Configurix

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 catalogue.

Illustrative living room with a white wall-mounted air-conditioning unit above a wood cabinet.
Help buyers picture the indoor unit in their room.

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 catalogue. 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 catalogue, made visual.

One experience shaped around the products you offer and the way your customers choose them.

Your brand, throughout.

Match the interface and proposal to your logo, colours and product language.

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.

Illustrative living room with a white wall-mounted air-conditioning unit above a wood cabinet.

Keep the choices connected.

Apply the equipment combinations and accessory rules defined for your catalogue.

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

Organise 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 catalogue 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.

  1. 01

    Capture the project

    Record rooms, zones and the information needed for a useful consultation.

  2. 02

    Choose the equipment

    Keep unit references, controls and accessories in one selection.

  3. 03

    Apply commercial rules

    Use the pricing and review process agreed for your business.

  4. 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 catalogue.

The language of your market

Use familiar product terms, units and locally relevant content.

Requests with context

Define where enquiries go and the selection your team receives.

Website integration and localisation

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 catalogue 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 enquiry 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 catalogues, account terms and document branding can be scoped around your sales network. Agree ownership of incoming enquiries, survey scheduling and follow-up tasks. Email or calendar automation should follow the tools and process implemented for your team.

Bring your AC catalogue. 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 enquiry destination
Preparing the catalogue 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.

AC 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 catalogue 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 catalogue?

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 modelled 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 enquiries?

Yes. Website placement and enquiry 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 catalogues 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 catalogue, indoor/outdoor combination rules, equipment and accessory references, and an example proposal. Explain the intended users, markets and enquiry 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 catalogue and sales process to define the deliverables and rollout. New engineering calculations or specialist connections need their own specification and validation.

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.

Book an AC demo