Client communication
Customers can review packages on a phone with the decision context intact, then ask for a change without starting an untracked text-message thread.
HVAC proposal software
Make HVAC options easier to compare and approve
Present equipment, efficiency, accessories, warranties, installation scope, and payment terms in a proposal that leads directly to a documented decision.
- Use your current documents
- Keep revisions with the job
- Invoice the accepted scope
Built around the work
Why FormEsque fits hvac companies
Comfort advisors can sell a complete solution rather than a model number, while dispatch, installation, and accounting teams receive the option the customer actually chose.
Example workflow
From first scope to a dependable invoice
The workflow stays consistent while the document language, fields, and commercial details reflect your business.
- 1
Define the comfort problem
Summarize the existing system, customer priorities, and recommended replacement or repair path.
- 2
Build clear packages
Explain equipment, efficiency, controls, air quality accessories, labor, permits, and warranties.
- 3
Confirm the chosen option
Record the customer's selection, requested changes, and signature on the approved package.
- 4
Send the correct invoice
Carry the chosen equipment and installation details forward so billing matches the sale.
Document example
Heat pump replacement proposal
Show efficiency tiers, thermostat choices, electrical assumptions, rebates to verify, and included installation work without reducing the decision to price alone.
- Equipment and efficiency
- Included installation work
- Accessories and options
- Warranty, deposit, and balance
The customer handoff
Keep context through every customer action
Documented signatures
Capture authorization for the selected equipment and scope, keeping the signed record available to the people scheduling and completing the installation.
Connected invoicing
Generate the commercial starting point for billing from the accepted package and record payment activity separately from quoted rebate or financing information.
Practical answers
HVAC Companies FAQs
Can HVAC proposals show good-better-best equipment?
Yes. A configured proposal can explain multiple packages, included work, optional accessories, warranty differences, and pricing in a consistent layout.
Can customers sign an HVAC proposal from a phone?
The customer review and signature experience is designed for mobile, tablet, and desktop use through a private document link.
Does FormEsque calculate rebates or equipment sizing?
No. Load calculations, rebate eligibility, code compliance, and manufacturer requirements should remain in the qualified tools and processes your company uses.
Keep planning
Useful next steps for hvac companies
Build the workflow around your documents.
See how FormEsque can connect the proposal, customer decision, signature, invoice, and payment record your team already handles.