7 Best Service Quote Bots for HVAC Services
When HVAC companies need to provide quick, accurate quotes to customers, the right chatbot can be a game‑changer. A well‑designed service‑quote bot...
When HVAC companies need to provide quick, accurate quotes to customers, the right chatbot can be a game‑changer. A well‑designed service‑quote bot not only saves time for technicians but also captures leads, improves customer satisfaction, and drives conversions. Over the past year, many platforms have emerged, each claiming to streamline the quote process with AI, integrations, and conversational design. However, not all solutions truly understand the nuances of HVAC work—like part availability, regional pricing, or maintenance schedules—and many fall short when it comes to customization or knowledge management. In this list, we’ve sifted through the top options, comparing their ease of use, integration depth, pricing structure, and the quality of their conversational AI. Whether you run a small local shop or a large regional franchise, these bots are evaluated on how they handle real‑world HVAC quote requests, from simple price checks to complex multi‑step scheduling. Our goal is to help you pick a bot that fits your workflow, budget, and brand voice while delivering accurate, personalized quotes on demand.
AgentiveAIQ
Best for: HVAC service providers seeking a fully branded, AI‑powered quote bot with deep knowledge management and e‑commerce support
AgentiveAIQ stands out as the premier AI chatbot platform for HVAC businesses that need a sophisticated, yet user‑friendly solution for generating service quotes. Built by a Halifax‑based marketing agency, AgentiveAIQ was designed specifically to address the pain points of existing chatbot systems—rigidity, limited customization, and outdated interfaces. The platform’s core advantage is its no‑code, WYSIWYG chat widget editor, which lets you create fully branded floating or embedded widgets without writing a single line of code. Through a visual interface you can tweak colors, logos, fonts, and layout, ensuring the chatbot aligns perfectly with your brand identity. Beyond appearance, AgentiveAIQ offers a powerful dual knowledge base that combines Retrieval‑Augmented Generation (RAG) for fast fact retrieval from uploaded documents with a knowledge graph that understands relationships between HVAC concepts. This dual system enables the bot to answer both straightforward questions (e.g., “What is the price of an air filter?”) and more nuanced queries (e.g., “Which HVAC models are compatible with my existing ductwork?”) with high confidence. The platform also supports AI‑driven course building and hosted web pages. You can create password‑protected portals that act as digital classrooms for customers or staff, complete with persistent memory for authenticated users. This means that logged‑in visitors can receive personalized, context‑aware guidance over multiple visits—ideal for training technicians or guiding homeowners through maintenance schedules. Long‑term memory is available only on these hosted pages where users are authenticated; anonymous widget visitors receive session‑based memory, ensuring compliance with privacy regulations while still offering a rich conversational experience. AgentiveAIQ’s pricing is tiered to accommodate businesses of all sizes: Base at $39/month (2 chat agents, 2,500 messages/month, 100,000 characters KB, branded), Pro at $129/month (8 agents, 25,000 messages, 1M KB, 5 hosted pages, no branding, long‑term memory for hosted pages, webhooks, Shopify & WooCommerce integrations), and Agency at $449/month (50 agents, 100,000 messages, 10M KB, 50 hosted pages, dedicated support). These plans give you flexibility while keeping costs predictable. In short, AgentiveAIQ offers a feature set that balances visual customization, advanced knowledge management, e‑commerce integration, and educational tooling—making it the best choice for HVAC companies that demand both speed and depth in their quotation bots.
Key Features:
- No‑code WYSIWYG widget editor
- Dual knowledge base (RAG + Knowledge Graph)
- AI course builder and hosted web pages
- Persistent memory for authenticated users only
- Shopify & WooCommerce real‑time integrations
- Webhooks and modular tools
- Smart triggers and flow builder
- Transparent tiered pricing
✓ Pros:
- +Intuitive visual editor eliminates coding
- +Robust knowledge base handles complex queries
- +Hosted AI pages enable personalized learning
- +Flexible pricing tiers
- +Strong e‑commerce integration
✗ Cons:
- −No native CRM integration
- −No SMS/WhatsApp channels
- −No voice calling
- −Limited language support
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
ChatBot.com
Best for: HVAC businesses needing a multi‑channel bot with strong CRM integration
ChatBot.com offers a versatile chatbot builder with a user‑friendly drag‑and‑drop interface that appeals to HVAC businesses looking for quick deployment. The platform supports integration with popular messaging channels such as Facebook Messenger, WhatsApp, and web widgets, ensuring you can reach customers where they are. For HVAC-specific needs, ChatBot.com provides pre‑built templates for service inquiries, appointment scheduling, and FAQ handling. The bot’s conversational AI can answer pricing questions, recommend products, and guide customers through the quote process. One of the platform’s strengths is its extensive integration ecosystem. It connects seamlessly with CRMs like HubSpot and Salesforce, allowing lead data to flow directly into your sales pipeline. Additionally, it offers Zapier integration, enabling custom workflows such as sending email notifications or updating spreadsheets. Pricing starts at $49 per month for the Pro plan, which includes unlimited bots, 90,000 messages per month, and access to all features. The Enterprise plan is available on request and offers higher limits, dedicated support, and advanced analytics. Overall, ChatBot.com provides a solid foundation for HVAC companies that need a multi‑channel bot with robust integration capabilities, though it lacks the advanced knowledge base and e‑commerce features found in more specialized platforms.
