HVAC Pro Invoices & Estimates vs Proposal Builder

Specifically designed for HVAC and mechanical professionals. It maintains a client focused schedule of your appointments. Integrated with your client contact info you can quickly create invoices and track your important accounts. Reasonable One-Time Price There are no monthly or annual fees to use your app. Powerful invoicing function is included to create, email and print all types of sales and service invoices. Invoice entry you can visualize the completed invoice as you go. The invoice entry view all of your transactions can be tailored to the unique needs of your business. There is extensive profit & loss analysis. This comprehensive business app provides complete financial information including inventory control and Profit & Loss Info. All information is maintained on your device and there is no need for connectivity or outside servers as is common with many of the more sophisticated business apps. Highlights: Project Pro Create cost plus type estimates and invoices with multiple levels and phases. Use Craftsman and your items with included descriptions and costs. Scheduler - The calendar on steroids. Select client names from your contacts and add the service information to the appointment. Create reminders, complete and invoice the transaction, view contact management info and send confirmations. All right from the appointment. View multiple calendars, set alerts, search history. Contact Management - Store notes, images and track other communications with your clients and have the in app ability to call, text, email or map without leaving your app. Labor, Parts & Supplies are maintained in the app with detailed multi-line descriptions, costs, price and units of measure & on hand quantities. These can be added on-the-fly or maintained from your stored items. Invoices are automatically created from your Estimates and support multiple payment methods. Maintain PAID and OPEN status of your invoices. Multiple sales tax rates. Your logo, detailed terms and conditions and other messages are automatically displayed. Estimates - In App Purchase required. Create detailed and professional looking estimates at the client site that may be immediately emailed or printed. Track the status of each Estimate from Draft to Email to Approved. Document Manager Document Design & Delivery- Change document formats, images, fonts, colors, and field names. Use your local language and terms. Batch deliver Printed & Email docs. Signature Capture of approved Estimates with an update of Status. Invoices and Estimates may be copied for editing and reuse with other clients. Financial Information - Is instantly available for any client, job or timeframe with just a few taps. Information may be viewed on screen or downloaded for further analysis with any spreadsheet. Help and Support - Context sensitive help shows by topic as well as how to movies. Email, text and phone support provides to help with any questions or issues. In-App Purchases Cloud Sync Automatically synchronize your information utilizing iCloud technology. For up to five devices this In App will keep your business info inSync and available on all your devices! Messages & Reminders Create Appointment Reminders automatically from your schedule using text or email. Profits and Reports Profits provides a complete financial system that tracks all sales, purchases and expenses. Includes ALL formatted PDF Reports that can be printed. + Spreadsheet Download Download your financial info and backup your info. Craftsman Cost Books This is the #1 info source for Construction Labor & Materials Cost Information. With over 15,000 labor and material items the info contained in these saves time required for creating project estimates and eliminates costly pricing errors. Recurring Service Repetitive Services entry and automatic weekly, semiweekly or monthly release for maintenance and other service providers.

Generating and sending proposals from your phone or tablet while you’re with the customer, at your office or on your couch, has never been easier. Propodeal helps you to create proposals faster and with less typing, all from your mobile device. We already created a bank of presets for you, of most common remodeling projects, so you’ll have an easy start. Suitable for remodelers, estimators, salespeople, lead providers and other remodeling professionals. Ideal for multiple remodeling projects, from single trades to multi trade projects such as Kitchen remodel Bathroom remodel Full house renovation Garage remodel Addition ADU Design and planning Doors Windows Flooring Painting and more. KEY FEATURES: Automated scope of work: - Create the scope of work using dropdown choices, minimizing the need for typing your scope and making it easier to make changes in the future. Use auto-scope modules for a list of trades that keeps growing - Demolition, Framing, Electrical, Plumbing, Insulation, Drywall, Wet Walls, Cabinets, Countertop, Painting, Tile and Stone, Wall Finishes, Doors, Windows, Flooring and more. - Get notes and exclusion added automatically to your scope based on keywords found in the scope. - Pre-define information that you always wish to include in your proposals, regardless of scope. Professional and customized proposal layout: - Include a cover page, an intro page and even upload pre-designed pages to include testimonials, project examples and other related info to your proposals. - Easily switch between pricing methods and have your scope of work layout updated instantly - Lump Sum, Price per Product ( Kitchen Remodel, Bathroom Remodel, etc. ), Price per Section ( Demolition, Framing, etc. ), Ballpark or without price, just to let the customer review the scope. New way to collaborate with team members: Collaborate with your other team members in a decentralized way, all from within the Propodeal app. - Have proposal opportunities added to your pipeline by your manager, dispatcher, lead provider, designer or realtor. - Assign proposal to your team members, to get bids from your sub contractors, estimates and material take-offs from estimators, assign it to a salesperson, or simply to consult with your professionals such as architects, engineers or others, by authorizing them a limited access your proposal’s scope of work, job photos, video, plans, designs and any other related info. - As a lead provider, offer opportunities to contractors while being able to keep track on proposal delivery progress. - Communicate with all your team members through one platform, keeping all communication organized on each proposal. - Share your products library with other team members. A shared products library is a great way to enjoy a wide selection of products from which you can create your next proposal. Each product can also contain pricing info that will make it easier for salespeople to price their proposals while on site. Terms of Use: https://propodeal.com/terms