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HVAC estimating software

HVAC quotes that make repair and replacement options clear

Build professional estimates for service calls, equipment replacements, ductwork, maintenance, and indoor-air upgrades while the diagnosis is still fresh.

See hvac pricing methods
HVAC technician servicing a residential outdoor air-conditioning condenser

Quote the actual work

Separate the base system, startup work, and customer upgrades without rebuilding the estimate.

The direct answer

How does QuoteFly help HVAC contractors?

QuoteFly helps HVAC contractors keep the customer, diagnosis, repair or replacement quote, accepted Job, technician visit, and internal invoice status connected in one small-team workspace.

  1. 01

    Find or add the customer

    Search the customer by name, phone, or email, or prepare a new contact for review while the service-call details are fresh.

  2. 02

    Prepare the quote

    Ask Kody for a structured first pass or load saved equipment, service, labor, startup, and upgrade items as separate lines.

  3. 03

    Review and share

    Confirm the customer, overview, quantities, customer prices, and branded PDF before creating or sharing the quote.

  4. 04

    Turn an accepted quote into a Job

    Carry the approved customer and HVAC scope into a numbered Job without rebuilding the accepted quote.

  5. 05

    Assign, schedule, and dispatch

    Assign an active technician, choose a day and time, and move an eligible appointment through dispatch, arrival, and completion.

  6. 06

    Record the internal invoice

    Create an internal invoice record from eligible accepted or completed work and keep billing status visible; QuoteFly does not collect the customer payment.

HVAC pricing that stays understandable

Give every part of the system the right pricing method

An HVAC estimate can combine diagnostic work, fixed-price equipment, technician time, and optional improvements. QuoteFly keeps those choices readable for both the office and the customer.

Diagnostic or service call

Start with a clear flat-rate visit before defining the repair or replacement path.

Equipment and materials

Price condensers, furnaces, air handlers, thermostats, fittings, and accessories as distinct work.

Labor and startup

Account for installation time, commissioning, evacuation, testing, and crew requirements.

Options and upgrades

Offer efficiency upgrades, duct corrections, filtration, zoning, or maintenance without obscuring the base scope.

A reusable HVAC quote blueprint

Show the customer what is included before the crew arrives

Save common equipment and service items, adjust the quantities for the home, and keep equipment assumptions and exclusions visible.

  1. 1Diagnosis, equipment, and installation scope
  2. 2Electrical, drain, refrigerant, and duct connections
  3. 3Startup, testing, permits, and disposal
  4. 4Efficiency, comfort, and maintenance options

Kody-assisted first pass

Describe the hvac work in plain language.

Kody can organize the customer, trade, title, overview, and separate line-item suggestions. Your team still confirms every scope detail, quantity, price, and action.

Fictional example request

“Prepare an HVAC quote for Maya Thompson: diagnostic visit, condenser replacement, startup and testing, plus an optional thermostat upgrade.”

See the full guided Kody simulation

Prepared quote structure

Condenser Replacement and Startup Quote

Review required

Overview

Replace the outdoor condenser, complete required connections, start up and test the system, and show the thermostat as a separate option.

Suggested separate line items

  • HVAC diagnostic visit
  • Condenser and installation
  • Startup and system testing
  • Optional thermostat upgrade

Sample content only. No AI API call or record mutation occurs on this page, and Kody does not supply market prices.

Your team stays in control

Kody prepares. You confirm.

See the quote-to-job workflow See Basic pricingCompare QuoteFly capabilities

Practical buyer answers

What hvac teams usually want to know

Straight answers about where QuoteFly fits, what your team controls, and what happens after the quote.

Can QuoteFly show repair and replacement paths?
Yes. Build separate customer-facing lines or quotes for the recommended repair, replacement equipment, startup work, and optional comfort upgrades.
Where do HVAC prices come from?
Your team controls saved product, service, labor, cost, and customer-price defaults. Kody does not invent local market rates.
What happens after the customer accepts?
An accepted quote can become a numbered Job, then an authorized user can assign and schedule the technician visit and record an internal invoice.

Explore the complete QuoteFly workflow, compare the Basic plan and current limits, or return to all contractor solutions.

Build an HVAC quote before the service details go cold

Try QuoteFly with a repair, replacement, ductwork, or maintenance estimate from your own workflow.
Human review stays required before sending.