Estimate software for HVAC, plumbing & electrical contractors in Cleveland, OH

The problem

Built for trades contractors in Cleveland, OH

Trades (HVAC, plumbing, electrical) in Cleveland, OH ship deals through a stack that doesn't add up. Here's what Planar takes off the list.

• 1

  ServiceTitan and Housecall Pro lock you into their billing rails and take a cut.

• 2

  Customers expect to see the estimate, sign it, and pay the deposit without three apps and four logins.

• 3

  You're drafting the same eight estimate variants every week and reformatting them by hand.

• 4

  Photos from the on-site assessment live in your phone roll, not in the document the customer sees.

FAQ

Common questions from trades contractors in Cleveland, OH.

What is Planar?

Planar is a Claude-native deal surface for trades contractors in Cleveland, OH. You draft your estimate in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.

How much does Planar cost?

Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.

Does Planar charge transaction fees on customer payments?

No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).

How does Planar compare to ServiceTitan?

ServiceTitan is a well-established option in this category and continues to work for many trades contractors. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where ServiceTitan fits an existing workflow better, the two can coexist — Planar handles the proposal/estimate slice while ServiceTitan handles whatever else it's already doing in the stack.

Do I need to use Claude to use Planar?

Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.

Does Planar replace DocuSign?

Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.

Can I use my own domain?

Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).

Is the recipient required to create an account?

No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.

We already use ServiceTitan / Jobber for dispatch and invoicing.

Planar replaces the estimate/proposal slice — what you send before the job is scheduled. ServiceTitan and Jobber stay for dispatch and ongoing invoicing.

Customers want to call, not click.

Planar pages include a click-to-call action and a "Ask a question" form. The point is that the customer can also read, sign, and pay without calling — which captures the customers who would otherwise ghost.

Our estimates change after the on-site visit.

Every Planar is versioned. After the on-site assessment, you re-open the same URL with an updated estimate. The customer sees a diff banner showing what changed.

Is Planar available for trades contractors in Cleveland, OH?

Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes Cleveland, OH and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. Trades (HVAC, plumbing, electrical) based in Cleveland, OH can sign up at app.openplanar.com and open their first Planar within an hour.