SprigDeal is estimate and follow-up software for heating, ventilation and air conditioning contractors who quote repairs, maintenance visits and system replacements. Start from a ready-made HVAC estimate, adjust it to the job, send the customer a private link and let SprigDeal follow up automatically until they accept or decline.
Start from an HVAC estimate template
New HVAC estimates in SprigDeal open with this starter template. Every line, quantity and price is editable; the amounts are examples, not price recommendations.
| Air conditioning service & repair | Qty | Example price |
|---|---|---|
| Service diagnostic | 1 | $89 |
| Air conditioner tune-up | 1 | $179 |
| Replacement filter | 1 | $35 |
| Example total | $303 |
Diagnostics, AC tune-up, filter replacement, and repair labor.
What should an HVAC estimate include?
- The diagnostic or service-call fee, and whether it is credited if the customer approves the repair.
- Equipment brand, model, capacity and efficiency rating for replacements.
- Labor, refrigerant, parts and disposal of old equipment as separate lines.
- Warranty terms for parts and labor.
- Any permit or inspection fees.
When to follow up on an HVAC estimate
Repair estimates are usually decided within a day or two, especially in peak heat or cold, so a short follow-up delay of 1–2 days fits. System replacements are bigger decisions; give customers about a week before the follow-up. In SprigDeal you set the follow-up date per estimate, and the reminder email is cancelled automatically if the customer decides first.
How SprigDeal fits an HVAC business
- Quote on site or at the office. SprigDeal runs in the browser on a phone, tablet or computer.
- Send a clear estimate. The customer gets an email with a private link to a mobile-friendly estimate and a PDF.
- Follow up without chasing. One polite follow-up email goes out on the date you choose if the customer has not answered.
- Win or close it. The customer accepts or declines online and you get an email. Your pipeline shows open, won and lost estimates.
SprigDeal focuses on estimates and follow-ups. It does not handle dispatching, routing, invoicing or payroll. See how estimates work or browse all supported industries.
Frequently asked questions
What should an HVAC estimate include?
An HVAC estimate should list the diagnostic fee, equipment model and capacity for replacements, labor, parts, refrigerant, disposal, permits and the warranty on parts and labor, with a clear total and how long the price is valid.
Can I quote good, better and best HVAC options?
You can send separate estimates for each option, each with its own link, so the customer can review and accept the one they prefer.
How much does SprigDeal cost for an HVAC business?
SprigDeal has one plan for every trade: $29.99 USD per month or $299.90 USD per year, with taxes calculated at checkout. You can cancel anytime.