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The furnace died at 6am. Your quote lands Thursday.

Quoting software for HVAC contractors

In HVAC, the shop that quotes first usually wins. Setell turns a replacement or repair request into a clear, professional quote in seconds — so you send it the same day, not three days later.

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Free to start · no credit card · works with QuickBooks & Xero

In HVAC, close rate is set by speed, not just price

A homeowner with a dead furnace in January is calling three companies. The first one to put a clear, professional number in front of them usually gets the job — price is secondary to "who took me seriously and showed up." But a good replacement quote means equipment options, labor, and a good/better/best spread, and building that by hand takes time you don’t have between service calls. So the quote goes out two days late, and the customer already signed with whoever was faster.

How hvac contractors quote with Setell

1
Capture the request
The lead comes in by email or from your intake — "furnace is out, need a quote to replace it." Setell reads it and the relevant details.
2
Draft good / better / best
Setell drafts a clear quote with equipment and labor laid out, and can structure good/better/best options so the customer can choose — all at the rates you’ve set.
3
Send same-day, then collect
Send a branded quote with an approval link before you finish the next call. On approval it flows to a QuickBooks invoice, and same-day invoicing means you get paid faster.

Built for the way hvac contractors actually quote

Quote before your competitor calls back
Setell drafts in seconds, so the replacement quote goes out while you’re still on site — the speed that wins the job in a three-bid race.
Good / better / best in one quote
Lay out equipment tiers and labor as options the customer can pick from, the way HVAC buyers actually decide — without rebuilding the quote three times.
Repair-vs-replace and seasonal repeat pricing
Setell learns your equipment and labor rates from real jobs, so seasonal repeats and common replacements quote consistently instead of from memory.
Same-day invoicing to QuickBooks
Approved quotes become QuickBooks invoices automatically — the cheapest cash-flow lever in the trade is billing the day the work is done.
The HVAC playbook · included free

You start with structure, not a blank page

Fast, honest quotes for installs and service — scoped before you roll a truck. Apply it during onboarding and your quotes start from the lines below — no template-building weekend first. Covers installs, changeouts, service and repair, refrigeration.

System ChangeoutDefault

Equipment, labor, materials, permit, and haul-away as separate lines.

The System Changeout starter structure: line items with quantity and unit. Every unit price is unset.
LineQtyUnitUnit price
Equipment1eachunset
Labor — removal & install1hoursunset
Materials & refrigerant1lotunset
Permit & inspection1eachunset
Haul-away & disposal1lotunset
Never prices

A playbook never includes prices. Day one it gives you your trade’s structure; connect QuickBooks and Setell learns from what you actually paid and charged — and shows its work on every line.

See how the pricing engine learns →
Everything the HVAC playbook sets up →

Setell runs on the books you already keep — it reads your history to price, matches your customers, and writes the invoice back on approval. See QuickBooks quoting software or Xero quoting software, see how the pricing engine learns your shop, or browse quoting software for every trade.

HVAC Contractors quoting: FAQ

Can Setell create good/better/best HVAC quotes?

Yes. Setell can structure a quote with tiered equipment and labor options so the homeowner picks the level they want — the way HVAC replacement decisions are actually made.

How fast can I get a replacement quote out?

Seconds to draft, so you can send a professional quote the same day — often while you’re still on the job. In a three-bid race, the first clear quote usually wins.

Does it work for both service calls and installs?

Yes. Setell drafts quotes for repairs, service work, and full equipment replacements, learning your labor and equipment rates from the jobs you send.

Will it invoice through QuickBooks?

Yes. Approved quotes become QuickBooks invoices automatically (Xero too), so you can bill same-day and get paid faster.

More on quoting for hvac contractors

The HVAC Quoting Process That Can Double a Shop’s Close Rate
The 24-Hour Quote Rule: Why Speed Predicts Close Rate
Same-Day Invoicing: The Cheapest Cash-Flow Lever

Quote your next job in seconds

Free to start. No credit card. Your first AI-drafted quote in under 5 minutes.