HVAC Business Coaching | How to Use the Sample Equipment in the Proposal Tool

Curious about the new Proposal Tool in Planning for Profit but haven't added your own equipment yet? Good news—you can still explore everything the tool has to offer using the built-in sample data. In this Planning for Profit Minute, we walk through how to: • Configure the Proposal Tool settings • Upload your company logo • Set required gross profit and weekly installation targets • Configure proposal email and notification settings • Choose which departments have access • Create scope of work statements, discounts, and terms & conditions • Build a proposal using the included sample equipment • Add financing options and installation materials • Create multiple proposal tiers • Preview and email professional proposals to customers Whether you're just getting started or want to test-drive the Proposal Tool before entering your own equipment and pricing, this walkthrough will help you understand the setup process using the sample equipment and see how the entire proposal workflow functions from start to finish. Watch to learn how to create polished, customer-ready proposals in just a few steps.