Getting started with QuoteCloud

Ducted air conditioning quotes, zone by zone

Show every zone and room, offer three systems, price the install and its extras, then take the deposit when both owners sign.

Start free 14-day trial Book a demo

HVAC businesses use QuoteCloud to quote ducted and multi-zone systems: a zone table with rooms, floor area, outlets and the designer's sizing notes, three systems as a single-choice group, installation extras as optional rows and a deposit on signing. The sizing is the business's own work; QuoteCloud presents it and calculates the price.

A sample ducted system quote by a fictional business, Halden Climate Co., for Claire and Tom Hadley, drawn as a section through the roof space: the indoor unit on a service platform, flexible ducts to a ceiling outlet in each of four zones, a return-air drop to the hall and refrigerant pipe down the outside wall to the outdoor unit. The zones light in turn. In front, the quote's zone table: zone 1 living and kitchen, 62 m², 3 outlets, 5.8 kW; zone 2 main bedroom, 24 m², 2 outlets, 2.4 kW; zone 3 kids' rooms, 28 m², 2 outlets, 2.6 kW; zone 4 retreat and study, 30 m², 2 outlets, 3.0 kW; 144 m² and 9 outlets in total, with the Ducted 14 kW system chosen.

Read a ducted quote the way the owners do

HC-5108, top to bottom: what the designer writes, what Claire and Tom choose, and what stays exactly as the office approved it.

  1. Designer writes

    Their house on the cover

    A photo of the home, who it's for, the valid-until date and a two-line summary of what the system does for them. The cover comes from your ducted template; the designer changes the photo and the words.

    Halden Climate Co.System quote HC-5108 Sample · fictional business
    A two-storey white house with verandas and a timber-clad studio beside a swimming pool

    System quote

    Ducted heat pump air conditioning, 4 zones

    Prepared for Claire & Tom Hadley · Thu 16 Oct 2026 · Valid 30 days

    Heating and cooling for the whole house from one ducted system, with the living areas, main bedroom, kids' rooms and the upstairs retreat as four zones you control separately. Three systems to choose from, sized from Tuesday's survey.

  2. Designer writes

    Every zone, every room, and why 14 kW

    A table block of zones with their rooms, floor area, outlets and the designer's sizing note, then the basis in plain words: not every zone runs flat out at once. Your figures from the survey; QuoteCloud lays them out, it doesn't calculate loads.

    Zones & room-by-room notes From the site survey, 14 Oct

    Zonem²OutletsSizingNotes
    Living & kitchenOpen-plan living, kitchen and dining 62 3 5.8 kW West-facing glass, afternoon sun
    Main bedroomMain bedroom, ensuite and robe 24 2 2.4 kW Own night-time schedule
    Kids' roomsBedrooms 2 and 3 28 2 2.6 kW Under the roof, R4.0 batts
    Retreat & studyUpstairs retreat and study 30 2 3.0 kW Used on weekdays
    Whole home144913.8 kW

    Sizing estimates by our designer from the survey (room sizes, glazing, insulation and orientation). Not every zone runs at full load at once, so a 14 kW system suits this home.

  3. Owners choose

    Three systems, one choice

    12.5 kW, 14 kW or the quieter 14 kW premium as a single-choice group, each with its controller and your running-cost estimate. The choice sets the system line in the price table below it.

    System options and running costs

    Choose your system

  4. Designer writes

    The roof space, marked up

    Survey photos with the indoor unit position, the duct run to zones 3 and 4 and the return-air drop drawn on in the image editor, then the outdoor unit and controller positions.

    Image blocks and the image editor: Starter and up

    Site surveys, photos & markup

    Roof space, marked up at the survey

    A roof space with foil insulation, rafters and skylights
    1. Indoor unit here, 700 mm clear
    2. Duct run to zones 3 and 4
    3. Return-air drop to the hall

    Site survey photos

    • A roof space with foil insulation, rafters and skylights
      Roof space, access from the hall
    • An outdoor air-conditioning unit on a slab beside a teal roller door
      Outdoor unit position, beside the garage
    • A black wall controller with a round dial beside a timber door frame
      Controller position, upstairs landing
  5. Locked block

    Rebates and finance, worded once

    Rebate, finance and running-cost wording that the office has approved, saved in the content library and locked so no designer rewrites it. Information only: no rebate or finance integration.

