Good, better, best systems with running costs
Put three systems side by side with your running-cost estimates, warranty and noise, explain rebates and finance in your own words, and let the customer choose.
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QuoteCloud lets HVAC businesses offer good, better and best systems as a single-choice group in the quote: the customer picks one and the price, tax and deposit update. Running-cost estimates, warranties, rebate and finance information are the business's own content in the document; QuoteCloud has no energy calculator, rebate or finance integration.
Three pages of a sample ducted system quote from a fictional business, Halden Climate Co., for Claire and Tom Hadley, fanned out and taking turns at the front: the cover; the three systems, ducted 12.5 kW at $10,450 with an estimated running cost of $1,180 a year, ducted 14 kW at $12,380 (recommended, $990 a year) and a premium 14 kW with the quietest outdoor unit at $15,240 ($910 a year); and an information block on energy rebates, paying over time through a finance provider and how the running-cost estimates were made.
How the options read in the quote
Claire and Tom Hadley's ducted quote, page by page: why there are three systems, what separates them, the information they asked about and the price their choice produces.
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Halden Climate Co.System quote HC-5108 Sample · fictional business
System quote
Ducted heat pump air conditioning, 4 zones
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.
Cover
Why there are three options
The intro says what the survey found and that three systems suit the house, before a single price appears.
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Halden Climate Co.System quote HC-5108 Sample · fictional business
Choose your system
Options
Good, better, best, and what's different
Capacity, controls and your running-cost estimate for each system, with the one you recommend marked. A single-choice group: Essentials and up.
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Halden Climate Co.System quote HC-5108 Sample · fictional 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.
Rebates & finance
Rebates and paying over time, as information
Your wording on rebate schemes, the finance provider you refer customers to and how the running costs were estimated. Content only, never an offer.
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Halden Climate Co.System quote HC-5108 Sample · fictional business
Your quote
Item Qty Rate Amount Your system Ducted 14 kWThe system you choose above1 ea $12,380 $12,380.00 Installation $7,769 Installation, two licensed techniciansTwo days on site28 hr $98 $2,744.00 Ductwork, outlets & return airInsulated flexible duct, 9 outlets, 2 return-air grilles1 lot $3,120 $3,120.00 Refrigerant pipework & drainUp to 15 m, insulated, with condensate drain1 lot $860 $860.00 Dedicated circuit & isolatorBy our licensed electrician1 ea $980 $980.00 Refrigerant handling & recoveryLicensed recovery from the old system1 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
- Plus, monthly
- $0.00/mo
- Deposit to book your install (20%)
- $4,673.68
Price
The choice becomes the price
The chosen system is the first line, then installation and the extras, tax and the 20% deposit to book the install.
Equipment price book & installation extras
The upgrade is the customer's choice
Choose the premium system and the system line, tax, total and deposit change in front of you. Go back to the 12.5 kW and they drop again.
Nobody has to ask for a second quote to see the difference, and nobody is talked into it: the three prices and running costs sit side by side and the customer decides.
- Three systems as a single-choice group, the recommended one marked
- Installation extras as optional rows under the system
- The deposit recalculates with every choice
Price tables: Essentials and up
Deposits & payment on signingChoose your system
Your quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| 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
- Plus, monthly
- $0.00/mo
- Deposit to book your install (20%)
- $4,673.68
Rebates and finance, explained, never promised
A text block in your template explains the rebate schemes customers may apply for, the finance provider you refer them to and how your running-cost estimates were worked out.
It's your information, in your words. QuoteCloud has no rebate, finance or energy-calculation integration: customers apply to the scheme or provider themselves, and your estimates stay estimates.
- Save the wording once in the content library (Essentials and up)
- Lock the block so the disclaimer isn't edited (content locking: Business)
- Customers ask questions in comments on the quote
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.
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.
What goes in each option
Three systems the customer can tell apart in a minute, and the information that makes the comparison fair.
Good: sized right
The system that does the job the survey found, with a wall controller and your standard warranty. It sets the floor the other two are measured against.
Better: lower running cost
Higher efficiency and app control, with your yearly running-cost estimate beside it, so the extra price reads against the difference in bills.
Best: quietest, most control
A quiet outdoor unit and a sensor in every zone, for the customer worried about the bedroom window or the neighbour's fence.
Your running-cost basis
One sentence under the options says how the yearly figures were estimated: tariff, hours of use, the survey. Your estimate, never a guarantee.
Warranty and first-year service
Workmanship and equipment warranty by option, and a first-year service plan as an optional row the customer can add.
Rebates stay out of the price
Point to the information block rather than deducting a rebate in the price table: the customer applies, and the scheme decides.
Set up your three standard options in the trial
Free for 14 days, no credit card required. Send us your current system quote and we'll convert one template, options and all, during the trial.
Sample quote · HC-5108
The better system, chosen, not sold.
