Calculate how much time and money your business could save with Quotestack. Click here to use our calculator!
Calculate how much time and money your business could save with Quotestack. Click here to use our calculator!
Most air conditioning installation businesses don’t have a lead problem — they have a visibility problem.
You can’t improve what you can’t see. If you don’t know:
how many leads turn into surveys
how many surveys turn into accepted quotes
how long it takes to reply
which lead sources actually make you money
…you end up relying on gut feel, chasing everything, and wasting time on the wrong work.
Analytics turns your sales process into something measurable, repeatable, and scalable.
better conversion rates
faster sales cycles
less time wasted chasing the wrong leads
smarter marketing spend
predictable growth
What Analytics and Reporting does
Quotestack tracks the performance of your quoting journey, so you can understand:
Pipeline health: what’s active, what’s stalled, and what needs attention
Conversion performance: where customers drop off and where they progress
Speed metrics: response time and quote turnaround
Lead quality and source: where your best customers originate
Team activity (if relevant): consistency and follow-up effectiveness
It’s not “dashboard noise” — it’s practical insight that helps you win more jobs.
Quotestack Analytics & Reporting shows you what’s happening across your pipeline: where leads come from, how fast you respond, what converts into booked surveys, and what turns into revenue.
No. The reporting is designed to be practical: what’s stuck, what’s converting, and what to do next.
Yes — because it highlights where leads are being lost and helps you improve follow-up,
response speed, and survey booking rate.
Yes. You can see which channels generate leads that progress, not just clicks.
Especially. When you’re busy, you need clarity on what to chase first.
Yes — the core aim is to guide the customer toward the next step (typically a survey booking), because that’s where conversion increases.
See what’s working (and double down)
If one lead source produces higher-value jobs, or one quote type converts faster, you’ll see it and you can focus your time and marketing where it pays back.
Spot leaks in your sales process
Most pipelines leak at predictable points, when enquiries aren’t followed up quickly, quotes are sent without a clear next step, surveys aren’t booked, or quotes are left pending for too long and analytics makes those leaks visible so you can fix them.
Improve response speed — one of the biggest conversion levers
Faster response often beats cheaper pricing. If your average response is slow, analytics shows it clearly and helps you build habits that win more jobs.
Forecast workload and revenue more confidently
When you can see pipeline value and stages, you can plan installs, staffing, and stock with less stress and fewer surprises.
Make marketing spend accountable
Clicks don’t matter. Enquiries don’t matter. Sales matter. Reporting helps you understand which channels bring leads that actually book surveys and convert.
No — the most effective sequences are short, helpful, and focused on next steps. You control timing and wording.
Yes. Use your own language so it matches how you speak to customers and your brand.
Yes. You can use email automations without SMS.
Replies come back into your process so you can respond normally. Automations are there to prompt action, not replace human conversation.
Yes — the core aim is to guide the customer toward the next step (typically a survey booking), because that’s where conversion increases.
See what’s working (and double down)
If one lead source produces higher-value jobs, or one quote type converts faster, you’ll see it —
and you can focus your time and marketing where it pays back.
Spot leaks in your sales process
Most pipelines leak at predictable points, when enquiries aren’t followed up quickly, quotes are sent without a clear next step, surveys aren’t booked, or quotes are left pending for too long and analytics makes those leaks visible so you can fix them.
Improve response speed — one of the biggest conversion levers
Faster response often beats cheaper pricing. If your average response is slow, analytics shows it
clearly and helps you build habits that win more jobs.
Forecast workload and revenue more confidently
When you can see pipeline value and stages, you can plan installs, staffing, and stock with less
stress and fewer surprises.
Make marketing spend accountable
Clicks don’t matter. Enquiries don’t matter. Sales matter. Reporting helps you understand which channels bring leads that actually book surveys and convert.
Pipeline overview
total active leads
which stage they’re in (enquiry, quoted, survey booked, etc.)
your previous interactions and their responses
Conversion metrics
enquiry → quote rate
quote → survey booking rate
survey → win rate
overall conversion rate
Speed metrics
time to first response
time to quote delivery
time from quote to survey booking
Revenue and value indicators
average quote value
value of pipeline by stage
won vs lost trends over time
Lead source quality
which sources create the highest conversion
which sources waste time (low intent / low conversion)
where to invest next
you know what to do next
you know what to stop doing
you can delegate follow-up more confidently
you can predict outcomes instead of hoping
Analytics saves time and mental load because:
It’s not an accounting platform
It’s not a full BI tool
It won’t replace your bookkeeping reports.
It gives you actionable visibility over your quoting pipeline and conversion.
Quotestack analytics is designed for sales and quoting performance.
Real-World Scenarios
Find and revive stalled quotes
Filter for quotes that haven’t moved in X days and trigger a follow-up sequence.
Identify your best-performing lead source
Stop spending money on leads that don’t book surveys. Double down on the source that creates buyers.
Improve your response time
If your first response time is high, tighten it — speed wins more work with the same lead volume.
Improve survey booking rate
If customers aren’t booking surveys, your next step isn’t clear enough. Adjust the journey and follow-up.
If you’re currently guessing what’s working, Analytics & Reporting gives you clarity: where sales are coming from, what’s stalling, and what to improve to win more work.
Customers answer a few guided questions about their property and requirements. You get the key info up front, reducing back-and-forth and helping you qualify the lead faster.
