HVAC quoting software with good, better, best

System replacements sell best as three choices. The replacement template sets standard, high-efficiency and variable-speed systems as one pick-one choice, with a smart thermostat and a maintenance plan as add-ons the homeowner can tick on their phone.

Replacement quotes get compared across companies. Seeing that the homeowner opened yours again tonight tells you when to call.

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Free plan, no card required. 10 quotes a month.

Need one estimate today? Make it free, no sign-up. Job done? Free invoice template

HVAC template

Heating & cooling system replacement

Replace the existing system with new equipment. Choose the efficiency level that fits your comfort and budget.

Choose your system · customer picks one

Standard efficiency system (14 SEER2)1 ea
High efficiency system (16 SEER2)1 ea
Premium variable-speed system (20 SEER2)1 ea

Included

Equipment disposal1 ea
Permit & inspection fees1 job

Recommended add-ons

Add-on: Smart thermostat install1 ea
Add-on: Annual maintenance plan1 yr

The built-in template as it starts. Your own prices fill in from your price book.

What HVAC contractors get on every plan

Options the customer picks

Pick-one choices and add-ons, with the total changing as they go.

Accepted online

A typed signature on their phone, no app or account, and an email to you.

Know when they look

See when the quote is opened and how often.

Follow-ups that stop

Reminders on your schedule that stop when they accept, decline or reply.

The starter price book for hvac covers replacements, tune-ups, mini-splits. Templates also include seasonal tune-up. After the yes, the quote becomes a job on your schedule, your crew sees it on their phones, and the invoice is drafted from the quote.