What should quoting software for air conditioning do?

Hold your own rates so you never retype a price. Work a sell price out from what the kit cost you and your markup. Handle a standard install that includes a set length of pipework and bills per metre beyond it. Carry your F-Gas details and a written exclusions list. And produce something the customer can accept, not just a PDF you have to chase separately.

Do I need job management software or just quoting?

If you have engineers to schedule, stock to track and timesheets to run, you need a job management system and quoting is one module of it. If you are one to five people and the bottleneck is that quotes take too long and then go quiet, a full system is a lot of software to learn for the part you needed. The honest test is whether you are currently losing more time to scheduling or to quoting.

Can I write an air conditioning quote on my phone on site?

Yes, and it is the single biggest thing you can change about your quoting. Published trade research is consistent that speed of response wins jobs, and the gap between the survey and the quote arriving is where jobs are lost. A quote sent from the driveway beats a better quote sent on Thursday.

It is free to use while we are still building it, and there is no sign-up: you can write and send a real quote without creating an account. We will introduce paid plans, and we will say so clearly before we do.

QuotePack

For UK air conditioning engineers

Price the job in the hallway. Send it from the van.

Your rates, entered once. Pick the lines, type the pipe run, and the quote is done before you have got your boots off. Your customer accepts it on their phone, and it chases itself if they go quiet.

Write a quote now See what your customer gets

No sign-up, no card, no download. Free while we are still building it.

Four things an aircon quote needs that general software does not do

A quoting app built for every trade at once gives you a table with Description, Quantity, Rate. These are the four places that table stops being enough.

A rate card that knows what you paid

You buy the unit at trade and sell it on. The number you manage is the markup, not the sell price, so put in £750 and 20% and the £900 works itself out. When the wholesaler puts prices up you change the cost, not thirty sell prices. It shows you the margin next to it too, because 20% on cost is 16.7% of what you charge, and those are not the same number.

Includes 3 metres, then per metre after that

The commonest line in your trade, and nothing general handles it. Set the allowance once. On site you type the run you measured and it becomes two lines: the standard install, and the metres beyond what is included. No subtraction in somebody’s hallway on the fourth bedroom of a long day.

VAT per line, not per quote

A zero-rated install and a standard-rated service plan can sit on one document. The tax is worked out once per rate band across the lines that share it, in whole pence, by code that is tested to the penny. Nothing on your quote is ever written by an AI.

What is not included, in writing

Electrics, scaffolding, making good, planning, asbestos. The five things every argument after a job is about. The standard trade wording is one tap away, and you can edit or delete any line of it.

Then the part most quoting tools stop before

A PDF is where most of them finish. A PDF is an attachment somebody means to look at.

Your customer accepts it on their phone

A real page, not a download. They read it, they press accept, and it records who accepted, in what role, with what authority, when, and a fingerprint of the exact document they agreed to.

You can see whether they opened it

The difference between “they are thinking about it” and “it went to spam” is the difference between chasing and not chasing.

It chases for you

Two reminders, set when you send and never a surprise. Trade research is consistent that jobs are lost in the gap after the quote, not at the price.

You ask for the deposit on the same page

Your own payment link or your bank details, shown once they have accepted. We never touch the money and never take a cut of it.

When you should not use this

Written plainly, because you will find this out in a fortnight anyway and it is better coming from us.

If you need scheduling, stock and timesheets, you need a job management system, and quoting is one module of it. Tradify, Simpro, Joblogic and Commusoft all do that and this does not. The honest test is whether you lose more time to scheduling or to quoting.
If you want the tool to size the system, it will not. Heat load is a professional judgement with your name on it, and a rule of thumb that undersizes a room is your liability, not ours. You size it, we price it.
If you want a price feed from your wholesaler, we have not built one and are not pretending to. You enter your costs.
If your quoting genuinely is one line on a notepad and it works, keep doing that. This is worth the ten minutes of setup at the point you are retyping the same lines, or losing jobs in the week after the survey.

Common questions

What should quoting software for air conditioning do?: Hold your own rates so you never retype a price. Work a sell price out from what the kit cost you and your markup. Handle a standard install that includes a set length of pipework and bills per metre beyond it. Carry your F-Gas details and a written exclusions list. And produce something the customer can accept, not just a PDF you have to chase separately.
Do I need job management software or just quoting?: If you have engineers to schedule, stock to track and timesheets to run, you need a job management system and quoting is one module of it. If you are one to five people and the bottleneck is that quotes take too long and then go quiet, a full system is a lot of software to learn for the part you needed. The honest test is whether you are currently losing more time to scheduling or to quoting.
Can I write an air conditioning quote on my phone on site?: Yes, and it is the single biggest thing you can change about your quoting. Published trade research is consistent that speed of response wins jobs, and the gap between the survey and the quote arriving is where jobs are lost. A quote sent from the driveway beats a better quote sent on Thursday.
Is QuotePack free?: It is free to use while we are still building it, and there is no sign-up: you can write and send a real quote without creating an account. We will introduce paid plans, and we will say so clearly before we do.

Set your rates up once. Everything after that is picking lines.

Start with the standard air conditioning list already in, put your own prices against it, and send your first quote in the next ten minutes.

Write a quote

No sign-up. Free while we are still building it.