From job notes to HVAC proposal in 60 seconds.
Paste your site notes — unit specs, install timeline, warranty details. Roxy generates a branded proposal with signatures and payments. No templates. No formatting. Just a clean proposal that closes.
The problem
HVAC proposals are too complex for Word docs and too important to rush.
Every job requires unit specs, warranty terms, install phases, and pricing breakdowns. The formatting takes longer than the estimating.
Multi-page proposals take hours
Unit specs, SEER ratings, warranty details, install timelines — every HVAC proposal is a small engineering document. Formatting it in Word takes an afternoon.
Slow turnaround loses bids
Customers call three contractors. The one who sends the cleanest proposal first usually wins. If you're still emailing PDFs three days later, you're losing deals.
Inconsistent pricing presentation
Every tech writes proposals differently. Some include warranty info, some don't. Your brand and pricing story changes from job to job.
No way to close on the spot
You hand the customer a paper estimate or email them a PDF. They say they'll think about it. There's no signature or deposit flow to capture momentum.
Before and after
Replace the 4-hour proposal marathon with a 60-second AI workflow.
Roxy is built for the moment between site visit and customer decision. Paste your notes. Get a proposal that looks like it took all day.
Paste your rough site notes: '3-ton Carrier unit, 16 SEER, 10-year warranty, 3-day install, customer asked about financing'
Roxy generates a branded proposal with structured scope, unit specifications, warranty section, install timeline, and payment options — in 60 seconds.
Spend 2–4 hours formatting a Word doc with tables, headers, and pricing breakdowns for each job
AI assembles the full layout automatically. Your brand, your pricing structure, your legal language — applied consistently every time.
Email the PDF and wait. Hope they open it. Hope they reply.
Send a proposal link that tracks opens, captures e-signatures, and collects deposits — all in one flow.
HVAC-specific features
Every feature is designed around how HVAC proposals actually work.
Equipment specs, warranty sections, install phases, and payment collection — structured the way your customers expect.
Equipment spec sheets
Auto-include SEER ratings, BTU capacity, refrigerant type, and warranty terms in a structured section that builds buyer confidence.
Install timeline blocks
Present phased install schedules with milestone dates. Customers see exactly when prep, rough-in, and startup happen.
Warranty and compliance
Standardize manufacturer warranties, code compliance notes, and permit requirements across every proposal.
Same-day close
Built-in signatures and payment collection means the customer can approve and put down a deposit the moment they read the proposal.
Multi-system proposals
Cover replacement, new install, and maintenance contracts in a single proposal with clear pricing tiers.
Win-rate tracking
See which proposals get viewed, which stall, and which close — so you can refine your pricing and positioning.
What HVAC contractors say
Built to make HVAC teams feel more polished before the work even starts.
These are placeholder testimonials — the structure is ready for full customer proof.
“Roxy made our proposals feel like a premium buying experience instead of a stitched-together attachment. We went from 4-hour proposal marathons to 60-second wins.”
Mike Brennan
Owner, Brennan HVAC Solutions
“The proposals look so professional that customers started commenting on it. We close faster because the trust is built before we even walk in the door.”
Sarah Chen
Operations Manager, Pacific Air Systems
“We used to lose bids because our proposals took two days. Now we send same-day. That alone paid for Roxy in the first week.”
Tony Russo
Service Director, Comfort Zone HVAC
FAQ
Common questions from HVAC contractors.
Can Roxy handle complex multi-system HVAC proposals?+
Yes. Paste your site notes for any combination — replacements, new installs, ductwork, maintenance contracts — and Roxy structures it into a single clean proposal with separate pricing tiers, equipment specs, and timelines.
Does it include SEER ratings and equipment specifications?+
Roxy's AI pulls equipment details from your notes and structures them into a professional spec section. Include model numbers, efficiency ratings, warranty terms, and compliance notes automatically.
Can customers sign and pay from the proposal?+
Every proposal includes built-in e-signatures and payment collection. Customers can approve the scope and submit a deposit in the same flow — no back-and-forth emails.
Does this replace my existing HVAC software?+
Roxy focuses on the proposal and closeout experience — from notes to signed deal. It integrates with your existing tools for scheduling, invoicing, and field service management.
Stop losing bids to slow proposals. Start closing the same day.
Paste your site notes. Get a branded HVAC proposal with equipment specs, install timeline, signatures, and payment collection — in 60 seconds.
Questions? Email roxy@himalayan-ai.com