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Accurate HVAC data. Faster proposals. More profitable sales.

PricebookPlus is the industry-leading, cloud-based sales platform for residential HVAC changeouts - built on trusted data that helps dealers quote confidently, close faster, and sell higher-efficiency systems with ease.

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Selling HVAC Just Got Easier

PricebookPlus is an all-in-one sales platform built for residential HVAC dealers - replacing spreadsheets and manual quoting with one simple, data-driven system that helps teams sell faster and with confidence. Powered by Pricebook DataSource™, it delivers continuously updated equipment data, system matchups, pricing, rebates, warranties, and financing - maintained by our team, not yours - so quotes stay accurate and errors stay low.

At the center is ShowSite™, an interactive sales presentation that works in-home or digitally. From first lead to installation-ready documentation, PricebookPlus supports every step of the sale - helping your team close more deals with less effort and greater consistency.

PricebookPlus Features

PricebookPlus is built to support every step of the HVAC sales process - from the first lead to a successful installation. Powered by trusted HVAC data and designed for ease of use, PricebookPlus helps dealers sell faster, quote accurately, protect margins, and deliver a seamless experience for homeowners and internal teams alike.

Explore the core features that make PricebookPlus the industry’s leading HVAC sales platform.

In-Home and Remote Sales Presentations That Close

ShowSite™ is the interactive sales experience included with both PricebookPlus and PricebookCore. It lets you showcase your brand, your value, and your expertise through customizable presentation pages while clearly presenting multiple system options homeowners understand - with the flexibility to customize on the fly by adding services, accessories, upgrades, and financing options during the conversation.

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

  • Customize on the fly by adding services, accessories, upgrades, and financing options during the conversation

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

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

The Data Behind Every Confident Sale

Plus & Core are powered by Pricebook DataSource™, a comprehensive HVAC data platform built to support accurate, professional selling and equipment costs. 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 AHRI system matchups

  • Continuously updated equipment costs

  • Configurable financing plans and rebate programs

  • Current manufacturer warranties and documentation

  • On-demand spec sheets that can be pulled up instantly from within the system

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

Flexible Pricing That Protects Your Margins

Plus & Core give 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:

  • Option Pricing to set and manage margins
  • Fine-tune equipment and system pricing by market or strategy
  • Control installation pricing, discounts, and promotions
  • Apply rebates and incentives
  • Support multiple financing plans with consistent pricing logic
  • Present accurate, ready-to-sell pricing every time

Manage Every Opportunity From Lead to Install

Both Plus & Core help 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 built-in tools to manage sales opportunities, you can:

  • Capture and manage new leads in one place

  • Qualify prospects and track deal progress

  • Build and deliver sales presentations and proposals

  • Generate installation-ready documentation once the deal is closed

Installation-Ready From the Moment You Close

Ensure a smooth handoff from sales to installation so nothing gets lost between the proposal and the job site with both Plus & Core. 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

Dealer Benefits

Bottom line: PricebookPlus helps you sell more, sell smarter, and save time doing it.

PricebookPlus is built around the real challenges HVAC dealers face every day - pricing accuracy, limited time in the home, and the need to clearly present better options. By combining trusted data, flexible pricing controls, and an intuitive sales experience, PricebookPlus helps turn every opportunity into a more profitable sale.

Increase Average Revenue Per Sale

The ShowSite™ makes it easy for homeowners to compare Best / Better / Good options, understand monthly payments, and confidently choose upgrades - often moving to higher-efficiency systems. With better pricing control and a clearer path to premium options, many dealers report a measurable lift in average ticket, with some seeing increases of $1,500+ per sale.

Save Hours Every Week

Build multi-option proposals in minutes and close faster—without chasing down the data behind every quote. Because PricebookPlus is powered by Pricebook DataSource™ and maintained by our team, you no longer have to research and manually manage equipment matchups, new models, pricing, rebates, warranties, or financing details - saving hours every week.

Increase Sales and Profitability

When speed, accuracy, and presentation come together, results follow. PricebookPlus helps you generate more proposals per day, improve close rates, and protect margins through consistent pricing and polished presentations, delivering a smoother sales process from lead to install across your entire operation.

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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How PricebookPlus Works - From Setup to Sale

Step 1

Set Up Pricing and Products

We work with you to configure your equipment, system options, pricing, margins, and financing - powered by Pricebook DataSource™ and maintained by our team. Your pricebook stays accurate and up to date, without spreadsheets or constant manual updates.

Step 2

Train Your Team and Get Up to Speed

Your team doesn’t have to figure it out on their own. PricebookPlus includes live training webinars, a robust knowledge base with tutorials and guides, and responsive US-based support. Whether you’re onboarding new hires or rolling out updates, your sales team always has the resources they need to sell confidently.

Step 3

Build Multi-Option Proposals in Minutes

In the home or on the go, your sales team can quickly build professional proposals with Best / Better / Good options, clear pricing, and payment scenarios - no manual calculations or guesswork required.

Step 4

Present In-Home or Share Digitally

Use ShowSite™ to guide homeowners through system options, upgrades, and financing during the visit - or send the presentation digitally for follow-up. Homeowners can review details and move forward at their own pace.

Step 5

Deliver Installation-Ready Documentation

Once the deal is closed, everything flows seamlessly to your installation team. Equipment selections, site notes, photos, and work orders are organized and ready - ensuring a smooth handoff from sale to install.

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Seamlessly Integrated with the Tools You Already Use

Pricebook Digital is designed to fit into your existing HVAC tech stack - not replace it. Our platform integrates with leading CRM, financing, warranty, and operational tools so accurate HVAC data flows wherever it’s needed, without duplicate entry or disconnected systems.

By connecting trusted HVAC data to the systems your teams already rely on, Pricebook Digital helps eliminate rework, reduce errors, and keep pricing, proposals, and documentation aligned across sales and operations.

Built to Work With:

  • Sales and CRM platforms such as ServiceTitan and Housecall Pro

  • Consumer financing providers including Wells Fargo

  • Warranty and protection programs like JB Warranties

  • Distributor pricing, dealer workflows, and catalog delivery tools

Learn More

Integration Partners

Pricebook Digital Includes All Major HVAC Brands

Easy to Implement. Backed by Real Support.

Getting started with PricebookPlus 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, PricebookPlus scales with you - supported by ongoing updates, training resources, and responsive support from people who know HVAC.

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.