Quotestack helps Air Conditioning engineers generate accurate, professional quotes faster by guiding customers through a structured quote request, auto-sizing requirements, selecting equipment from your uploaded catalogues, and producing a branded quote output.

No. Quotestack is a quoting tool. Engineers still run jobs through their own operational systems. Quotestack does not handle job operations or take payments.

It’s designed for Air Conditioning businesses doing residential and light commercial work and wanting to speed up quoting while keeping control of pricing and margins.

It’s not intended as a full commercial-scale system. For larger quoting (e.g., 10+ rooms), Quotestack can still help, but you should include clear messaging/disclaimers that accuracy may reduce and the quote is subject to survey.

Yes. Engineers can sanity-check, adjust, and edit quotes as needed—especially after a site survey—so the final outcome remains under engineer control.

Customers complete a multi-step form (designed to reduce drop-off), and can return to drafts that auto-save. Once the quote is ready, they receive a branded quote and next-step messaging.

Setup typically includes onboarding plus configuration of your brands, pricing rules, labour day rates, margins, and uploaded equipment catalogues—so quotes reflect your business logic.

Common onboarding inputs include your equipment price lists/catalogues, equipment specifications, brand preferences, and examples of existing quotes (to match your style and T&Cs approach).

Yes—typically via a widget embedded on your site so quote requests flow into your Quotestack account. This keeps lead capture and quoting consistent and trackable.

Yes. You can configure the brands you use and upload catalogues so the system can select appropriate equipment based on required output and your pricing.

Quotestack supports a “pre-survey quote” approach: the customer receives an estimate, then books a site survey, after which the engineer can revise the quote if needed.

Yes. A standardised CSV process and templates (plus guided upload prompts) can be used to make onboarding faster and repeatable.

Most customers see value through reduced admin time, faster quote turnaround, improved lead follow-up consistency, and better conversion from quote → survey → sale.

Pricing is based on your own configuration—day rates, material costs, margin rules, and equipment pricing—so the quote reflects how you actually run your business.

Yes—add-ons can be offered so customers can purchase extra training/support or additional services as needed.

It reduces manual estimating workload by doing the heavy lifting and standardising the process—but engineers are still expected to sanity-check outputs and adjust where appropriate.

A realistic target is improved speed and consistency first, then conversion uplift as follow-ups, surveys, and refinement of templates/inputs bed in.

Quotestack is built to reduce complexity and help small teams move quickly—especially where quoting is the bottleneck.

Automated messaging can support the quote-to-next-step process—encouraging survey booking, following up consistently, and keeping leads warm without manual chasing.

Yes. Email sequences should be editable, and engineers should be able to disable automation entirely if they prefer manual follow-up.

They must. All outbound email communication should include an unsubscribe option to support GDPR compliance.

This depends on SMS provider and sender ID capabilities. It’s something to confirm during setup so SMS appears appropriately branded.

Activity logs linked to individual users help trace changes that could affect quote accuracy—useful for governance and debugging.

A Help Centre / “Academy” with how-to guides, videos, and screen grabs reduces repetitive queries. Support tickets should be reserved primarily for bugs, with common questions answered by directing users to the relevant help page.