Can Sophiie create HVAC quotes?

Yes. Sophiie can create branded quotes from saved services, quantities, pricing, terms, and customer details.

Can estimates be followed up automatically?

Yes. Sophiie can send professional reminders for pending estimates.

Can accepted estimates become jobs?

Yes. Once the customer approves the estimate, Sophiie can create the scheduled HVAC job and carry the accepted scope into the record.

HVAC

HVAC estimating software

HVAC estimates depend on site details, system symptoms, access, equipment choices, and technician judgement. Sophiie captures the request, books the quote visit, and keeps the estimate workflow moving.

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A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Estimate request intake

Sophiie captures service type, system issue, property type, photos, access notes, urgency, preferred brands, and customer availability.

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Quote visit scheduling

For installs or unclear faults, Sophiie can book a site visit or callback using connected calendar rules.

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Saved service and product lists

Use pre-loaded services, quantities, rates, terms, and line items to build branded quotes after the technical assessment.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Quote tracking and reminders

Sophiie can track pending, viewed, approved, or expired estimates and send follow-up reminders.

Australian tradesperson standing in a doorway reading a message on a phone

Approved estimate to job

Approved quotes can convert into scheduled jobs with quote detail, customer notes, and communication history attached.

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How it works

Set up Sophiie once, then let the work flow

Train estimating intake
Add the HVAC questions and service categories your team needs before preparing estimates.
Capture and qualify
Sophiie records symptoms, photos, property type, install interest, access, and urgency.
Book assessment or prepare quote
Straightforward work can move into quote preparation; complex work can be booked for a site visit.
Send, track, and convert
Sophiie supports quote sending, follow-up, status tracking, and conversion into scheduled jobs.

HVAC estimates need technical review and clean intake

An HVAC estimate might be a minor repair, a replacement system, a ducted upgrade, or a commercial service request. The office should not guess the technical answer, but it can capture the right starting information.

Sophiie helps collect symptoms, site details, photos, access, timing, and preferred next steps so the estimator or technician starts with context.

Where Sophiie helps

Use Sophiie to capture the lead, book the quote visit, organise notes, draft the quote from saved services, send it, track its status, and follow it up.

Keep specialist calculations, compliance, and final technical scope with your qualified HVAC team.