Air conditioning quoting software for the summer rush
TradieTally is air conditioning quoting software that lets you price a back-to-back split, a ducted zone or a service and clean on site and send the customer a branded quote before the next enquiry rings.
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TradieTally is air conditioning quoting software for Australian A/C businesses that builds GST-inclusive quotes from pre-priced Smart Bundles on site, emails branded PDF quotes with a public link, keeps quote versions, and converts accepted quotes into scheduled jobs.
Air conditioning quoting software for the summer rush: step by step
- 1
Measure up on site
Check indoor and outdoor unit locations, the pipe run, drain path, access and whether the switchboard can take a new circuit.
- 2
Add the right Smart Bundle
Pick Split back-to-back, Split standard install, Ducted zone add or Split service and clean, and set the quantity.
- 3
Adjust for the site
Add extra pipe metres, a condensate pump, roof access or the Dedicated circuit for A/C bundle.
- 4
Check the profit
See the profit and margin on the quote before you send it.
- 5
Send it before you leave
Email a branded PDF with a public quote link the customer can open on their phone.
Why A/C quotes have to go out fast
When the first hot week hits, everyone wants a split installed now, and they'll book whoever sends a clear price first. If your quotes are written up at night, you're always a day or two behind. Quoting on site with TradieTally closes that gap.
Watch an A/C quote get built on site from bundle to send.
Air conditioning quoting software with five A/C Smart Bundles
Each Smart Bundle is pre-priced with your equipment, install materials and labour, so quoting common jobs takes seconds. Edit them to suit the brands and kit you install.
- Split back-to-back
- Split standard install
- Ducted zone add
- Split service and clean
- Dedicated circuit for A/C
Offering a different unit size without starting again
Customers often ask for a price on a bigger unit once they hear the first number, for example going from a 2.5 kW to a 3.5 kW for a bedroom that gets the afternoon sun. Quote versioning lets you send the revised quote as a new version and keep the original on record.
Quotes go out on your own drag-and-drop PDF template with GST included. See all the quoting software features.
Send, follow up and book the install
Quote reports and your quote conversion rate show which quotes are still open, so you know who to call. Once accepted, the quote converts to a job and drops into the HVAC job management side for scheduling. For pricing tips, read how to quote a split system installation.
Quoting software for air conditioning: FAQs
Can I quote a back-to-back split install on site with TradieTally?
Yes. Add the Split back-to-back Smart Bundle, adjust for the site, check the profit and email the quote before you leave. The bundle carries your own unit, materials and labour prices.
How do I quote a split system that isn't back-to-back?
Use the Split standard install bundle, which carries your normal pipe allowance, then add extra metres, wall penetrations or roof access as separate lines. The profit updates as you add each item.
Can I quote a service and clean for several units on one quote?
Yes. Add the Split service and clean bundle and set the quantity to the number of units. Add any extras, like a drain flush or a ducted filter clean, as their own lines.
Can my air conditioning quote include the dedicated circuit?
Yes. If you're licensed for the electrical work, add the Dedicated circuit for A/C bundle. If you sub it to an electrician, add their price as a custom line item so the circuit is covered in the same quote.
How long does it take to send an A/C quote with TradieTally?
For common jobs built from Smart Bundles, the quote itself takes seconds to a few minutes on site, depending on how many site extras you add. You can try it free for 21 days; see pricing.
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Stop quoting at the kitchen table.
Price every job from your real costs, see the profit before you hit send, and run the whole job from one app. Built by a sparky for electricians, security techs and A/C contractors.