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We work with suppliers across the US, Canada, and UK — remote-first delivery, your stack, your data.

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 Audit

Audit 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

Fixed price after audit — see full pricing.

Similar solutions

We build custom workflow automation for ops-heavy businesses across industries:

See full pricing for all automation packages. Also browse workflow automation agency overview and case studies.

Frequently asked questions

How does HVAC quote automation help suppliers?
It captures quote requests, routes by urgency, tracks open quotes, and triggers follow-up so contractors get answers before they buy elsewhere.
What does HVAC supplier automation cost?
Most quote-and-order systems land between $3,000 and 2,000 depending on intake channels and inventory checks. Fixed price after a free quote workflow audit.
Can this connect to our inventory or ERP?
Yes when APIs or exportable data exist. If stock lives in a mess of sheets and vendor calls, we start by stabilizing intake and follow-up, then deepen inventory hooks.
Do we own the system after you build it?
Yes. Workflows, credentials, and docs are yours. No retainer required to keep the system running.

We work with suppliers across the US, Canada, and UK — remote-first delivery, your stack, your data.

GDPR-friendly, self-hostable — your data, your infrastructure. 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