HVAC Sales Software Built to Close More Deals
AI proposals your reps can close on-site, a CRM that tracks every lead, embedded financing in every pitch — and when a deal closes, the install project creates itself.
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Everything Your Sales Team Needs. Nothing They Don't.
Close on the spot
EasyQuote builds complete HVAC proposals on a tablet at the homeowner's kitchen table — equipment, pricing, add-ons, and financing — and captures a signature before your rep leaves.
Full pipeline visibility
Sales Velocity gives managers a live view of every open lead, proposal sent, and financing application — with rep-by-rep close rate comparisons and no manual status updates.
Financing in every proposal
Connect GoodLeap, Sungage, LightReach, and other financing partners. Reps present monthly payment options inside the proposal and track approvals in the same pipeline.
Zero re-entry at close
When a deal closes, every proposal detail flows directly into an installation project. Operations gets a ready-to-schedule job instantly — no manual handoff, no re-entry errors.
Built for How HVAC Sales Actually Works
HVAC installation sales is different from a service call. Your rep visits a homeowner, assesses the system, builds a proposal on-site, presents financing options, and tries to close before leaving. That workflow requires purpose-built tools — not a generic CRM bolted onto a dispatch platform.
SubcontractorHub was designed around the HVAC installation sales motion — lead to proposal to close to scheduled install — in one connected platform. Sales managers get real-time visibility. Reps get tools that work in the field. Operations gets clean handoffs.
See the Platform
Financing That Closes Deals — Not Just Checks a Box
Most HVAC contractors treat financing as an afterthought — a link to a lender portal the rep pulls up if a customer asks. That approach loses deals.
SubcontractorHub embeds financing directly in the proposal. Your rep builds the quote, then shows the customer a monthly payment option — GoodLeap, Sungage, LightReach — in the same flow. Approvals track in the pipeline. The gap between "I want to think about it" and "where do I sign" gets significantly smaller.
Book a DemoSubcontractorHub is the right fit if:
The platform is built for HVAC installation contractors with a sales team — not for high-frequency dispatch shops.
Talk to the TeamYou run a sales team that closes HVAC system replacements
Reps build proposals at the homeowner's home (D2D or field sales)
Financing is a major part of how your customers say yes
You want managers to see pipeline and close rates in real time
Manual handoffs between sales and ops are causing errors and delays
You also do roofing or solar and want one platform for all trades
Common Questions
What is HVAC sales software?
HVAC sales software manages the full sales cycle for installation contractors — from lead capture through on-site proposal, embedded financing, and signed contract. The best platforms combine a sales CRM, AI proposals, and automatic handoff to installation project management in one place.
How is HVAC sales software different from field service software?
Field service software handles reactive dispatches — schedule a tech, complete the job, invoice. HVAC sales software manages the installation sales motion: pipeline tracking, on-site proposals, financing at close, and handoff to multi-phase installation projects. These are fundamentally different workflows.
What should I look for in HVAC sales software?
AI proposal generation your reps can use on a tablet at the customer's home, embedded financing in the proposal flow, a CRM with real-time pipeline visibility and rep performance dashboards, automatic project creation when a deal closes, and mobile-first design for field teams.
Does SubcontractorHub work for multi-trade contractors?
Yes — SubcontractorHub was built for contractors running multiple trades. HVAC, roofing, and solar all run in one login. Reps can quote multi-trade jobs and managers see pipeline and project data across all trades in one dashboard.
How quickly can an HVAC sales team get started?
Most HVAC sales teams are live and quoting in the field within a week. Onboarding covers building your price catalog, configuring pipeline stages, connecting financing partners, and training reps on EasyQuote. There is no lengthy enterprise implementation.
Ready to Build a Sales Machine?
See how SubcontractorHub connects your HVAC sales team, proposals, financing, and installation operations in one platform.
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