From site survey to signed quotation
PolarTools is now a complete HVAC engineering, design, reporting and sales workflow, connected directly to customers, sites, quotes and recurring service inside PolarOne.
Enter information once. Use it throughout the project.
Create a project under the customer and site, survey every room, run calculations from stored room data, select equipment, estimate materials and carry the result through to reports, presentations, quotations and service plans.
Available separately and included automatically with every PolarOne CRM plan.
Compare plansUseful HVAC calculations, before you create an account
Run a calculation instantly. Sign up when you are ready to save the result, create professional reports and connect it to customers, sites, surveys and quotes.
Running Cost Calculator
Calculate daily, monthly and annual electricity costs.
Calculation inputs
Results are initial estimates only. Confirm final selections against manufacturer data, applicable standards and competent engineering judgement.
Turn this running-cost estimate into a customer-ready proposal
Inside PolarOne you can attach the calculation to a customer and site, compare equipment options, add photographs and include the figures in a branded quotation or professional report.
- Save calculations and projects
- Connect customers, sites and equipment
- Create branded reports and PDFs
- Use results in surveys, quotes and jobs
Energy Saving Calculator
Compare existing and replacement equipment, savings and payback.
Calculation inputs
Results are initial estimates only. Confirm final selections against manufacturer data, applicable standards and competent engineering judgement.
Build a complete energy-saving case for your customer
Inside PolarOne you can save the existing and proposed system data, add photographs, create an ROI report and use the results in a survey, quotation or customer proposal.
- Save calculations and projects
- Connect customers, sites and equipment
- Create branded reports and PDFs
- Use results in surveys, quotes and jobs
Quote Profit Calculator
Check total costs, gross profit, margin and target selling price.
Calculation inputs
Results are initial estimates only. Confirm final selections against manufacturer data, applicable standards and competent engineering judgement.
Use the result to price profitable work
Inside PolarOne you can link the figures to a customer and site, populate the Quote Builder, add materials and labour, and turn the result into a professional quotation.
- Save calculations and projects
- Connect customers, sites and equipment
- Create branded reports and PDFs
- Use results in surveys, quotes and jobs
Continue with the complete engineering toolkit
AC sizing, heating requirements, ventilation airflow, duct sizing and velocity, electrical load, heat-pump running costs, ROI, service-contract pricing, labour, deposits, payments and refrigerant charge.
From survey to service plan, without entering the same information twice
Create the project once, store each room once and let calculations, equipment selection, reports, quotations and maintenance planning reuse the same information.
Engineering Projects
Customer → Site → Project structure with automatic calculation history.
Multi-room Survey
Dimensions, occupancy, glazing, insulation, orientation, gains, photos and notes.
Equipment Intelligence
Library, comparisons, schedules and manufacturer recommendations.
AI Design Review
Photo-based advisory checks for airflow, clearances, routes and service access.
Reports & Site Packs
Consultancy reports and one complete downloadable project pack.
Quote & Material Generation
Equipment, labour, pipework, electrical, commissioning, testing and warranty.
Finance & Presentation
Monthly cost, savings, ROI, payback and customer-friendly presentation mode.
Service Planner
Annual service, filters, refrigerant and warranty reminders fed into PolarOne.
Fifteen connected engineering and sales capabilities
PolarTools goes beyond standalone calculators. Every stage uses the same customer, site, room, equipment and project information.
Survey, design, explain, quote and maintain
Create the project
Choose the customer and site, then add every surveyed room.
Calculate and select
Reuse room data, compare equipment and build the installation schedule.
Present and quote
Show costs, savings, finance and recommendations, then generate the draft quote.
Deliver and maintain
Issue the report and site pack, then create recurring service activity.
Use PolarTools on its own, or connect engineering to the complete PolarOne platform
PolarOne subscribers receive PolarTools and can move engineering data directly into CRM customers, quotes, jobs, contracts, service planning, reporting and AI workflows.