    Content library: Essentials and up · locking: Business

    Rebates & finance Information only

    • Energy rebatesSome state and local schemes offer rebates on efficient heating and cooling. Each scheme sets its own rules and amounts; we'll give you the system details and paperwork you need to apply.
    • Paying over timePrefer to spread the cost? Ask us about the finance provider we refer customers to. Applications, approval and repayments are between you and the provider.
    • Running-cost estimatesThe yearly figures beside each system are our estimates from your survey and typical use. Your costs depend on your tariff and how you use the system.

    Halden's information, not an offer of credit or a rebate approval.

  6. Owners ask

    The night-time question, answered on the quote

    Scope, warranty and exclusions in writing, and Claire's question about running the main bedroom at night, answered by Rosa in a comment on the same document instead of a phone call.

    Scope, warranty & exclusions

    • Two days on site; power off for about two hours on day two.
    • Includes commissioning, a handover of the controller and a commissioning report.
    • Excludes ceiling repairs beyond the new outlets and any switchboard upgrade.
    • 5-year workmanship warranty; equipment warranty as set out by the manufacturer.

    Claire HadleyCan the main bedroom run on its own at night?

    Rosa, HaldenYes. Zone 2 has its own schedule on the controller and the app.

  7. Both owners sign

    Two signatures, then the deposit

    Claire and Tom each sign with a legally binding eSignature, and the 20% deposit is paid by card through Stripe once the quote is signed. Your office books the install date.

    Payments: Essentials and up, with your own Stripe or PayPal account

    Accept, sign and pay the deposit

    2 of 2 signed

    • Claire HadleyHomeowner Signed18 Oct, 7:42 pm
    • Tom HadleyHomeowner Signed18 Oct, 7:55 pm

    Deposit to book your install (20%)

    $4,673.68

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

Change the system, tick the extras, watch the deposit

Choose a different system above the price table and the system line, the total and the 20% deposit change with it. Untick the service platform, or add the condensate pump the survey says they may need, and everything recalculates before they sign.

The install is priced from your price book, the extras carry the survey's numbers in their notes (18 m of pipe, 3 m beyond the 15 m included), and your costs and margins never appear on the customer's copy.

  • Single-choice group driving the system line
  • Optional rows for pipe, removal, platform, pump and a first-year care plan
  • Deposit as a percentage on signing, via Stripe or PayPal

Price tables and payments: Essentials and up

Equipment price book & installation extras
Halden Climate Co.System quote HC-5108 Sample · fictional business

Choose your system

Your quote

ItemQtyRateAmount
Your system
Ducted 14 kWThe system you choose above
1 ea $12,380 $12,380.00
Installation$7,769
Installation, two licensed techniciansTwo days on site
28 hr $98 $2,744.00
Ductwork, outlets & return airInsulated flexible duct, 9 outlets, 2 return-air grilles
1 lot $3,120 $3,120.00
Refrigerant pipework & drainUp to 15 m, insulated, with condensate drain
1 lot $860 $860.00
Dedicated circuit & isolatorBy our licensed electrician
1 ea $980 $980.00
Refrigerant handling & recoveryLicensed recovery from the old system
1 ea $65 $65.00
Installation extras Tick to add
 3 m $85 $255.00
1 ea $480 $480.00
1 ea $360 $360.00
1 ea $290 $290.00
1 yr $320 $320.00
Subtotal
$21,244.00
Tax (10%)
$2,124.40
Total
$23,368.40
Deposit to book your install (20%)
$4,673.68

What every ducted quote has to answer

The questions owners ask before they spend twenty thousand dollars, and the block in HC-5108 that answers each one.

  • Which rooms, which zone?

    The zone table: every room in a zone, with its outlets and the designer's note on sun, insulation and how it's used.

