Give them the choice. Let them sign for it.
Good, Better and Best, sent as a proposal with your own letter and terms, chosen and accepted online by the customer — and the one they pick becomes the job. Options, proposals and online acceptance are part of Executive; quoting itself is on every plan.
Most quotes are a single number on a single line. The customer gets it, thinks about whether that number is too high, and the conversation is over before it started. A water heater repair against a replacement, a patched system against a new one, a spring swap against the full rebuild — those are real choices, and the person writing the check is entitled to see them side by side.
Laying the options out is not a sales trick. It is the conversation you already have in the driveway, written down so it says the same thing on Thursday that you said on Tuesday. The customer gets the work they meant to buy, and you stop re-explaining the difference between two prices over the phone.
Good, Better and Best, built on the same quote
Start from the quote you would have written anyway. Offer Good, Better and Best and the set is laid out for you to fill in.
Three options, one recommended
Each option carries its own line items and its own price. One of them is marked Recommended — the one you would put in your own house — and the customer sees which.
Add-ons beside the options
The things a customer can add to whichever option they choose sit beside the three, not inside them: a surge protector, a longer labor warranty, a second opener remote. They choose the option, then the extras.
“Or $X/mo” on each option
Set your financing terms once — the rate and the length — and each option can show a monthly figure under its price. The customer sees what Best costs a month, not just what it costs.
Copied, not retyped
A replacement you quote every week starts as a copy of the last one you wrote, instead of from a blank page.
A document with your name on it
The options go out inside a proposal, so what the customer opens reads like your company rather than like a form.
A cover
The first thing they see: what the proposal is for and whose house it is about.
A letter from you
A few lines in your own words about what you found and why you are recommending what you are. The part of the visit the customer did not stand in the attic for.
Your terms
Your standing terms go on every proposal, and a particular job can carry its own when it needs to — a deposit on special-order equipment, a note about permits.
Financing
The terms behind the monthly figure are stated on the proposal, so “or $X/mo” is something the customer can read the basis for.
They choose, they sign, you both have the record
The proposal opens in the customer’s browser from a link. Nobody prints anything and nobody chases a photo of a signature.
Choose an option
Each option is a card with its price, its monthly figure and its Recommended mark where you put one. The customer picks one, then any add-ons.
Sign with their typed name
They type their full name and tick a consent box agreeing to the terms on the proposal, and that typed name is their electronic signature. Then Accept proposal.
Or decline, and say why
A customer who is not going ahead can decline the proposal and leave a reason if they want to. “Went with the cheaper repair” is worth knowing; silence is not.
A confirmation they keep
An accepted proposal sends the customer a confirmation email with the proposal attached as a PDF — the option they chose and the terms they agreed to. Nothing about the page takes payment; paying is a separate step, on the invoice.
The won proposal becomes the job
A yes that never reaches anybody’s calendar is the most expensive kind of yes. So the step from accepted to scheduled is one button.
Create job on the accepted proposal turns the option the customer chose into scheduled work carrying its scope and its parts. The tech who runs it opens the same scope as the job’s checklist, and whatever gets added on site is captured against it as a marked overage, so the bill says what was quoted and what was added.
The person who sold it can book it. A Sales login works customers, leads, quotes and proposals; turn on Can schedule for that rep and they can put a won proposal on the schedule themselves. It is off by default, and it is yours to give per person.
Rebates on the proposal, frozen when it is sent
In HVAC, a utility or efficiency rebate can be what makes the Best option the sensible one. These are built so the figure the customer reads is one that applies to them.
Ratings and the right utility
The systems you quote carry their AHRI ratings, and the property’s utilities are confirmed before a rebate is checked against them.
A program library with end dates
The programs you use are kept with what they pay and when they end, and each shows when it was last verified. The rebate line is frozen on the proposal when it goes out.
Looking for programs, the AI assist searches the web using only the ZIP, the state, the confirmed utility and the equipment type — nothing about the customer — and the office verifies every program before it is used. More on the HVAC page.
What already makes a quote a document
Options and proposals sit on top of the quote you can already write. On Executive, that quote already carries:
Photos of what you are quoting
The corroded flue, the cracked spring, the failing zone valve — photographed and on the quote, so the customer is looking at the part you are talking about.
A written scope, in order
A description and the ordered list of what will be done. It prints on the customer’s copy and it is handed to the tech as the checklist for the job.
Quoting, approval and running the approved job with its parts list are on every plan, Signature included. See what each plan includes.
Options and proposals, answered
Which plan includes options and proposals?
Executive, and Premier with it. Quoting itself is on every plan: write the estimate, send it for approval, and run the approved job with its parts list. Executive adds Good, Better and Best with add-ons, the proposal with your cover, letter, terms and financing, online acceptance, and photos, written scope and copying on the quote.
Can the customer accept on their phone?
Yes. The proposal opens from a link in the customer’s browser, on a phone or a computer. They choose an option and any add-ons, type their full name, tick the consent box and press Accept proposal. Nothing needs printing, scanning or photographing.
Is a typed name a real signature?
The customer types their full name and ticks a box agreeing that doing so, and pressing Accept, is their electronic signature on the terms stated in the proposal. The accepted proposal, with the option they chose and the terms they agreed to, is what both of you keep: the customer gets it as a PDF in their confirmation email.
What happens when a customer declines?
They can decline the proposal and, if they want to, tell you why. The proposal is marked declined with their reason on it, so you know whether it was the price, the timing or somebody else’s quote rather than guessing from silence.
Who can turn a won proposal into a job?
Anyone in the office who schedules work. A Sales login can too, once you turn on Can schedule for that rep; it is off by default and set per person. Create job carries the option the customer chose, with its scope and parts, onto the schedule.
Put the choice in front of them.
Create your account and get set up in your trade. Quoting is in every plan; options and proposals come in on Executive.
Email support@orbitopspro.com to chat with us.