HVAC Proposal Software That Closes on the First Visit
Build good-better-best HVAC proposals on a tablet at the customer's home — equipment options, financing, and e-signature in one tool. Reps leave with a signed contract, not a promise to follow up.
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Built for HVAC Replacement Sales — Not Generic Quotes
Good-better-best on one screen
Present standard, mid-grade, and premium equipment tiers side by side — with efficiency ratings, warranty terms, and monthly financing for each option. Customers compare and decide on the spot.
Financing at the kitchen table
Connect Service Finance, GoodLeap, and other lenders inside EasyQuote. Monthly payments calculate instantly for each tier — reps never have to say “I'll send financing options later.”
Live equipment pricing
Your ops manager controls the equipment catalog and pricing. Reps build from live prices — no outdated PDFs, no reps quoting yesterday's costs, no margin surprises after the job closes.
Signed to scheduled instantly
When a customer signs, the job flows directly into project management — equipment selected, adders, customer info, install address. Ops has a ready-to-schedule job without touching a keyboard.
Stop Sending Follow-Up Proposals. Start Closing at the Door.
Most HVAC companies still run their sales the same way — tech goes out, calls the office for pricing, sends a proposal by email the next day, and follows up hoping the customer hasn't called a competitor.
EasyQuote changes the process. Reps build accurate proposals on their phone or tablet, present financing options at the table, and collect a signature before leaving. The close rate difference is not small.
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From Proposal to Project — No Re-Entry
The moment a customer signs an HVAC proposal in EasyQuote, SubcontractorHub creates a project with every detail from the sale — equipment selected, adders, customer contact, install address, financing status.
Your install coordinator doesn't need to call the rep, re-enter the order, or hunt down the signed proposal. They see a ready-to-schedule project the second the deal closes.
Book a DemoEasyQuote is the right fit if:
Built for HVAC installation businesses running a direct-to-homeowner sales process where in-home close rates drive the business.
Talk to the TeamYour reps present proposals on-site and in-home close rates matter
You sell good-better-best equipment tiers, not single quotes
Financing is part of how your customers pay for replacements
You want your sales catalog controlled by ops, not reps
Your install team loses time getting job details from sales
You also do solar or roofing and want one platform for all trades
Common Questions About HVAC Proposal Software
What is HVAC proposal software?
HVAC proposal software lets reps build accurate HVAC replacement proposals at the customer's home — with equipment options, pricing, financing, and e-signature — and close on the first visit. The best HVAC proposal tools connect directly to your CRM and project management so signed jobs flow into scheduling without manual re-entry.
What should HVAC proposal software include?
Look for: an equipment catalog with your actual SKUs and pricing, good-better-best system tiers (standard, mid-grade, premium), embedded financing so customers see monthly payment options, e-signature on any device, automatic pipeline and project creation when a job closes, and manager dashboards showing rep close rates. Avoid tools that require reps to manually enter prices or call the office for pricing approval.
How does HVAC proposal software improve close rates?
HVAC proposal software improves close rates in three ways: speed (reps build accurate proposals in minutes instead of waiting to send a follow-up), financing (customers make decisions when they see monthly payments instead of lump sums), and professionalism (a clean, branded proposal on a tablet closes more jobs than a handwritten quote). Reps who build proposals on-site and collect signatures before leaving consistently outperform those who follow up by email.
Can HVAC proposal software handle equipment selection with good-better-best options?
Yes. SubcontractorHub EasyQuote is built for good-better-best HVAC proposals. You configure your equipment packages and pricing in the catalog, and reps present all three tiers on a single screen. Customers can compare efficiency ratings, warranties, and monthly payments side by side — which drives higher-tier upsells and faster decisions.
Does HVAC proposal software integrate with financing?
Yes. SubcontractorHub connects to Service Finance, GoodLeap, Mosaic, and other HVAC financing partners directly inside EasyQuote. Reps select the financing program, the monthly payment calculates instantly for each equipment tier, and customers can submit a financing application without leaving the proposal. Approval status tracks alongside the deal in your pipeline.
Ready to Close More HVAC Jobs on the First Visit?
Book a demo and see how EasyQuote connects HVAC proposals, financing, and project management in one platform built for installation businesses.
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