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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.
Learn more about Sophiie's AI office manager.
Proposal workflow support for HVAC sales
Use Sophiie's quoting workflow to create, send, track, and convert proposals while technical scope stays with your HVAC team.
01
Site context before proposal
Capture symptoms, property type, photos, access, customer priorities, budget signals, and appointment notes before the proposal is built.
02
Branded proposal creation
Use saved services, quantities, pricing, terms, business details, and payment information to create a professional proposal.
03
Options and line items
Prepare clear options such as repair, replacement, maintenance add-on, or staged work using your own services and pricing.
04
Proposal status and reminders
Track whether proposals are pending, viewed, approved, or expired, then send follow-up reminders automatically.
05
Approval to scheduled job
When approved, Sophiie can convert the proposal into a scheduled job with scope and customer details attached.
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.
Proposal workflow example
- AI answering captures a replacement enquiry and books a quote visit.
- Technician notes and customer priorities are added to the record.
- A branded proposal is sent with clear options and terms.
- Sophiie follows up until the proposal is approved, declined, or revised.
Services & features
Related Sophiie services for HVAC
6 services
Smart Scheduling for HVAC
Sophiie checks calendars, applies booking rules, assigns the right technician, and manages HVAC appointments, reschedules, and reminders.
Learn more about Smart Scheduling for HVACJobs Manager for HVAC
Track HVAC jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for HVACAI Invoicing for HVAC
Create branded HVAC invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for HVACHVAC CRM
Keep HVAC customer details, system notes, job history, calls, messages, quotes, invoices, reminders, and maintenance follow-ups in one CRM.
Learn more about HVAC CRMHVAC Inventory Management Software
Organise HVAC parts requests, job material notes, photos, supplier follow-ups, quote handoffs, and customer updates around your existing stock process.
Learn more about HVAC Inventory Management SoftwareAI Email Responder for HVAC
Sophiie helps hvac manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for HVAC
Other businesses we serve
Whichever trade you're in, learn more about Sophiie's tools for trade and service businesses.
Electricians
Calls, quotes and scheduling on autopilot.
Plumbers
Emergency and routine calls, handled 24/7.
Landscapers
Quotes and site visits locked in fast.
Carpenters
Inquiries and jobs booked while you build.
Cleaners
Recurring and one-off bookings, all handled.
Fire services
Compliance visits and callouts, booked for you.
Flooring
Quotes and installs booked while you lay.
Painters
Quotes and bookings sorted while you paint.
Handymen
Every small job captured and scheduled.
Plasterers
Inquiries answered while you're on the trowel.
Pool care
Regular services and callouts, scheduled.
Fencing
Site visits and quotes locked in fast.
Concreters
Pour dates and quotes, no phone tag.
Roofers
Urgent leak calls answered around the clock.
Bricklayers
Quotes and schedules handled between lays.
Arborists
Tree work quoted and booked while you climb.
Builders
Calls and job admin handled at every stage.
Frequently asked questions
Yes. Sophiie can create branded quotes or proposals from your saved services, quantities, pricing, terms, and customer details.
Yes. Your team can include different line items or options based on how you structure your services and pricing.
Yes. Pending proposals can receive professional follow-up reminders.
Yes. Approved proposals can be converted into scheduled jobs with details attached.
Send HVAC proposals while the customer is still deciding
Use Sophiie to capture the lead, organise site notes, create branded proposals, follow up, and convert approvals into jobs.