HVAC quote decision support

Find where your replacement quotes stop moving.

RelayQuote turns a privacy-safe aggregate of your Jobber quote history into a clear next decision. Start with one focused Snapshot or choose the complete managed diagnostic.

No subscription. No CRM access. Source quote rows stay on your device.

Example mature quote cohort Illustrative data
Mature quotes48
Total value$426k
Outcome rate31.3%
Won
15
Viewed, unresolved
20
Never viewed
8
Archived
5
Testable observation: Viewed-but-unresolved quotes hold more value than never-viewed quotes. Test ownership and next-step timing before changing price.

Start small or go straight to depth

Two scopes. One privacy boundary.

The Starter shows how RelayQuote frames one decision. The managed diagnostic adds full interpretation, prioritization, and quality review.

Starter Snapshot$79

One clear starting decision.

Receive one quote-state baseline, one observable constraint, and one measured 30-day experiment within two business days after an eligible aggregate passes review.

  • Customer-specific PDF Snapshot
  • One bounded experiment plan
  • No call or custom segment analysis
Review the Starter scope
Managed Diagnostic$500

Full analysis and three priorities.

RelayQuote reviews the eligible aggregate, reconciles timing and value patterns, and delivers three prioritized experiments with deterministic QA and a written or audio handoff.

  • Full quote-state and timing analysis
  • Three client-specific experiments
  • Analyst QA and handoff
Request a managed fit check

After RelayQuote delivers the paid Starter, the same business may qualify and accept the managed scope within 30 calendar days of Starter payment. The full $79 is then credited toward the $500 managed diagnostic, leaving $421. No automatic charge occurs.

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.

01 / Cohort

Comparable quotes only

Recent quotes stay out of mature outcome comparisons, and repair or commercial work stays out of replacement analysis.

02 / State

Seen versus stalled

Never-viewed and viewed-but-unresolved value are separated instead of compressed into one awaiting-response total.

03 / Action

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

Controlled scope

A smaller first step without a weaker data boundary.

Fit

Residential HVAC, Jobber as the quote system, at least 30 comparable replacement quotes, and eight interpretable outcomes.

Delivery

The Starter delivers one bounded decision in two business days. Managed delivery adds the full funnel, findings, three experiments, and handoff in five business days.

Boundary

No pricing advice, HVAC engineering, outcome guarantee, recovered-revenue claim, CRM access, or homeowner contact.

A paid first step, not a deposit

Start with the Snapshot.

The $79 Starter has complete standalone value. Buying it does not guarantee managed eligibility or reserve a delivery date. Written terms come before a private payment link.

$79

One time. No automatic renewal.

Request Starter details