Good, better, best quotes that close the same visit.

Quote installs, replacements, tune-ups and duct work from a rate card you own, with equipment tiers as tick-box options.

Built in Canada, ready for the US: your sales tax on every estimate and invoice, in CAD or USD.

Peak-season overload

Heat waves and cold snaps flood you with calls. One board keeps them all visible.

Slow install quotes

Build a full system quote on the doorstep and send it before you leave.

Maintenance plans forgotten

Add tune-ups and plans as options on every install quote.

A hvac price book from day one

Starter items across 4 categories. Edit every price, add your own, and mark upgrades as optional so customers can tick them.

SystemsDuct workServiceGeneral

Your pipeline

  1. New Lead
  2. Contacted
  3. Follow Up
  4. Site Visit Booked
  5. Preparing Quote
  6. Quote Sent
  7. Quote Accepted
  8. Install Scheduled
  9. In Progress
  10. Completed

Rename, reorder or add stages any time.

HVAC estimatefor Sample customer

Furnace replacement (standard efficiency)

2 ea at $3,800.00

$7,600.00

Furnace replacement (high efficiency)Optional

2 ea at $5,200.00

$10,400.00

Central air conditioner install

2 ea at $4,600.00

$9,200.00

Heat pump installOptional

2 ea at $7,800.00

$15,600.00

Subtotal$16,800.00
Tax$2,184.00
Total$18,984.00

Guides for hvac contractors

SmoothFlo for hvac crews

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