Quoting

The quoting module is the heart of Sortinal. It takes you from a customer enquiry to a professional PDF quote — complete with equipment specs, pricing, and terms.

How it works

Every quote belongs to a job, and every job belongs to a customer. A single job can have multiple quote options so the customer can compare.

Quote structure

Quote
└── Quote Option (e.g. "Option A — Budget" / "Option B — Premium")
    └── AC System
        ├── Indoor Unit(s)
        ├── Outdoor Unit
        ├── Electrical (isolator, cable)
        ├── Piping (pipe coils, fittings)
        └── Access/Mounting (brackets, trunking)

Creating a quote

1. Open a job and tap + New Quote.
2. Add a system — choose the unit type:
   • Split system — single indoor + outdoor
   • Multi-split — multiple indoor units sharing one outdoor
   • Ducted — concealed indoor unit with duct runs
3. Select equipment — browse the built-in Daikin or Mitsubishi catalog. Filter by capacity, type, or series. The app shows specs, energy ratings, and pricing.
4. Configure the install — set pipe run length, trunking colour, mounting type, electrical requirements, and any access difficulties.
5. Add extras — optional items like wifi controllers, condensate pumps, surge protectors, or premium brackets.
6. Review — check the breakdown: equipment cost, materials, labour, margin, and total price including GST.

Cooling load calculation

When you enter room conditions (size, ceiling height, insulation, windows, orientation), Sortinal estimates the cooling load in kW. This helps you recommend the right-sized unit.

See Cooling Load Calculator for the full breakdown.

Quote options

A single quote can have multiple options — let the customer choose between a budget install and a premium one, or between different brands. Each option has its own system configuration and pricing.

PDF generation

Tap Generate PDF to create a branded quote document. The PDF includes:

• Your business logo, name, ABN, and ARC licence
• Customer details and site address
• Equipment specifications for each option
• Itemised pricing breakdown
• Terms and conditions
• Warranty information
• Expiry date

Sending quotes

You can deliver the quote in several ways:

• Email — sends the PDF as an attachment with your configured email branding
• Share link — generates a web page where the customer can review, approve, or decline the quote online
• Print / save — download or print the PDF directly

Quote acceptance flow

When you share a quote link, the customer sees a branded approval page. They can:

• Review each quote option
• Approve — selects their preferred option and confirms
• Decline — optionally leaves a reason

You get notified when they respond. Approved quotes can be converted to invoices with one tap.

See Quote Acceptance for more detail.

Quote defaults

Configure defaults in Settings → Quote Defaults:

• Numbering prefix and sequence
• Expiry period (days)
• Standard terms and conditions
• Warranty wording

Tips

• Use quote options to upsell — show a budget and premium side by side
• Set your profit margins in Settings so pricing calculates automatically
• The cooling load calculator helps justify the unit size to the customer
• Generate the PDF on-site and email it before you leave the driveway