Quoting software for HVAC contractors

The AC died in a heat wave and the homeowner needs a number before you climb down from the attic. QuickQuote lets you build a complete system or repair estimate on your phone in about 60 seconds, text it over, and get an approval tap — while you're still on site.

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Close the replacement on the first visit

A dead system in July or January is the highest-intent sales call in home services — and the highest-stakes one. The homeowner is stressed, sweating, and about to call your competitor. The contractor who hands them a clear, professional number first wins the $11,000 job. QuickQuote is built for that moment: condenser, air handler, line set, thermostat, permits, haul-away — typed once on your phone, sent by text before you pack up your gauges. No "I'll have the office send something over," which is where replacements go to die.

Good-better-best without the spreadsheet

Most HVAC sales training says to present three tiers. Most techs hate building three proposals. With QuickQuote you can fire off one quote per tier in about a minute each — 14 SEER2, 16 SEER2, 18 SEER2 with the variable-speed blower — and let the homeowner compare them side by side on their phone. The upgrade practically sells itself when the customer can see exactly what the extra $2,400 buys: quieter operation, better warranty, lower bills. Put your financing note ("as low as $X/mo with approved credit") right in the quote notes.

Repairs, maintenance plans, and the shoulder season

It's not all replacements. Capacitor and contactor swaps, blower motors, refrigerant leak searches, duct modifications — the $200 to $900 tickets that fill the schedule between installs. Those deserve the same fast treatment: quote it at the unit, get the approval tap, do the work, move on. And when you sell a maintenance agreement, quote the annual plan the same way — one text, one tap, a customer locked in for two tune-ups a year.

A real example: 3-ton system replacement

ItemQtyPrice
3-ton 16 SEER2 condenser + air handler1$7,800.00
New copper line set1$650.00
Smart thermostat (installed + configured)1$385.00
Permits + Title 24 / code compliance1$495.00
Haul-away + condenser pad + whip/disconnect1$320.00
Labor (full changeout, 1 day)1$1,750.00

Total
$11,400.00

10-year parts / 2-year labor warranty. Financing available — as low as $189/mo with approved credit. Built and sent from the driveway.

From approved quote to install day

An approved $11,000 quote still needs a crew, a crane slot, and a permit pulled. Every quote in QuickQuote feeds straight into bookings: one tap schedules the install, the day view shows the whole week, and overlap warnings keep you from double-booking the install crew. Reschedule in two taps when the permit office runs slow — because it will.

Common questions from HVAC contractors

Is there really a free trial?

Yes — 14 days, full access, no charge until the trial ends. Cancel in two clicks from the billing page.

Does my customer need to install anything?

No. They get a text with a link, open it on any phone, see the itemized estimate, and tap approve. Nothing to download.

Can I offer good-better-best options?

Yes — send one quote per tier, or list upgrade options as line items. Add financing terms in the notes field so the monthly payment is right there next to the total.

Win the next no-cool call

Send your first estimate in the next 10 minutes. Free for 14 days.

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QuickQuote for other trades

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