Residential HVAC Manufacturers, distributors, and dealers who want cleaner data, fewer pricing errors, faster updates, and better sales performance.

Pricebook Digital supports residential HVAC equipment sales across the entire ecosystem - including manufacturers, distributors, and dealers - with a focus on change-outs, replacements, and retrofit projects.

From accurate equipment data and system matchups to structured, option-based sales presentations, our platform helps streamline the path from product selection to proposal. Whether it’s a straight replacement, a full system change-out, or a retrofit upgrade, Pricebook Digital ensures clean data, consistent pricing logic, and professional sales tools that support confident residential selling.

Pricebook Digital delivers Pricebook Catalog for centralized product data management and PricebookPlus™ for structured sales presentations and proposals that help contractors sell with confidence.

Powering it all behind the scenes is Pricebook DataSource™ - our core HVAC data platform that ensures accurate equipment data, pricing logic, and system matchups across every solution.

Yes. Customers can use Pricebook Catalog or PricebookPlus™ independently - or combine them for a fully connected, catalog-to-close workflow.

Distributors use Pricebook Catalog to manage and distribute accurate product data across their dealer network. Dealers use PricebookPlus™ to build structured, option-based sales presentations and proposals in the home.

When a dealer is connected to a distributor using Pricebook Catalog, pricing and product updates are pushed directly into PricebookPlus™ - eliminating manual updates, reducing errors, and ensuring everyone is working from the same accurate data.

Pricebook Digital supports all major HVAC brands and works with distributors across the country and Canada. 

Through standardized data and a single source of truth across the network - backed by a dedicated team that actively mines, verifies, and curates HVAC equipment data.

Our team continuously reviews manufacturer information, validates system matchups, and refines product details to ensure accuracy and consistency. It’s not just automated feeds - it’s carefully maintained data you can trust.

Most customers are onboarded quickly, depending on setup complexity.

Typical implementation timelines are 30–45 days for PricebookPlus™ and 60–90 days for Pricebook Catalog, ensuring proper configuration, data validation, and a smooth rollout.

Yes. Onboarding, one-on-one training, and ongoing support are included - and scale as your organization grows.

Your dedicated Pricebook team works alongside you to ensure everyone in your organization gets up and running smoothly and stays aligned. From initial setup through long-term adoption, we’re there to help your team operate confidently and consistently.

HVAC residential dealers and sales teams selling change-outs and equipment in-home, in-office, or remotely.

It replaces static pricing with real-time, validated data - including verified system matchups - configurable options, integrated financing, automatic rebates, and professional presentations. Unlike other tools, we handle the equipment relationships and data accuracy behind the scenes, so every option presented is built on trusted, structured HVAC data.

Yes. It works on tablets, laptops, and desktops.

By simplifying choices, presenting clear options and payment structures, and building trust through clean, consistent, and professional branded presentations.

Yes. Build side-by-side system options in minutes - including multiple location options within the same presentation for easy comparison.

Most proposals are built in minutes.

Yes. Presentations can display monthly payments without showing full system pricing.

Yes. Proposals can be printed, emailed, or shared digitally.

Yes. Branding, logos, and messaging are fully customizable.

Yes. Margins, install kits, and option pricing (margins for different tiers of  equipment) are configurable.

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

Yes. Customer data, jobs, sold estimates, and PDFs sync back to ServiceTitan.

PricebookPlus also integrates with Housecall Pro, JB warranties, and Wells Fargo Financing. 

Yes. Onboarding, training, and continued support are provided. PricebookPlus also hosts a large knowledge base and Help Center full of documentation and how-to videos. 

Pricing can be updated in real time and pushed instantly to dealers.

Yes. Distributors manage pricing tiers, dealer access, territories, and product visibility.

Yes. Manufacturers can control naming, specifications, images, and approved content.

Yes. Updates are distributed instantly across the network or delivered to indivisual dealers in specific tiers. 

Dealers can quickly search products, view details, and share catalog pages digitally.

Yes. Pricebook Catalog feeds accurate data directly into PricebookPlus™ for proposals.

Yes. A single source of data significantly reduces errors and discrepancies.

Most catalogs are implemented in 60-90 days, depending on data complexity.

Yes. Training and ongoing support are included and scale as your business grows. Pricebook Digital provides white-glove support with real people, fast response times, monthly training webinars, and a robust knowledge base available anytime.

It saves time, reduces costly errors, improves dealer satisfaction, and scales across large networks.

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.

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.

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.

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

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.

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.

Most proposals are built in minutes.

Yes. Proposals can be printed or emailed. 

Yes. Branding, logos, and messaging are customizable.

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

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