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Professional HVAC proposals - powered by trusted Pricebook Digital data - without the complexity.

PricebookCore is built for smaller teams that want a simple, affordable way to quote confidently, close faster, and keep jobs moving.

  • Accurate pricing & proposals

  • Unlimited training & support

  • Warranties, rebates & tax credits

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Why PricebookCore? 

Everything you need to quote and close - nothing you don’t.

PricebookCore delivers the essentials to create clear, professional HVAC proposals your customers can easily understand. Built on the same trusted Pricebook data foundation, it ensures accurate pricing, consistent presentation, and confidence in every quote - without unnecessary complexity.

Create professional proposals fast

Digital + print proposals that look polished and consistent.

Sell with confidence

Include key selling tools like warranties, rebates, and credits in your quoting workflow.

Unlimited training & support

Unlimited training & support to keep your team moving (even with lean staff).

Core vs Plus: Find the Right Fit

Have a smaller team or are just getting started? PricebookCore gives you everything you need to quote accurately, present professionally, and close with confidence - without added complexity. Core is ideal for dealers who want trusted HVAC data, clean proposals, and a simple, reliable sales process in the field. As your business grows, Start where you are today, and move up when you’re ready - the data stays the same, the power grows with you.

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PricebookCore Features

PricebookCore is built to support the essential steps of the HVAC sales process - from creating accurate quotes to delivering professional proposals. Powered by trusted Pricebook data and designed for simplicity, PricebookCore helps dealers quote confidently, present clearly, and keep sales moving without added complexity.

Explore the core features that make PricebookCore the right fit for streamlined HVAC sales.

In-Home and Remote Sales Presentations That Close

ShowSite™ is the interactive sales experience at the core of PricebookCore. It lets you showcase your brand, your value, and your expertise through customizable presentation pages while clearly presenting Best, Better, and Good system options homeowners understand.

With ShowSite, you can:

  • Present Best / Better / Good system options with clear comparisons

  • Customize pages to highlight your brand, messaging, and company advantages

  • Guide homeowners through decisions with a simple, step-by-step experience

  • Support remote selling with Buy Now for on-their-own purchasing

  • Keep deals moving after the visit with shareable, web-based presentations

The Data Behind Every Confident Sale

PricebookCore is powered by Pricebook DataSource™, a comprehensive HVAC data platform built to support accurate, professional selling. It delivers the critical information your sales team needs without the burden of managing it themselves.

With Pricebook DataSource™, you get:

  • Complete equipment details and system matchups

  • Current manufacturer warranties and documentation

  • A single, reliable source of truth that keeps every quote accurate

Flexible Pricing That Protects Your Margins

PricebookCore gives you full control over pricing so you can stay competitive in your market without sacrificing profitability. Easily adjust pricing at multiple levels to reflect local conditions, costs, and margin goals.

With Pricing Tools, you can:

  • Fine-tune equipment and system pricing by market or strategy

  • Control installation pricing, discounts, and promotions

  • Automatically apply rebates and incentives

  • Present accurate, ready-to-sell pricing every time

Manage Every Opportunity From Lead to Install

PricebookCore helps you stay organized and in control throughout the entire sales cycle - from first lead to final installation. Everything your team needs to move deals forward lives in one connected system.

With Lead Management, you can:

  • Capture and manage new leads in one place

  • Qualify prospects and track deal progress

  • Build and deliver sales presentations and proposals

  • Follow up easily to keep opportunities moving

  • Generate installation-ready documentation once the deal is closed

Installation-Ready From the Moment You Close

PricebookCore ensures a smooth handoff from sales to installation so nothing gets lost between the proposal and the job site. Every detail from the sale flows directly to your installation team in a clear, organized format.

With Installation Support, you can:

  • Pass along ordered equipment and services automatically

  • Share site photos, notes, and job details in one place

  • Generate customizable installation work orders

  • Send documentation directly to installers or installation managers

  • Reduce errors, callbacks, and delays after the sale

Pricebook Digital Includes All Major HVAC Brands

Trusted by the HVAC Industry. Proven in the Field.

We have been exceptionally impressed with the customer service provided to us by the Pricebook team: knowledgeable staff, prompt replies and service that goes above and beyond to meet our needs. We would definitely recommend to other businesses.

- Kari, Shwepp HVAC

I highly recommend. One of the best things we ever did as a company. Makes selling simple and easy for us and the customer. If you're on the fence about using Pricebook, DO IT, you won't regret it. The Pricebook team made the process smooth. Thank you guys!

