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Residential HVAC Proposal Engine
HVAC Estimates in 3 Minutes. Win More Jobs.
Create precise residential changeout estimates, offer Good-Better-Best options with financing, and get signed proposals on-site.
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Setup in under 5 minutes
Built for residential HVAC contractors
climaquote.app/estimator/job-4892
1,400+ Contractors
Active residential teams across all 50 states.
QuickBooks Online Sync
Two-way push for clients, invoices, parts.
Field-Calibrated Workflows
Designed for heat pumps, furnaces, retrofits.
Capterra 4.9 / 5 Rating
Top verified contractor satisfaction score in 2024.
OPERATIONAL BOTTLENECKS
The Real Cost of Traditional HVAC Bidding
Residential HVAC companies don't lose jobs on installation quality. They lose them during the
quoting handoff when slow paperwork and single-number pricing trigger homeowner shopping.
9:45 PM late-night manual quoting and paper takeoff fatigue
The 9:00 PM "Kitchen Table" Drag
Spending hours every evening typing model
numbers, calculating markups, and
rechecking labor spreadsheets after ten
hours in hot attics steals personal time and
burns out comfort advisors.
Estimators quoting off-hours:
Over 45% after 8:00 PM
The Single-Price Trap
Handing a customer a single total price
forces a binary yes-or-no decision. Without
clear high-efficiency upgrade comparisons,
homeowners instinctively seek second bids
to check market pricing.
Close-rate penalty:
38% higher bid loss
Slow Proposal Turnaround
When an estimate takes 24 to 48 hours to
arrive by email, customer momentum
vanishes. The contractor who presents clear
system choices on-site in the driveway closes
the job before you finish calculations.
Quotes delivered in <2 hours:
2.4x higher conversion
Friction in Manual Paperwork
Multi-page paper proposals or static PDF
attachments delay customer sign-off.
Chasing homeowners over email stalls
equipment staging and leaves installation
bays underutilized.
Unsigned paperwork lag:
4 days average order delay
TIERED PRICING STRATEGY
Stop Sending Single-Price HVAC Quotes.
Show homeowners clear Good, Better, Best options side-by-side. Make a high-dollar purchase easier by comparing SEER2 efficiency, noise levels, and monthly costs.
Automatic SEER2 & Sound Comparisons: Transparent comfort and energy savings clearly laid out across condenser and heat pump tiers.
Elevated Average Ticket Sizes: Over 62% of homeowners select the middle or top tier when given clear options rather than a single budget bid.
Integrated Add-Ons & IAQ Accessories: Homeowners easily toggle whole-home filtration, UV lights, and smart thermostats with automatic payment updates.
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Preloaded Catalogs
Condensers, coils, air handlers, line sets,
disconnects, and pads ready to select.
Custom Labor Rates
Preset install hours calibrated by tonnage,
attic access, and duct modifications.
Guaranteed Margin Lock
Enforce company-wide gross profit minimums so comfort techs never underquote a job.
Zero Calculation Errors
Real-time local tax, permit costs, and local utility rebate math automatically applied.
FIELD-SPEED CALCULATIONS
Build Accurate HVAC Estimates in Minutes.
Eliminate costly manual calculation mistakes. Import distributor pricing sheets or select from preloaded catalogs of Carrier, Trane, Lennox, Rheem, Goodman, and Daikin. Set your gross margins and labor hours once—ClimaQuote handlesdynamic real-time calculations.
INSTANT CUSTOMER ACCEPTANCE
Send Professional Proposals. Get Signed Faster.
Deliver proposals directly via SMS text message or email in seconds.
Homeowners review a responsive, mobile-optimized presentation with
equipment specifications, warranty coverage, and one-touch finger signing right
on their smartphone.
Instant SMS & Email Delivery
Deliver a clean mobile link directly to the decision-maker while you're still on site.
Legally Binding Mobile E-Signatures
Capture legally valid sign-on-glass authorization with complete timestamped audit logging.
Live Proposal View Tracking
Receive push alerts as soon as a homeowner opens your estimate for timely follow-up.
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FRICTIONLESS APPROVAL
Make HVAC Proposals Easier to Approve.
A sudden $13,500 replacement estimate induces immediate sticker shock.
Displaying affordable monthly financing terms directly beneath system choices
allows homeowners to approve premium high-efficiency systems comfortably.
Once approved, all data flows smoothly to QuickBooks without manual
transcription.
Relieve Sticker Shock with Monthly Financing
Display low monthly payments (e.g. "$129/month") directly alongside lump-sum replacement figures to boost high-efficiency heat pump selection.
Seamless QuickBooks Online Sync
Signed proposals automatically sync customer records, itemized equipment, and invoices directly to QuickBooks Online without manual double entry.
FAST 3-STEP PROCESS
From Measurement to Signed Contract in 3 Minutes
ClimaQuote streamlines your estimating workflow into an intuitive experience designed specifically for comfort advisors and field technicians.
1
Build the Estimate in 90 Seconds
Select equipment tonnage, fuel type, and brand.
Add standard install items and duct adaptation
packages in taps. Margins and labor auto-calculate.
Average speed: 90 seconds
2
Present Three Options on Tablet
Generate Good, Better, and Best proposal
comparisons with automated SEER2 ratings, sound
ratings, warranty terms, and monthly financing
costs.
Side-by-side kitchen table presentation
3
Send, Approve & Sign via Text
Send the interactive proposal via text or email.
Homeowners pick their package, choose optional
IAQ upgrades, and sign directly on glass.
Instant driveway close & sync
VERIFIED CONTRACTOR PROOF
Field Evidence from Residential HVAC Leaders
See how HVAC contractors use ClimaQuote to eliminate bidding bottlenecks and increase average job value.
Verified Contractor
"We used to take a day or two to send replacement quotes.
Homeowners were already price shopping by the time we followed up.
With ClimaQuote, our comfort advisors present three clear tiers right at
the kitchen table. We increased average ticket size by +$2,600 per
system."
Mike Reynolds
President, Apex Heating & Air (9 Techs) • Ohio
+$2,600 / System
Average Ticket Lift
Verified Contractor
"The margin builder alone paid for the software on day one. Our
technicians can't accidentally quote a job below company minimums.
Plus, homeowners actually choose high-SEER2 heat pump packages
when they see monthly financing broken down clearly."
Jason Torres
General Manager, Precision Climate Solutions • NC
71% Close Rate
In-Driveway Approvals
Contractor Benchmark Notice: Reported average ticket increases of up to 24% and close rate improvements are based on aggregate internal customer surveys comparing single-price PDF quotes against tiered digital proposals. Individual results vary depending on local market density, sales process, and equipment lines.
Zero Risk • Instant Access in 5 Minutes
Ready to Quote Faster and Win More HVAC Jobs?
Build professional residential estimates, present Good-Better-
Best options, and close profitable installs today.
Full access to preloaded manufacturer equipment catalogs
Unlimited digital proposals and mobile e-signatures
Live 1-on-1 team onboarding and custom catalog setup
No credit card required
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Unlimited support
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Create estimates for your next service call today.
Full Name
Marcus Vance
Company Name
Vance Heating & Air
Work Email
owner@vancehvac.com
Mobile Phone
(555) 234-5678
Crew Size
1–3 Technicians
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