AI Proposal Studio is HVAC proposal software for replacements, installs and other big jobs: it reads the homeowner's or builder's request and every document sent, asks what is missing and writes the proposal from your knowledge, your price book and your own blocks. Every figure is a sum the software makes from your rate card, a manager approves and a person sends.
TRY AI PROPOSAL STUDIO FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install


Requirements
Each requirement from the request gets its own row, must, want or nice to have, and an open must waits for your decision.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Proposals above our approval limit go to the owner, the rest to the install manager.”
Lisa“Proposal approval: the install manager approves up to your limit, the owner above it, a person sends every proposal. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Home Services use it
A builder sends plans for a block of new homes; the studio reads every page, lists each requirement and writes the install proposal.
A homeowner's replacement proposal lists the system, the warranty and the terms from your knowledge, with every price summed from your rate card.
A sent proposal the homeowner has not opened shows on the list as one to call first.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Proposal Studio does, for every business ›
Works withAI E-mailAI PhoneAI Web FormsAI DemoAI QuotingAI Auto-CallAI Follow-up
Replacements and installs
Each installation proposal for contractors is built the same way, whether a homeowner or a builder asked for it.
Each need from the request gets its own row, marked must, want or nice to have, with how the proposal meets it.
Prices are summed from your rate card, the warranty and terms come from your knowledge, and each statement shows its source.
Sent, opened, negotiating, won, lost or expired: each proposal shows where it stands and the one thing to do next.
2 minutes
Enter your items with unit, price and cost, the validity, the minimum margin and the deposit.
For each department, say who writes, who asks the homeowner, and who approves up to which amount.
Decide which blocks come from your knowledge, which are calculated and which are written fresh each time.
Say who it is for and what they asked, add their documents or a link, then pick the length.
Questions & answers
What the homeowner asked for, how each need is met, the equipment and the work, the warranty and terms, the price and how long the offer is valid. AI Proposal Studio builds it from blocks you control and covers every requirement in its own row.
No. Each price on an HVAC proposal is added up by the software from your rate card and your parts list, so the AI never types a number. When a figure cannot be calculated, the AI asks the homeowner or builder first instead of guessing.
Twenty checks: every requirement answered, every claim backed, every total matching its lines, every date on a business day. The approval opens only when all of them are green.
Yes. Each proposal shows when it was sent, how often it was opened, the last activity and how long it stays valid, so a proposal nobody opened becomes a reason to call.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Home Services ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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Try it free on your own business — no credit card, per company, never per seat.
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