AI quoting for HVAC companies.
AI-generated quotes, built around how an HVAC company actually works.
How much is the admin really costing you?
Nine hours a week of admin is 468 hours a year. That could drop to about 52.*
*Illustrative, based on 9 hours a week of admin at a typical 80% automation rate. The calculator uses your own numbers.
Maintenance reminders, bookings and quotes with GST at 15 per cent handled automatically across your customer base.
HVAC companies need software built around their week, not against it.
Heating and cooling businesses run on seasonal call volume that spikes exactly when the team is already stretched.
Scheduling, callout triage, and maintenance reminders are what separate a booked-out HVAC business from a quiet one.
Knows the New Zealand rules.
Quotes drafted from your price list with GST at 15 per cent shown correctly, so the customer gets a number while they still care.
- GST at 15 per cent
- An annual return every year
- Health and safety sits with the business
One workflow.
In production.
In weeks.
What you get
The shape of the result for HVAC companies: Quote turnaround drops from days to under an hour.
- Reads photos, voice notes, emails, and PDFs
- Uses your pricing rules and current material costs
- Drafts in your branded template, ready to send
- Tracks win/loss to make the next quote sharper
- No annual contracts
- No shelfware or licences you do not use
An AI agency, minus the theatre.
*Every engagement is scoped and quoted up front. Results vary by workflow and business.
Small crew or big organisation, the busywork is the same :)
Quotes with GST, consent paperwork, LBP records and health and safety logs: the admin every New Zealand trade business carries.
*Illustrative example based on nine hours a week of admin. Actual results vary by workflow and business.
Straight answers
What's a typical engagement length for HVAC companies?
Six to twelve weeks for the build, then a short managed-services month while the system goes from "shipped" to "owned by your team". After that you keep us on retainer if you want, or take it from there yourself.
What's the realistic outcome for HVAC companies?
Quote turnaround drops from days to under an hour. We don't promise tenfold lifts because we don't see them outside of marketing decks.
Can you work with our existing systems?
Yes. The default AI quoting stack we reach for is Claude Vision, Whisper, Xero, Vercel, but we'll bend it around whatever you already run - Xero, HubSpot, Shopify, Cin7, your own in-house apps. The discovery week maps every data source before any build starts.
Do you work with Xero?
Yes. Xero is one of the systems we build around, and we connect to the other tools you already run rather than asking you to switch.
Can it keep track of ACC levies?
Yes. ACC work levies are set by the classification unit your work falls under, and self-employed people are invoiced after filing their tax return.
Talk to us about AI quoting
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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.
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