HVAC Proposal Software

Build professional-looking HVAC proposals in the field with HVAC Proposal Software

There's an expectation of professional-looking documentation in the HVAC service sector. This means your HVAC proposal software needs to provide you with the ability to generate professional-looking proposals wherever your team is.   

Joblogic's HVAC proposal software provides you with everything you need to create attractive professional HVAC proposals on the go- this includes: 

• The ability to produce and retrieve proposals in Joblogic's digital archive.  
• A mobile application will compose an on-site proposal, which can be sent to the office for pricing and ultimate approval.  
• A way to augment proposals with supplementary material. Your office personnel can attach notes, documents, images, and videos gathered by field staff to the proposals. 

Customise Your Proposals with HVAC Proposal Software

In a fiercely competitive marketplace, customisable HVAC proposals are needed to meet your clients' expectations. From professional branding to document libraries that allow you to create bespoke proposals that meet the client's specific requirements, Joblogic offers it all. You can even save your favourite or most used templates for easy access, making it even quicker to send proposals. This means you can send proposals to clients with a couple of clicks. 

Monitor Proposals & Enquiries with Real-Time Dashboards

Joblogic HVAC proposal software gives you a range of reporting options that allow you to view your proposals and enquiries in real-time. This gives you the ability to see:  

• The quantity and valuation of proposals issued, both in aggregate and by client or site.  
• The potential conversion rate of each proposal.  
• The average valuation of proposals.  

These interactive dashboards can be used to comprehensively analyse your business performance, pinpointing areas of profitability and improved productivity.

Automatically Transition Proposals to Jobs Using HVAC Proposal Software

Joblogic reduces your administrative burdens by automatically transforming accepted proposals into jobs. The mobile app provides all details and attachments to your technicians' job sheets. This facilitates rapid deployment of jobs to field staff, allowing for more tasks to be accomplished daily. 

Track Labour and Parts Costs with HVAC Proposal Software

Joblogic's cloud-based HVAC proposal software allows you to specify the costs of labour and parts, aiding in evaluating each proposal's profitability. The Schedule of Rates feature allows you to swiftly price jobs and invoices by adding items to a proposal or job, enhancing clarity and transparency in your cost estimates.