HVAC proposal software
HVAC proposal software that turns an engineered design into a signed Good/Better/Best
HVAC proposal software turns a site visit into a priced, presentable quote. Tradewright builds the proposal from an engineered design: each Good/Better/Best option is sized with Manual J and Manual S, priced from your own price book and margin rules, branded with your logo, and ready to sign at the kitchen table.
Good
$13,850
or $152/mo financed
2-stage heat pump · 16 SEER2
- Manual J 38,400 BTU/h
- Removal, line set, electrical
- Permit, inspection, commissioning
- 10-yr parts · 2-yr labor
15-yr cost est. $52,100
SelectBetter
$17,900
or $196/mo financed
Cold-climate inverter · 18 SEER2
- Manual J 38,400 BTU/h
- Removal, line set, electrical
- Permit, inspection, commissioning
- 10-yr parts · 2-yr labor
15-yr cost est. $41,200
RecommendedBest
$22,400
or $245/mo financed
Inverter + zoning · 20 SEER2
- Manual J 38,400 BTU/h
- Removal, line set, electrical
- Permit, inspection, commissioning
- 10-yr parts · 2-yr labor
15-yr cost est. $43,900
SelectHow a proposal comes together
Step 1: Load your price book
Import your equipment, labor and add-on prices and set your margin rules once. Every proposal uses them.
Step 2: Pick three options
From the systems that fit the house, choose what goes into Good, Better and Best. Tradewright suggests; you decide.
Step 3: Review the price
Each option is priced from your price book. Your cost and margin stay on your side of the screen.
Step 4: Present and sign
Walk the homeowner through the options, the 15-year cost and the reasoning, then collect a signature on the one they choose.
Who it is for
Comfort advisors
Present an engineered, priced proposal during the first visit instead of promising a quote later.
Owners
Keep pricing and margins consistent across every advisor and every job.
Sales managers
Know every option was priced from the same price book and sized for the house.
Replacement-focused shops
Quote heat pumps, boilers, furnaces, mini-splits and dual-fuel systems in one format.
Teams on any CRM
Works with Housecall Pro, Jobber, ServiceTitan, FieldEdge, or no CRM at all.
Proposal workflows compared
| Rules of thumb | Load-calc-only tools | Tradewright | |
|---|---|---|---|
| Good/Better/Best options | Some | No | Yes |
| Each option sized with Manual J and Manual S | No | Some | Yes |
| Priced from your own price book | Some | No | Yes |
| 15-year cost shown for each option | No | No | Yes |
| E-signature, deposit and financing | No | No | Yes |
Columns describe software categories and common practice, not specific vendors. See our dated comparison of named HVAC proposal software for details.
Questions
What is HVAC proposal software?
HVAC proposal software turns the information from a site visit into a priced quote the homeowner can review and approve. Tradewright adds the engineering: each option is sized from a Manual J load before it is priced.
Is Tradewright HVAC quoting software or estimating software?
Both. Tradewright estimates the job from the design and your price book, then presents it as a quote and proposal with Good, Better and Best options the homeowner can sign.
Do homeowners see our costs or margins?
No. Homeowners see the proposal prices you choose to show. Your cost and margin data never appears on anything the homeowner sees.
Can we use our own branding?
Yes. Proposals carry your logo and branding.
Where do the prices come from?
From your price book. You import your equipment, labor and add-on pricing and set margin rules; Tradewright applies them to each option.
Which CRMs does it work with?
Works with Housecall Pro, Jobber, ServiceTitan, FieldEdge, or no CRM at all.
Can the homeowner sign right away?
Yes. The homeowner can sign the option they choose on the tablet, pay a deposit and apply for financing in the same visit.
Related tools and guides
See a Good/Better/Best proposal built from your price book.
A 20-minute demo on a real home in your territory.