Product Details

Customer Submits Details

The quote engine applies your labour rates, materials, margins, and optional extras automatically.

Automatic Sizing

The quote engine automatically adds your labour, materials,

margins, and extras.

Smart Equipment Selection

The system compares all your uploaded equipment data - by brand, capacity, and trade pricing.

Cost Calculation

Your day rate, materials, margins, and extras are added automatically.

Instant Quote Output

The system instantly generates a professional, branded quote ready to send.

Automated Follow-Ups

Automated email and SMS follow-ups keep leads moving and book surveys automatically.

Smarter Quoting & Sizing

Smarter Quoting & Sizing for HVAC Contractors

Quote faster, size accurately, and close more jobs with one intelligent platform built for HVAC professionals.

Accurate System Sizing

Room-by-room calculations that remove guesswork and reduce costly errors.

Fast, Professional Quoting

Create clear, customer-ready quotes in minutes, not hours.

Smarter Analytics & Insights

Analytics That Turn Quotes Into Conversions

Quotestack’s analytics give you full visibility into every quote, helping you understand performance, improve conversions, and grow revenue with confidence.

Live Analytics Dashboard

Quote & Conversion Performance

Pipeline & Revenue Tracking

Geographic & Source Insights

Automated Follow-Ups That Close More Jobs

Analytics That Turn Quotes Into Conversions

Quotestack automatically sends email and SMS follow-ups after a quote is sent. These sequences guide customers toward booking a site survey and help move quotes through your sales pipeline—without manual chasing.

Pre-Survey Follow-Ups

Email & SMS Sequences

Performance Tracking

Smart Automation Control

Automated Follow-Ups That Close More Jobs

Total Control Over Every Cost on Your Quotes

Set up all the real-world costs that go into your jobs — labour, site time, and optional extras — so every quote is accurate, consistent, and profitable. Once configured, Quotestack applies everything automatically.

Labour & Installation Time

Optional Job Extras

Automatic VAT & Margins

Clear Cost Breakdown

Add your Equipment Catalog

Equipment Auto-Selection

Upload your equipment once, and Quotestack automatically selects the correct indoor and outdoor units for every quote. Using your own price lists or our ready-made templates ensures every system is sized, matched, and priced correctly — every time.

Upload your equipment data

Add brands, indoor & outdoor units

Set compatibility rules

Automatic system matching

Built for accuracy

Edit anytime, recalculate instantly

1.

Get Started

Upload your equipment data using your own spreadsheet or Quotestack’s ready-made templates.

2.

Add Brands & Units

Import brands, indoor units, outdoor units, and pricing into your equipment catalog in minutes.

3.

Define Compatibility

Set simple rules for which indoor and outdoor units work together, including split and multi-split systems.

4.

Auto-Select & Quote

Quotestack automatically selects the correct equipment for every job, ensuring accurate system sizing and pricing.