Features Overview
Everything you need to streamline your A/C business in one platform
Start Free TrialAll-in-One Business Solution
Designed for service and trade businesses, our platform combines quoting, job management, scheduling, and invoicing into one seamless system
New Quote
$2,450.00
Follow-up Reminder
Tomorrow
Create, Send & Track Quotes in Minutes
The Cooledge platform streamlines your entire quoting process from initial customer inquiry to project completion, helping you win more jobs and complete them efficiently.
- Create branded professional quotes in 60 seconds or less
- Automate follow-ups to ensure no opportunity slips through the cracks
- Track customer interactions and quote status in real-time
- Accept deposits and payments directly through quote links
- Integrate with your accounting software for seamless workflow
Key Features
Complete business management from quote to payment
On-Site Quoting
Create professional quotes on-site with kits, multiple options, and instant payment acceptance. Works for any trade with flexible line-item quoting.
- Build quotes from your price list and kits
- Present multiple options (A, B, C)
- Accept deposits through quote links
- Works for electricians, plumbers, and more
A/C System Quoting
Purpose-built quoting mode for HVAC businesses with pre-configured pricing struture, unit photo overlays, and multiple system types.
- Pre-built take-off lists for all system types
- Professional unit photo overlays
- Download and start quoting in minutes
- Installation handover documentation
Leads Marketplace
Connect with qualified A/C leads through our exclusive partnership with Oz Air Online. Get pre-screened customers delivered directly to your dashboard.
- Pre-qualified customers with genuine interest
- Real-time lead notifications and delivery
- Seamless integration with your workflow
- Partnership with established A/C lead provider
Online Quote Links
Send clients professional quote links they can view, accept and even pay deposits on - all from their mobile device.
- Mobile-friendly quote viewing experience
- One-click acceptance for customers
- Integrated payment options
- Real-time notifications when quotes are viewed
Automated Follow-ups
Never lose a job due to forgotten follow-ups. Our system automatically reminds clients about pending quotes.
- Customizable follow-up schedules
- Email and SMS follow-up options
- Personalized messaging templates
- Track which follow-ups lead to conversions
Job Management
Track every job from quote to completion. Link multiple quotes, schedule work, and manage everything in one place.
- Job lifecycle: Quote Visit → Work Order → Complete
- Link multiple quotes to one job
- Schedule bookings and assign staff
- Add notes, photos, and documents
Calendar & Scheduling
Visual calendar with drag-and-drop scheduling. See your team's schedule at a glance and book jobs instantly.
- Drag-and-drop to reschedule bookings
- Multiple views: Day, Week, Timeline
- Assign multiple staff to bookings
- Conflict warnings and real-time sync
Invoicing & Payments
Create professional invoices, track payments, and accept credit cards online. Get paid faster with one-click payment links.
- Job-linked or standalone invoices
- Automatic deposit deduction
- Accept credit card payments via Stripe
- Track partial and full payments
Additional Features
Everything you need in one platform
Automatic PDF Generation
Professional quote and invoice PDFs automatically generated and emailed to clients.
Accounting Integration
Seamless sync with QuickBooks and Xero (available on Growth and Scale plans).
White-label Branding
Custom branding on all client-facing materials with your logo and colors.
Payment Processing
Accept deposits and payments directly through quote and invoice links with instant notification.
Email Templates
Customizable email templates for quotes, invoices, follow-ups, and other communications.
Customer Portal
Give your customers access to their quotes, invoices, and project history online.
Ready to streamline your A/C business?
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