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!
With air conditioning instalations, the sales journey often breaks
at the same point:
You send a quote… and then nothing happens.
Not because the customer isn’t interested — but because:
they’re not sure what to do next
they get distracted
they want reassurance before committing
they’re waiting for you to “chase” them
A survey booking flow fixes the gap by making the next step obvious and frictionless.
more surveys booked from the same lead volume
fewer time-wasters in the diary
faster sales cycles
better customer experience
higher conversion into paid work
What Site Survey Booking does
Quotestack supports a practical approach many high-performing installers use:
Instead of waiting for the customer to reply, your process guides them forward:
the quote gives clarity and confidence
the survey confirms feasibility and details
the customer feels looked after and informed
you close more jobs with less chasing
Quotestack helps you move prospects from enquiry, estimate , survey booked with a clear, professional next step that increases conversion and reduces admin.
Not necessarily, but the strongest conversion journey is: estimate → survey booking → final
refinement This helps customers commit without feeling pressured.
It usually reduces admin and wasted time. More surveys booked doesn’t mean more wasted surveys — it means more structured progression and more wins.
That’s normal. The survey confirms feasibility and details. The key is that you’re moving the
customer forward with clarity, then refining based on real-world facts.
Yes — it often works better for high-ticket jobs because customers want reassurance and structure.
Book more surveys (and win more jobs)
Surveys are the “commitment step”. The more surveys you book, the more jobs you win. Quotestack makes survey booking the natural outcome after a quote is delivered.
Reduce drop-off after sending a quote
Many customers won’t respond even if they’re interested. A structured next step (“book the survey”) prevents leads dying in the inbox.
Protect your diary from time-wasters
When customers engage with a quote journey first, you filter out the lowest intent enquiries. That means fewer wasted site visits and a healthier calendar.
Speed up your sales cycle
The longer a sale drags on, the less likely you win it. When surveys are booked quickly, you move to final confirmation sooner — and the customer is less likely to buy elsewhere.
Increase customer confidence
Customers often want reassurance that the price is realistic, the system will suit their home, and the installation will be straightforward.
Not necessarily, but the strongest conversion journey is: estimate → survey booking → final
refinement This helps customers commit without feeling pressured.
It usually reduces admin and wasted time. More surveys booked doesn’t mean more wasted surveys — it means more structured progression and more wins.
That’s normal. The survey confirms feasibility and details. The key is that you’re moving the
customer forward with clarity, then refining based on real-world facts.
Yes — it often works better for high-ticket jobs because customers want reassurance and structure.
Book more surveys (and win more jobs)
Surveys are the “commitment step”. The more surveys you book, the more jobs you win. Quotestack makes survey booking the natural outcome after a quote is delivered.
Reduce drop-off after sending a quote
Many customers won’t respond even if they’re interested. A structured next step (“book the
survey”) prevents leads dying in the inbox.
Protect your diary from time-wasters
When customers engage with a quote journey first, you filter out the lowest intent enquiries. That
means fewer wasted site visits and a healthier calendar.
Speed up your sales cycle
The longer a sale drags on, the less likely you win it. When surveys are booked quickly, you
move to final confirmation sooner — and the customer is less likely to buy elsewhere.
Increase customer confidence
Customers often want reassurance that the price is realistic, the system will suit their home, and the installation will be straightforward
Customer enquires through your quote journey
They provide the key details you need to price an estimate confidently.
You send an estimate with a clear next step
Instead of a quote that ends the conversation, your process points to the next action: book a site survey.
Follow-up drives booking
Email/SMS prompts guide the customer to book, ask questions, or progress.
Survey happens, you confirm and close
After the survey you refine details if required and move the customer toward acceptance.
it feels safe
it feels structured
it feels professional
it keeps you in control of the process
Customers don’t always want to “accept” a quote immediately — especially for higher-value
installs.
It’s not job management software
It’s not workforce routing
It’s designed to help you convert leads into real appointments and sales
Site Survey Booking is a conversion feature, not a job scheduling platform.
Make the survey the default next step
Make it easy to say yes
Make it easy to say yes
confirm routes and positioning
confirm any constraints
These are short “consultative” points that also sell the value:
Real-world scenarios
“We send lots of quotes but acceptance is inconsistent”
If acceptance depends on manual chasing, survey booking gives you a repeatable conversion step
you can measure and improve.
“We waste too much time on surveys that don’t convert”
By guiding customers through a structured quote journey first, you reduce low-intent bookings and
focus on serious leads.
“Customers don’t reply, but they buy elsewhere”
Survey booking plus follow-up keeps the customer engaged and makes it easier for them to
progress with you.
“We want to look more organised than local competitors”
A clear next step and structured booking flow increases trust — and trust increases conversions.
If your pipeline slows down after sending quotes, Site Survey Booking turns the “quiet period”
into a clear next step that improves conversions and protects your diary.
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.