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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.
AI Quoting built for HVAC work
HVAC 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
All Sophiie services for HVAC
AI Chatbot for HVAC
An HVAC website chatbot that answers service, maintenance, and install FAQs, collects system details, books suitable appointments, and stores every enquiry in Sophiie.
Learn more about AI Chatbot for HVACAI 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 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 HVACAI Phone Answering for HVAC
Sophiie answers HVAC calls 24/7, captures system type, indoor and outdoor unit access, symptoms, suburb, and preferred service window, books suitable jobs, and sends summaries, transcripts, and recordings.
Learn more about AI Phone Answering for HVACAI Quoting for HVAC
Create branded HVAC quotes from your service list, captured scope, pricing, GST, and terms, then follow up and convert accepted work.
You're viewing thisAI Text Messaging for HVAC
Manage HVAC customer texts in Sophiie, draft replies, send confirmations and reminders, and keep SMS history with each customer.
Learn more about AI Text Messaging for HVACCustomer CRM for HVAC
Keep HVAC customers, job history, notes, calls, emails, texts, reminders, and upcoming work in one searchable Sophiie CRM profile.
Learn more about Customer CRM for HVACHVAC AI Agent
An HVAC AI agent that answers calls, qualifies heating and cooling requests, books jobs, routes urgent work, and logs every customer interaction.
Learn more about HVAC AI AgentHVAC Accounting Software
Use Sophiie to keep HVAC invoices, payment reminders, job records, and Xero invoice sync organised around service, repair, and install work.
Learn more about HVAC Accounting SoftwareHVAC Answering Service
Answer HVAC calls 24/7, capture service details, qualify urgency, route after-hours requests, book appointments, and send summaries.
Learn more about HVAC Answering ServiceHVAC Billing Software
Generate HVAC invoices, send billing updates, sync invoice data to Xero, track payment status, and automate overdue reminders.
Learn more about HVAC Billing SoftwareHVAC Booking Software
Book HVAC service calls, maintenance visits, quote appointments, installs, callbacks, and reschedules with calendar-aware Sophiie workflows.
Learn more about HVAC Booking SoftwareHVAC Business Software
Run HVAC calls, bookings, CRM, dispatch, job tracking, quotes, invoices, reminders, and customer communication in one Sophiie workflow.
Learn more about HVAC Business SoftwareHVAC 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 Contractor Software
Support HVAC contractors with call answering, job qualification, scheduling, dispatch, quotes, invoices, CRM history, and follow-up.
Learn more about HVAC Contractor SoftwareHVAC Dispatch Software
Dispatch HVAC work with call triage, smart transfers, technician assignment, schedule context, callbacks, and customer updates.
Learn more about HVAC Dispatch SoftwareHVAC Estimating Software
Capture HVAC estimate requests, site details, photos, quote appointments, service lists, branded quotes, and follow-up in Sophiie.
Learn more about HVAC Estimating SoftwareHVAC Field Service Software
Support HVAC field service with job scheduling, technician assignments, mobile job notes, customer history, status updates, quotes, and invoices.
Learn more about HVAC Field Service SoftwareHVAC 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 SoftwareHVAC Invoice App
Create HVAC invoices from the mobile workflow, use voice invoicing, sync with Xero, track status, and send payment reminders.
Learn more about HVAC Invoice AppHVAC Invoice Software
Create branded HVAC invoices, sync invoice data to Xero, track payments, use voice invoicing, and automate overdue reminders.
Learn more about HVAC Invoice SoftwareHVAC Job Costing Software
Organise HVAC job notes, labour and material line items, quote scope, invoice records, and follow-up so costing reviews start from cleaner data.
Learn more about HVAC Job Costing SoftwareHVAC Load Calculation Software
Organise HVAC load calculation requests, site assessment bookings, building details, estimator notes, report follow-up, and proposal handoff.
Learn more about HVAC Load Calculation SoftwareHVAC Management Software
Manage HVAC calls, bookings, dispatch, CRM, field jobs, quotes, invoices, reminders, and customer communication from Sophiie.
Learn more about HVAC Management SoftwareHVAC Project Management Software
Coordinate HVAC install projects with customer communication, site notes, staged bookings, task reminders, quotes, invoices, and job history.
Learn more about HVAC Project Management SoftwareHVAC Proposal Software
Create HVAC proposals from saved services, quote options, site notes, customer details, branded terms, approval tracking, and follow-up.
Learn more about HVAC Proposal SoftwareHVAC Scheduling Software
Schedule HVAC service calls, maintenance, installs, quote visits, callbacks, technician assignments, customer reminders, and reschedules.
Learn more about HVAC Scheduling SoftwareHVAC Service Software
Sophiie gives HVAC service teams an AI front office for breakdown calls, booking, job records, customer notes, invoicing, and follow-up.
Learn more about HVAC Service SoftwareHVAC Software
Use Sophiie as HVAC software for the daily admin: phone answering, job scheduling, CRM notes, reminders, invoices, and Xero sync.
Learn more about HVAC SoftwareHVAC Virtual Receptionist
Sophiie is an HVAC virtual receptionist that answers calls 24/7, captures job details, books appointments, sends summaries, and filters spam.
Learn more about HVAC Virtual ReceptionistHVAC Work Order Software
Sophiie helps HVAC teams turn calls into clear work orders with job details, schedules, assigned staff, status updates, notes, photos, and invoices.
Learn more about HVAC Work Order SoftwareJobs Manager for HVAC
Track HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACSmart 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 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.
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.