Before we get started, let's go over the main components of building a proposal. This article will briefly introduce the components, show you what they look like when building a proposal, and then show you how these components look on a customer's presented proposal.  More information and examples will be found in the respective tutorial for each individual component. 

A proposal comprised of 4 main components:

This is the main HVAC equipment that you are offering in a proposal (Example: Air Conditioner, Air Handler, Heatpump, Evaporator coil...etc).

Here is an image of the Proposal tab when you are building a proposal:

These flexible packages can be used for anything from a simple service to a very complex commercial job. You can Include or Recommend them to effectively offer additional value to your customers.

Here is an image of the FlexJob tab in the Proposals Builder:

Accessories are any additional items outside of equipment that you want to have a picture and a detailed description for. The most common items are Thermostats, Air Quality Devices, Heater Kits, Maintenance Plans or Service Agreements, and any additional services you may offer (Ex. Duct Cleaning). Accessories can be included or recommended on a presented proposal.

Here is an image of the Accessory tab when you are building a proposal: 

Installation items are the additional line items or job tasks that go into the proposal. Some dealers refer to the installation items as the "scope of work". Installation items do not have pictures and just show up as a line item on a customer's proposal. Some common examples are: 

Here is an image of the Installation tab when you are building a proposal: 

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Let's tie this all together by looking at how these 4 main components look on a finished proposal that your customers would see:
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​System (Equipment):

Accessories:

Installation Items: 

FlexJob:

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