HVAC and water heater quotes in minutes, not visits.
Instant good, better, best HVAC system and water heater quotes with financing. Shareable link, one-click booking conversion.
HVAC and water heater quotes shouldn't require a truck roll.
An in-home estimate for a system replacement or water heater swap ties up a tech for two hours and converts at 30–40%. Customers want pricing now. Shopping comparison sites already give it to them, without you in the conversation.
The mechanism, end-to-end.
What's inside this module.
HVAC systems and water heaters. Sizing logic and tiers pre-configured per brand and SKU.
Three pricing tiers per quote, with clear differentiation. Closes the upsell on the customer's own terms.
Pre-qualification right inside the quote. 72% approval rate, no redirect to a third-party form.
Customer can save, share with a spouse, revisit. Every revisit surfaces in the CSR dashboard.
What operators actually see.
HVAC & water heater equipment library
HVAC systems and water heaters, each with sizing logic, pricing tiers, and financing options pre-configured per brand and SKU.
Shareable, persistent quotes
Every quote generates a link the customer can share, save, or revisit. Revisits are tracked and surfaced in the CSR dashboard.
One-click booking
When the customer picks a tier, the booking flow is pre-populated with the equipment, install date, and financing terms. No re-entry required.
Fits the stack you already run.
No rip-and-replace. One API connection unlocks the loop.
Things sales gets asked every call.
Is the AI sizing accurate enough to commit to?+
We size to a confidence band, not a single SKU. Final spec is confirmed by your install team, but the price the customer sees holds.
Can we use our own equipment catalog and pricing?+
Yes. We import your SKU list and margin model. Pricing is yours, formatting is ours.
Which financing partners are supported?+
Wisetack, Synchrony, GreenSky, and Service Finance. Add your own with an API key.
What if the customer needs a custom solution?+
The flow includes a 'speak to a specialist' branch that creates a high-priority lead in your CRM with full quote context.
See Smart Quoting in your account.
Book a 30-minute walkthrough. We'll show you exactly how this fits into your existing operation, with your numbers.