One system for your entire team
Keep your growing team on the same page. When you have 2-10 technicians in the field, each one needs to send proposals that look and feel like they came from one company. ProposalKit gives you shared templates, consistent pricing, and a single dashboard that shows every deal across your business - so nothing slips through the cracks.
Professional plan at $69/month · 14-day free trial
Scale your proposals as you grow
When every tech sends different-looking quotes, you lose deals. ProposalKit keeps your whole team consistent and professional.
Consistent Proposals Across Your Team
Every technician sends the same professional-looking proposals with your company branding, approved pricing, and standard terms. No more inconsistent quotes.
Track All Deals in One Dashboard
See every proposal across your team in a single dashboard. Know which deals are pending, viewed, accepted, or need follow-up at a glance.
Save Time with Templates
Create company-standard templates for your most common jobs. Your team picks a template, adjusts the details, and sends a proposal in under 5 minutes.
Professional Client Experience
Your customers receive clean, branded proposals with easy e-signatures. No more Word docs or handwritten quotes that make your business look small.
The growing pains of a small HVAC company
When you were solo, you knew every deal. Now you have a team - and visibility is the first thing you lose.
Inconsistent proposals
One tech sends a polished PDF. Another sends a text message with a number. Your brand looks different depending on who shows up, and homeowners notice the difference.
No visibility into the pipeline
You ask your techs how many open proposals they have and get a shrug. Without a central dashboard, you are guessing at your revenue forecast every month.
Pricing mistakes
A tech quotes last year's price on a condenser unit. Or forgets to include the permit fee. Without standardized templates, every proposal is a risk for margin erosion.
Slow follow-up
A homeowner opened your proposal three days ago but nobody followed up. Without tracking, your team does not know which deals are hot and which have gone cold.
Expensive enterprise software
ServiceTitan and Jobber charge $200-500 per month and take weeks to implement. Your 5-person team needs something powerful but simple enough to use on day one.
Training new technicians
Every time you hire, you spend days teaching them your proposal process. With ProposalKit, they pick a template, fill in the details, and send a professional proposal in minutes.
ProposalKit gives small HVAC companies the consistency of a large operation without the complexity or cost. Every technician uses the same templates, the same pricing, and the same professional format.
Everything your small team needs
ProposalKit's Professional plan gives small HVAC companies the tools to operate like a much larger business - without the complexity or cost.
At $69 per month for unlimited proposals, the Professional plan costs less than a single hour of lost labor. Your team gets shared templates, consistent branding, proposal tracking, and analytics - everything you need to grow from 5 jobs a week to 15.
- Unlimited proposals for the whole team
- Shared company templates and pricing
- Team member accounts with role-based access
- Centralized proposal dashboard
- Custom branding and logo on all proposals
- E-signatures and PDF generation
- Proposal analytics and tracking
- Priority email support