Automatically generate a tailored proposal with your logo and wording to meet the homeowners’ exact need based on your selections. Choose from four proposal template options.
Use our customer questionnaire to identify and establish needs, and then meet those needs with the proper accessories that automatically become part of your finished proposal.
When integrated with the residential pricing system option, only the equipment and accessories that you sell will be displayed with your pricing.
Quickly show the homeowner key features with Carrier marketing data sheets and make changes on the fly. Comparisons for up to 4 systems can be included, featuring a detailed costs and ROI comparison that accounts for all equipment, installation, and utility costs as well as applicable rebates.
- Four proposal format options
- Add your own logo and legalese to the proposal template (figure 3)
- Detailed Carrier equipment data sheets
- Homeowner Comfort Questionnaire (figure 1)
- Advanced technical data and filter details (figure 4)
- E-mail proposal and reports directly from program to homeowner or whoever may need it
- Right-Price™ online retail pricing system (optional add-on)
| Generate a Professional Proposal in the Home.
Contractors who provide a professional written proposal average $507 more* than typical replacement bids accepted.
* According to Decision Analyst American Home Comfort study.