiveness.

    Ultimately, precise load calculations lead to a well-designed system that meets customer expectations for indoor comfort.
  2. How do you automate calculating HVAC load?
    Automating HVAC load calculations is possible through specialized HVAC load calculator software solution. These programs replace the manual methods traditionally used by pre-sales engineers, offering a more accurate and efficient approach. The software uses algorithms to analyze various factors like building size, insulation levels, and local climate, providing precise load calculations.
  3. What are the best softwares used for HVAC calculation?
    The best software for HVAC calculations often includes features like real-time dimensioning tools and energy efficiency analysis.

    Examples include HVAC simulation software and HVAC calculation software, which are designed to provide accurate and reliable data for both load and equipment calculations.
  4. What software for HVAC?
    Software for HVAC design typically includes a range of features from load calculations to equipment sizing and energy efficiency analysis.

    These applications are essential tools for pre-sales engineers and HVAC professionals looking to streamline their workflow and improve accuracy.
  5. What is HVAC proposal software?
    HVAC proposal software, also called an HVAC online quote generator or a CPQ system, helps create clear and accurate quotes for HVAC projects. The software is extremely helpful in handling requests for specific product setups, so your HVAC sales reps can quickly give competitive quotes to your clients.
  6. What is an example of HVAC sales app?
    An example of an HVAC sales app would be a mobile-friendly platform that includes features like an engineering calculator, real-time pricing, and a product catalog. These apps are designed to assist sales teams in providing quick and standardized information to potential clients.
  7. How do I get more sales on my HVAC?
    To boost sales in your HVAC business, consider implementing advanced HVAC software that includes features like real-time pricing and guided selling. These tools make it easier for your sales team to manage client expectations and close deals faster.
  8. How do I find clients for my HVAC products?
    Using digital sales tools that feature a CRM system for lead management can be extremely helpful. Custom software that includes analytics tools can also provide valuable insights into customer behavior and market trends, helping you tailor your marketing strategies.
    Don’t underestimate the power of online product configurators and advanced product search and selection tools to attract clients looking for quick and precise solutions. Additionally, offering a B2B portal can streamline the ordering process and provide a personalized sales experience, making it easier for businesses to choose your products over competitors.
  9. What is an online HVAC product selector?
    An online HVAC product selector is a software tool that helps users choose the right HVAC equipment for their needs. It often includes an engineering calculator and other features that allow for real-time adjustments based on user input, ensuring accurate and personalized product recommendations.