Designed for residential HVAC work
Homeowners want clear, trustworthy proposals. ProposalKit makes it easy to deliver a professional experience.
Homeowner-Friendly Proposals
Clear, jargon-free proposals that homeowners actually understand. Line items are described in plain language with transparent pricing that builds trust.
Financing Options Display
Show monthly payment options alongside the total price. Help homeowners see that a new AC system is affordable with clear financing breakdowns.
Fast E-Signatures
Homeowners review and sign from their phone in minutes. No printing, no driving back to pick up paperwork. Close the deal while they are still excited.
Maintenance Contract Templates
Upsell annual maintenance agreements with pre-built templates. Include seasonal tune-ups, priority service, and parts discounts to drive recurring revenue.
Templates for every residential job
Pre-built templates cover the most common residential HVAC work. Each template includes appropriate line items, descriptions, and pricing structures for homeowner proposals.
- Residential AC installation templates
- Furnace replacement proposals
- Heat pump system proposals
- Duct cleaning service quotes
- Maintenance agreement templates
- Warranty and terms included automatically
- Photo-ready proposals for before/after documentation
- Instant PDF generation for homeowner records