Quotestack estimates the right system capacity based on the details provided. This speeds up quoting and gives you a sensible starting point before the site survey.
The platform matches the job to compatible indoor and outdoor units from your uploaded catalogue. It selects options by brand, capacity, and your trade pricing rules—so recommendations stay consistent.
Pricing is calculated automatically using your labour rates, materials, margins, and optional extras. You stay in control of profitability while reducing manual errors and admin.
Generate a professional, branded quote in seconds—ready to send to the customer. Clear presentation and next steps help improve confidence and conversion.
After the estimate is sent, the customer is guided to book a site survey as the next step. This keeps momentum high and turns more quotes into real appointments and sales.
The quote engine applies your labour rates, materials, margins, and optional extras automatically.
The quote engine automatically adds your labour, materials, margins, and extras.
The system compares all your uploaded equipment data - by brand, capacity, and trade pricing.
The system instantly generates a professional, branded quote ready to send.
The system instantly generates a professional, branded quote ready to send.
The system instantly generates a professional, branded quote ready to send.
Quotestack helps Air Conditioning engineers generate accurate, professional quotes faster by guiding customers through a structured quote request, auto-sizing requirements, selecting equipment from your uploaded catalogues, and producing a branded quote output.
No. Quotestack is a quoting tool. Engineers still run jobs through their own operational systems. Quotestack does not handle job operations or take payments.
It’s designed for Air Conditioning businesses doing residential and light commercial work and wanting to speed up quoting while keeping control of pricing and margins.
It’s not intended as a full commercial-scale system. For larger quoting (e.g. 10+ rooms), Quotestack can still help, but you should include clear messaging/disclaimers that accuracy may reduce and the quote is subject to survey.
Yes. Engineers can sanity-check, adjust, and edit quotes as needed—especially after a site survey—so the final outcome remains under engineer control.
Customers complete a multi-step form (designed to reduce drop-off), and can return to drafts that auto-save. Once the quote is ready, they receive a branded quote and next-step messaging.
Setup typically includes onboarding plus configuration of your brands, pricing rules, labour day rates, margins, and uploaded equipment catalogues—so quotes reflect your business logic.
Common onboarding inputs include your equipment price lists/catalogues, equipment specifications, brand preferences, and examples of existing quotes (to match your style and T&Cs approach).
Yes—typically via a widget embedded on your site so quote requests flow into your Quotestack account. This keeps lead capture and quoting consistent and trackable.
Yes. You can configure the brands you use and upload catalogues so the system can select appropriate equipment based on required output and your pricing.
Quotestack supports a “pre-survey quote” approach: the customer receives an estimate, then books a site survey, after which the engineer can revise the quote if needed.
Yes. A standardised CSV process and templates (plus guided upload prompts) can be used to make onboarding faster and repeatable.
Most customers see value through reduced admin time, faster quote turnaround, improved lead follow-up consistency, and better conversion from quote → survey → sale.
Pricing is based on your own configuration—day rates, material costs, margin rules, and equipment pricing—so the quote reflects how you actually run your business.
Yes—add-ons can be offered so customers can purchase extra training/support or additional services as needed.
It reduces manual estimating workload by doing the heavy lifting and standardising the process—but engineers are still expected to sanity-check outputs and adjust where appropriate.
A realistic target is improved speed and consistency first. Then, conversion uplift as follow-ups, surveys, and refinement of templates/inputs bed in.
Quotestack is built to reduce complexity and help small teams move quickly—especially where quoting is the bottleneck.
Automated messaging can support the quote-to-next-step process—encouraging survey booking, following up consistently, and keeping leads warm without manual chasing.
Yes. Email sequences should be editable, and engineers should be able to disable automation entirely if they prefer manual follow-up.
They must. All outbound email communication should include an unsubscribe option to support GDPR compliance.
This depends on SMS provider and sender ID capabilities. It’s something to confirm during setup so SMS appears appropriately branded.
Activity logs linked to individual users help trace changes that could affect quote accuracy—useful for governance and debugging.
A Help Centre / “Academy” with how-to guides, videos, and screen grabs reduces repetitive queries. Support tickets should be reserved primarily for bugs, with common questions answered by directing users to the relevant help page.
The automation features are incredible. The website widget allows potential customers to start the quoting process 24/7, and the system automatically sends out professional, branded PDFs. ven better, the automated follow-up emails and SMS sequences work like having a tireless sales assistant. We're booking more site surveys from cold leads without us having to make a single call.
Sophie
We used to spend half a day quoting a single multi-split job. Now we do it before lunch and spend the afternoon fitting systems instead.
A. Patel, AC Contractor
Loved by
Air Conditioning
Engineers
Before Quotestack was implemented, each engineer employed their own unique method for calculating costs.
Gena
It’s like having an office assistant and estimator built into one app.
Marissa G., Maplewood
Our leads went from cold to booked site surveys automatically — we didn’t even have to call.
J. Murphy, Project Manager
Before Quotestack, every engineer had a slightly different way of calculating costs, which led to inconsistent margins. Now, with our day rates, materials, and profit margins hard-coded into the system, we know every quote is priced correctly.
Daniel
We used to dread quoting complex multi-split jobs—it would easily eat up half a day. Since switching to Quotestack, we can generate fully costed, professional quotes in under 10 minutes.
Dennis
Quotestack is the first intelligent quoting and sales automation platform built exclusively for air conditioning contractors. Generate fully costed, professional quotes from room data in minutes.