For HVAC contractors
Send the replacement quote as a link before you leave the driveway. Proposal Pulse tells you when it’s opened, whether they went straight to the price or the warranty, and writes the follow-up text.
What you send
Quote #2208
Prepared for Lorraine Pike
| 3-ton heat pump and matched air handler | $8,900 |
|---|---|
| New line set, pad and disconnect | $1,240 |
| Duct transitions and sealing | $850 |
| Permit, old system haul-away and start-up | $650 |
| 10-year parts and labor warranty | Included |
| Total | $11,640 |
What you hear back
Lorraine Pike opened it
Opened at 10:40 PM the night it went out. Most of the time went on the warranty, then she opened it again at lunch on a laptop.
The text it writes for you
Hi Lorraine, Malik from the AC visit. Happy to go over the warranty or anything else on the quote. There’s an install slot open Thursday if you want it in before the weekend.
Written to read like a normal check-in. It never mentions what they looked at.
Timing
When the AC quits in July, nobody waits a week. They call around, get a couple of quotes and book whoever can come soonest. A quote opened at 10 PM is a homeowner deciding tonight, and a text first thing in the morning lands while they’re still deciding.
Other trades
It suits roofers, plumbers, general contractors, law firms, med spas, dental offices and chiropractors just as well.
Early access
The free plan tracks 5 proposals a month, with email alerts, visit summaries and the follow-up texts. Leave your email and you’ll get one when early access opens.