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!
A new accreditation for apprentices, junior engineers, and senior installers who want to master Quotestack — and the quoting and sales principles that win more work.
Become a Quotestack Expert.
Register interest.
Launching Autumn 2026. Register your interest to be first in line for early access.
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Planned launch: Autumn 2026 Register interest to receive
early access updates
course syllabus preview
accreditation details
launch and beta opportunities (limited)
What is Quotestack Academy?
Quotestack Academy is our upcoming online training programme designed to certify.
the full Quotestack workflow
best practice quoting and sales principles
customer journey fundamentals that increase trust, and referrals
Whether you’re learning the trade or leading a team, Quotestack Academy is designed to help you quote faster, follow up consistently, and deliver a smoother experience that customers notice.
Apprentices
Build strong habits early: quoting fundamentals, customer experience basics, and software confidence from day one.
Junior Engineers
Become faster and more consistent: turn “I’ll send it later” into a repeatable quoting workflow that wins.
Senior Engineers & Team Leads
Standardise best practice across the team: improve conversion, reduce admin, and create a professional customer journey that scales.
Master the Quotestack workflow
From website enquiries and quote-ready leads to follow-ups, survey booking, and pipeline management.
Quote like a professional
How to price confidently, communicate value, handle common objections, and avoid the “race to the bottom”.
Follow-up that converts (without being pushy)
Practical sequencing and messaging principles to keep leads warm and move customers to the next step.
Customer journey best practice
How the experience from quoting → survey → delivery affects trust, reviews, referrals, and repeat work.
Industry standards and commercial discipline
Simple, repeatable principles that help teams operate like bigger businesses — without adding headcount.
Certification: Quotestack Expert
Successful completion will award Quotestack Expert accreditation — a signal that you’re competent in:
effective quoting and sales principles
best-practice customer journey standards
the full Quotestack platform
Quotestack Academy is built for professionals who want to turn quoting into a competitive
advantage — and deliver a customer experience that customers remember.
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.