Changeout quotes, three ways, one message.
The homeowner wants to know what a new system costs, and they're getting two other bids. Redline drafts single-stage, two-stage and variable-speed options from your equipment and labor, saves them on their file, and keeps the quote in front of you until they decide.
From the sales call to the deposit
Size it and look at the old unit
Do your load numbers and walk the install like always. Photograph the data plate, the coil and the line set. Redline can read the photos, but the sizing is yours.
Tell Redline the three systems
Equipment for each tier, the coil, line set footage, pad, thermostat, permit and haul-away. It drafts good, better and best as three quotes, each with a deposit percentage. Tax, and all three options on one quote, are in the quote composer on Solo.
Save it and email the options
The quote is saved on the customer's file; move the job to Quoted. Redline drafts an email walking through the three options, sent from your own Gmail once you approve it.
Follow up while they shop
Set a reminder for three days out. If the job sits in Quoted for a week, the pipeline card turns amber and Home lists it under quotes gone quiet.
They pick one, you bill the deposit
Move the job to Accepted and invoice the deposit so the equipment can be ordered. Deposits and invoices are on Solo and up.
A furnace and AC changeout, quoted
Three drafts for Rosa Delgado:
Good single-stage, $11,450
Better two-stage, $13,980
Best variable-speed heat pump with furnace backup, $17,600
Each includes coil, 25 ft line set, pad, smart thermostat, mechanical permit, haul-away and labor. Deposit 25% on each. Look right?
Approve them and they save to the Delgado file. Reminder set for Friday's morning brief.
Quotes by chat work on every plan. Example prices only.
What's on an HVAC replacement quote
| Line | Unit | Notes |
|---|---|---|
| Condensing unit or heat pump | each | Make, model and tonnage, different per option |
| Furnace or air handler | each | BTUs or size noted |
| Evaporator coil | each | Matched to the outdoor unit |
| Line set | per ft | Replace or flush and reuse, say which |
| Pad, disconnect and whip | each | Often forgotten on the first draft |
| Thermostat | each | Upgrade tier on the better options |
| Mechanical permit | each | Plus inspection if your town requires it |
| Haul-away of old equipment | each | Refrigerant recovered and noted |
| Install labor | flat | Crew size and days |
Changeouts are won on follow-up
A replacement is the biggest ticket you write all month, and the homeowner often gets more than one price. The contractor who calls back on day three with an answer about the warranty often beats the one who was $400 cheaper and never called.
That's why the quote lives on their file, not in a PDF in your sent folder. Ask "any quotes still out?" and Redline lists them with totals. The days-in-stage count on each pipeline card tells you exactly how long the Delgados have been thinking about it.
Straight answers on HVAC quotes
Redline does
- Good, better and best drafts from one message
- Read photos of the data plate and the old equipment
- A deposit percentage on each quote
- Draft the options email, sent from your Gmail
- Keep open quotes in front of you until they close
Redline doesn't
- Run a Manual J or any load calculation
- Offer financing or monthly payment options
- Fill out utility rebate or incentive forms
- Let the homeowner accept or e-sign online
- Keep a price book of equipment models
Questions contractors ask
Will it remember my equipment prices?
It remembers the prices and packages you tell it, like your install labor or your usual thermostat upgrade. It isn't a price book you import, so model prices come from you each time or from what it's saved.
How does the homeowner pick an option?
They tell you, by phone or by replying to your email. You move the job to Accepted and invoice the deposit. There's no online approval page in the live app today.
Can I quote on Free?
Yes. Quotes by chat work on Free. Billing the deposit and the final invoice needs Solo at $29 a month.
Is the deposit chased if they don't pay it?
Redline alerts you, not the customer. Bill the deposit as an invoice and the overdue alerts at day 3, 7 and 14 tell you to call. Check Money before you order the equipment.
More for HVAC
Quote the next changeout in one message.
Redline is free to start. Tell it the three systems and it lays out the options.
Keep reading
- HVAC softwareBook tune-ups and no-heat calls, quote changeouts and invoice from the truck.
- HVAC invoicing softwareDiagnostic, parts, refrigerant and labor in one message, paid by card link.
- Quotes and estimatesItemized quotes by chat or from a photo, with a deposit. Options and tax in the composer.
- Electrical estimating softwareWalkthrough counts in, a per-device quote with permit and deposit out.