Close larger jobs faster with “good, better, best” options on web and mobile.
Already a customer? Activate the Sales Proposal Tool now >>
Engage customers by presenting your services in a visually appealing format on any device.
Deliver outstanding service and help your customers choose the service that best fits their need
Display professional presentations that stand out from the competition
Provide customers an interactive buying experience that puts them in the driver’s seat
Increase your close rates and boost job ticket sizes.
Open the door to upsells with side-by-side service comparisons
Effortlessly sell on job sites with pre-built proposal templates optimized for mobile
Add Pipeline to unlock automated follow-ups that boost your conversion rate from proposal to job
With Consumer Financing you can upsell larger jobs and provide customers the flexibility to pay over time. You get paid in full once the job is complete. *You must be approved by Wisetack to use consumer financing
Present pre-built proposals on the job site with one click.
Close more deals by selling to customers in real-time when they’re most engaged
Take control of your sales process and ensure each proposal is delivered in the right format
Save time by converting frequently used proposals into reusable (or ready-to-fill) templates—no more building from scratch
On average, Pros increase monthly revenue generated through Housecall Pro by 35% after their first year.
See plan options and feature breakdown on our pricing page.
Proposal software is a simple tool that helps companies streamline their sales and marketing efforts. It automates creating, tracking, and delivering proposal documents to win and keep customers. With proposal software, your business can quickly create custom proposals based on customer needs with killer features like these:
This is a huge deal in the field service and home service industries, where you need to quickly generate customized proposals to win business or to set up service plans after completing jobs. With the help of this software, companies can easily automate proposals to save time while committing fewer labor resources.
Proposal software offers your business a variety of benefits. For starters, it streamlines operations. You can quickly create comprehensive quotes for customers. Communication with customers will improve, which obviously leads to loyalty and better reviews. Proposal software also helps you increase accuracy when it comes to pricing estimates. It gives you accurate project costs and features that will help eliminate human error. And every small business has examples of human error!
Proposal software also ensures that your proposals are consistent and professional-looking. This is due to beautiful, customizable templates designed to capture important details. This software makes it easy for customers to understand their options with detailed explanations in simple terms. No more of that technical industry jargon like your competitors use.
And here’s a shout-out to automation! Proposal software makes everything easier by automating tasks like notifying team members when bids are received or scheduling delivery times based on customer availability. It also allows multiple users within your company to access and manage shared files securely—making the sales process run more smoothly. These systems save valuable time throughout the entire process by using a single hub where key stakeholders can access data anytime.
Quickly create professional proposals that impress customers and help you close bigger deals, faster.
No credit card required.
Easily create polished proposals from your phone to close deals on the jobsite.
Add images and details to show the value of your company’s services.
Win more customers and upsell jobs with side-by-side service comparisons.
I think any company should be using Housecall Pro’s “good, better, best” option.
Kyle B | Burris Mechanical Group
Customize professional proposals using ready-made templates for quick presentation and faster approvals.
Easily build and send proposals from your phone so you can close deals on the go.
Present to customers on the jobsite when they’re most engaged and ready to buy.
Turn your go‑to proposals into premade templates. —no more building from scratch every time.
Send professional, easy-to-read proposals your customers will trust and remember.
No more long, complicated documents—design clear proposals that stand out from the rest.
Provide tiered service options that make it easy for clients to choose what’s right for them.
Deliver mobile-friendly proposals for easy review and quicker customer responses.
Connect seamlessly with your existing workflow to simplify follow-ups and boost conversion rates.
From proposals to scheduling and dispatching, everything works together—so nothing falls through the cracks.
Automate follow-ups with Pipeline to stay top of mind and turn more estimates into jobs.
Spend less time on admin and focus on what you do best—delivering top-notch service.
Display the value of your services and offer flexible payment options to capture more revenue.
Close more deals by selling to customers in real time when they’re most engaged.
Present simple, effective “good, better, best” options tailored to each customer.
Offer financing options to ease budget concerns and help customers comfortably invest in bigger jobs.
pro jobs completed
avg. pro revenue growth*
avg. hours saved per week
*Data based on average monthly revenue generated through Housecall Pro after the first year of using the platform.
Send professional invoices, automate reminders, and offer customers flexible payment options.
Get paid faster and easier with full payment functionality built into every part of the platform.
Convert more leads into jobs with time-saving, automated follow-ups—and track them all in one place.
A central hub for your customers to view job details, make payments, and manage their accounts.
Yes, you can send proposals on both desktop and mobile devices—and they will be optimized for mobile, so your customers can easily view them on the go, too!
Yes, proposals will be sent in real time and delivered to your customers right away.
Yes, you can easily customize your proposals to the specific service(s) and/or product(s) you are offering.
Creating a proposal only takes a few minutes. Simply select the service(s) you want to include and hit send.
Yes, you can create customizable proposal templates for each service you offer—making it quick and easy to reuse them whenever you need to.
Yes, you will be notified via email once a proposal is signed.
No credit card required.
