Stop scribbling estimates on service tickets.
Start closing installs.
Build a professional HVAC quote while you're still in the attic. System replacements, service calls, maintenance agreements — all line-itemed and sent as a clean PDF the customer accepts on their phone.
< 2 min
Average quote build time
Day of
Most customers accept same day
$0
To get started
The problem
Stop losing jobs on paperwork.
You diagnose a failed compressor, run through parts costs in your head, and tell the homeowner a rough number. They say they want to get another quote. You drive away knowing you just handed the job to whoever sends something in writing first. You don't have time to type it up when you get back to the shop — there are two more service calls waiting. By the time you follow up tomorrow, they've already booked someone else.
Takes hours on the weekend
Customer waits 3 days
Formatting gets messed up
Lost checks in the mail
Built on-site in 2 minutes
Customer views instantly on phone
Perfect pricing via catalog
Stripe payment lands immediately
Built for hvac
Every tool you actually need.
Every line item an HVAC install needs.
Equipment model, labor hours, refrigerant type and quantity, line set, disposal fees — all as separate line items. The customer sees exactly what they're paying for. No surprises on install day.
Collect a deposit before you order the unit.
Big-ticket installs shouldn't start without money in hand. QuoteBolt lets you collect a deposit via Stripe the moment the quote is accepted — before you place the equipment order. Final invoice when the work is done.
Every system you've touched, by address.
Track equipment at the property level, not just the customer. When that homeowner sells and the new owner calls about the same unit, you have the full history. Repeat business, warranty lookups, service records — all in one place.
From the field
Hear from actual hvac.
Big installs used to take me forever to quote properly. Now I do it on the tablet while I'm still at the house. Customer sees it, accepts it, I order the unit the same day.
I require a 50% deposit before I'll order equipment. QuoteBolt's Stripe integration means they can pay it on the spot. No awkward conversations about money — the system handles it.
Having every system tracked by address is huge. A customer called about their unit and I had the full service history pulled up before they finished explaining the problem.
Common questions
Good questions deserve straight answers.
I'm on the road all day. Is this actually usable from a phone?
Yes — that's the entire point. QuoteBolt is built mobile-first. No app download, no pinching to zoom. Open it in Safari or Chrome, build your quote, send it. The customer gets a link that works on any device. Takes under 2 minutes once you've done it once.
Can I require a deposit before scheduling an install?
Absolutely. When a quote is accepted, convert it to an invoice and set the amount to whatever deposit you require — 50% is common for equipment orders. Attach the Stripe payment link. Customer pays online. You get notified. You order the equipment. Simple.
What if I quote in the field and the price changes later?
You can edit quotes any time before they're accepted. After acceptance, you can create a change order as a separate invoice — just add a new line item for the additional scope. Everything is tracked and timestamped, so there's no dispute about what was agreed.
Your next HVAC quote. Done before you close the panel door.
Free to start. No credit card. No sales call. More installs closed, less time quoting.
No credit card. No contract.