ProposalKit for HVAC is focused squarely on the proposal document itself: it combines HVAC-specific templates, a built-in equipment catalog, financing presentation, and mobile-first design so contractors can produce a polished, branded proposal in minutes from an iPad or phone in the customer's driveway. Reps select a job type, adjust quantities and pricing, and the proposal is ready to send, with a built-in tax calculator that handles local rates and updates totals instantly.
The platform ships with pre-built templates for AC installs, furnace replacements, heat pump upgrades, duct cleaning, and maintenance agreements, all with company branding, itemized pricing, warranties, and payment terms. Financing is toggleable on any proposal: reps can set term length and APR and the system calculates the monthly payment automatically, making it easy to anchor homeowners on a $189/month payment instead of a $12,000 lump sum. A customer portal replaces email PDFs, showing the homeowner their full history of maintenance agreements, replacement quotes, and service proposals in a single branded link.
ProposalKit for HVAC also includes real-time tracking so contractors see the moment a proposal is opened, viewed, accepted, or declined, and a pipeline view covering Draft, Sent, Viewed, Accepted, and Declined statuses. It is positioned as a lightweight, HVAC-specific alternative to generic proposal tools, with a free 14-day trial and a free basic HVAC proposal generator that lets contractors try the workflow before committing.