HVAC Systems
Configure HVAC equipment from duty point to complete unit
Mercura helps manufacturers encode airflow, pressure, thermal duty, physical limits and option dependencies so sales teams can build valid HVAC systems without rebuilding selection logic in spreadsheets.
From duty point to a valid AHU configuration
Application, airflow, pressure, unit size, fan, filter, coil, heat recovery and controls under manufacturer-defined selection rules — not a universal HVAC calculation engine.
AHU / HVAC unit configurator
Duty point → unit → fan/coil/filter → controls · manufacturer-defined selection rules
Application
Illustrative building type — drives filter rules.
Illustrative Mercura configuration. Duty values and component limits are demo manufacturer rules. Detailed coil selection and psychrometrics stay in your engineering tools.
Where HVAC quotes stall
Three reasons the price arrives after the site meeting
Not because the sales engineer cannot size the job — because the quote tool cannot.
Selection software sits outside the quote
Coil, fan, and capacity runs live in a separate tool. Sales copies results into a spreadsheet and hopes the options still match when engineering reviews the order.
Space and curb constraints show up late
Floor area, ceiling height, and roof curb limits are known in the meeting. They are not enforced in the commercial document until drawings come back with conflicts.
BMS and efficiency options priced as afterthoughts
Protocol cards, sensors, and efficiency packages land in a follow-up email. The customer compared an incomplete price against a complete competitor package.
The HVAC project path
Eight decisions from project brief to commercial quote
CPQ carries load-driven system choice and equipment selection so engineering rules fire while sales is still in the room.
- 01
Project and climate
Application type, climate zone, and project reference set the regional and duty context before equipment appears.
- 02
Space requirements
Floor area, ceiling height, and ACH drive calculated airflow and estimated cooling — numbers the quote can show, not a later engineering memo.
- 03
System architecture
Heat recovery, central AHU, VRF, chiller, or rooftop. Refrigerant and redundancy follow the architecture, not a free-text field.
- 04
Main equipment
Family-filtered units (HRU, AHU, VRF, chiller, rooftop) with mounting and efficiency options on the same configuration.
- 05
Ductwork and distribution
Material, insulation, and accessories where the architecture needs them — hidden when heat recovery or VRF makes duct packages irrelevant.
- 06
Controls and BMS
Protocol, sensor package, and remote monitoring quoted with the equipment, not as a separate controls subcontract.
- 07
Services
Installation scope, commissioning, maintenance, and warranty on the same commercial document.
- 08
Commercial terms
Discount bands, notes, and lead time. Discounts above policy trigger approval before the PDF leaves.
Who owns what
Selection engineers define the rules. CPQ applies them. ERP executes.
CPQ does not replace thermal selection software or submittal drawings. It puts the commercial layer of those rules into the quote.
| What owns it | What it covers | What it does not cover |
|---|---|---|
| Applications / selection engineering | Which system types fit which loads, which refrigerants and efficiency packages are valid by region, which BMS cards belong with which controllers. Those rules feed CPQ. | Building the commercial quote, managing distributor price lists, or producing the customer-facing PDF. |
| Mercura CPQ | A valid commercial configuration within those rules: space-driven airflow and cooling guidance, system type visibility, equipment selects, duct and BMS options, services, and the quote package. | Detailed coil selection software, psychrometric design, structural curb drawings, or MES release. |
| ERP / production | Purchase orders, manufacturing, shipping, and invoicing after the configuration is accepted. | Guided selling during the project quote stage. |
The same project
Two ways to quote the same AHU or chiller package
With Mercura CPQ
- Sales enters project and space data. Airflow and cooling estimates update in the tool. System type and equipment options stay within engineering rules.
- Ductwork, BMS, sensors, and services sit on the same document. Incomplete packages are harder to send by accident.
- When the mechanical room dimensions change, the rep updates the configuration. Price and options update together.
Current process
- Meeting notes to selection software. Wait for capacity output. Paste into a spreadsheet. Hope BMS and curb accessories get added before the customer compares.
- Efficiency and protocol options quoted later because nobody is sure what is standard on this unit family.
- A ceiling height change means another engineering loop. The competitor already sent a complete package.
FAQ
Questions from HVAC sales and applications teams
Direct answers for OEMs and distributors quoting AHUs, chillers, VRF, and rooftops.
Does this replace our selection software?
No. Detailed coil, fan, and psychrometric selection stays in your engineering tools. CPQ carries the commercial configuration: which system families and options are valid for this project class, how accessories and BMS attach, and what the full price is. Selection software can still refine the exact unit after the commercial configuration is agreed.
Can distributors configure and quote?
Yes. Distributors can work in the same environment with their price lists and document templates, within the option catalogue you publish. Combination rules and exclusions stay consistent. That is how incomplete BMS packages stop leaving the channel.
How do regional efficiency and refrigerant rules work?
Climate zone and destination market become early conditions. Available refrigerants, efficiency packages, and control options narrow accordingly. This is not automated regulatory sign-off — that still sits with your compliance team.
What about custom coils or non-catalogue duty?
Sales marks them for engineering review. Catalogue families, known accessories, and defined services stay in CPQ. Special coils and one-off duty points follow your existing applications process.
Does CPQ replace ERP or CAD submittals?
No. ERP remains the system of record for orders and production. Submittal drawings stay with your CAD or selection-output workflow. Accepted configurations can hand off to production without re-keying commercial lines.
Capabilities
What Mercura carries for HVAC system sales
The live configurator above is one form. These product capabilities keep project load, system architecture, and accessories on the same valid quote.
See your HVAC selection logic in Mercura
Bring system families, space-driven guidance, BMS options, and distributor catalogues. Detailed selection software stays with applications — CPQ carries the commercial rules they define.
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