Upload job photos. Add equipment specs (SEER2, BTU, model #). Send for e-signature and collect deposit payments online.
HVAC proposal software helps heating and cooling contractors create professional estimates with clear scope of work, equipment specifications, labor, warranties, and terms — fast. Instead of typing quotes in Word or using generic templates, you generate consistent proposals that customers can review, sign, and pay from any device.
QuickProposal is AI-powered HVAC proposal software that turns job details and photos into a complete proposal in about 2 minutes — ideal for installs, replacements, repairs, maintenance agreements, and changeouts.
Professional proposals build trust and help you win bids against bigger companies.
Faster estimates = faster approvals = more installs and service calls booked.
Clear equipment details and scope reduce callbacks, chargebacks, and confusion.
From inspection to signed approval — all in one place
Install, repair, maintenance, changeout, mini-split, or ductwork scope
Existing unit, air handler/furnace, electrical, ductwork, and install area
SEER2, BTU, model #, warranty, labor — your pricing, your rules
Edit anything, then send a clean proposal customers understand
Customers sign instantly on phone, tablet, or desktop
Authorize.net card payments for deposits or full invoice
Equipment, commissioning, line sets, condensate, electrical, permits, warranty — built in.
Finish proposals while still at the customer’s home or job site.
Reduce “he said / she said” by attaching job photos and system details.
Approve instantly — no printing, scanning, or delays.
Collect deposits quickly via credit card through Authorize.net.
Designed for field work: phone, tablet, or desktop.
Proposal software by trade:
Plans for HVAC contractors of all sizes
Start small, upgrade when you’re busy. Cancel anytime.
Perfect for solo HVAC techs
20 HVAC proposals/month
AI-powered proposals
E-signature & payments
For busy HVAC contractors
Unlimited HVAC proposals
AI-powered proposals
E-signature & payments
For HVAC companies with crews
Unlimited HVAC proposals
3 users included
AI-powered proposals
E-signature & payments
All plans include: proposal builder, customer link, e-signature, and online card payments.
Need more users? Upgrade anytime inside your dashboard.
Common questions from HVAC contractors