CORE FEATURES

Estimates & Proposals

Your tech is sitting in a homeowner's kitchen after diagnosing a dead furnace. The homeowner says "how much?" Your tech calls the office. Nobody picks up. He scribbles a number on a sticky note. The homeowner says they'll "think about it" and calls your competitor. HomePro kills this scenario entirely by putting high-conversion digital pitchbooks in every tech's hand.

homepro.ai / proposals / builder / active
Open Quotes
14
Awaiting response
Avg Proposal
$28K
Install jobs
Time to Close
3.2h
After proposal sent
BUILDGood/Better/Best proposal built for Johnson HVAC
SENDProposal delivered via SMS + email link
SIGNAccepted: Best option — $14,200 ✓
3min
Time to generate
24%
Avg ticket increase
Live
Approval status
1click
Financing approval
Operational Blueprint

High-Fidelity Digital Pitchbooks.

Homeowners don't buy from "sticky notes." They buy from professionals who show options, value, and financing. HomePro turns every tech into your top-performing salesperson.

Diagnosis
Autonomous Asset Condition Audit
The tech takes 3 photos of the failed unit. The system identifies the age, SEER rating, and serial number autonomously, pulling the exact replacement SKUs from your price book.
Tiering
Good/Better/Best Option Logic
The engine generates three specific tiers based on your inventory. It identifies that the "Better" option qualifies for a $1,200 utility rebate and highlights it automatically.
Financing
Instant 30-Second Credit Approval
The homeowner selects the "Best" option. They scan their ID, and the system orchestrates an instant approval for $14,800 @ $164/mo. Zero paperwork, zero friction.
Persistence
Autonomous Follow-Up Engine
If the quote isn't signed on-site, the system takes over. It sends a text 24 hours later with a video of the system benefits, and a phone call 48 hours later to answer final questions.
Sales Intelligence Log
AUDT Scanning unit: Carrier XL14 (Serial: #8842-JT).
LOGC [THINK] Generate G/B/B for 3-ton Split System.
VIEW Highlighting: $2,000 Federal Tax Credit on "BEST" Tier.
FINN Orchestrating Approval: $14,850 via Wisetack. Approved.
ACT ACTION: E-Signature captured. Dispatching install team.
SYNC Proposal converted to Job #9942. CRM updated.
Closing Probability: 92% / Sales Cycle: -14 Days
Sales Maturity

Paper Quotes vs. Interactive Digital Proposals.

Traditional Sales
  • Techs scribbling prices on paper or generic invoices.
  • No financing options offered at the point of sale.
  • Homeowners saying "let me think about it" (and you never call).
  • Inconsistent pricing and low margins on big jobs.
The HomePro Sales Engine
  • Professional G/B/B proposals generated in 3 minutes.
  • Native, one-click financing with instant approvals.
  • Autonomous, persistent SMS/Voice follow-up sequences.
  • Unified price book ensures consistent 40%+ margins.
Live Demo — iPad View

The pitch your tech shows in the living room

Click a tier to select it. Watch the financing math update live. Then send it to Karen's phone before you leave the driveway.

homepro.ai / proposals / PRO-4821 — Karen Mitchell
Mike R. — Truck 01
Diagnostic Complete — Dead Compressor
Carrier Central AC — 241 Oak Lane, Austin TX
Unit age: 14 yearsSize: 3-tonRepair vs replace: Replace recommended

73% of homeowners choose the middle tier when shown three clear options.

Close deals faster.

Native Financing

One-click loan approvals directly inside the proposal. Your tech doesn't have to explain interest rates — the system shows monthly payments and handles the application in 30 seconds.

Flat-Rate Price Book

Load your entire inventory and pricing. Techs pick the parts, and the margin is automatically applied. No more guessing, no more under-quoting, no more "calling the boss."

Follow-Up Automation

If they don't sign in the living room, HomePro doesn't forget. Automated drip sequences via SMS and email keep the quote top-of-mind until they book or decline.

Related features

Core Feature
Consumer Financing
Native integrations with Wisetack and GreenSky for instant on-site credit approvals.
Learn more →
Core Feature
Invoicing & Payments
Convert signed quotes to invoices instantly and collect payment before the tech leaves the site.
Learn more →
Core Feature
Job Costing
Track labor and materials in real-time to see your true profit margin on every estimate you win.
Learn more →
How It Works

How HomePro builds proposals.

01
On-Site
Scope

Tech or estimator enters job parameters—AI pre-fills material costs, labor rates, and trade-specific line items automatically.

02
3-Tier
Present

Good/Better/Best options generated instantly. Customer reviews on their phone. Optional financing shown inline.

03
Close
Sign

Digital signature captured on-site or via text link—job created in the system on acceptance, no re-entry.

04
Learn
Track

Win/loss rates and proposal values tracked by estimator and job type—surface your highest-margin work.

Proposal Time
< 5 min
to build and present a full 3-tier proposal on-site
Close Rate
+38%
improvement in close rate with Good/Better/Best vs. single-price proposals
Average Ticket
+$640
average ticket increase when mid-tier option is presented inline with financing
Win Attribution
100%
of proposals tracked to revenue outcome for pricing optimization
Owner Voices

What trades owners actually say.

"Our average ticket went up $600 the first month just by presenting three options instead of one."
J
James P.
Electrical Contractor · Atlanta, GA
"Techs used to struggle with pricing. Now they just tap the job type and the proposal builds itself."
W
Wendy T.
HVAC Founder · Dallas, TX

The average trades business has $40K in unsigned quotes sitting in a spreadsheet right now.

HomePro generates professional proposals in minutes, makes them easy to approve, and chases the ones that go unsigned — automatically.

Start your free audit