Proposals in one click
Pick the job, tap once. QuoteLogic builds Good-Better-Best packages from your pricebook with AI — equipment photos, descriptions and pricing included. No retyping, no stalling in the living room.
HVAC estimating & proposal software
One-click HVAC proposals that close on the first visit.
QuoteLogic is iPad proposal and pricebook software built only for residential HVAC. Build accurate Good-Better-Best options from your own pricebook in one tap, present like a pro at the kitchen table, and get the signature before you leave.
Free 30-day trial · No credit card · We'll reach out within 1 business day to set you up.
Good · Better · BestBuilt from your pricebook in 1 tap
Why HVAC teams switch
Everything you need to win the job.
Price with confidence
Every quote accounts for equipment, materials, labor and accessories. Adjust margins, markups and special rate sheets in real time, so nothing gets missed and nothing gets discounted by accident.
Set up for you, live in days
Send your pricebook in any format. We import it, match equipment photos and descriptions, and walk your team through setup 1-on-1. Most companies are live within a couple of days.
Free for 30 days · No credit card
Personalized selling
Proposals that sound like you listened. Because you did.
Record what matters to the homeowner — heating, cooling, humidity, noise, efficiency, budget. QuoteLogic recommends systems that fit and uses AI to write descriptions that echo their own priorities back to them, not a generic feature list.
- Customer priority ratings built into the flow
- AI-tailored system descriptions for every job
- Your "Why us?" story, presented the same way every time
Pricing & signatures
Price it, adjust it and sign it before you leave.
Pricing calculates automatically from your pricebook. Add items, apply approved discounts and show financing options right in the proposal. When they say yes, they sign on the iPad and the paperwork lands in their inbox.
- Instant pricing with discount rules you control
- Financing options shown inside the proposal
- Digital signatures, paperwork sent instantly
Admin panel & pricebook
One command center for pricing, equipment and performance.
Owners and managers run everything from the web dashboard. Update equipment and distributor pricing once and every advisor quotes the new number. See close rates, quote times and revenue by advisor, so you know exactly what's working.
- Margins, markups, labor and rate sheets in one place
- AI pricebook import from any format
- Job analytics and advisor performance
app.hvacquotelogic.com/dashboard
QuoteLogicDashboardPricebookEquipmentAdvisorsJobsSettings
Sales performance
Close rate42%
Avg. ticket$11.2k
Quotes86
Revenue by advisor
MikeSaraJonAlexDana
app.hvacquotelogic.com/pricebook
Equipment pricebook+ Add item
ItemCostMarginPrice
96% gas furnace$2,15038%$3,470
16 SEER2 central AC$1,98040%$3,300
Smart WiFi thermostat$14055%$310
Extended drain pan$4550%$90
Photos & measurements
Hand your install crew a complete job file.
Guided measurements and photos capture everything needed to quote and install the system. Export it all to a clean PDF, so your install team shows up with the right equipment and no surprises.
How it works
From the driveway to a signed proposal in one visit.
- 01
Measure & photograph
Guided measurements and photos capture everything needed to quote and install.
- 02
Learn what they care about
Comfort, efficiency, noise, budget. QuoteLogic matches systems to their priorities.
- 03
Present Good-Better-Best
Three clear options with photos and pricing, generated in one tap from your pricebook.
- 04
Sign on the spot
Digital signature in the home. Paperwork goes to the customer instantly.
We set it up with you · Live within days
How we compare
Why HVAC teams choose QuoteLogic.
How QuoteLogic stacks up against all-in-one contractor software.
QuoteLogicvs. generic software
- Built forResidential HVAC replacement salesGeneric contractor software: every trade, every job type
- SetupLive within days, pricebook imported for youGeneric contractor software: weeks of configuration on your own
- ProposalsVisual Good-Better-Best packages with photosGeneric contractor software: line-item estimates
- SupportA named advisor who knows your accountGeneric contractor software: ticket queues and hold music
- Your current toolsWorks alongside ServiceTitan and your schedulerGeneric contractor software: rip and replace
| Category | Generic contractor software | QuoteLogic |
|---|---|---|
| Built for | Every trade, every job type | Residential HVAC replacement sales |
| Setup | Weeks of configuration on your own | Live within days, pricebook imported for you |
| Proposals | Line-item estimates | Visual Good-Better-Best packages with photos |
| Support | Ticket queues and hold music | A named advisor who knows your account |
| Your current tools | Rip and replace | Works alongside ServiceTitan and your scheduler |
Free for 30 days · No credit card
Who's behind QuoteLogic
Built with HVAC pros. Backed by real people.
QuoteLogic was shaped by residential HVAC owners and comfort advisors, and every customer works with a real person from setup onward.
- Designed around how you sell — built with input from the people doing the work
- A dedicated contact from day one — reach them by text, call or email
- Setup and pricebook upkeep, done for you — we import it, configure it and keep it current
“HVAC software kept trying to do everything. At the kitchen table, your advisors need one thing: an accurate, professional quote that closes the job. That’s what QuoteLogic focuses on.”
Dean BarkerFounder, QuoteLogicSomething for everyone on the job.
Comfort advisors
- Professional, visual presentations
- Instant pricing and discounts
- Personalized selling based on customer needs
- Digital signatures in the home
Owners & managers
- Job analytics and advisor visibility
- AI pricebook import
- Flexible pricing rules and margins
- ServiceTitan integration
Install teams
- Guided measurements and photos
- A PDF of every job's measurements and photos
- The right equipment, confirmed before the truck rolls
FAQ
How will this improve my close rates over what I currently do?
QuoteLogic asks the homeowner what matters to them — comfort, noise, air quality, budget — and builds clearly explained Good/Better/Best options with financing. Owners can see close rate and average ticket by advisor.
Does QuoteLogic replace my existing software?
No. It integrates with platforms like ServiceTitan and focuses on one thing: quoting, presenting and winning replacement jobs.
How long does setup really take?
Most companies are live within a couple of days. A QuoteLogic advisor imports your pricebook and configures your pricing rules, so you don't do the data entry.
What does it cost?
Setup and your first 30 days are free, no card required. After that, plans start at $199/month per company, which includes the management dashboard, your full pricebook and a dedicated support contact, plus $59/month per comfort advisor seat. No per-item or setup fees. Cancel anytime.
What devices do I need?
Comfort advisors use the app on an iPad — a cellular model is ideal in the field. Owners and managers use the web dashboard from any browser.
Who manages my pricebook after setup?
We do. QuoteLogic keeps your pricebook up to date — new equipment, cost changes, efficiency ratings and photos — and checks every change against your margin rules before it goes live.
Does it work without internet?
Yes. Advisors can build and present quotes with no signal, and everything syncs automatically when they reconnect.
What if I need help?
You get an assigned QuoteLogic contact from day one. Reach them by text, call or email.
Your next replacement quote could take one click.
Start your free 30-day trial. We'll import your pricebook and have your team quoting this week.
No credit card · Free setup · Cancel anytime