Equipment and labour on the same document
Your catalog can hold both units and installation or travel services. Quantities and prices are calculated per line, and a B2B list discount can apply to the whole quote.
OfertPilot · commercial workflow
HVAC quoting software
Climate-control requests often mix units, installation, pipe, insulation and delivery. OfertPilot keeps them as catalog lines, with price and VAT, in a single quote.
Clearfrom the first request
Controlledwith approvals and history
Readyfor your team
An illustrative sample, not a real job
The homepage uses a demonstration quote (units, installation, copper pipe, delivery, 8% discount, 21% VAT). It is presentation data calculated with the same engine, not a customer result.
Technical validation stays with your specialist
The platform does not replace sizing, stock checks or technical compatibility. If you use AI assistance, catalog suggestions must be reviewed by an installer or technical lead before sending.
Follow the request
Once sent, the quote can sit next to the customer and job status, so you know what was accepted, changed or still waiting.
See how to start with a workflow built for your team.
In a short demo, we walk through the request, catalog, quote and approval flow.
