Comparable quotes only
Recent quotes stay out of mature outcome comparisons, and repair or commercial work stays out of replacement analysis.
HVAC quote conversion diagnostic
Find where your replacement quotes stop moving.
RelayQuote turns a privacy-safe aggregate of your Jobber quote history into a clear funnel, practical findings, and three experiments your team can measure over the next 30 days.
One-time founding diagnostic. $500. Five-business-day delivery after complete, eligible inputs.
Example mature quote cohort
Illustrative data
Mature quotes48
Total value$426k
Outcome rate31.3%
Won15
Viewed, unresolved20
Never viewed8
Archived5
Testable observation: Viewed-but-unresolved quotes hold more value than never-viewed quotes. Test ownership and next-step timing before changing price.
A decision layer, not another dashboard
Separate the funnel before changing the process.
Jobber already reports quote activity. RelayQuote applies one consistent cohort rule, makes missing data visible, and turns the result into controlled operating experiments.
Seen versus stalled
Never-viewed and viewed-but-unresolved value are separated instead of compressed into one awaiting-response total.
Three measurable tests
Every recommendation has a baseline, owner, primary metric, guardrail, sample target, review date, and stop rule.
Source rows stay with you
A deliberately narrow data boundary.
Your prepared CSV is processed in your browser. RelayQuote receives nothing unless you choose to send the generated aggregate JSON.
Used locally
- Pseudonymous quote codes
- Controlled replacement categories
- Quote value, status, and event dates
- Optional pseudonymous salesperson codes
Never requested
- CRM credentials or Client Hub links
- Homeowner names, contacts, or addresses
- Payment, financing, or free-form notes
- Quote PDFs, screenshots, or source exports
Founding scope
One diagnostic. Five business days. No subscription.
Fit
Residential HVAC, Jobber as the quote system, at least 30 comparable replacement quotes, and eight interpretable outcomes.
Delivery
Quote-state funnel, timing and value findings, data-quality review, three experiments, and written or audio handoff.
Boundary
No pricing advice, HVAC engineering, outcome guarantee, recovered-revenue claim, CRM access, or homeowner contact.
First three qualified companies
Founding diagnostic
Written scope acceptance comes before a private payment link. If RelayQuote cannot provide the agreed deliverables after complete eligible inputs are available, the fee is refunded.