HVAC Quoting Software for Distributors and Contractors

You have 40,000 SKUs across twelve manufacturers. Copeland compressors. Trane condensers. ADP coils. Honeywell controls. Every supplier sends their price file in a different format with different column names and different substitution logic. Your inside sales team spends more time hunting part numbers than quoting.

Drop any supplier price sheet into Quotery. PDF. Excel. CSV. It maps every line to your catalog, cross-references manufacturer part numbers against existing inventory, flags new items, and suggests substitutions where the logic is clear. What used to take an afternoon finishes in under a minute.

Every match links back to the original supplier document. Your team verifies. They do not retype.

A 3-ton residential split. A 20-ton packaged rooftop. A VRF system with eight indoor heads. Tonnage. SEER2. Voltage. Phase. Refrigerant type. Physical clearance. Every job pulls a different combination of equipment, accessories, and labor. One wrong line item and the install fails.

Quotery captures tonnage, efficiency ratings, voltage, and compatibility notes as structured attributes on each quote line. Pair a 5-ton coil with a 3-ton condenser and the system flags the mismatch before the quote reaches the customer. Required accessories get added automatically based on the equipment selected.

Salespeople quote with confidence. Installers show up with the right equipment. Customers do not call back wondering why their brand new system can't hold temperature.

Cooling season starts in April. Heating in October. Emergency replacements ignore your calendar. A compressor fails on a 95-degree Friday in July and the contractor needs a replacement by Monday. If you don't have it, the distributor across town does.

Quotery tracks historical quote-to-order patterns by month and product category. It monitors lead times by manufacturer. It flags items for reorder based on how fast quotes are converting to orders, not just current stock levels. You see what's moving before it moves.

When the first heat wave hits and every contractor in a 50-mile radius needs 3-ton condensers, you know exactly what's committed to customers, what's in transit from the factory, and what you need to expedite right now.

Tear-off starts at 7 AM. By 9 AM the tech has diagnosed a failed heat exchanger on a 12-year-old Lennox rooftop unit. The customer is standing there asking what a replacement costs. The tech doesn't have pricing. Doesn't have stock info. Doesn't have time to call the office and wait on hold.

Quotery runs on the phone in their pocket. Techs look up parts, check warehouse availability across all locations, and start a quote from the job site. The draft syncs automatically. Inside sales picks it up, adjusts margin, and sends to the customer without re-entering a single line.

Quotes go out the same day the tech visits. Not tomorrow. Not after the weekend. Same day. That speed is what closes deals before the competitor even returns the phone call.

Carrier announces a mid-season price increase. 6% across the board. Effective in ten days. Every quote in your pipeline just lost margin. Your top-selling condensers. Your bread-and-butter air handlers. Every open quote needs a cost update or you're eating the difference on every order that hasn't shipped.

Quotery processes the new price sheet the day it arrives. It flags every line where the new cost differs from your current cost. Margin analysis shows the impact on your most-quoted products, sorted by open quote volume. You decide which increases to pass through and which to absorb, line by line.

Historical pricing stays preserved. Every cost change. Every SKU. Every effective date. When the manufacturer asks why you pushed back on their last increase, you have the numbers.

AHRI matchup matters. A mismatched indoor coil and outdoor condenser can lose 30% or more on rated efficiency. It kills warranty coverage. It generates callbacks. It burns contractor relationships. Nobody catches the mismatch until the system is installed and the performance numbers don't add up.

Quotery lets you define compatibility rules between products. Approved coil matches for each condenser. Required accessories for specific installation types. AHRI-certified combinations that qualify for utility rebates. When a salesperson builds a quote, the system checks system-level compatibility automatically, before the quote leaves the office.

The mismatch gets caught at the desk. Not after the equipment is bolted in place. Not when the contractor calls wondering why the SEER rating on the label doesn't match what the system is actually delivering.