Generate clean HVAC proposals with equipment models, SEER/AFUE ratings, ductwork details, and labor — looking professional enough to close $10K+ installs at the kitchen table.
Generate your first hvac proposal freeNo credit card required · 3 free proposals
The 5 biggest proposal problems hvac pros run into.
Carrier 24ACC636A003 vs. just 'new AC.' Specific model numbers and SEER ratings tell the homeowner you're a pro and protect you on warranty claims.
Wrong size = comfort complaints + warranty issues. AI prompts you to reference your load calc so the homeowner sees you sized it properly.
Replace, modify, or reuse? Each costs very differently. AI generates clear ductwork scope so the homeowner understands the bid.
Federal tax credit, utility rebates, manufacturer promotions. The AI can include a rebate section that effectively lowers the price the client sees.
Mechanical permit, gas permit, electrical permit, AHRI matched-system certificate. Easy to miss a line — or a $400 fee.
Here's what a hvac pricing table looks like in ProposalPro.
| Description | Amount |
| Carrier 3-ton 16 SEER2 AC (24SCA616A003) | $3,400 |
| Carrier 80% AFUE 80kBTU gas furnace (59SC2B) | $2,200 |
| Evaporator coil, matched (CNPVP3617ALA) | $850 |
| Refrigerant line set, pad, thermostat (ecobee) | $1,100 |
| Ductwork modifications & sealing | $1,400 |
| Labor, startup, permits, AHRI cert | $2,800 |
| TOTAL | $11,750 |
From job details to signed proposal in 3 simple steps.
Client name, project address, hvac scope, materials, labour, and payment terms.
Claude AI generates a professional hvac proposal with scope, inclusions, exclusions, and pricing — in about 15 seconds.
Preview the PDF, download or share a client link, and let them accept the proposal online.
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Yes — when you specify the outdoor unit, the AI references matching coil and AHRI certificate language. The Legal template includes specifications language and warranty pass-through clauses for the equipment manufacturer warranty.
Yes. Mention applicable rebates (federal 25C tax credit, utility rebates, manufacturer promos) in the scope and the AI will add a clear 'Available Incentives' section. This is a powerful closing tool — homeowners love seeing the effective net price.
Yes. Use the Consulting or Modern template for maintenance contracts. The AI generates recurring-service language with 2x annual visits, filter changes, system tune-ups, and priority service clauses common in HVAC maintenance plans.
Yes on the Pro plan ($9/mo, 7-day free trial). Upload your logo once and it appears on every proposal PDF — header, signature block, and footer. The Free plan has a small ProposalPro watermark on PDFs.
Generate your first professional HVAC proposal in 2 minutes — free.
Create your free accountNo credit card · 3 free proposals · Cancel anytime