How HVAC Quote Genie Stacks Up
See exactly where we win against field service software built for bigger shops — and where incumbents fall short for small HVAC businesses.
Feature Comparison
Head-to-head breakdown across the features that matter most to shops with 1-15 technicians.
| Capability | Quote Genie | ServiceTitan | Jobber | Housecall Pro |
|---|---|---|---|---|
| Starting Price Incumbents require annual contracts | $29/mo | Custom (enterprise) | $69/mo | $49/mo |
| HVAC-Specific Templates Quote Genie wins here | Pre-built AC, furnace, heat pump | Generic | Generic | Generic |
| AI Quote Generation | Full AI automation | Basic | None | None |
| Setup Time | Under 30 minutes | Days to weeks | 2-4 hours | 2-4 hours |
| Mobile-First Design | Yes | Yes | Yes | Yes |
| Entry-Level Tier Available Incumbents target $500+/mo shops | Yes, $29/mo | No minimum entry | No | No |
| Contract Lock-In | Month-to-month | Annual required | Annual required | Annual required |
| Load Calculation Inputs | Yes | No | No | No |
| Manual Entry Required | No | Yes | Yes | Yes |
| Revenue Attribution per Quote | Tracked | Basic | None | Limited |
| HVAC Code Compliance Notes | Included | None | None | None |
| Customer Mobile Access | Shareable link | Limited | Yes | Yes |
| Inventory Integration Small shops use flat-rate books | Basic | Full | Full | Full |
| Reporting Dashboard | Simple | Complex | Yes | Yes |
| Free Trial | 14 days | No | 14 days | 7 days |
Why Small Shops Choose Quote Genie
Incumbents were built for companies with office managers, dedicated IT, and budgets over $500/month. Here's what we optimized for instead.
Built for Your Size
No enterprise gate
ServiceTitan won't talk to you under $200/mo. We start at $29 because small shops deserve professional tools too.
Trained on real HVAC data
Our AI understands refrigerant types, tonnage estimates, and regional labor rates — not generic field service jargon.
Setup in under an hour
Import your equipment types, set your margin targets, and send your first quote the same day you sign up.
No annual lock-in
Month-to-month pricing means you're not locked into a contract that assumes you have a fleet coordinator.
HVAC-Native Features
Load calculation inputs
Capture square footage, climate zone, and duct condition in the quote form — not buried in a separate tool.
Code compliance prompts
Get reminded about local permit thresholds and reference the correct CEC/MEC section for the work being quoted.
Equipment database
Pre-loaded SEER ratings, refrigerant types, and efficiency standards for common residential equipment models.
Replacement vs repair language
Quotes automatically surface the repair-vs-replace decision with side-by-side cost projections for the customer.
Common Questions
How is Quote Genie different from Jobber or Housecall Pro?
Jobber and Housecall Pro are general field service platforms. They handle scheduling, invoicing, and customer management — but quoting is a manual, generic form. Quote Genie is purpose-built for HVAC pricing: it includes pre-built equipment templates, load calculation inputs, and AI that understands refrigerant types and efficiency ratings. If you want everything under one roof and can afford enterprise pricing, incumbents exist. If you want a focused, affordable quoting tool, we're built for that.
Can I import my existing flat-rate book into Quote Genie?
Yes. You can import labor rates, part markups, and service codes via CSV upload during setup. The system maps your existing line items to our quote structure. Initial import takes about 20 minutes for most flat-rate books. We support common formats from popular HVAC pricing tools, and support is available if you hit a format issue.
What happens if a customer disputes a quote?
Every quote includes a full itemized breakdown with line-item descriptions, not just a total. You can share a read-only link so the customer reviews the same data you presented. If they ask for changes, you duplicate the quote and adjust — keeping a clean record of the original. There's no version control mess.
Do competitors offer AI quote generation?
ServiceTitan has basic automation in their top tiers at high price points. Jobber and Housecall Pro do not offer AI-generated quotes as of this writing. Quote Genie uses AI to populate line items based on system type, customer description, and your margin rules. The AI works from your imported data, not generic templates, so quotes reflect your pricing strategy.
Is there a free trial?
Yes, 14 days. No credit card required to start. You can import your data, set up your templates, and send real quotes to test customers within that window. After the trial, you choose a plan that fits your shop size: $29/mo for solo operations or $79/mo for multi-technician teams.
What integrations are available?
Quote Genie currently exports to PDF and shareable web links. Calendar integration (Google Calendar, Outlook) is in development for syncing follow-up appointments. QuickBooks import for job costing is on the roadmap. Direct API with ServiceTitan or Jobber is not currently supported — we focus on being a standalone quoting tool rather than trying to be everything.
Can I cancel anytime?
Yes. Month-to-month with no cancellation fee. You can export all your quote history and customer data before you leave. Annual plans are available at a discount if you prefer lower monthly costs, but they're never required.
Who is Quote Genie built for?
Small HVAC businesses with 1-15 technicians who currently use spreadsheets, generic forms, or expensive enterprise software they're only using 10% of. If you have a dedicated office manager handling admin, incumbents might make sense. If you're a technician-owner doing quotes between service calls, we built this for you.