Every Feature Your HVAC Shop Needs

Generate accurate quotes in minutes, track leads, and close more jobs—all from one platform.

Generate complete, itemized quotes in under 5 minutes using your service catalog and current pricing data.

Professional proposal templates with your company logo, colors, and terms reflect the quality of your work.

Present clients with 2-3 pricing tiers for each job, letting them choose what fits their budget.

Standard liability disclaimers and terms are automatically included, protecting your business on every proposal.

Send quotes via email or SMS directly from the platform—no copying, no pasting.

Visual kanban board showing where each quote stands—sent, reviewed, pending approval, or won/lost.

Automated reminders trigger when a quote hasn't been opened after 48 hours, so no lead goes cold.

Full communication log per customer showing every quote sent, opened, and responded to.

Understand which quotes convert and why with simple status tracking and notes on each deal.

Embed a web form on your site so incoming inquiries automatically populate your pipeline.

Pre-loaded common HVAC parts and supplies with suggested pricing that updates based on market rates.

Set fixed or percentage markups per category or item, applied automatically across every quote.

Define hourly labor rates by service type—service calls, installations, repairs—with overtime rules built in.

Accurate sales tax by state and jurisdiction applied automatically so your quotes match final invoices.

Quotes render cleanly on any device—desktop, tablet, phone—so clients can review anywhere.

Clients approve quotes with a digital signature or one-click accept link—no printing needed.

Include a deposit request line on proposals to reduce no-shows and filter serious customers.

Set automatic expiration dates on quotes to create urgency and keep your pricing current.