Quickly create eye-catching proposals at the job site with a pre-built template.

Present multiple levels of service directly from an estimate on web or mobile.

Streamline workflows with fully integrated functionality between the proposal, scheduling, and dispatching process.

Convert more proposals by automating proposal follow-ups with Pipeline.

Make upselling easier and reduce sticker shock by offering flexible financing options

If you already have access to the Sales Proposal Tool with your current plan, you also have access to all new updates, including Sales Proposal Tool. If you want to add the Sales Proposal Tool to your plan, you can chat with the blue bubble to connect with a Success Advisor or visit the Housecall Pro App Store for a free trial.

The Sales Proposal Tool functions within estimates in the Housecall Pro web and mobile apps.

You can present estimates in a visually optimized proposal view for a side-by-side comparison of options. With that, you can use estimate-specific features like adding attachments, adding an expiration date, changing what details the customers can see, allowing the customer to approve more than one option, or creating a proposal on an ongoing job.