Scale your operations with confidence
When you have teams across multiple locations, consistency and visibility are everything.
Manage Multiple Locations
Organize proposals by branch or service area. Each location can have its own team members while sharing company-wide templates and branding.
Team Member Management
Add technicians with role-based permissions. Managers see everything; techs see only their own proposals. Control who can edit templates and pricing.
Centralized Templates
Maintain a single source of truth for pricing and templates. Update equipment costs once and every location uses the latest numbers.
Cross-Location Analytics
Compare proposal performance across branches. See win rates, average deal size, and response times by location to identify best practices.
Built for growing HVAC businesses
The Business plan gives multi-location HVAC companies the tools to standardize their proposal process across every branch and team member.
- Up to 10 team members included
- Multi-location support and organization
- Role-based permissions (Admin, Manager, Tech)
- Centralized template and pricing management
- Cross-location analytics dashboard
- API access for custom integrations
- Dedicated account manager
- Phone and chat support