Like it or not, customers want to buy equipment from the technician, because they trust the technician over the salesman. However, are you terrified of your technician presenting a new equipment proposal to your customer? Your technician needs to prepare the proposal quickly and accurately, price the proposal correctly and have the confidence to present the options in a way that the customer will understand and best represent your company. Your equipment sales is your bread and butter. It can be what makes or breaks your season. It has to be done correctly and professionally.

Fast-Track Your Equipment Sales with Our HVAC Proposal Software The Calls4Control.com Proposals makes it easy for a technician to do everything you would as the owner, while allowing them to stay in their comfort zone. You can setup many of the standard parts of the proposal in advance, including pricing, with the HVAC proposals template, so the technician can just focus on what is needed for the job and customer.


  • Pre-Upload your equipment price list
  • Set Net Profit Settings three levels for Good/Better/Best
  • Set Sales Commission, Sales Tax, and Warranty Costs
  • Set separate Financing Percentage Costs for Good/Better/Best
  • Create consistent, profitable proposals every time.
  • Create “affordable” proposals showing monthly financed price.
  • Create “affordable” proposals showing monthly financed price.
  • Turn any technician into a seasoned sales person.
  • Eliminate competition by providing multiple Good/Better/Best options.
  • Sell more accessories and services.  


  • Preloaded with equipment brochures and add-on brochures.
  • Setup templates for common proposals.
  • Good/Better/Best, side-by-side display and price comparison.
  • Add company brochure and selling points about your company.
  • Never lose out on a sale

Our Net Profit Proposal system’s backbone is built on the a complete business analysis and once the settings are set, you can be 100% confident that your sales team can propose a Good/Better/Best comparison and maximize your profits.

With your preloaded equipment price list and brochures, you can easily and quickly propose with convenient dropdowns. Enter your number of installation days, equipment cost miscellaneous charges and propose to your customer. You can even set templates for different scenarios and propose to your customer even quicker.

Propose to your customer