AI for HVAC Contractors 2026-2027
From job walk to estimate to proposal with Claude AI, in hours, not days. No coding required.
Start with your job walk photos and notes. Finish with an estimate, a scope, clarifications and a finished commercial HVAC proposal in your format and your voice.
Written by a working commercial HVAC sales rep and manager, for sales reps, estimators and owners at commercial HVAC contractors.
Why Does Your Next Proposal Still Take 3 Days?
The proposal that sits on your desk for 3 to 5 days is the one a faster contractor wins. Turnaround builds trust, and most of that time goes into drafting and tweaking.
Picture walking off the roof, dropping your photos into one folder and having a clean first draft of the proposal before you're back at the office. You still check every line. You just stop spending your evenings formatting.
No coding. No new software to learn. No IT project.
How to Write an HVAC Proposal With Claude AI
Almost every proposal I've built followed the same 7 steps. The book takes you through each one with Claude Code, one plain English request at a time, on one commercial job from the roof walk to the signed proposal.
- The job walk and the photos. SPIN Selling questions and a photo checklist, so you get everything the first time.
- The estimate. Equipment, materials, labor and your quotes, in your own estimate sheet.
- The scope. What your crew will actually do, written so the client understands it.
- The clarifications. What's included, what's left out, and what you need from the client.
- The price. Built from your numbers and agreed with management.
- The management review. Your managers and the people who'll run the job check it line by line.
- The proposal. Everything above, in your format and your voice, ready to send.
You set up one proposal folder with your best past job and your own estimate sheet. From then on, every new proposal starts most of the way done.
A Commercial HVAC Proposal Example, Step by Step
Pages from the book's example jobs. Tap any picture to see it full size. Every company, client and price in them is made up.
With This Book in Your Hands
- Set up one proposal folder with your best past job and your own estimate sheet.
- Walk the job with SPIN Selling questions and a photo checklist, so you stop driving back for a missed measurement.
- Turn walk photos, nameplates and voice notes into an HVAC estimate in your own sheet, with a one page job summary for your managers.
- Write scopes your lead technician signs off on and clarifications that protect you.
- Build the price your way, with your company's margin and rules.
- Build a 4 page proposal with a letter in your voice, the new unit's specs, a roof plan and a price page.
- Price and write preventative maintenance agreements with a maintenance estimate, a visit schedule and an equipment list.
- Send it and follow up so a sent proposal never goes quiet.
- Stay inside your company's rules on AI, confidentiality and client data.
Your Members Area Is at natebrannock.com/HVAC
Every prompt in the book with a copy button, plus the printable job walk checklist, the review checklist, a sample clarifications list and the About Me kit. Create a free login and answer one quick question from the book.
Open the Members AreaCommercial HVAC Proposal Template
The 9 sections from the book in Word and PDF, with an example under each one and a prompt to fill it in with Claude.
Get the Free TemplateBefore You Buy
Do I need to know how to code?
No. You talk to Claude Code in plain English, typed or spoken, and every chapter gives you the exact words to say. I've never written a line of code.
Does the book tell me what to charge?
No. You build the price from your own numbers, with your company's margin and rules. The book never tells you what to charge, and every price in the examples is made up.
Can Claude write my HVAC estimate?
It builds the estimate in your own sheet from your walk photos, nameplates, notes and quotes. You check every line, and you run the same numbers through your company's estimate so the totals match.
Which Claude plan do I need?
Everything in the book works on Claude Pro, which is $20 a month. Chapter 3 walks you through the setup.
Can I use ChatGPT instead?
The book is built around Claude Code, because it works right inside your proposal folder. The free Job Walk Kit works in either Claude or ChatGPT.
Is it for commercial or residential HVAC?
Commercial. The examples are rooftop unit replacements, an air handler changeout, ductwork, a chiller valve and a preventative maintenance agreement.
What about my company's rules and client data?
Chapter 13 covers it: what to give Claude, what to keep out, and how to stay inside your company's rules on AI and confidentiality.
What's in the members area?
Every prompt in the book with a copy button, the job walk checklist, the review checklist, a sample clarifications list and the About Me kit. You create a free login at natebrannock.com/HVAC and answer one quick question from the book.
Is this an official Anthropic book?
No. It's an unofficial guide written by a working commercial HVAC sales rep and manager. It isn't affiliated with or endorsed by Anthropic.
Your Next Job Walk Is Already on the Calendar
Set up the folder before it.
By Nate Brannock, also the author of AI for B2B Sales Professionals 2026-2027.