In-home Proposal and Pricebook Software for Residential HVAC

QuoteLogic asks the customer what matters to them — comfort, noise, air quality, budget — and uses AI to build and explain the options around those answers, so the proposal feels made for their home instead of pulled from a price sheet. They see Good/Better/Best with financing side by side, understand what they're paying for, and sign on the iPad before you leave. And you see close rate and average ticket by advisor, so you know exactly where jobs are slipping.

No. QuoteLogic integrates with major scheduling and field service platforms like ServiceTitan. We focus on one thing: helping your comfort advisors quote, present, and win more replacement jobs. Keep your existing software for dispatch, scheduling, and invoicing — we plug into it.

Most companies are live within a couple days. You'll work directly with a QuoteLogic advisor who imports your pricebook for you and sets up your pricing rules, margins, and equipment options. You don't do the data entry.

Setup and your first 30 days are free, no card required. After that, if it's right for you, plans start at $199 per month per company, which includes the management dashboard, your full pricebook, and your dedicated support contact. Each comfort advisor seat is $59 per month. No per-item fees, no setup fees, no surprises. Cancel any time.

Your comfort advisors use the QuoteLogic app on an iPad — any recent model works, though a cellular iPad is ideal for quoting in the field. Owners and managers use the web dashboard from any computer or browser. Nothing to install on the office side.

We do. Your QuoteLogic contact handles ongoing pricebook maintenance for you — adding new equipment, updating costs and pricing when your distributor changes them, pulling in manufacturer data like SEER2, AFUE, and HSPF2 ratings, and keeping equipment photos and specs current. Every change is checked against your margin rules before it goes live, so your advisors are never quoting from stale or incorrect prices. Just send us the new price sheet or tell us what changed; we take it from there.

Yes. Advisors can build and present quotes fully offline — in basements, attics, or rural areas with no signal. Everything syncs automatically the moment the iPad reconnects.

You get an assigned QuoteLogic contact from day one — a real person who knows your setup. No support tickets, no hold music. Text, call, or email them directly.