Proposals Software for Home Service Companies
Create professional proposals in minutes, send for e-signature, and track every approval. Built for plumbers, HVAC, roofers, electricians, and more, with mobile tools your team can use on site to win jobs faster.
Mobile-friendly on-site proposals
Powered by 100% Hands-Free Automation
Real-time status and approvals
What is proposals software for
home service companies?
Proposals software helps contractors price work accurately, present clear scopes, and collect approvals fast. Instead of emailing PDFs back and forth, you build standardized proposals from item catalogs, send with one click, and capture e-signatures on any device.
Every proposal stays tied to the customer and job. Photos, notes, product options, and terms live in one place, so details are clear and easy to review. Homeowners see exactly what they are buying, which reduces confusion and callbacks.
Customers can choose Good Better Best packages, accept financing, and approve online. Your team sees status in real time and converts accepted proposals into scheduled jobs and invoices without retyping, keeping operations smooth from estimate to payment.
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Your 24/7 AI receptionist at just $197/month
Why proposal software
matters for contractors
Contractors send dozens of quotes each week, but many lose jobs because proposals are slow, unclear, or inconsistent. Proposal software removes that friction by standardizing pricing, improving presentation, and speeding up customer approval. With it, contractors can send professional, detailed proposals within minutes and win more jobs faster.
- 35% of homeowners say they choose the first contractor to send a clear, detailed proposal, making speed and clarity crucial.
- Businesses using proposal automation close deals up to 30% faster, improving both cash flow and project scheduling.
- Well-presented proposals can raise average job value by 18%, as customers are more likely to select upgrades or higher-tier options when given clear comparisons.
For home service pros, proposal software is not just a convenience; it is a sales engine. Faster, professional proposals build trust, reduce errors, and turn more estimates into paid work.
PROPOSAL FEATURES FOR CONTRACTORS
From estimate to approved in one click
Everything you need to build, send, and win professional proposals that match your services and margins.
Templates and Item Catalog
Standardize services, parts, and labor rates. Eliminate math errors and keep pricing consistent across techs and jobs.
Good Better Best Options
Present three tiers with upsells and add-ons. Increase the average ticket while giving homeowners clear choices.
Photos, Notes, and Terms
Attach job photos, product sheets, and scope details. Add warranty and payment terms once and reuse.
E-Signature and Approvals
Send proposals by link or text. Customers sign securely on mobile, tablet, or desktop and get instant confirmation.
Deposits and Financing
Request deposits on acceptance and offer financing where available to reduce price friction and speed approvals.
Convert to Job and Invoice
Turn accepted proposals into work orders and invoices with line items preserved. No double entry.
Analytics and Reporting
Track open, viewed, and accepted rates. See average ticket, win rate by option tier, and revenue by service line.
How it works
Simple steps to get started with our custom proposal
Fast setup, reusable templates, and field-ready approvals your team can use on day one.
Import items and labor, set taxes, fees, and
margins; build brand-ready templates.
Enable deposits, financing if available, and
sync to your CRM and accounting.
Create proposals on mobile, add photos and
options, send for e-signature, collect deposits.
Track open/accept rates, adjust your packages
and prices, then save what converts best.
what to expect
The impact of using proposal software for home service companies
Customers review and sign online with clear scope and terms, on any device, instantly.
Good Better Best packages and add-ons lift total revenue with transparent comparisons.
Standardized items and photo proofs make expectations clear, cutting disputes and callbacks.
Convert accepted proposals to jobs and invoices without retyping or duplicate data entry.
How much does proposal software cost for home service companies?
Most proposal platforms charge per user, per month, with added costs for e-signatures, templates, and integrations. Pricing depends on company size, number of users, and advanced tools such as Good Better Best packages, payment collection, and CRM sync.
Some systems charge extra for e-signature credits, document storage, or add-ons like payments and reporting. With Leadsflow180, proposals, invoicing, and follow-ups live under one login; no hidden fees, no fragmented tools, and clear reporting tied directly to booked jobs and revenue.
WHY CHOOSE US
A partner built for home service companies
Home service businesses don’t need another generic marketing agency. They need a partner who understands their trade, their customers, and the challenges of running a contracting business. That’s where Leadsflow180 is different.
Leadsflow180
Other Proposals
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Contractor-Focused
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Ease of Use
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Setup & Support
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Follow-Up Proposals
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All-in-One Tools
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Pricing Transparency
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Data Ownership
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Built for contractors like roofing,
plumbing, HVAC, and more
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Made simple to understand
and fully mobile-friendly
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Done-for-you onboarding
fast setup with no stress
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Automatic reminders, e-sign,
and deposit requests
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Integrates proposals with
invoicing and scheduling
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Flat, predictable pricing
one monthly payment only
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You own your accounts,
all contacts and data secure
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No trade-specific features
built for general use only
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Overwhelming dashboards
hard to navigate daily
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Complicated, DIY setup
time-consuming and messy
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Manual setup required
extra paid modules needed
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Requires multiple add-ons
to unlock full features
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$200–$1,000+ per month
with add-ons and extras
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Risk of losing data
with no guarantees given
Ready to win more jobs with faster approvals?
Stop chasing PDFs and email threads. With Leadsflow180, proposals are standardized, signed online, and converted to jobs and invoices without friction.
FAQ
What contractors want to know before getting started
Yes. Import services, parts, and labor once, then assemble accurate proposals quickly with consistent pricing and tax rules.
Yes. Offer three tiers with add-ons and upsells. Customers choose online, and you see which options close best.
Yes. Proposals include a secure e-signature. Customers approve on any device and receive confirmation instantly.
Yes. Collect deposits when a proposal is signed and converted to invoices with line items preserved.
Yes. Accepted proposals create jobs, tasks, and invoices while syncing customers and payments to your books.
Yes. Techs add photos, notes, and options on mobile, then send for approval before leaving the site.
Track open, view, and accept rates, average ticket by option tier, and revenue by service line to improve continuously.