01
Stap 01: Record it at the kitchen table
One tap before you sit down, phone on the table, and that is it, even when there is no signal in the house.
Quote softwarefor HVAC contractors.
An HVAC sale is a set of choices the homeowner hesitates over: a heat pump or a furnace, which efficiency, the ductwork, the thermostat. Record that conversation and the quote is ready the same day, in your template, at your prices. You read it over and send it, and the homeowner signs on their phone.
We set up your account for you
How it works
You talk. The rest happens.
Nothing about your sales call changes. The only thing you add is one tap before you sit down.
In the quote
The whole system, with every choice.
HVAC is sold on options. This is what ends up in the quote.
Good, better, best
Put three systems in the quote as options. The homeowner compares them on their phone, checks the one they want and watches the total update.
Equipment by brand and model
The speech engine knows the brands and models in your price list, so the system the homeowner picks lands in the quote as your item at your price, spelled right.
Ductwork and install
Every item has its own unit: duct by the foot, registers by the piece, labor by the hour. Quantities from the visit point to the moment they were said.
Add-ons as options
Undecided about a smart thermostat, an air purifier or a maintenance plan? Put it in the quote as an option. The homeowner checks what they want, watches the total update, and signs for what they chose.
Removal of the old system
Disconnecting and hauling away the old furnace or condenser. The work you discuss becomes its own lines, so the homeowner sees what is included.
Deposit and balance
Take a deposit when the equipment is ordered and the balance at completion? Your payment schedule is in the quote with the amounts filled in.
Under the hood
Every line comes from somewhere.
You load your inventory and your price list once. Whatever the homeowner asks for in their own words lands on the quote as your line item at your price. And from every line you can jump back to the sentence where they asked for it.
Good to know.
Can the homeowner compare systems on their own?
Yes. They keep the quote as a link, with the options they can still check, until the expiration date on it. You see when they open it, so you know when a call makes sense.
How does sales tax work?
The way you set it: tax on materials only, on everything, or not shown, at the rate you enter. Change the rule once and every quote follows it.
Does it work for a team of comfort advisors?
Yes. Each advisor records their own visits and sees their own quotes, and the owner sees everything. You pay per company, not per user.
Ready toclose?
Email us and we set up your account. Then upload a few old quotes and record your next visit. The quote that comes out of it can go out the same day.
Or email info@grizzlycloser.com