Draft Proposals
Resume a draft. Saved proposals are in the Vault.
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New Proposal
Step 1
Customer & Property
Link to a Jobber customer or start without Jobber.
Replacement Type
Furnace
AC
Furnace + AC
Furnace + HP
Heat Pump
Boiler
Hot Water Heater
Unit Heater
Zoning
Mini Split
Coming Soon
Generator
Coming Soon
Step 2 — Equipment & Photos
Capture Equipment
Import existing equipment records, take nameplate and area photos. This is the only place photos are captured.
Photos
Snap everything — nameplates, equipment, site conditions. AI will classify and extract data automatically.
Manually Add Equipment
Add equipment not captured by photos or imported from records
Site Assessment
Step 4 — Pre-Flight Review
Quick Review
Answer a few questions to make sure everything is covered before generating options.
Checking your form…
AI Recommendation
Equipment Options
Analyzing equipment, codes, and pricing…
Present to Customer
Select Options to Present
Choose which options to show the customer. Declined options are saved on file for future reference.
Review
Finalize Proposal
Review selections, download PDFs, and send to Jobber.
Supply List
Documents
Proposal Submitted
PROPOSAL DETAIL