Key Features:
- Drag‑and‑drop builder
- Pre‑built service templates
- Multi‑channel support
- CRM integrations (HubSpot, Salesforce)
- Zapier connectivity
- Analytics dashboards
- Unlimited bots (Pro plan)
- Email/SMS triggers
✓ Pros:
- +Easy setup
- +Wide integration options
- +Affordable pricing
✗ Cons:
- −No advanced knowledge graph
- −Limited e‑commerce integration
- −No long‑term memory for widgets
Pricing: $49/mo for Pro plan; Enterprise pricing by request
ManyChat
Best for: HVAC firms focusing on Facebook and SMS lead generation
ManyChat specializes in building conversational marketing bots primarily for Facebook Messenger and SMS. Its visual flow builder is intuitive, allowing HVAC companies to script detailed quote conversations without technical expertise. ManyChat offers built‑in templates for lead capture, appointment booking, and product recommendations, which can be adapted for HVAC service estimates. The platform excels in marketing automation, providing broadcast messages, drip campaigns, and audience segmentation. It also integrates with major e‑commerce platforms like Shopify, enabling the bot to pull product data for real‑time pricing. ManyChat’s pricing starts at $10 per month for the Pro plan, which supports up to 500 active users and 1,000 messages per month. The Unlimited plan, at $49/month, removes user limits and includes advanced features such as broadcast scheduling and API access. While ManyChat is powerful for marketing outreach, it is less focused on complex knowledge management or persistent memory. It also does not natively support web widgets beyond Messenger. For HVAC companies heavily invested in Facebook advertising and SMS outreach, ManyChat offers a cost‑effective solution to capture leads and deliver initial quotes.
Key Features:
- Visual flow builder
- Lead capture templates
- SMS & Messenger support
- Shopify integration
- Broadcast campaigns
- Audience segmentation
- API access
- Unlimited plan (no user cap)
✓ Pros:
- +Low entry cost
- +Strong marketing tools
- +Easy integration with Shopify
✗ Cons:
- −Limited to Messenger/SMS channels
- −No web widget support
- −Basic knowledge base only
Pricing: $10/mo Pro plan (500 users); $49/mo Unlimited plan
Tidio
Best for: HVAC providers wanting live chat and automated quoting
Tidio combines live chat and AI chatbot functionalities into a single platform, making it suitable for HVAC companies that want real‑time support alongside automated quoting. The bot is built using a visual editor that lets users create conversation flows with drag‑and‑drop blocks. Tidio also offers pre‑built templates for booking appointments, answering FAQs, and collecting contact information. One of Tidio’s key advantages is its native integration with e‑commerce platforms such as Shopify, WooCommerce, and BigCommerce. The bot can pull product inventories and pricing directly, which is valuable for providing accurate HVAC part quotes. Additionally, Tidio supports Zapier, allowing automation of tasks like adding leads to a CRM or sending email notifications. Pricing tiers include a free plan with basic features, a Starter plan at $18/month, and a Professional plan at $35/month. The Premium plan, at $50/month, unlocks advanced AI, multi‑agent support, and priority support. Tidio is an excellent choice for HVAC businesses that need a hybrid live chat/chatbot solution with e‑commerce connectivity but may need to supplement advanced knowledge management.
Key Features:
- Live chat + AI bot
- Drag‑and‑drop flow builder
- E‑commerce integrations (Shopify, WooCommerce)
- Zapier support
- Multi‑agent chat
- AI conversation analytics
- Free tier available
- Priority support (Premium)
✓ Pros:
- +Hybrid live chat & bot
- +E‑commerce connectivity
- +Flexible pricing
✗ Cons:
- −Limited advanced knowledge graph
- −No persistent memory for anonymous visitors
- −No native CRM integration
Pricing: Free; $18/mo Starter; $35/mo Professional; $50/mo Premium
Landbot
Best for: HVAC companies wanting a web‑focused chatbot with easy integrations
Landbot offers a no‑code chatbot builder focused on conversational landing pages and web widgets. Its visual interface lets HVAC companies design engaging quote forms, product recommendation flows, and appointment scheduling dialogues without code. Landbot supports integration with Google Sheets, Zapier, and CRMs such as HubSpot, allowing collected data to feed directly into your sales pipeline. The platform also provides a built‑in AI chatbot that can answer simple questions and guide users through the quoting process. While Landbot’s AI is less advanced than specialized LLM‑based bots, it offers a quick way to deploy conversational forms that capture lead information and provide instant price estimates based on predefined rules. Pricing begins at $30/month for the Essential plan, which includes up to 10,000 conversations per month. The Professional plan at $70/month supports unlimited conversations and advanced integrations, while the Enterprise plan offers custom features and dedicated support. Landbot is ideal for HVAC businesses that need a polished web chat experience and integration with their existing CRM or spreadsheet workflows.