Three systems side by side, the difference in running cost and noise in your words, and one click to choose. The customer reads the comparison and decides.
When a repair is no longer worth it
An eleven-year-old system with a refrigerant leak is a replacement conversation. The technician says so in the repair quote's notes, and the office sends a replacement quote with the same three options.
Maintenance agreements nearing their end show in the Expiring Soon filter: the other good moment to offer an upgrade, from the same options template.
- One options template for new installs and replacements
- The customer's question answered in a comment
- Expiry dates on agreements, no automatic renewals
Notes from the technician
- Indoor unit and controller are working normally.
- The oil at the service valves points to a small refrigerant leak: fix it while the system is open.
- Your system is 11 years old. If you'd rather replace it, we'll quote that separately.
Nina PetrovicWill it be cooling again tonight?
Leon, HaldenYes, about three hours with the leak repair.
Set up good, better, best once
Five steps to an options template every designer and technician uses the same way.
Choose your three systems
Decide what good, better and best mean for you: capacity, efficiency, noise and controls.
Add them to the price book
Each system as a price book item with its price and your hidden cost.
Build the option group
Put the three systems in a single-choice group in the template and mark the one you usually recommend.
Write the comparison once
Running-cost basis, warranty, rebate and finance wording as saved content blocks.
Send and see the choice
The customer chooses, signs and pays the deposit. The signed quote records the system they picked.
System options questions
Can customers choose between three HVAC systems in one quote?
Yes. Put the systems in a single-choice group in the price table, with what's included and your running-cost estimate under each. The customer picks one, and the system line, tax, total and deposit update straight away. Installation extras sit below as optional rows. Price tables are on Essentials and up.
Does QuoteCloud calculate running costs or rebates?
No. Running-cost estimates, rebate details and finance information are your own content in the quote. QuoteCloud presents them in your template; it has no energy calculator and no rebate or finance integration, and it doesn't check whether a customer qualifies for a scheme.
Can I explain finance options in an HVAC quote?
Yes, as information. A text block can name the finance provider you refer customers to and explain that applications, approval and repayments are between the customer and that provider. QuoteCloud doesn't offer credit or connect to a finance provider, and payments in QuoteCloud are a deposit or full payment on signing.
Can the rebate and running-cost wording be the same on every quote?
Yes. Save the wording as a block in the content library, on Essentials and up, and add it to your quote templates. On the Business plan you can lock the block, so the disclaimer and running-cost basis read the same on every quote your team sends.
Will I know which system the customer chose?
Yes. The signed quote records the option the customer chose, and document tracking shows when the quote is opened, signed and paid. QuoteCloud can also send alerts for document updates and actions to Slack or Microsoft Teams. If they ask a question first, it arrives as a comment on the quote.
Can I use the same options for a replacement quote?
Yes. A replacement for an ageing or failed system starts from the same options template. Agreements with an expiry date show in the Expiring Soon filter, which is a good time to send one; QuoteCloud doesn't send replacement quotes or renew agreements by itself.
Everything an HVAC business sends
Sales, service and the set-up that keeps every document consistent.
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Ducted & multi-zone system quotesZones and room-by-room notes, three systems to choose from, installation extras and the deposit on signing.Explore
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Split & multi-split system quotesOne room or the whole house: each head sized and priced, single or multi-split options, pipe runs and brackets.Explore
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Discount approvals & protected marginsWinter specials and big discounts checked by a director before the quote goes out, with costs never shown.Explore
- Equipment price book & installation extrasSystems by capacity, labour, pipe runs, brackets, pumps and electrical in one catalogue, with your cost and margin hidden.
- Site surveys, photos & markupRoof space, outdoor unit position and switchboard photos, marked up and placed in the quote the customer reads.
- Commercial HVAC proposals: plant, VRF & fit-outsPlant replacement, VRF and tenancy fit-out proposals with staged works, a programme, approvals and two signers.
- Preventive maintenance agreementsEvery unit listed, repeating charges, a visit schedule and an expiry date, with seasonal service offers sent in bulk.
- Breakdown & repair quotes from siteThe fault, the photos and the repair options, approved and paid on the spot before the parts are fitted.
- Commissioning & service visit reportsCommissioning checks, maintenance visit results and refrigerant records in a report the client signs off.
- Deposits & payment on signingA deposit to book the install, or the repair paid in full, by card or PayPal the moment the customer signs.
- Accounting & field-service integrationsWon installs to Xero or QuickBooks, and jobs to ServiceM8, simPRO and other field-service apps through Zapier.
- HVAC templatesReal QuoteCloud templates for HVAC contracts, proposals, maintenance agreements and handover sign-off.
- QuoteCloud implementation for HVAC businessesYour price book loaded, quote and agreement templates converted, approvals set and the team trained.
- FAQAnswers to the questions HVAC installers, service teams and mechanical contractors ask most.
Let customers choose the better system
Free for 14 days. No credit card required.