Thanks for laying this out so clearly, Breanne. Grouping 70-80 configurations into 30 templates, then still adding the equipment and supplies by hand for 2-3 options per home, is a lot of repeat work. One workaround for now: save each equipment-plus-supplies set as its own quote with a clear name like "3 ton AC + install kit", then copy it and swap the intro image. It's clunky, but it keeps the line items together. I'm building an add-on in the HVAC equipment space, so this is close to my own research. Do you track which unit is at each home today, or do you look it up fresh each time you quote a replacement?
