HVAC / Plumbing / Electrical pricebook automation

Turn your service pricebook into clean estimates your field team can send in minutes.

Autorator helps service contractors standardize labor, materials, trip fees, and margin rules so office staff and field techs stop rebuilding quotes from scratch.

See the estimate flow

No app install for customers · Built around your current pricebook and repeat services

Autorator pricebook estimate dashboard
Customer estimate approval mobile screen
What your team sees

Approved service items, labor rules, margin checks, customer-ready estimates, and follow-up status in one workflow.

Approved pricebookKeep service pricing consistent
Faster estimatesSelect work items instead of rewriting quotes
Margin guardrailsProtect labor, materials, and markup
Follow-up queueKnow which customer needs the next action
Field service workflow

Your team builds the estimate once, then reuses the same pricing logic on every job.

HVAC, plumbing, and electrical teams often quote from memory, old spreadsheets, and copied PDFs. Autorator turns those repeated services into selectable pricebook items.

01

Upload or enter your standard services.

Trip fees, labor hours, materials, emergency rates, maintenance plans, and markup rules become a reusable pricebook.

02

Build estimates from approved line items.

Dispatchers and field techs select services, adjust quantities, and see totals before sending the estimate.

03

Track approvals and follow-ups.

Sent, revised, deposit requested, approved, and callback-needed estimates stay visible after the first quote goes out.

Customer estimate approval screen
Customer-ready estimate
Mobile estimate action screen
Approve or call from mobile
Product screens

A pricebook, estimate builder, and follow-up desk for everyday service work.

Built for HVAC, plumbing, and electrical teams that need cleaner estimating screens without rebuilding their whole operation.

Estimate builder

Create customer-ready quotes from approved service rows, labor rules, and markup settings.

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Follow-up queue

See which quotes need approval, revision, deposit, or a callback.

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Pricebook performance

Review close rate, average job value, discount leakage, and margin by trade.

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Operational shift

Stop quoting from memory. Make your repeat work selectable and trackable.

Autorator is not a full ERP replacement. It is the estimating layer contractors need before quotes become jobs, invoices, and follow-up tasks.

Old wayEvery dispatcher copies an old spreadsheet or PDF
AutoratorApproved services are selected from one pricebook
Old wayMargins change depending on who writes the quote
AutoratorLabor, material, and markup rules stay visible
Old waySent quotes disappear into email threads
AutoratorFollow-up status is tracked after the estimate is sent
Setup offer

Start with a setup call and one pricebook workflow.

We review your current quote process and show how repeat services can become a cleaner estimate flow.

Setup offer

Pricebook estimate setup

HVAC
Setup call / free review

We review your current price sheet, estimate template, and quote workflow, then show how it can become a reusable estimate system.

  • Service pricebook structure
  • Labor and material rules
  • Mobile estimate flow
  • Follow-up status tracking
  • CSV export for quote records
  • Customer request capture

Turn repeat service work into a cleaner estimate system.

Start with one pricebook review and see how your team can send consistent quotes faster.