AI office manager for HVAC shops

Write quotes in 10 seconds.
Fill every open slot.

Setpoint is an AI tool built specifically for small HVAC shops with 2–15 techs. Your tech describes a job, we write the quote. You have open time tomorrow, we find the customers most likely to book.

No credit card required · $99/month flat when you're ready

What it does

A quote in under 10 seconds.

No templates. No manual line items. Your tech describes what they found — Setpoint does the rest.

1

Tech describes the job

"Capacitor is blown on the condenser. While I'm here the coils are filthy and the contactor looks original — probably 15 years old."

Plain English. No forms.
2

Setpoint builds the quote

Matches parts to your catalog, applies your margin, estimates labor time, and writes a professional customer-facing summary.

Under 10 seconds.
3

You approve and send

Review the itemized quote, adjust anything you want, and send to the customer — all from your phone while the tech is still on site.

Ready to send.
AI powered

Quote Generator

Your tech describes what they found on site. Setpoint matches parts to your price list, estimates labor, and generates a professional quote in seconds — ready to send to the customer.

No more manual quoting

Save 15–20 minutes per job. At 5 jobs a day that's over an hour back every single day.

Revenue engine

Schedule Filler

When a tech has dead time, Setpoint finds the right customers to contact — overdue for service, near other jobs, or with aging equipment — and writes the outreach message for you.

Turn dead time into revenue

One filled slot per week pays for the entire subscription.

What's under the hood

Setpoint is a system, not a feature.

The AI you see on the surface runs on a real HVAC data model. Everything connects. Every quote teaches the system. Every completed job updates the service clock. Every decline becomes a future follow-up.

Customer & equipment database

Every HVAC unit tracked by brand, model, install year, refrigerant type, and full service history. Setpoint knows which customers are due, overdue, or approaching replacement age.

Parts catalog with margin math

Upload your distributor price list as CSV. Setpoint applies your margin and labor rate automatically on every quote. Update prices, every future quote reflects it.

Job & quote history

Every quote generated is stored with the exact AI input and response. Full audit trail. Re-quote a similar job in seconds by referencing a past one.

Calendar & dispatch

Assign jobs to techs, see open slots, and let the schedule filler use geography — your open slot in Bethlehem surfaces nearby customers first.

Outreach pipeline

Declined repairs get logged and resurfaced 45–180 days later. Equipment hitting 8–15 years gets flagged for replacement conversations. Nothing falls through.

Claude Sonnet intelligence layer

Not a static template engine. Every quote and outreach message is generated fresh by Claude using your actual job data, your catalog, your margins, your customer's history.

The math

$99/month.
One filled slot covers it.

The average HVAC service call is $200–350. One job that would have been an empty slot — found and booked by Setpoint — pays for the subscription for three months. Most shops fill 2–4 extra slots per month within the first week.

"Saved me 45 minutes per quote and I booked a job on a Tuesday that would have been empty."

— HVAC owner, Allentown PA (placeholder)
FAQ

Common questions.

How does the AI know my prices?
You upload your parts catalog as a CSV — distributor costs, your sell price, or both. Setpoint applies your margin automatically on every quote. Update the CSV anytime and every future quote reflects it instantly.
Do I need to replace my current software?
Not necessarily. Setpoint is focused on quoting and schedule filling. If you're using something else for invoicing or QuickBooks sync, you can run Setpoint alongside it. We're a focused tool, not a full replacement.
What if I don't have a customer list?
You can start entering customers as you go — the quote generator works from day one without a full database. The schedule filler gets smarter as your customer history builds up.
How long does setup take?
About 15 minutes. You'll add your company info, upload your parts list, and create your first quote. Most owners are fully set up the same day they sign up.
Can I cancel?
Yes, anytime — no contracts, no cancellation fees. If you cancel, you keep access through the end of your billing period.

Try it on a real job.

Fourteen days, no credit card. Use it on three real quotes. If it doesn't save you time, you're out nothing.

Start free trial →

$99/month flat when you're ready. Cancel anytime.