Integrations
ProposalKit connects with the tools HVAC contractors already use. Sync your data, streamline your workflow, and eliminate double entry.
QuickBooks
Sync proposals and customer data with QuickBooks for seamless invoicing and bookkeeping. Automatically create invoices from accepted proposals.
Stripe
Collect deposits and payments directly from proposals. Clients can pay online when they sign, reducing time to payment.
Google Calendar
Schedule installation dates and follow-ups automatically. Sync accepted proposal timelines with your Google Calendar.
ServiceTitan
Connect your ServiceTitan account to pull customer and job data into ProposalKit. Keep your field service and proposals in sync.
CompanyCam
Attach before-and-after photos from CompanyCam directly to your proposals. Visual documentation builds customer trust.
Housecall Pro
Import customers and job details from Housecall Pro. Streamline your workflow from dispatching to proposal creation.