High-volume equipment, high-volume service — quote both fast.
HVAC, compressor and pump manufacturers ship at scale through long distributor and contractor chains, then service a huge installed base for decades. ServiceCPQ runs it on one platform — duty-based CPQ, feed-based field service, high-volume maintenance contracts and self-service B2B commerce.
Where high-volume mechanical equipment outgrows generic CPQ.
HVAC, compressor and pump equipment is sold through deep distributor and contractor chains, selected on duty conditions, and serviced across a huge installed base — a combination generic CPQ and ERP tools weren't built to handle together.
High SKU counts and option variants stall quoting
Chillers, rooftop units, compressors and pumps carry deep option trees — capacity, refrigerant, voltage, materials of construction. A flat CPQ option list can't resolve which combinations are actually valid.
Selection depends on duty conditions, not a picklist
The right pump or compressor depends on flow, head, pressure and duty. Without selection logic tied to performance curves, reps over-spec, under-spec or kick every non-standard job to engineering.
Long distributor and contractor chains lose pricing control
Product ships through distributors to contractors to end users. Each tier needs its own price and margin, and manual price books drift out of date the moment a promotion or cost change lands.
Service is high-volume and mostly manual
Installed bases run to tens of thousands of units. Maintenance visits, warranty checks and parts lookups are handled one call at a time, with the right part identified by hand.
Maintenance contracts don't scale
Preventive-maintenance and extended-coverage agreements are quoted in spreadsheets and tracked in email, so renewals slip and coverage terms vary site to site.
Replacement and retrofit demand goes unseen
Aging units are a predictable replacement and efficiency-upgrade pipeline — but without lifecycle data tied to the asset, that revenue is left for a competitor to quote first.
Configure and quote HVAC, compressor and pump equipment fast.
Guided selling for standard platforms, full manual control for engineered configurations — one engine, both motions.
Capacity, refrigerant, materials and performance rules resolved from the knowledge graph, not a static picklist.
Multi-tier pricing by distributor and contractor tier, enforced automatically on every quote.
One platform across the distributor & contractor chain.
Technicians work a prioritised feed of service jobs with the right part and procedure already attached.
Preventive-maintenance and extended-coverage contracts configured, priced and renewed at volume, automatically.
Distributors and contractors order parts and book service 24/7 through a config-aware storefront.
Replacement, retrofit and installed-base revenue, on the same engine.
Aging units surface as priced replacement and efficiency-upgrade offers before the customer shops elsewhere.
Efficiency, running cost and total-cost-of-ownership modelled into the quote to justify the upgrade.
Every unit tracked as an asset — warranty status, service history and next-best offer in one record.
ServiceCPQ vs generic CPQ or an ERP configurator.
Generic CPQ handles a flat option list. An ERP configurator handles the BOM. Neither one resolves duty-based selection, multi-tier distributor pricing, and high-volume service on the same commercial object.
| Capability | Generic CPQ / ERP configurator | ServiceCPQ |
|---|---|---|
| Unified CPQ + service + commerce platform | Separate systems for CPQ, field service and parts commerce | One platform from quote to field service to renewal |
| Duty-based selection (flow, head, capacity) | Manual sizing spreadsheets alongside the configurator | Selection logic tied to performance rules on the knowledge graph |
| Guided catalogue + engineered-to-order | Strong at one motion, weak at the other | Guided selling and engineered configuration on one engine |
| Multi-tier distributor & contractor pricing | Single price list — tiers maintained by hand | Distributor and contractor tiers enforced automatically |
| High-volume maintenance contract quoting | Spreadsheets and email — renewals slip | Contracts configured, priced and renewed at volume |
| Self-service B2B parts & service | Phone and email orders through inside sales | Config-aware storefront, 24/7 self-service |
| AI parts matching across catalogues | Structured part-number lookup only | NLP matching — supersessions surfaced automatically |
HVAC, compression and fluid handling. Any configuration model.
Frequently asked questions
It is configure, price, quote software built for high-volume mechanical equipment makers — resolving deep option trees and duty-based selection for chillers, rooftop units, compressors and pumps, applying multi-tier distributor and contractor pricing, and extending the same engine to field service, maintenance contracts and self-service parts commerce.
Yes. Selection logic ties performance rules to the configuration, so a rep enters the duty point and the engine narrows to valid, correctly-sized units — instead of relying on a picklist and manual sizing spreadsheets.
Yes. Guided selling drives standard platforms at catalogue speed, while engineered configurations get full manual control with BOM-level detail and automatic routing to engineering for non-standard specs — all on one engine.
Yes. A config-aware B2B storefront lets distributors and contractors configure, price and order equipment, parts and service 24/7 within the tiered pricing and access rules you set — no inside sales required for routine transactions.
Every unit is tracked as an asset with warranty status and service history, so maintenance contracts renew on time and aging equipment surfaces as priced replacement and efficiency-upgrade offers before a competitor quotes them.