HVAC-SE Quote — from a calculation marathon to a 15-minute review.
We digitise the logic, not the expertise.
HVAC-SE quotes are individual, but the building blocks are rule-based: service modules, surcharges, tiers, dependencies, standard line items. Today the path runs from the site visit through spreadsheets and documents to the quote — with a media break. The configurator closes it.
Today
Site visit, spreadsheet, document, quote — with a media break.
- Notes, photos and laser measurements end up in spreadsheets and documentsA media break between the site visit and the quote.
- Project managers calculate instead of leadingHours to days per quote spent on arithmetic.
- CRM and ERP know the pipeline, not the calculation logicGood for sales, but not for cross-trade quoting.
With the quote generator
Structured capture, rule-based pre-calculation.
- Data captured structured on siteWithout the detour through spreadsheets and documents.
- Line items pre-calculated rule-basedQuantities, modules, surcharges and variants derived traceably.
- Creating becomes a 15-minute reviewYou review and approve instead of calculating by hand.
- PDF and line items to your CRM or ERPStructured handover without a spreadsheet transfer.
80–90% less time per quote.
Four steps to a reviewed quote
Capture structured on site
Measurements, modules and conditions are captured directly as structured data.
The configurator applies the rules
Quantities, line items, surcharges and variants are derived rule-based and traceably.
15-minute review and approval
You review the pre-calculated quote professionally and approve it.
PDF and handover to CRM or ERP
Structured line items move into HubSpot, bexio or SAP without a spreadsheet transfer.
Handover to CRM and ERP
The calculation logic lives in the configurator, not in the CRM or ERP. Only the finished, structured line items go there — without a spreadsheet transfer.
How an HVAC-SE quote is created
See how the quote generator pre-calculates line items rule-based.
How the quote generator produces an HVAC-SE quote.
Let's talk about your calculation logic
In the prototype we encode one of your HVAC-SE quote types rule-based — with your modules and surcharges. You see the 15-minute review in action.
Prefer to talk?
Michael — Call, send an email, or tell us what it is about — whatever suits you best.