Name: HVAC — Three-Tier Proposal & Offer Builder
SKU: SGL-IND-HVAC-PROP
Price: 29.0 USD
Availability: InStock
Rating: 5.0 (10 reviews)

HVAC — Three-Tier Proposal & Offer Builder

$29.00

Digital product · no physical shipping. Check the description for exact contents and delivery. One-time purchases and monthly cloud subscriptions have different access and billing terms.

Questions? Download and account support.

HVAC Three-Tier Proposal & Offer Builder

Give customers three distinct choices for heating and cooling service, system maintenance, and diagnostic visits with a clean, customer-friendly comparison.

Editable Essential, Recommended and Complete packages.
Separate scope, quantities, rates, exclusions, extra charges and applicable tax.
Live totals, phone-friendly editing and customer-facing PDF output.
Portable selected-offer JSON for compatible offline SGL documents.

Included: Interactive three-tier HTML builder, editable three-tier Word document, standalone proposal HTML and Word templates, Brand Studio Pro and setup guide. No cloud syncing, sending or electronic signatures.

Important: Review all actual pricing, scope, permits, licensing, tax treatment and contract requirements before use. This is not legal, trade-safety or tax advice. Offline files do not provide cloud synchronization, payment processing or electronic signatures.

How to use this HVAC tool

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.

Before sharing

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 offline SGL documents where supported.

Frequently asked questions

Does it set my prices? No; your quantities, scope and rates do. Are the tiers editable? Yes, the HTML offer builder and associated editable proposal templates are intended for customization. Will SGL send it or obtain a signature? No automatic messages or e-signatures are included.

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.

5 stars: 10 (100%)
4 stars: 0 (0%)
3 stars: 0 (0%)
2 stars: 0 (0%)
1 star: 0 (0%)

10/10 recommendation

Its good

Works perfectly for me and my small business

Great value

It works and looks great for a great price

I highly recommend if you want to get more jobs and more yes’s

I get so many more jobs with this

Works great

This was a game changer to make more money and win more jobs

good

FIND YOUR FIT · SERVICE GROWTH LAB

Compare HVAC products

See what each option is designed to do, which jobs it helps with, and what to choose next.

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OPTION 1

Pricing & Profit

$0.00

Calculator

BEST FOR: Owners who want to price a job before they quote it.
MAIN USE: Build cost-aware quotes and see estimated profit.
KEY FEATURES: Service quantities, labor, materials, overhead and quote calculations.
HVAC EXAMPLE: Check pricing for heating and cooling service, diagnostics and maintenance

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OPTION 2

Starter Office Kit

$19.00

Editable documents

BEST FOR: New and growing operators who need polished customer paperwork.
MAIN USE: Create repeatable documents from estimate to job completion.
KEY FEATURES: Ten editable documents including estimates, invoices, scopes and work orders.
HVAC EXAMPLE: Prepare paperwork for heating and cooling service, diagnostics and maintenance

View product

OPTION 3 YOU'RE VIEWING

Three-Tier Proposals

$29.00

Proposal builder

BEST FOR: Teams who want customers to compare clearly defined offers.
MAIN USE: Present three scope and pricing choices in a proposal.
KEY FEATURES: Editable offer tiers, included work, exclusions and customer-facing presentation.
HVAC EXAMPLE: Present package choices for heating and cooling service, diagnostics and maintenance

Current product

OPTION 4

Business OS

$49.00

Business operating system

BEST FOR: Operators who need a more organized day-to-day workflow.
MAIN USE: Connect customers, jobs, estimates and financial records.
KEY FEATURES: Job tracking, customer records, estimates, invoices and profitability tools.
HVAC EXAMPLE: Track operations for heating and cooling service, diagnostics and maintenance

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OPTION 5

Growth OS

$59.00

Growth operating system

BEST FOR: Businesses building repeat work and stronger follow-up.
MAIN USE: Organize retention, campaigns and referral opportunities.
KEY FEATURES: Follow-up plans, review requests, referral workflows and reactivation.
HVAC EXAMPLE: Plan the next customer touch after heating and cooling service, diagnostics and maintenance

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OPTION 6

Complete Toolkit

$99.00

One-time business toolkit

BEST FOR: Owners who want a coordinated set instead of separate tools.
MAIN USE: Bring quoting, paperwork, operations and growth tools together.
KEY FEATURES: Industry-specific components packaged as one toolkit; see included files on its page.
HVAC EXAMPLE: Run a more connected workflow for heating and cooling service, diagnostics and maintenance

View product

Compare options based on your workflow. Each linked product has its own details and included deliverables.