Can proposals include different options?

Yes. Your team can include different line items or options based on how you structure your services and pricing.

Does Sophiie follow up proposals?

Yes. Pending proposals can receive professional follow-up reminders.

Can an approved proposal become a job?

Yes. Approved proposals can be converted into scheduled jobs with details attached.

HVAC

HVAC proposal software

HVAC proposals often decide high-value replacement and install work. Sophiie helps capture the site context, prepare a clear branded proposal, and follow up before the customer drifts to a competitor.

Try free Speak to Sophiie

HVAC technician servicing an outdoor condenser unit on site

Speak to Sophiie

A live demo call from Sophiie. Two minutes, no sales pitch.

First Name *

Last Name *

Email *

Phone *

Industry *

Sophiie needs this contact information to contact you about our products and services. Unsubscribe at any time.

Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Site context before proposal

Capture symptoms, property type, photos, access, customer priorities, budget signals, and appointment notes before the proposal is built.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Branded proposal creation

Use saved services, quantities, pricing, terms, business details, and payment information to create a professional proposal.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Options and line items

Prepare clear options such as repair, replacement, maintenance add-on, or staged work using your own services and pricing.

Australian tradesperson leaning against a ute answering a phone call on site

Proposal status and reminders

Track whether proposals are pending, viewed, approved, or expired, then send follow-up reminders automatically.

Australian tradesperson sitting in a ute taking a phone call

Approval to scheduled job

When approved, Sophiie can convert the proposal into a scheduled job with scope and customer details attached.

Australian tradesperson on a phone call while crouched at the entry of a house

How it works

Set up Sophiie once, then let the work flow

Load proposal services and terms
Add common install packages, repair options, maintenance add-ons, terms, payment details, and business branding.
Capture customer priorities
Sophiie records the call, site visit, photos, urgency, budget concerns, and preferred timing.
Send a clear proposal
Your team reviews options and sends a branded proposal by email or SMS.
Track and convert
Sophiie follows up pending proposals and moves approved work into scheduling.

HVAC proposals need speed and clarity

Replacement and install leads are high intent. The customer wants to understand options, timing, price, and what happens next. A delayed or vague proposal gives competitors room.

Sophiie helps collect the customer context and gives your team a structured proposal workflow so a professional response can go out faster.

Keep technical control with your team

Sophiie can help create the proposal document and follow-up workflow, but your qualified HVAC team still confirms load requirements, equipment suitability, compliance, and final scope.

That keeps the content accurate while still showing the real value: faster, clearer proposal handling.