Your brand, throughout.
Match the interface and proposal to your logo, colours and product language.
For HVAC manufacturers, dealers & installers
3D air-conditioning configurator.
Make every system easier to choose.
Bring your AC range into a clear visual buying journey. Help customers explore units, options and placement, with a quote workflow built around your catalog.
What is an AC configurator?
An AC configurator is software that guides buyers through air-conditioning products, equipment combinations and options from a supplier’s catalog. A 3D view helps explain appearance and intended placement. Configurix connects those choices to the project information, commercial rules and quote workflow defined for your business, so your team can continue from a clearer specification.
Your AC catalog, made visual.
One experience shaped around the products you offer and the way your customers choose them.
Your products and options.
Present the units, controls and accessories available in your own range.
Your commercial rules.
Shape pricing and quote requests around the way your business sells.
See the system in the room.
Give buyers a clearer view of equipment appearance and intended placement.
Keep the choices connected.
Apply the equipment combinations and accessory rules defined for your catalog.
Split, cassette, ducted and VRF systems.
Build the selection journey around the equipment families in your range. Each brings its own models, options and combination rules.
Split & multi-split
Connect indoor units with the outdoor equipment and combinations your range supports.
Ceiling cassette
Present ceiling-mounted units, panel choices and the relevant installation context.
Concealed / ducted
Keep concealed equipment, controls and specified accessories together in the selection.
VRF systems
Organize multi-zone equipment and dependent components for commercial review.
Equipment selection and compatibility
A useful air-conditioning configurator starts with identifiable equipment and accepted product rules. Your catalog determines what can be selected together; the project record explains what the customer wants and what your team needs to review.
Equipment and combination data
Supply model references, indoor-to-outdoor pairings, permitted quantities, connection requirements and accessory dependencies. A multi-split system and a VRF range can have different selection rules. Changing the product family should also change the options presented to the buyer.
Capacity and project duty
Keep a unit’s stated cooling capacity separate from the project’s required heating or cooling load. Capture an approved load result and its source, or define a calculation integration with accepted inputs and review conditions. Room area alone is not presented as an engineering calculation.
Placement and technical review
A room view helps discuss appearance and intended position. Record the site details your team needs for mounting, access, drainage, pipework and electrical review. Equipment selection and visual placement remain connected to the survey and approval process defined for the project.
Performance and controls
Use supplied product references for capacities, efficiency data and available controls. Identify which thermostats, interfaces or accessories belong to each model. Display SEER, SCOP or energy-class information only when the applicable product data supports it.
From selected system to a clear proposal.
- 01
Capture the project
Record rooms, zones and the information needed for a useful consultation.
- 02
Choose the equipment
Keep unit references, controls and accessories in one selection.
- 03
Apply commercial rules
Use the pricing and review process agreed for your business.
- 04
Quote and follow up
Give your team a proposal workflow connected to the selected system.
Pricing, documents and project handoff
AC quoting software needs more than a product image. Define the commercial data, output fields and review stages that should accompany the configuration, then test them against representative offers from your business.
Commercial inputs
Where calculated pricing is included, agree equipment prices, accessory costs, account terms, taxes, currencies and how installation or other services are treated. Some businesses display a price during selection; others collect a configured request for a reviewed offer. The interface should follow that choice.
Quotes and revisions
A branded proposal can carry the selected model references, accessories, services, assumptions and accepted commercial values. Agree which fields belong in the PDF and how changes to an offer are reviewed. Technical schedules require their own reliable source data rather than being inferred from a visual render.
A useful handoff
Define the team or system that receives the request and the project fields it needs. Keep the selected equipment and review status together so sales can follow up, arrange the relevant survey and continue toward an accepted proposal without rebuilding the specification.
Your brand. Your website. Your customers.
Meet buyers where they research your AC range, with an experience that feels part of your business.
A place on your website
Plan the right entry point from your product pages or catalog.
The language of your market
Use familiar product terms, units and locally relevant content.
Requests with context
Define where inquiries go and the selection your team receives.
Website integration and localization
A white-label AC configurator should fit the existing buying journey. Review the website platform, brand assets and target markets before deciding how the experience will be placed and maintained.
Branding and placement
Agree the logo, colours, interface wording and proposal identity. A dedicated product page or an entry point from the existing catalog can lead into configuration. Test the integration on phones and tablets, including navigation, loading behavior and the next step after a request.
Market and data connections
Localize equipment terminology and quantities by meaning: area, capacity and physical dimensions need different units. Define inquiry destinations and any CRM, ERP, API or webhook connection against the actual receiving system. Integration fields and direction of transfer are part of the implementation scope.
Built for the way your team sells.
Manufacturers & distributors
Bring product families, combination rules and channel requirements into a consistent reference.
Dealers & showrooms
Make customer consultations visual, with a selected system to discuss and quote.
Installers & sales teams
Receive clearer project context and keep the survey and follow-up connected.
