Core tools for high-volume HVAC proposal production
Effective iPad-based proposal software combines configurable templates, on-device estimates, secure signing, and integrations to streamline production. These features reduce data entry, support consistent pricing, and speed customer approvals in the field.
On-site Proposals
Create detailed proposals directly on the iPad with fields for labor, parts, tax, and optional services, allowing technicians to produce complete bids during a single site visit.
Adjustable Pricing
Apply tiered pricing, contract discounts, and real-time margin calculations so proposals reflect accurate costs and preserve profitability at the point of sale.
Photo Capture
Attach annotated photos and measurements to proposals to document existing conditions and support scope clarity for customers and back-office review.
eSignature
Collect legally binding customer signatures on the device with a clear audit trail and signer authentication for enforceability and contract completion.
Offline Mode
Work without network connectivity, store completed proposals locally, and automatically synchronize when connectivity is restored to maintain continuity in remote locations.
CRM Integration
Sync contacts, proposals, and status updates with CRM systems to centralize records and reduce duplicate data entry across sales and operations.
