Select Job Type
Choose the primary type of work for this proposal
HVAC System
Full heat & cool replacement
Generator
Generac standby system
Customer Information
Type or dictate the customer's details
Tap mic โ say name, address, phone, email
Customer Details
Main Equipment
Select items for one quote. Add additional quote packages in step 7.
Accessories
Select all accessories included in this quote
Heater Accessories
AC / Heat Pump Accessories
Supply & Return
Linehide
Custom Items
Pricing & Markup Tool
Fill from supplier pricing sheet photo
JPEG or PNG ยท up to 3 images ยท requires HTTPS
Global Markup
30%
0%50%100%150%200%
Cost
$0.00
Sell
$0.00
Margin
$0.00
No items yet โ add manually below or fill from a photo.
Add line item:
Leave blank to use Sell total ยท or type a final price override ยท vendor costs never shown on proposal
Add-On Options (Customer Selects)
Annual Preventative Maintenance Plan
Air Filters
Humidifier
Add custom option manually:
Payment & Installation Terms
Discounts Applied
Optional
Rebates & Tax Credits
Optional
Financing Options
Optional
Review & Job Photos
Add site photos and check details before generating the proposal
Job Photos
Upload as many site photos as needed. These will be attached when you email the proposal.
Proposal Instructions
Edit the scope lines that will appear on the proposal
Preview & Export
Review the proposal, then generate your document
Generate Document
Add Another Package to This Quote