Setell for HVAC Contractors

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.

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.