Build professional Good-Better-Best proposals with financing in minutes — then send a link and watch them sign. Built by contractors, for contractors.
Best Platinum | Better Gold | Good Silver | |
|---|---|---|---|
| Monthly Payment | $189/mo | $149/mo | $109/mo |
| Cash Price | $9,850 | $7,950 | $5,900 |
| Cooling Efficiency | 20 SEER2 | 17 SEER2 | 14.3 SEER2 |
| Heating Stage | Variable-Speed | Two-Stage | Single-Stage |
Everything you need to quote, send, and close
3-tier
Good-Better-Best quotes
Minutes
From blank to sent
Any device
Customers view instantly
Built-in
Financing on every quote
The Problem
One wrong formula in a spreadsheet and your margin vanishes. You won't catch it until the job's done.
Customers compare your Excel printout to a competitor's polished proposal. Guess who wins.
Tax, margin, financing, cost-plus — you're recalculating the same formulas for every single job.
You send a quote and wait. Did they see it? Did it go to spam? You're flying blind.
The Solution
Pick the equipment, and the system builds Silver, Gold, and Platinum options with accurate pricing — margins, tax, and contractor costs already calculated.
Best Platinum | Better Gold | Good Silver | |
|---|---|---|---|
| Monthly Payment | $189/mo | $149/mo | $109/mo |
| Cash Price | $9,850 | $7,950 | $5,900 |
| Cooling Efficiency | 20 SEER2 | 17 SEER2 | 14.3 SEER2 |
| Heating Stage | Variable-Speed | Two-Stage | Single-Stage |
Present monthly payment options from any lender — Wells Fargo, GreenSky, your local credit union. Customers see exactly what they'll pay, broken down by term.
Clean, branded documents with equipment specs, pricing tiers, and financing side by side. Send a link — they view it instantly on any device.
Your equipment catalog. Your margins. Your tax rates. Your financing terms. Configure once, quote consistently every time — across your entire team.
Default Margin
35%
Tax Rate
8.25%
Active Items
24
See exactly when a customer opens their quote, how many times they've viewed it, and which tier they're considering. Follow up at the right moment.
Mike Johnson
1842 Oak Valley Dr
Mar 18
Silver
$7,840
Gold
$9,450
Platinum
$12,100
Sarah Thompson
520 Maple Creek Ln
Mar 16
Silver
$8,200
Gold
$10,850
Platinum
$14,300
David & Lisa Chen
903 Birchwood Ct
Mar 19
Silver
$6,100
Gold
$7,980
Platinum
$10,450
Track close rates, average ticket prices, revenue by salesperson, and quote volume trends. See what's working and double down on it.
Total Quotes
48
Approved
22
Close Rate
46%
Total Revenue
$187,420
Avg Ticket
$8,519
Avg Response
1.2d
Top Revenue
$78,340
Alex Carter
Most Quotes
18 quotes
Jordan Lee
Best Close Rate
58%
Alex Carter
Highest Avg Ticket
$10,240
Sam Rivera
1/26
2/2
2/9
2/16
2/23
3/2
3/9
3/16
Alex Carter
16
Quotes
9
Won
58%
Close Rate
$78,340
Revenue
Jordan Lee
18
Quotes
7
Won
39%
Close Rate
$62,830
Revenue
Sam Rivera
14
Quotes
6
Won
43%
Close Rate
$46,250
Revenue
How It Works
Name, phone, email, address — quick and easy.
Select from your catalog. The system matches tonnage, type, and tier automatically.
Silver, Gold, Platinum — three options with financing, calculated instantly.
Share the link. Know when they open it. Get notified when they approve.
FAQ