  • Where does the air come back?

    Return-air grilles in the ductwork line, and the return-air drop marked up on the roof-space photo.

  • How do we control it?

    Controller and app per system in the options, the controller position in the survey photos, and night zoning answered in a comment.

  • Can you get into our roof?

    Access, clearance and the platform for future servicing, shown in a marked-up photo and offered as an optional row.

  • Is our switchboard OK?

    The dedicated circuit and isolator as their own line, and any switchboard upgrade listed under exclusions, so nobody is surprised.

  • What happens to the old system?

    Removal and licensed refrigerant recovery as separate lines the owners can see, not buried in one install price.

Try it with your own ducted quote

Free for 14 days, no credit card required. Send us your current template and we'll convert one for you during the trial.

Start free 14-day trial Book a demo

Sample quote · HC-5108

Signed by both owners on Saturday night. Install booked on Monday.

The 20% deposit on the Ducted 14 kW system with three extras, paid through Stripe the moment Tom added the second signature.

$4,673.68 Deposit paid on signing, 20% of $23,368.40

What changes when every designer quotes from one template

The value of a ducted quote template set up in QuoteCloud, job by job. No statistics: just what moves.

The jobTodayWith QuoteCloud
Writing up the survey Room sizes in a notebook, retyped into a Word quote that every designer lays out differently. The same zone table, inclusions, exclusions and warranty in every quote, filled in from the survey.
Pricing the install Last month's spreadsheet, with old prices for duct, pipe and labour. Systems, labour and extras added from one product catalogue, updated by CSV when supplier prices change.
Offering options Three PDFs, or one quote and a phone call about the better system. Three systems as one choice in one quote; the owners pick and the price follows.
Getting both owners to agree A printed quote on the kitchen bench and a follow-up call next week. One link, comments on the questions, two eSignatures and the deposit paid.
Handing over to the office Re-keying the won job into the job management system. A job created in simPRO or ServiceM8 through Zapier when the quote is signed.

How an HVAC business sets QuoteCloud up

From survey to a signed ducted quote

Five steps a designer repeats on every ducted job.

  1. Survey the house

    Measure the rooms, check the roof space and photograph it, the outdoor unit spot and the switchboard, as you do now.

  2. Fill in the zones

    Open your ducted template and enter each zone's rooms, area, outlets and your sizing notes in the zone table.

  3. Offer three systems

    Add the three systems from the price book as a single-choice group, then the install and the extras the survey found.

  4. Add the photos

    Drop in the survey photos and mark up the roof space in the image editor.

  5. Send for two signatures

    Add both owners as signers and send one link; they choose, sign and pay the deposit on signing.

Ducted quotes: questions answered

Can a ducted air conditioning quote show each zone?

Yes. A table block sets out each zone with its rooms, floor area, outlets and your sizing notes, beside survey photos and the price. The figures are your designer's: QuoteCloud doesn't calculate heat loads, size systems or select equipment.

Can I offer three ducted systems in one quote?

Yes. Put the systems in a single-choice group so the customer picks one; the system line, the total and the deposit update as they choose. Price tables with optional rows and choice groups are on Essentials and up.

Can both owners sign a ducted system quote?

Yes. Add both owners as signers. Each signs with a legally binding eSignature, and the deposit can be paid by card through Stripe or with PayPal once the quote is signed. Payments are on Essentials and up and need your own gateway account.

Can installation extras be optional?

Yes. Extra pipe per metre, removing the old unit, a roof-space platform or a condensate pump can be optional rows the customer ticks or unticks, with the survey's figures in each line's note. Totals recalculate as they change.

Does QuoteCloud book the install date?

No. The deposit is paid when the quote is signed, and your office books the install. A signed quote can create a job in simPRO or ServiceM8 through Zapier, or an event in Google Calendar one way.

Everything an HVAC business sends

Sales, service and the set-up that keeps every document consistent.

Your next ducted install, signed and booked

Free for 14 days. No credit card required.

Start free 14-day trial Book a demo

See pricingHVAC templatesAll industries