Features

    Everything you need to
    quote, send, and close

    QuoteSheet is HVAC quoting software built for contractors — three-tier Good-Better-Best proposals with financing, customer approvals, follow-up automation, and sales analytics, all in one place.

    Free 30-day trial — no credit card required

    Good-Better-Best

    Three-tier quotes, built in minutes

    Pick the equipment and QuoteSheet instantly builds Silver, Gold, and Platinum options. Margins, tax, and contractor costs are calculated for you — no spreadsheet formulas, no math mistakes.

    • Automatic equipment matching by type, tonnage, and tier
    • Consistent pricing every time across your whole team
    • Silver, Gold, and Platinum options side by side

    Financing

    Financing that sells itself

    Show monthly payment options from any lender so customers see exactly what they'll pay. Set custom APRs, terms, and per-tier contractor costs — or run cash-only quotes when financing isn't the fit.

    • Works with Wells Fargo, GreenSky, Synchrony, or your local lender
    • Custom payment terms and disclosures per tier
    • Compliant monthly payment breakdowns by term length

    Equipment Catalog

    Your equipment, your rules

    Build a catalog around the brands and models you actually install. Set your own cost basis, margin percentages, and tier assignments, then quote consistently every time.

    • Add any brand — Day & Night, Carrier, Lennox, and more
    • Per-item cost, margin, and tier control
    • Bulk import your catalog from a spreadsheet

    Customer Proposals

    Proposals customers actually read

    Send a clean, branded link and customers view their full proposal instantly on any device — equipment specs, pricing tiers, and financing side by side. No login, no PDF wrangling.

    • Shareable links — text, email, or send from your CRM
    • Mobile-friendly, branded to your company
    • Print-ready professional layout

    Quote Approvals

    Close the deal online

    Customers pick their tier and approve right from the quote link, or you can approve on their behalf. You get notified the moment they say yes, and everyone gets a confirmation with the details.

    • Customer self-approval with selected tier captured
    • Instant notification when a quote is approved
    • Automatic confirmation emails with equipment and pricing

    Follow-Up Automation

    Never let a quote go cold

    QuoteSheet automatically sends timed follow-up reminders on quotes that haven't been answered yet — so you stay top of mind without lifting a finger.

    • Automated 24-hour, 72-hour, and 7-day reminders
    • Branded email templates sent on your behalf
    • Stops automatically once a customer responds

    Sales & Analytics

    Numbers that drive decisions

    Track close rates, average ticket price, revenue by salesperson, and quote volume trends. See which tiers win and which reps are closing, then double down on what works.

    • Business dashboard with revenue and approval metrics
    • Team leaderboard and per-salesperson performance
    • Quote view tracking — know when customers open quotes

    Customer Questionnaires

    Capture job details up front

    Build custom questionnaires to gather the details that matter before you size and price a job. Attach them to any quote flow, and choose which questions customers see versus what stays internal to your team.

    • Custom questions tailored to your workflow
    • Customer-facing or internal-only visibility per questionnaire
    • Attach to standard, mini split, and quick-quote flows

    Manual J Load Calc

    Right-size every system

    Add the optional Manual J load calculation to size equipment from a home's square footage, climate zone, insulation, and more — then carry those recommendations straight into the quote.

    • Whole-house abbreviated Manual J load estimate
    • Auto-suggested tonnage and heating BTUs
    • Include the sizing summary on the customer's quote
    See every feature in action

    Try the full toolkit free for 30 days

    Set up your equipment, build your first quote, and see why contractors switch to QuoteSheet. No credit card required.

    ← Back to home