Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Proposal Studio for Home Services. HVAC proposal software that checks every figure.

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.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Proposal Studio · Requirements
HVAC proposal software: each requirement marked must, want or nice to have, and how it is covered, real Zanus AI screen

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

1

A builder sends plans for a block of new homes; the studio reads every page, lists each requirement and writes the install proposal.

2

A homeowner's replacement proposal lists the system, the warranty and the terms from your knowledge, with every price summed from your rate card.

3

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

  • Proposals: every request on its eight steps, with the one next thing to do
  • New proposal: from your own words or a mail thread, in five steps on one page
  • A proposal open: the request, the register, the questions, the blocks, the price and the approval
  • Sent & tracking: opens, last activity, validity, state and the next step
  • Blocks & pictures: the blocks a proposal is made of, and pictures from your Images library
  • Reports: requested, sent, opened, won, lost, why we lose and what the checker caught
  • The customer’s page: accept with his options, ask a question, decline, download the PDF
  • Proposal Studio settings: who writes, who asks, who approves, the length, the prices and the doors

Replacements and installs

An HVAC replacement proposal from the request to the yes

Each installation proposal for contractors is built the same way, whether a homeowner or a builder asked for it.

Every requirement covered

Each need from the request gets its own row, marked must, want or nice to have, with how the proposal meets it.

Figures with a source

Prices are summed from your rate card, the warranty and terms come from your knowledge, and each statement shows its source.

Followed until decided

Sent, opened, negotiating, won, lost or expired: each proposal shows where it stands and the one thing to do next.

2 minutes

Set up plumbing proposal software in 2 minutes

1

Give the rate card

Enter your items with unit, price and cost, the validity, the minimum margin and the deposit.

2

Choose who approves

For each department, say who writes, who asks the homeowner, and who approves up to which amount.

3

Shape the blocks

Decide which blocks come from your knowledge, which are calculated and which are written fresh each time.

4

Start a proposal

Say who it is for and what they asked, add their documents or a link, then pick the length.

Questions & answers

AI Proposal Studio for Home Services: questions & answers

What should an HVAC proposal include?

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.

Does the AI write the prices?

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.

Which checks run before proposal approval for home services?

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.

Can we see if the homeowner opened it?

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

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Home Services ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

Give Lisa your website.
She sets up your business in 2 minutes.

Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.

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Or call +1 (954) 736-3939 — the AI answers.