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.
Customized Sales & Pricing
- Tailor your sales process, build multi-option presentations in minutes, and showcase your brand your way.
Integrated Customer Engagement
- Add links to your site, socials, reviews, and financing, and use pre-loaded finance plans for quick approvals.
Up-to-Date Product & Pricing Data
- Get current system and equipment costs, plus seasonal rebates and promotions that stay continuously updated.
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 Whicker, Hall Heating
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:
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Present Best / Better / Good system options with clear comparisons
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Customize pages to highlight your brand, messaging, and company advantages
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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
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Support remote selling with Buy Now functionality for on-their-own purchasing
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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
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Continuously updated equipment costs
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Configurable financing plans and rebate programs
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Current manufacturer warranties and documentation
- On-demand spec sheets that can be pulled up instantly from within the system
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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
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Qualify prospects and track deal progress
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Build and deliver sales presentations and proposals
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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
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Share site photos, notes, and job details in one place
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Generate customizable installation work orders
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Send documentation directly to installers or installation managers
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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.