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HVAC
AI quoting software for HVAC specialists
Sophiie builds branded HVAC quotes from your service list, scope details, quantities, and pricing, then tracks follow-up and accepted work.
Learn more about Sophiie's job management software.
AI Quoting built for HVAC work
HVAC businesses need quotes that are fast without pretending unknown site conditions are known. Sophiie turns your approved HVAC service list and captured no-cooling, maintenance, install, and service scope into a quote your team can review and send.
01
Builds quotes from your service list
Use your loaded services, products, pricing, quantities, GST, terms, and notes as the starting point for a professional HVAC quote.
02
Captures the scope that changes price
Sophiie can collect system type, room count, access, preferred brand, maintenance history, and whether it is repair or replacement, then flag the job if the quote needs a site visit or human review.
03
Sends branded quotes quickly
Create a quote with your logo, business details, ABN, line items, totals, and customer notes while the HVAC enquiry is still warm.
04
Follows up pending quotes
Automatic quote reminders help HVAC teams follow up without manually chasing every open estimate.
05
Turns approved quotes into jobs
When the customer accepts, the HVAC quote details can move into a scheduled job so the team knows what was agreed.
How it works
Set up Sophiie once, then let the work flow
Load services, prices, and quote rules
Add your common HVAC services, products, pricing guidance, terms, GST, and quote language.
Capture scope before quoting
Use Sophiie to gather system type, room count, access, preferred brand, maintenance history, and whether it is repair or replacement so the quote starts with real context.
Review and send the branded quote
Adjust quantities, notes, exclusions, and pricing before sending the HVAC quote to the customer.
Follow up and convert accepted work
Pending quote reminders run on your timing, and accepted HVAC quotes can become scheduled jobs with details attached.
HVAC quotes need speed and restraint
Customers want a fast number, but HVAC work often changes with system type, room count, access, preferred brand, maintenance history, and whether it is repair or replacement. A rushed quote can win the job and still create trouble if the HVAC scope was guessed.
Sophiie helps build HVAC quotes from your service list, products, pricing, quantities, terms, and captured scope. It can send polished quotes and follow up, while uncertain work stays available for human review.
Good quoting software knows when to pause
Sophiie should not pretend hidden site conditions are known. It should collect HVAC details, draft the quote clearly, and leave exclusions, site-visit requirements, or high-risk pricing for review before sending.
Services & features
Related Sophiie services for HVAC
6 services
Smart Scheduling for HVAC
Sophiie checks calendars, applies booking rules, assigns the right technician, and manages HVAC appointments, reschedules, and reminders.
Learn more about Smart Scheduling for HVACJobs Manager for HVAC
Track HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACAI Invoicing for HVAC
Create branded HVAC invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for HVACHVAC CRM
Keep HVAC customer details, system notes, job history, calls, messages, quotes, invoices, reminders, and maintenance follow-ups in one CRM.
Learn more about HVAC CRMHVAC Inventory Management Software
Organise HVAC parts requests, job material notes, photos, supplier follow-ups, quote handoffs, and customer updates around your existing stock process.
Learn more about HVAC Inventory Management SoftwareAI Email Responder for HVAC
Sophiie helps hvac manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for HVAC
Other businesses we serve
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Cleaners
Recurring and one-off bookings, all handled.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
Frequently asked questions
Sophiie can build an HVAC quote from your service list, quantities, pricing, and captured scope. Your team can review uncertain or high-risk work before sending.
Yes. HVAC quotes can include your logo, business details, ABN, terms, payment information, line items, totals, and GST where applicable.
Sophiie can track HVAC quote status, then move accepted work toward a scheduled job with the quote details attached.
Yes. Sophiie can send timely reminders according to your follow-up rules.
No. Sophiie should not replace professional judgement or site inspection. It helps collect system type, room count, access, preferred brand, maintenance history, and whether it is repair or replacement so your quote process starts cleaner.
Quote HVAC work with clearer scope
Load your HVAC services and pricing, capture the details that affect the job, then send and follow up quotes without rebuilding them from scratch.