◆HVAC Quoting Software
Quote the System From the Basement, Book the Install Same Day.
When a furnace quits in January, the homeowner calls three companies and goes with the first clean number. Describe the job and QuotingAI drafts a priced, itemized quote from your equipment and labour rates — ready to e-sign with a deposit before you're back in the van.
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The Old Way
Quoting Shouldn't Cost You the Job
Quotes wait until you're back at the office
You size three systems in a day, then build the estimates at the desk that night — and the company that priced it on the spot already has the deposit and the install on the board.
A single number invites a bidding war
“Around eleven thousand installed” hands the homeowner nothing to weigh. They want the furnace, the AC, the coil, and the labour broken out so the efficiency they're buying is clear.
No-heat calls can't wait on paperwork
Emailing a proposal, waiting for a reply, then chasing a signature means the family sits cold another night — and the job goes to whoever could book it and collect a deposit first.
How It Works
Site Visit to Signed Deposit — For HVAC
Size it up, talk it out
“96% two-stage furnace, 16 SEER AC condenser, new coil and line set, minor duct mods, permit and startup.” Type it or say it.
AI drafts the itemized quote
QuotingAI breaks it into equipment, coil and line set, ductwork, install labour, and permits — priced straight from your own equipment and rate sheet.
Brand it and set the deposit
Your logo, your colour, a 50% deposit to book the install. Adjust any line in a tap; your margins stay yours.
They sign and pay on the spot
The homeowner opens a branded proposal link, e-signs, and pays the deposit through Stripe — you're notified the second it clears.
What You'll Send
A Real, Itemized Quote — Not a Guess on a Business Card
Priced by equipment tier
Load your furnace, AC, and heat-pump models with your install prices once; every quote pulls the right unit and labour automatically.
Coil, line set & ducting built in
Equipment, coil and line set, duct modifications, permits, and commissioning are each first-class line items — nothing gets left off the install price.
E-sign in the basement
Drawn signature, IP, and timestamp captured as an audit trail — no printer, no scanner, no proposal to email back and forth in the cold.
Deposit before you leave
Collect the deposit through Stripe the moment they approve, so the install is booked and the equipment ordered before the next company calls back.
SAMPLE QUOTE
Furnace & AC Replacement — 2,000 sq ft home
High-efficiency furnace (96% AFUE)
1 unit
$3,900
Central AC condenser (16 SEER)
1 unit
$3,400
Evaporator coil & line set
1 set
$850
Ductwork mods & venting
1 job
$600
Install labour — crew
16 hrs × $110
$1,760
Permit & startup commissioning
1 job
$450
“On a no-heat call, the company that hands over a clean, itemized number first is the one that books the install — cold houses don't wait.”
Start Your Free TrialHVAC FAQ
Questions From HVAC Pros
Can it price by equipment model and tier?+
Yes. Load your furnace, AC, and heat-pump models with their install prices into your pricebook once, and every AI quote pulls the right unit and labour straight from them.
Does it include coil, line set, ductwork, and permits?+
Absolutely — equipment, coil and line set, duct modifications, permits, and startup commissioning are each itemized line items you can adjust per job, so the full install is always in the number.
Is the e-signature good enough for an HVAC install agreement?+
The homeowner signs with a drawn signature and typed name, and we record their IP, device, and timestamp as an audit trail — the standard electronic-signature approach used across the mechanical trades.
