Quoting software built for HVAC contractors
From a new install to an emergency service call, send a clear HVAC quote with equipment, labour and call-out fees in minutes — then turn the approved job into an invoice on site.
Send professional quotes, track views, get approvals, arrange bookings and create invoices — all in one place.
Sound familiar?
How QuoteLock solves it
QuoteLock puts every HVAC job — install, repair or maintenance contract — on one clear page your customer can approve with a tap, with the equipment and labour laid out professionally.
Everything you need to win the job
From first quote to final invoice — one simple, mobile-friendly workflow.
Professional quote creation
Send clean, branded quotes with line items, photos and terms — done in minutes, not evenings.
Customer quote-view tracking
Know the moment a customer opens your quote, so you follow up while you're still top of mind.
Faster quote acceptance
One simple page lets customers accept, ask a question or decline. No printing, no back-and-forth.
Simple follow-up
Polite automatic reminders chase quietly for you, so no job slips through the cracks.
Booking arrangement
When a customer accepts, they request a slot — so you fill your diary without the phone tag.
Quote-to-invoice conversion
Turn an accepted quote into an invoice in one tap. No retyping, no spreadsheets.
Mobile-friendly workflow
Built for the van, not the office. Big buttons, simple forms — quote from your phone on site.
A day in the life
An HVAC contractor quotes a new heat-pump install with equipment and labour itemised, the homeowner opens it twice, a follow-up wins approval, the install date is booked, and the finished job is invoiced from the same quote.
Start Free TrialWhy choose QuoteLock?
Simple, fast, and built for small service businesses. Easier than spreadsheets, PDFs, Word docs, WhatsApp threads or complicated job-management tools.
Professional quotes that justify install and equipment pricing
Handles one-off calls and recurring maintenance the same way
Simpler than heavy field-service platforms — quote from the van
Frequently asked questions
Yes. QuoteLock is built mobile-first, so you can create and send a quote, check if it's been viewed, and raise an invoice straight from your phone on site.
Win more HVAC installs and service work
Send better quotes, win more jobs, and invoice faster with QuoteLock.
Start Free Trial7-day free trial · No card required
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