• PENDING
  • CLOSED
  • ACTION
  • DETAIL

How to track HVAC proposal status with your AI

Connect AirMatch Pro to your AI client once. After that, you can query your sales data using natural language.

Ask AI about this page

Short answer

Can I check my HVAC quotes with AI?

Yes. You can ask your AI to list all open proposals or pull the details for a specific customer's estimate. This gives you a clear view of your current sales pipeline without opening your CRM manually.

Pipeline outcomes

Where your data lands.

Your AI organizes information into these categories.

PENDING

Unsigned quotes

The AI identifies estimates that haven't been accepted yet. You'll see exactly who needs a follow-up.

CLOSED

Won or lost jobs

The AI pulls data on completed proposals. Use this to review your recent sales performance.

ACTION

Human follow-up

The AI flags quotes that have been sitting too long. You decide when to call the customer.

DETAIL

Specific quote info

The AI fetches line items and pricing for a single job. This is for when you need the exact numbers right now.

The workflow

What your AI does when you ask for status.

The AI acts as a bridge between your chat interface and your sales data.

  1. Scan the pipeline

    The AI looks through your entire list of active sales documents to find what you're looking for.

    list_proposals

  2. Find specific estimates

    If you need to see the math on a specific job, the AI pulls that exact record.

    get_proposallist_estimates

  3. Filter by status

    The AI sorts through the data to separate pending quotes from those already signed.

    list_proposals

  4. Identify gaps

    The AI compares your list of estimates against your proposals to find discrepancies.

    list_estimateslist_proposals

Try it

Copy these to start.

Use these prompts to begin interacting with your sales data.

Starting points

These are basic questions. Swap out the names and dates for your actual customers.

AirMatch Pro Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_CwHAT1pub6YmEFicuM4JIPF2j1nORRKbOfNsTzAC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — AirMatch Pro capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "airmatch-pro-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_CwHAT1pub6YmEFicuM4JIPF2j1nORRKbOfNsTzAC/mcp"
    }
  }
}
Copy into chat04

  • Show me all the pending proposals for Smith Residential.

  • What is the status of the estimate I sent to Miller HVAC?

  • List all my open estimates from last week.

  • Find the proposal for the Johnson job and tell me the total amount.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect AirMatch Pro once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect AirMatch Pro to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change the price on a proposal?

    No. The AI can only read and retrieve existing proposal and estimate data.

  • 02

    Can I ask the AI to delete a quote?

    No. The AI does not have the ability to delete or modify your records.

  • 03

    Does the AI know my customer's contact info?

    Yes, if that information is included within the proposal or estimate records.

  • 04

    Can the AI send an email to the customer?

    No. The AI can only pull data for you to read; it cannot send outbound communications.

  • 05

    How does the AI find a specific job?

    It uses the data provided in your proposals and estimates to match your request to the right record.

  • More questions about AirMatch Pro? The Connector page answers them. See everything the AirMatch Pro Connector can do

Connect AirMatch Pro to Claude, Cursor, ChatGPT & more