JobSiteCore for HVAC contractors

Quote by the system, sell the maintenance agreement

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

What costs an HVAC shop money — and what changes

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.

Maintenance agreements are the backbone, and the admin is the drag

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 refrigerant changeover dated every old quote

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.

Quotes that read like the equipment

Sections are the system or the zone, never a room. The lines use the trade’s units:

ea
equipment and parts — “3-ton” is a spec in the item name, the unit stays “ea”
lb
refrigerant
visit
tune-ups and agreement visits
hr
labor and diagnostics

What an HVAC company starts with

Sections of a job

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.

Phases on the schedule

Planning & Design · Permits & Approvals · Demolition · Foundation · Framing · Rough-Ins (Plumbing/Electrical) — and the rest of the standard construction schedule.

Equipment you track — shown in the app as Assets
  • RTU
  • Split System
  • Heat Pump
  • Mini-Split
  • Furnace
  • Boiler
  • Air Handler
  • Chiller
  • Cooling Tower
  • Exhaust Fan
  • ERV/HRV
  • Unit Heater
Your price book on day one

13 priced line items, loaded the moment your company is created — a working price book before your first quote.

  • Diagnostic / service callea$120
  • Seasonal tune-upea$165
  • HVAC laborhr$110

Your trade’s categories come first: Service · Maintenance · Repairs · Mechanical Equipment · Ductwork · Controls · Ventilation · Testing · Electrical · Permits & Fees · Labor · HVAC

How your quotes come out

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.

Questions from HVAC contractors

Does JobSiteCore come with an HVAC price book?

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.

Can I sell maintenance agreements?

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.

Does the AI know about the R-454B and R-32 changeover?

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.

Can I keep a record of the units at each property?

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.