For HVAC service companies
Quote the repair. Give them options. Get it approved on the spot.
Put the service call, the repair and the replacement on one quote. Your customer picks on their phone, approves, and the invoice bills what they chose.
Make a quote free, with no signup — it is saved on your phone and you can print or share the PDF. A free account adds a link where your customer picks their option and approves it.
Repair or replace — they choose
The diagnostic is on the quote. The repair and the replacement sit side by side with your recommendation marked, and the total changes as they tap.
Summit Comfort Heating & Air
No-cool service call for Dana Brooks · Example
Included
- Diagnostic service call$129.00
Optional add-ons
Your total$554.00
Tap repair or replace — this is what your customer sees on their phone. Example quote; nothing is sent.
From the service call to a paid invoice
- 1Quote the callThe diagnostic, then repair or replace as options. Mark the one you recommend.
- 2Customer choosesThey pick on their phone and approve. The total updates as they choose.
- 3Schedule the jobAn approved quote becomes a job on your schedule, with what they chose.
- 4Invoice and get paidOne tap turns the approved quote into the invoice — only what they chose.
Send the PDF and get paid your usual way — check, Zelle, cash, or whatever you normally use. With Founding Pro or a paid plan you can also let customers pay invoices online by card with Stripe.
Quote your next service call with options
Tap the diagnostic, the repair and the replacement, set your prices, mark the one you recommend.
Running a team with a schedule and technicians? See CompliMaint for contractors.