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QuickBooks Field Quotes
Technicians build a quote on site from your QuickBooks products and services, add photos and get the customer's signature on the phone.
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HVAC Quote Generator template
Quotes for ventilation and HVAC contractors.
by AgentUIUpdated November 13, 2026
More screens
What's inside the HVAC Quote Generator template
- Paste a material list, a photo or a PDF and the AI matches it to your price list.
- Check the lines, add labor and tax, and see your margin before you send.
- Numbered quotes, a PDF with your logo, email to the client, an AI chat that asks what's missing, a price list you import from Excel or CSV, client pages with every quote, and an automatic follow-up when a sent quote isn't accepted.
- English and Spanish, including the PDF and emails.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
Describe it. We'll build it with you.
Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time.
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