Quote view tracking is built into HVQuote and exclusive to it. No other HVAC software tells you the moment a customer opens your proposal — and that moment is the one that wins the job.
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What it is
When you send a quote through HVQuote, your customer receives a link by email. The moment they tap or click that link and open the proposal, you receive a real-time notification — on your phone, in your browser, wherever you are.
You can see how many times they've viewed the quote, and when they last opened it. That information changes the way you follow up.
How it works
You send the quote
Build your quote in HVQuote and hit Send. Your customer gets a professional proposal link by email.
Your customer opens it
They tap the link on their phone, tablet, or desktop. They see a clean, branded proposal with your pricing and options.
You get notified instantly
The moment the page loads, HVQuote fires you a notification. You see the customer's name, the quote, and the time — in real time.
You call while they're reading
You pick up the phone right now, while the quote is in front of them. That's the call that closes jobs.
Why it matters
Most contractors follow up days after sending a quote — when the customer has already moved on, gotten another bid, or forgotten why they called you in the first place.
When you call the moment they open the quote, the dynamic is completely different. They're looking at your pricing right now. They're engaged. You can answer questions, handle objections, and close the job in a single conversation.
Most jobs lost in HVAC are lost to silence — not to a better price.
The contractor who calls within minutes of the view notification closes more jobs than the one who follows up days later.
No competitor has this
HousecallPro, Jobber, ServiceTitan — none of them tell you when a customer opens your quote. HVQuote built this feature because it's the single highest-leverage thing a contractor can know during the sales process.
Included in every HVQuote plan — no add-on required
Works on mobile and desktop — notification goes to your phone
Shows view count and timestamp of every open
No setup required — tracking is automatic on every quote you send
14-day free trial. No credit card required. Set up in under 10 minutes.
Start free trial — free 14 daysNo credit card · Up to 5 techs included · Cancel anytime