Stale prices bleed money quietly
Your company starts with a priced HVAC list — diagnostic, seasonal tune-up, condenser, furnace, heat pump, mini-split, refrigerant by the pound — and every line is yours to edit to today’s numbers.
A quote that still reads R-410A is a quote your customer can catch. HVAC quotes here are written by the system, not the room — condenser and line set, pad, disconnect, commissioning — and new equipment is priced the way it actually sells since the refrigerant changeover. A tune-up stays three lines. A changeout gets all ten.
Updated September 26, 2026
Your company starts with a priced HVAC list — diagnostic, seasonal tune-up, condenser, furnace, heat pump, mini-split, refrigerant by the pound — and every line is yours to edit to today’s numbers.
Three agreement types come ready to sell: full coverage, preventive maintenance with filters, and spring-and-fall tune-ups. The covered scope is spelled out, visits run on a schedule, billing runs monthly, quarterly, twice a year or annually, and what is covered prints on the invoice.
The AI knows equipment built since January 2025 uses R-454B or R-32, runs roughly 10 to 15 percent more and may need leak detection — so it will not quote a new R-410A system.
Sections are the system or the zone, never a room. The lines use the trade’s units:
You quote by room and by floor — Kitchen · Living Room · Master Bedroom and 10 more, across Main Level · Level 2 · Level 3 and 5 more.
Planning & Design · Permits & Approvals · Demolition · Foundation · Framing · Rough-Ins (Plumbing/Electrical) — and the rest of the standard construction schedule.
13 priced line items, loaded the moment your company is created — a working price book before your first quote.
Your trade’s categories come first: Service · Maintenance · Repairs · Mechanical Equipment · Ductwork · Controls · Ventilation · Testing · Electrical · Permits & Fees · Labor · HVAC
Maintenance agreements come ready to sell: full coverage, preventive with filters, or spring-and-fall tune-ups — the covered scope spelled out, visits on a schedule, billing that runs monthly, quarterly, or by the year, and what’s covered printed right on the invoice. And when a job calls for new equipment, the quote already knows the new refrigerants run higher and may need leak detection — not a number from three years ago.
Read straight from the app’s own setup for HVAC companies. Starting prices are yours to edit.
Yes. An HVAC company is created with 13 priced line items across service, maintenance, mechanical equipment, controls, repairs, ductwork, and labor. The prices are starting points: edit them to your market and quote from them the same day.
Yes. Full coverage, preventive maintenance and seasonal tune-up agreements come ready to use, with a visit schedule and billing that runs monthly, quarterly, twice a year or annually. The covered scope prints on each invoice.
Yes. It is told that equipment built since January 2025 uses R-454B or R-32 rather than R-410A, runs roughly 10 to 15 percent more, and may need leak sensors — so a new-equipment quote reflects that.
Yes. RTU, Split System, Heat Pump, Mini-Split, Furnace, and Boiler are ready-made equipment types to save on a property, so the next call starts with what is already there.