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!
Save time, send quotes faster, and grow your air conditioning business with confidence
Save time, send quotes faster, and grow your air conditioning business with confidence
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.
Live Analytics
Email & SMS Sequences
Performance Tracking
Smart Automation Control
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.
Live Analytics Pre-Survey Follow-Ups
Email & SMS Sequences
Performance Tracking
Smart Automation Control
Potential leads input some simple information about their property requirements. Room sizing, room type, wall type and their preferences. This gives you the information you need to generate quote, pre-survey - saving you time.
Set up all the real-world costs that go into your jobs such as labour, site time, and optional extras, so every quote is accurate, consistent, and profitable. Once configured, Quotestack applies everything automatically.
Upload the brands you already work with onto the system along with your costs. Customers can choose their preference or go with your recommendation. You choose your profit margins which are applied to every quote and can be personalised to a specific quote if necessary.
Customers enter their contact details with the rest of their information, eliminating the need to chase up potential customers for basic information. All of the information at one time, in a standardised format lets you keep your admin hours down.
Configure all the real costs behind your work, from labour and time on site to add-ons and extras. So every quote stays consistent, accurate, and commercially sound. Once set up, Quotestack handles the calculations automatically, removing guesswork from every price.
Labour & Installation Time
Optional Job Extras
Automatic VAT & Margins
Clear Cost Breakdown
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
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
Save time, send quotes faster, and grow your air conditioning business with confidence
A step-by-step view of how you produce an accurate, instant quote with Quotestack
Customers answer a few quick questions. You get quote info upfront.
Capacity is estimated automatically from the details provided.
Match compatible units from your catalogue, by brand and capacity.
Apply labour, materials, margins, and extras automatically.
A branded, customer-ready quote is generated in seconds.
Customers book a site survey as the next step.
Customers answer a few quick questions. You get quote info upfront.
Capacity is estimated automatically from the details provided.
Match compatible units from your catalogue, by brand and capacity.
Apply labour, materials, margins, and extras automatically.
A branded, customer-ready quote is generated in seconds.
Customers book a site survey as the next step.
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 whic is 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.
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