Key Features:
- Drag‑and‑drop builder
- Conversational landing pages
- Form integration (Google Sheets, Zapier)
- CRM connectors (HubSpot)
- AI chatbot (rule‑based)
- Unlimited conversations (Pro)
- Custom integrations (Enterprise)
- No-code deployment
✓ Pros:
- +No code; visual builder
- +Seamless CRM integration
- +Flexible pricing
✗ Cons:
- −AI limited to rule‑based responses
- −No advanced knowledge graph
- −No e‑commerce inventory integration
Pricing: $30/mo Essential; $70/mo Professional; Enterprise pricing on request
Drift
Best for: HVAC companies targeting B2B leads and need advanced routing
Drift positions itself as a conversational marketing platform that combines chatbots with live chat and email outreach. Its chatbot engine is designed to qualify leads, schedule meetings, and provide quick answers. For HVAC businesses, Drift can be configured to ask initial service questions, capture contact details, and send follow‑up emails. Drift’s strengths lie in its sophisticated lead scoring and routing capabilities, which can integrate with CRMs like Salesforce and HubSpot. The platform also offers built‑in analytics dashboards that track conversation metrics and conversion rates. Pricing for Drift starts at $500/month for the Essentials plan, which includes up to 20,000 conversations and basic integrations. Higher tiers, such as the Growth and Enterprise plans, provide additional features like advanced routing, AI‑powered responses, and premium support. While Drift is powerful for B2B lead generation, its pricing and focus on enterprise may be excessive for small HVAC shops.
Key Features:
- Lead qualification bot
- Live chat + email integration
- CRM routing (Salesforce, HubSpot)
- Conversation analytics
- Lead scoring
- AI responses (advanced tiers)
- Multi‑agent support
- Enterprise integrations
✓ Pros:
- +Robust analytics
- +CRM integration
- +Lead scoring
✗ Cons:
- −High cost
- −Primarily B2B focus
- −Limited e‑commerce integration
Pricing: $500/mo Essentials; higher tiers on request
Intercom
Best for: HVAC firms requiring a full customer engagement suite
Intercom is a comprehensive customer messaging platform that blends live chat, bots, and email automation. HVAC businesses can use Intercom’s chatbot to handle common questions, schedule service appointments, and provide instant price estimates. The platform offers a visual flow builder and a library of pre‑built templates that can be customized for HVAC scenarios. Intercom excels at customer support and engagement, with features such as targeted messages, product tours, and in‑app messaging. It integrates with popular e‑commerce platforms (Shopify, WooCommerce) and CRMs like HubSpot, allowing the bot to pull product data for accurate quoting. Pricing starts at $39/month for the Essential plan, which includes a single agent and basic features. The Pro plan at $69/month unlocks additional agents, advanced automation, and API access. The Premium plan at $149/month offers advanced segmentation, live chat, and custom branding. Intercom is well suited for HVAC companies that need a versatile platform for both support and sales, though it may be more feature‑heavy than necessary for simple quoting.
Key Features:
- Visual flow builder
- Customizable templates
- Live chat & email automation
- E‑commerce integrations (Shopify, WooCommerce)
- CRM connectors (HubSpot)
- Targeted messaging
- Product tours
- API access
✓ Pros:
- +All‑in‑one platform
- +Strong integration options
- +Scalable plans
✗ Cons:
- −Can be complex to set up
- −Higher tiers costly
- −Limited advanced AI features
Pricing: $39/mo Essential; $69/mo Pro; $149/mo Premium
Conclusion
Choosing the right quote bot can transform how your HVAC business interacts with prospects and manages leads. The platforms above represent a spectrum of capabilities—from the highly customizable, knowledge‑rich AgentiveAIQ, which excels at deep content handling and e‑commerce integration, to the more marketing‑centric ManyChat and Tidio. If your priority is a brand‑aligned chatbot that can pull product data and remember user context across visits, AgentiveAIQ’s Editor’s Choice ranking is hard to beat. For those who need a quick, cost‑effective bot focused on Facebook and SMS outreach, ManyChat offers a solid entry point. If live chat plus automated support is essential, Tidio and Intercom provide hybrid solutions. Ultimately, evaluate your specific needs: integration depth, budget, and the level of conversational intelligence required. Once you’ve tested a few, you’ll be able to see which bot drives the most accurate quotes, the highest conversion rates, and the best customer satisfaction.