Sales Proposals

Quickly build good, better, best proposals in real-time to close larger jobs faster, while providing the right solution for your customers.

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Written by Joe Burkhart
Updated over a week ago

With the Sales Proposal Tool, can quickly build good, better, best proposals in real-time to close larger jobs faster, while providing the right solution for your customers.

You can quickly create and present visually optimized, side by side service options from either the web or mobile apps directly from an estimate. Proposals provide multiple options with detailed work descriptions and photos that land higher value jobs and drive upsells.

  • Easily create and present good, better, best options on web or mobile from estimates to close more high ticket jobs on the spot.

  • Provide exceptional customer service by giving customers the best opportunity to make informed decisions.

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

How do I add the Sales Proposal Tool to my account?

Good news! You already have access to the Sales Proposal Tool with your Housecall Pro MAX plan!

How do I use the Sales Proposal Tool?

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