HVAC Quoting Software for Distributors and Contractors
Streamline HVAC parts quoting with AI-powered document import, seasonal inventory planning, and field-ready access. Built for HVAC distributors and contractors.
Complex Parts Catalogs, Simplified
HVAC distributors manage some of the most complex parts catalogs in distribution — tens of thousands of SKUs spanning compressors, condensers, evaporator coils, thermostats, refrigerant lines, ductwork components, and controls from dozens of manufacturers. Each manufacturer uses its own part numbering scheme, and substitutions are common when exact matches are unavailable. Quotery's AI-powered import engine reads supplier price sheets directly — PDF, Excel, or CSV — and maps every line item to your catalog automatically. Cross-reference lookups that used to take hours now complete in under a minute, with every match linked back to the original supplier document for verification.
Quoting with Variable Specifications
HVAC equipment specifications change with every job — system capacity in tons, SEER2 efficiency ratings, voltage and phase requirements, refrigerant type, and physical dimensions all vary by installation. A 3-ton unit for a residential retrofit requires different accessories than a 20-ton packaged unit for a commercial rooftop replacement. Quotery handles variable specifications natively: each quote line carries custom attributes so you can capture tonnage, efficiency, voltage, and compatibility notes alongside standard pricing. The system flags incompatible combinations — a 5-ton coil paired with a 3-ton condenser, for example — before the quote reaches the customer.
Seasonal Inventory Planning That Works
HVAC demand follows predictable seasonal patterns — cooling equipment spikes in spring, heating equipment in fall, and emergency replacements create unpredictable demand year-round. Quotery's inventory analytics surface historical quote-to-order patterns by month and product category so you can forecast seasonal stock needs with confidence. The platform tracks lead times by manufacturer and automatically flags items that need reordering based on current pipeline velocity — not just current stock levels. When a heat wave drives unexpected demand, you know exactly what's committed, what's in transit, and what needs to be expedited.
Technician Field Access on Any Device
Service technicians in the field need instant access to parts pricing and availability. Quotery's responsive interface works on phones and tablets, giving technicians the ability to look up parts, check warehouse stock, and generate quotes from the job site. No more calling the office to ask about pricing or availability — everything the technician needs is available on their device. Quote drafts started in the field sync automatically with the office, where inside sales can review, adjust margins, and send to the customer without re-entering any data.
Manufacturer Price Updates, Automated
HVAC manufacturers update pricing multiple times per year — sometimes with mid-season adjustments that can catch distributors off guard. Quotery's AI import pipeline processes updated price sheets the same day they arrive, flagging every line item where the new price differs from your current cost. Margin analysis tools show the impact of each change on your most-quoted products so you can decide which increases to pass through and which to absorb. Historical pricing data is preserved, giving you a complete audit trail of every cost change for every SKU.
Equipment Compatibility at Quote Time
An HVAC system is only as good as its weakest matched component. A mismatched indoor coil and outdoor condenser can reduce efficiency by 30% or more and create warranty issues down the line. Quotery lets you define compatibility rules between products — approved coil matches for each condenser, required accessories for specific installations, and AHRI-rated combinations that qualify for utility rebates. When a salesperson builds a quote, the system validates system-level compatibility automatically, flagging mismatches and suggesting approved alternatives before the quote leaves the office.