HVAC — Three-Tier Proposal & Offer Builder
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Regular $60 · $29 Early Black Friday · Save 52% based on listed compare-at price.
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Regular $60 · $29 one-time
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WATCH THE PRODUCT WORKFLOW · NO LOGIN
Rather than showing only one price, lay out Essential, Complete, and Premium service options. This guided example starts with a customer and service scope, then shows a three tier proposal for review. The proposal builder is a one time product. See the sample customer document on this listing.
Narrated 18-second example. Sales walkthrough using existing SGL product imagery, fictional customer data and illustrative steps. Review this listing's exact included online tools and workflows. The product price and Add to cart remain on this page.
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Best for: HVAC and mechanical-service contractors.
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Give customers three distinct choices for heating and cooling service, system maintenance, and diagnostic visits with a clean, customer-friendly comparison.
Included: Interactive three-tier browser builder, editable three-tier editable online documents, standalone proposal browser and editable online documents, Brand Studio Pro and setup guide. Create customer-ready proposals and use your preferred process to deliver them and collect approvals.
Important: Review all actual pricing, scope, permits, licensing, tax treatment and contract requirements before use. Use a qualified legal, trade-safety or tax professional when specialized advice is required. Payment processing and electronic signatures require separately supported services.
Build three genuine choices from the customer's actual requirements: Essential for the defined base scope, Recommended when a logical improvement is valuable, and Complete when additional approved work belongs in the offer. Each tier should have its own inclusions, exclusions, line-item quantities and resulting price.
Industry-specific use: For heating and cooling diagnostics, preventive maintenance and filter replacement, enter actual job measurements and conditions rather than copying a generic industry price. Specify equipment type, service address, diagnostic versus repair authorization, replacement parts, relevant safety conditions and follow-up recommendations. Every customer-facing figure should be reviewed before use.
Check that the Recommended option does not quietly exclude needed work from Essential, that the Complete offer has a credible additional benefit, and that the customer can understand the price difference. Use the PDF output after reviewing taxes, optional extras and approval language. The selected offer can be exported for compatible browser-based SGL documents where supported.
Does it set my prices? No; your quantities, scope and rates do. Are the tiers editable? Yes, the browser offer builder and associated editable proposal templates are intended for customization. Will SGL send it or obtain a signature? Create the finished proposal, then share it and request approval using your preferred tools.
Build a defensible HVAC offer: Use your own HVAC job-cost estimate as the starting point, then specify exactly what equipment servicing, repairs or maintenance tasks each tier includes. Compare the complete HVAC toolkit if you also need operations and office forms. Read the HVAC quoting guide.
FIND YOUR FIT · SERVICE GROWTH LAB
See what each option is designed to do, which jobs it helps with, and what to choose next.
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