Professional proposals, one-person operation
You handle every job yourself - from the service call to the install to the invoice. ProposalKit handles your proposals so you can stop spending evenings in Word and start closing deals from the job site. Create, send, and get proposals signed from your phone - no office, no laptop, no hassle.
Starting at $29/month · 14-day free trial
Built for the independent HVAC tech
Stop spending your evenings building proposals in Word. Get back to doing what you do best.
Create Proposals On-Site from Your Phone
Pull up ProposalKit on your phone or tablet while you are at the customer's home. Pick a template, adjust the line items, and present a professional proposal in minutes.
Look Professional Without an Office
Send branded proposals with your company name, logo, and contact information. Your customers see a polished, professional document every time.
Send and Get Signed Same-Day
Email the proposal to your customer from the job site. They review and e-sign from their phone in minutes. No driving back, no waiting for paperwork.
No IT Setup Needed
Sign up, pick a template, and start creating proposals. No software to install, no training required, no IT support needed. If you can use email, you can use ProposalKit.
Sound familiar?
Running a one-person HVAC operation means you wear every hat. The proposal process should not be the thing that slows you down.
Evenings lost to paperwork
You finish a 10-hour day and still have to sit down at your kitchen table to type up proposals in Word or Excel. By the time you send it, the homeowner has already called someone else.
Handwritten quotes look unprofessional
You know your work is top quality, but a handwritten estimate on a notepad does not inspire confidence. Homeowners compare your scribbled numbers to a competitor's polished PDF.
No way to track follow-ups
You sent a quote last Tuesday but cannot remember if the homeowner ever opened it. You are not sure if you should call or wait. Deals slip through the cracks because there is no system.
Wasting time on jobs you do not win
You spend 30 minutes building a proposal for a job you never hear back about. That time adds up fast when you are the only one running the business.
Software designed for big companies
ServiceTitan costs $300+ per month and takes weeks to learn. You do not need a full field service platform - you need a fast, simple way to send professional proposals.
Losing deals to faster competitors
The contractor who gets a professional proposal in front of the homeowner first usually wins the job. If you are still quoting from your truck, you are already behind.
ProposalKit solves all of these problems for solo HVAC technicians. You pick a template, fill in the details, and send a professional proposal in minutes - all from your phone.
From quote to signed proposal in minutes
ProposalKit gives solo technicians every tool they need to look professional and close jobs faster - without the overhead of expensive software or complicated setup.
At $29 per month, the Starter plan pays for itself with a single additional job won because your proposal looked more professional than the competition. Most solo techs report saving 3-5 hours per week on proposal creation alone.
- 7+ pre-built HVAC templates ready to use
- E-signatures - no client account needed
- Professional PDF downloads
- Proposal tracking and status updates
- Works on any phone, tablet, or computer
- Set up in under 5 minutes