Your quote, your call. There's no equipment database in the proposal. Labels and prices are yours, and running costs are estimates (±20%) based on climate normals and state-average energy prices. Sizing checks use the app's calculated range. Verify final equipment selection before you sell the job.

Before you start

  • Calculate first. The proposal is built on the results. If you change the house and recalculate, recheck existing options: the app doesn't change what you typed, but the sizing check will update.
  • Add your branding once. Enter your company information and logo in Settings, and they appear at the top of the proposal.
  • Get the customer on the report. Fill in Client & Job Details on the project form.
  • Access. Building a proposal is free. The PDF includes the full load report, so it counts as a PDF export: two free, then Pro or the free trial.

Step 1: add your options

On Calculation Results, tap Create Proposal, then Add First Option. Options are labeled Good, Better and Best to start, and you can type over any label. You can have up to three, and each starts sized to the current home.

Step 2: sizes and the sizing check

The top of the screen shows the calculated equipment range for this home. In each option, pick a cooling size from the chips or tap Custom to type an exact BTU/h, for odd sizes and mini splits. Heating works the same way.

Furnace sizes are input ratings. On a furnace option, the chips are input BTU/h at that option's AFUE, and the app shows the output it delivers. Enter the output in Custom if that's what you have.

When a size is entered, the summary line under the option gives a check:

  • Within Manual S sizing range
  • Below the calculated sizing range
  • Above the calculated sizing range

Sizes are optional. Pick None for cooling and the check won't run for that side, but the option can still go out.

Step 3: efficiency

Pick a preset such as New gas furnace + AC, High-efficiency heat pump or Cold-climate heat pump, or set your own values. The efficiency drives the estimated cost to run, shown in the summary as ≈ $/yr to run. Each new option starts on a preset that costs less to run than the one before it, so a heat pump only starts in the top spot where it saves money. Pick whichever system you're quoting; it's one tap.

Step 4: your price

Type your total in Installed Price ($). The app doesn't suggest prices.

Step 5: showing savings

To show a yearly savings figure, tell the app what's in the house now. On Results, open Compare Systems from the Operating Cost card and set the Existing System. With that set, the summary adds saves $/yr for options that cost less to run. Change Energy Prices on the same sheet if the state average doesn't fit the job.

Step 6: export

Tap Export Proposal PDF and share it through email, text or whatever you normally use. The first page is the homeowner proposal with your options, and the full load calculation follows behind it. If the button says Upgrade to Export Proposal, you've used your free exports.

Video walkthrough

The same path, narrated, 1 minute 12 seconds. Every screen is a real capture from the app.

Prefer to read? The steps above cover the same ground. Open on YouTube for captions.

FAQ

Do I need Pro to make a proposal?

No. Anyone can build one. The export counts against the two free PDF exports, and after that it needs Pro or the free trial.

Does the app recommend brands or prices?

No. There's no equipment database in the proposal. Labels and installed prices are yours.

I recalculated the load. Do my options update?

No. The app won't change what you typed. The sizing checks update against the new range, so recheck each option and change the sizes that no longer fit.

How many options can I include?

Up to three.