Everything you need to close more jobs
Purpose-built tools for HVAC contractors. No bloat, no complexity — just what you need to win more work.
HVAC Proposal Templates
Pre-built templates for AC installs, furnace replacements, duct cleaning, heat pumps, and maintenance contracts. Start in seconds.
E-Signatures
Clients review and sign proposals from any device. No printing, scanning, or chasing paperwork. Close jobs faster.
Professional PDFs
Generate polished PDF proposals with your company branding, itemized pricing, warranties, and payment terms.
Email Delivery & Tracking
Send proposals with one click. Know the moment a client opens, views, and signs your proposal in real-time.
Status Dashboard
See every proposal at a glance — Draft, Sent, Viewed, Accepted, or Declined. Never lose track of a deal again.
Mobile & Tablet Ready
Create proposals on-site from your iPad or phone. Fully responsive design works perfectly on every screen size.
How it works
Three simple steps to a signed proposal
Build Your Proposal
Pick a job type and our HVAC templates auto-fill equipment, labor, and pricing. Customize anything you need.
Send to Your Client
Email the proposal with one click. Your client gets a professional, branded link to review everything.
Get It Signed
Clients e-sign from any device. You get notified instantly and can download a PDF of the signed proposal.
“We used to spend 45 minutes on each proposal in Word. Now it takes under 5 minutes and looks way more professional. Our close rate went up 30%.”