HVAC Proposal Maker

This quick and easy proposal maker for residential forced air heating and air conditioning sales will increase your closing ratio while reducing the time it takes to make a proposal with the
fastest and most accurate way to build custom Good/Better/Best proposals.

This app can be fully customized to price and sell the brands of equipment and accessories your company sells at whatever pricing your company uses! A back end database allows you to input the equipment makes and models, features & benefits, warranty information, pricing, and more. The app will display brochures, pictures, videos, website links, product data, and even installation manuals to make the sales and design process much easier. You can also select the IAQ products, thermostats, and accessories you would like to offer in the proposal. The app will even allow you to input discounts and rebates and then select from different payment terms including up to 2 different monthly financing options. Complete the sale with a signature capture box and email a pdf of the sale. There is even a terms and conditions section to input your companys legal information.

Once the proposal is emailed off, an email can be sent back to the warehouse and office containing a copy of the proposal and a material list! You can now quickly and accurately price out custom jobs in minutes without having to go back to the shop or use inaccurate or outdated pricebooks! There is even a terms and conditions section to
input your companys legal information.

To try out demo pricing, use the following login information. The demo is set up for Carrier branded equipment but the full app can support any brand of equipment. NOTE - Demo pricing should not be used for actual proposals with your clients! The pricing structure is generic and is not set up for your companys pricing structure!

Login: [email protected]
Password: demouser