Contact Support
Schedule a Demo

Integrations That Fit How HVAC Teams Work

Pricebook Digital connects seamlessly with the tools HVAC dealers and distributors already rely on - so accurate data, pricing, and proposals flow where they’re needed, without extra steps.

Start the job. Sell the system. Hand off clean.

PricebookPlus integrates with both ServiceTitan and Housecall Pro to connect your service workflow with professional HVAC sales proposals. Teams can start a job or opportunity inside their FSM, launch PricebookPlus to build and present accurate system options, then pass the finalized sales details back into their system - keeping everything aligned from first visit to installation.

Comfort Advisors can build professional, multi-option proposals using accurate HVAC data, present them in-home or digitally with ShowSite™, and seamlessly return the selected system, pricing, and job details back to ServiceTitan or Housecall Pro for scheduling and installation.

What this means for your team:

  • Start jobs directly in ServiceTitan or Housecall Pro

  • Launch PricebookPlus to build accurate system proposals

  • Pass sold system details back into your FSM automatically

  • Faster transition from sale to scheduled installation

  • Less manual data entry between sales and operations

  • More accurate job information for technicians and install teams

  • Professional, consistent homeowner experience

How the Integration Works

Create the job in ServiceTitan or Housecall Pro - or start directly in PricebookPlus. The workflow adapts to how your team prefers to sell.

Build accurante, multi-option proposals in PricebookPlus and present in-home or digitally using ShowSite™

Sync key job details back into ServiceTitan or Housecall Pro for for a seamless sales experience

Turn Every Proposal Into a Complete, Confidence-Building Sale

PricebookPlus, with its ServiceTitan integration, also connects with JB Warranties to make offering extended warranties simple, seamless, and sales-friendly. Dealers can present JB warranty options directly within their proposals and bundle them into Good / Better / Best system packages—giving homeowners added peace of mind while positioning every option as a complete solution.

By incorporating warranties into the sales process from the start, contractors can increase ticket size, reduce friction at close, and create a more professional, transparent buying experience that builds trust and drives more wins.

What this means for your team:

 

  • Offer JB extended warranties directly in PricebookPlus proposals

  • Build warranties into Best / Better / Good system options

  • Create added value and peace of mind for homeowners

  • Increase close rates with stronger protection offerings

  • Reduce friction between sales, warranties, and operations

For dealers using ServiceTitan, JB Warranties supports the JB360 program through the PricebookPlus → ServiceTitan integration. 

Make financing simple - directly from the proposal.

PricebookPlus connects with Wells Fargo Consumer Financing to streamline how homeowners review and apply for financing. Financing options are linked directly within the PricebookPlus proposal, allowing customers to explore details, apply quickly, and move forward without slowing down the sale.

What this means for your team:

 

  • Financing links embedded directly in PricebookPlus proposals
  • Less time explaining options and managing paperwork
  • Faster decision-making for homeowners
  • A smoother experience from proposal to approval
  • Reduced friction during the close

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.