Team access and follow-up
Define who can select equipment, review technical conditions, manage commercial values and send proposals. Dealer catalogs, account terms and document branding can be scoped around your sales network. Agree ownership of incoming inquiries, survey scheduling and follow-up tasks. Email or calendar automation should follow the tools and process implemented for your team.
Bring your AC catalog. We’ll map the next step.
Start with a representative equipment range and an example of how your team sells it.
Explore the HVAC manufacturer guide- Product references and indoor/outdoor combination data
- Equipment images, models, controls and accessories
- Price workflow and a representative proposal
- Target languages, website and inquiry destination
Preparing the catalog for implementation
Choose a small set of real selection scenarios, including an allowed combination and a choice that needs review. Identify who supplies product data and who validates the configured result. Record how model changes, new accessories and price updates will be maintained. This makes the first rollout concrete and gives later additions a clear review process.
Custom software for manufacturers
A configurator up front. Your business connected behind it.
We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.
Air conditioning configurator software
System and unit selection · Mounting and accessories · Installation requirements
CRM and qualified leads
Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.
Configurix workspaceRevision 03
New enquiry
Configured product
Product fitQualified
Configured product
RequirementsProposal
Configured product
Next actionCalendars and appointments
Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.
Configurix workspaceRevision 03
- 09:00Project review
- 11:30Technical review
- 14:00Production planning
Bill of materials and factory data
Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.
Configurix workspaceRevision 03
| Component | Quantity |
|---|---|
| FRM-01Indoor unit | 1 |
| PNL-02Outdoor unit | 1 |
| KIT-03Installation kit | 1 |
Mapped to your product codes
Live prices and branded quotes
Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.
Configurix workspaceRevision 03
Quote revision
Your catalogue
Options
Services
Your price rulesBranded PDF
Orders, jobs and production
Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.
Configurix workspaceRevision 03
- Accepted quote01
- Configured order02
- Production job03
- Installation04
Invoicing and accounting
Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.
Configurix workspaceRevision 03
Draft invoice
Configured product
Order referenceConfigured product
Customer—
Payment terms—
Accounting handoff
Built for your website. Connected to your systems.
Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.
- 01Your website
- 02Configurator
- 03CRM & calendar
- 04ERP & accounting
Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.
Plan your manufacturing configuratorAC configurator questions, answered.
What is an AC configurator, and who is it for?
It is software for selecting and presenting air-conditioning equipment using a supplier’s catalog and rules. Configurix builds that journey for HVAC manufacturers, distributors, dealers and installers. Customers can explore an intended system while your team receives a clearer starting point for a consultation or quote.
Which AC system types can be included?
A scoped implementation can include split and multi-split equipment, ceiling cassettes, concealed or ducted units and VRF families. Each needs the appropriate product models, data and combination rules. We review your intended range before agreeing which systems the rollout will support.
Can we use our own brands and equipment catalog?
Yes. Your equipment references, available accessories and accepted combinations form the basis of the experience. Branding can extend to interface wording, colours and proposal documents. Supply the relevant brand assets and product data so the visible choices match the references your team uses.
How does it use cooling capacity or a load result?
The selected product’s capacity and the project’s required duty are distinct. Configurix can capture an approved load result or connect to a defined calculation tool when its method and inputs are agreed.
Can customers see units in a room or building context?
A 3D presentation can show equipment appearance and intended placement in a modeled setting. Your implementation uses the agreed product assets and viewing experience; final positioning and installation decisions remain part of the relevant site review.
Can it calculate prices and create branded AC quotes?
Calculated pricing and branded quotes can be included when the necessary commercial rules and output fields are defined. Agree the equipment prices, account terms, services and review stages first. A visual preview alone does not calculate a valid offer.
Can we put it on our website and receive inquiries?
Yes. Website placement and inquiry handling can be scoped to your platform and sales process. A request can include equipment references, selected options and the customer’s project details. Agree the destination and required fields so your team receives information it can act on.
Can dealers have different catalogs or commercial terms?
Dealer-specific product access, commercial terms, branding and languages can be defined during implementation. Establish which data belongs to the manufacturer, distributor or dealer and who maintains it. Test each intended role against its permitted actions and outputs.
What information is needed to get started?
Bring a representative catalog, indoor/outdoor combination rules, equipment and accessory references, and an example proposal. Explain the intended users, markets and inquiry workflow. A few realistic selection scenarios help us map the first version and its review requirements.
What determines implementation cost and timing?
Scope depends on the product families, asset preparation, rule complexity, languages and required integrations or documents. We use your catalog and sales process to define the deliverables and rollout. New engineering calculations or specialist connections need their own specification and validation.
Air conditioning configurator software
See your AC range in Configurix.
Show us your products and how you sell. We’ll walk through the visual experience and the path to a useful quote request.
- Product options and compatibility rules
- Pricing, quotes and factory workflows
- Your website, users and integrations
- Your product range
- System and unit selection · Mounting and accessories · Installation requirements