- Alex, Indian Trail Air & Heat

The Houston COD team has been working with Pricebook Digital for about a year now. Initially we planned to continue doing the price books with the region but understood the need to upgrade the professionalism of the book. From day one of working with the staff, the level of professionalism, enthusiasm and product delivered has been top notch. Also, this platform allows regional customization, reports and installments that set them a step above. Our staff and contractors love the new books. I would highly encourage anyone that is considering using this product to sit through a demo. You will be blown away.

- Bobby, Daikin Comfort Technologies

 

Really great product that takes your proposals to the next level. Plenty of flexibility to tweak to everyone's personal preferences. Along with it being a great product that is being updated continuously. But really the most impressive thing is the people behind it, really outstanding group top to bottom. Extremely fast response time and resolutions to whatever comes up.

- Mark, Hall Heating & Air Conditioning

I want to say how much we enjoy using Pricebook. Our goal is to deliver a great product to our customers and that starts with a great proposal. Having a proposal that is pleasing to the customer and not frustrating can win the job alone. We get complements on our proposals all the time. Being a contractor in the service industry can be "challenging" at times so it is nice to partner with a company that gives us the customer experience we strive to give ours. thank you.

- Dack, Carlson's Heating & Air Conditioning

 

We have been using Pricebook for about 6 months and have had fantastic results. Very straight forward and easy to set up and use. They now handle multiple systems very well, and the integration with Service Titan makes things much easier and minimizes double entry issues. I would certainly recommend.

- Rob, McClintock Heating & Cooling

 

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Easy to Implement. Backed by Real Support.

Getting started with PricebookCore is straightforward and you’re never on your own. Our team builds and maintains your pricebook to your specifications, provides hands-on onboarding, and trains your sales team to sell confidently from day one.

As your business grows, PricebookCore scales with you - supported by ongoing updates, training resources, and responsive support from people who know HVAC.

PricebookCore FAQs

Is PricebookCore different from PricebookPlus?

PricebookCore and PricebookPlus™ are built on the same high-quality, trusted HVAC data foundation — including carefully curated equipment data, validated system matchups, and maintained pricing logic. There is no difference in the quality of the data behind them.

PricebookCore is designed for smaller teams that need professional proposals, accurate data, and a streamlined workflow without added complexity.

PricebookPlus™ is built for growing and larger organizations that require expanded configuration options, advanced features, and greater scalability to support higher sales volume and more complex operations.

Who is PricebookCore™ designed for?

PricebookCore is designed for residential HVAC dealers that are newer to selling with technology - who want a simple, reliable way to move beyond paper quotes and spreadsheets.

It provides accurate equipment data, validated system matchups, and professional in-home proposals that build trust with homeowners, all within a streamlined, easy-to-adopt workflow.

Can I present proposals digitally and print them?

Absolutely. PricebookCore allows you to create professional, easy-to-understand proposals that can be presented digitally in the home or shared electronically, as well as printed when needed. This flexibility ensures your sales process works the way you and your customers prefer.

Can PricebookCore™ be used on tablets and mobile devices?

Yes. PricebookCore is a web-based application that works on tablets, laptops, and desktop computers - giving your team the flexibility to access accurate data and sales tools from the office or in the home.

How does PricebookCore™ help close more sales?

By simplifying choices, showing clear options and payments, and building trust with professional, branded presentations.

How many user licenses does PricebookCore™ include?

PricebookCore includes one user license. This is ideal for smaller teams or owner-operators who want a streamlined solution. If you need additional users, expanded sales tools, or more advanced capabilities, PricebookPlus includes two licenses and is designed to scale with growing teams.

Is training included?

Yes. Unlimited training and support are included with PricebookCore. Your team has access to onboarding, ongoing training resources, and U.S.-based support to ensure everyone is confident using the platform - no matter your team size or experience level.

How long does it take to create a proposal?

Most proposals are built in minutes.

Can proposals be printed or emailed?

Yes. Proposals can be printed or emailed. 

Can I customize PricebookCore™ with my logo and branding?

Yes. Branding, logos, and messaging are customizable.

Can I control margins and option pricing?

Yes. Margins, install kits, and option pricing are configurable.

Does PricebookCore™ support financing, rebates, and tax credits?

Yes. It supports multiple financing options, manufacturer rebates, utility rebates, and federal and state tax credits.

Ready to Get Started?

Experience how accurate data, flexible pricing, and powerful presentations come together in one seamless sales platform.

Schedule a Demo with our Sales Team!

Built for residential HVAC dealers. No obligation.