Why is Sales Proposal Tool important?
People prefer to see multiple options before deciding on a purchase. As a home service provider, you can offer options to your customers by presenting a ‘good, better, best’ proposal.
Housecall Pro's Sales Proposal Tool lets you quickly build proposals from a saved template or from scratch in real-time from anywhere to close larger jobs faster, streamline your sales process, and deliver exceptional customer service.
Quickly create eye-catching proposals at the job site with a pre-built template
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
Don't have Sales Proposal Tool yet? Get started by signing up here.
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FAQ:
How do I add the new Sales Proposal Tool to my account?
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 2.0. 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.
How do I use the new Sales Proposal Tool?
We have rebuilt the Sales Proposal Tool to function 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.
Navigate to estimates and click or tap the present button from the estimate details page to create and present the proposal.
What if I'm using the Old Sales Proposal Tool (version 1.0)?
The old version of the Sales Proposal Tool will be discontinued in Q3 2024.
Starting July 30th, we will only allow the creation of proposals using the new Sales Proposal Tool (version 2.0). However, you can still view and manage your existing proposals during this transition period.
Beginning August 30th, we will start removing the older version of the Sales Proposal Tool from the product.
Click here to read more about the discontinuation process.
New functionality including the ability to present options from pre-built templates on the Housecall Pro mobile app (created via The Estimate Templates section in your Price book) are only available on Sales Proposal Tool 2.0.
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