Proposals
Proposals built the
way you actually sell.
Brand-based replacements. Custom installs. Flat rate service. Good / Better / Best presentations with managed equipment, financing, signatures, deposits, documents, and a clean handoff into scheduling.
- Brand · Custom · Flat Rate
- Good / Better / Best
- Native e-signature
- AHRI-matched systems
- GoodLeap financing
Managed Brands with equipment and AHRI matching updated automatically
One platform · three modes
Brand-based. Custom. Flat rate.
Every HVAC company sells a little differently. AirMatch supports the proposal modes your team needs in the field.
Brand-based
Replacement and system sales.
Pick the brand, equipment, accessories, and warranty path. AirMatch turns your approved catalog into a clean homeowner proposal.
- Replacement systems
- Mini-split and ductless
- Brand-specific selling
- AHRI-ready options
Custom
When the job does not fit a template.
Build specialty installs, multi-zone systems, electrical work, and unusual scopes without leaving the proposal workflow.
- Specialty installs
- Multi-zone systems
- Complex retrofits
- Custom configurations
Flat Rate
Service, repair, standardized pricing.
A controlled catalog of repair and IAQ items, with labor, markup, and margin rules already built in for the field.
- Service calls
- Repair options
- Maintenance add-ons
- Every rep, same price
Homeowner view
Good. Better. Best.
Side by side.
The homeowner opens one link, compares three real options, sees financing math, asks questions, signs, and pays. Your team gets notified the second it happens.
- Compare options liveSystems, price, monthly payment, SEER, and warranty side-by-side.
- Ask a question in-lineReal-time chat keeps the sales conversation attached to the proposal.
- Native e-signatureSign on phone, tablet, or laptop without a separate PDF tool.
- Live trackingCreated, sent, viewed, signed, declined, and voided.
System Builder
AHRI-matched in real time.
Pick the system type, tonnage, flow direction, and options. AirMatch keeps approved equipment matchups and proposal details moving together.
Beyond the equipment
The proposal captures the whole job.
IAQ upgrades, custom electrical work, maintenance agreements, cleanup, disposal, photos, and scope details can all live in one homeowner-ready document.
Indoor Air Quality
Filtration, ducting, ventilation.
Yes / No / N/A / Existing toggles for every IAQ line item, from filter boxes to ventilation.
- MERV 13 / 16 filter boxes
- Electronic air cleaner
- Energy recovery ventilator
- Supply / return upgrades
Custom Items
The work that is not equipment.
Electrical, attic platforms, refrigerant piping, line sets, water heaters, and other job-specific work.
- Electrical upgrades
- Attic platforms
- Line sets and refrigerant
- Water heater add-ons
Comfort Club
Maintenance agreements, in-line.
Silver, Gold, and Platinum service plans can be presented beside the replacement system.
- Silver / Gold / Platinum
- 1, 2, 3-year terms
- Priority service
- Inspections and cleanings
Add-ons
Capture the whole job.
Craftsmanship guarantees, daily cleanup, equipment disposal, photos, and scope details stay attached.
- Craftsmanship guarantee
- Daily cleanup
- Equipment disposal
- Bonded and insured
Pricing control
Margins protected.
Every proposal.
Owners and managers set the rules once. Markup, margin, labor, equipment pricing, warranty pricing, financing, and fees stay locked in at the company level.
Schedule a walkthroughAlso managed
Close + track
Send, sign, deposit, done.
Financing
Show the monthly payment.
GoodLeap paths from short-term to long-term financing, presented beside the cash price.
Payments
Stripe deposit, in two taps.
Send a payment request from any proposal and track who paid, who has not, and when.
E-signature
Sign on any device.
Native signature inside the homeowner view. Phone, tablet, or laptop, no separate PDF tool.
Proposal tracking · last 30 days
Every proposal · every status
Full FSM built in
After they sign, the job keeps moving.
Most proposal tools stop at the signature. AirMatch has a complete field service platform built in — the signed proposal becomes a scheduled, dispatched, checklisted, invoiced, paid job without ever leaving the record your sales rep created.
The homeowner accepts the system and signs from the browser.
The signed proposal lands in the dispatch board's unscheduled queue — drop it into a technician's lane.
The tech gets the assignment, the required checklist, and the customer record. The homeowner gets an ETA.
The invoice builds itself from the signed proposal. The homeowner pays online. Done.
See the proposal flow
Try the sales flow before the walkthrough.
Everything else
All the boring stuff. Done.
Duplicate proposals
Spin up a new version for alternate brands, configurations, or tiers without starting over.
Merge proposals
Combine system replacement, IAQ, maintenance, and service work in one homeowner document.
Works anywhere
Web, iPad, iPhone, Mac, and PC. Build in the truck, finish at the office.
Cloud sync
Every device stays in lockstep, so your team sees the same proposal status.
QuickBooks export
Sales data can move into bookkeeping without rebuilding the job by hand.
Rebates and credits
Local and federal incentives can be presented with the system options.
Master display
Drop in jobsite photos, brochures, videos, and branded sales material.
Void and reissue
Replace outdated proposals while keeping the sales trail archived.
User permissions
Reps see what they need. Managers see everything. Owners control the rules.
Loved by owners
Why contractors choose AirMatch.
The ability to create a well-produced proposal at a snap of a finger.
The quickness and ease of building a proposal on the spot.
We can create a better designed HVAC system thanks to LaserCalc.
AirMatch
Make every replacement proposal easier to sell and easier to schedule.
Walk through managed matchups, homeowner proposals, signatures, deposits, financing, documents, and the scheduler handoff with an AirMatch specialist.