Ontario distributors first: GTA, Mississauga, Hamilton, then national expansion.
Stop losing HVAC orders when quotes, stock checks, and follow-ups are manual.
For HVAC suppliers and parts distributors: route requests, prep quotes, follow up automatically, and give managers pipeline visibility.
Get a Free Quote Workflow AuditAudit first. Fixed price before we build.
Contractors want fast answers. Your counter team is buried.
A contractor asks for price and availability. Counter checks stock, calls a vendor, drafts a quote, and has to remember follow-up. Slow response means they buy from whoever answers first.
HVAC Quote and Order Automation System
Capture quote requests, route by urgency, track follow-up, and surface stock-related losses.
- Quote requests from email, forms, or counter intake
- Part extraction and routing rules
- Quote task creation and follow-up reminders
- Manager dashboard for open quotes and response time
- Weekly win/loss and stock-delay reporting
Workflow map
Outcomes we measure
- Quote response time
- Open quote follow-up rate
- Quotes won
- Counter admin hours saved
- Revenue from recovered follow-ups
Estimate gross profit leaking from slow quotes and follow-up
Built for suppliers and distributors, not install contractors.
You own the system
- You own the n8n workflows and credentials — no monthly lock-in
- Fixed price after the audit, not open-ended retainer billing
- Documented handover so your team can run and extend the system
Ontario distributors first: GTA, Mississauga, Hamilton, then national expansion.
PIPEDA-aware data handling — see our Privacy Policy for how we process client data.
Built in 2 to 4 weeks. Fixed price after the audit. You own the system.
Audit first. Fixed price before we build.
Get a Free Quote Workflow Audit