Multi-Option HVAC Estimates
Stop sending single-price quotes that get ghosted. Good/Better/Best estimates let customers can compare scope, equipment, and price without a pressured sales conversation.
How Multi-Option Estimates Look
Basic Replacement
- 14 SEER equipment
- Standard installation
- 1-year labor warranty
Efficient Comfort
- 16 SEER equipment
- UV air purification
- Smart thermostat
- 5-year labor warranty
Premium System
- 18+ SEER variable speed
- Whole-home air quality
- Zone control ready
- 10-year warranty
- Annual maintenance included
A side-by-side presentation helps customers compare tradeoffs and choose the option that fits.
Why Multi-Option Estimates Win
Present clear service options
When customers see options, they upgrade. Good/Better/Best pricing lets them choose value, not just accept or reject.
Faster approvals
Customers approve faster when they feel in control. Options reduce the need for back-and-forth negotiations.
Consistent pricing
Pull from your pricebook. No more techs making up numbers in the field. Every estimate follows your margin targets.
Estimate Builder Features
Automatic margin calculation
See your profit margin in real-time as you build each option.
Pricebook integration
Pull equipment and labor from your catalog. No manual pricing.
Digital signatures
Customers approve on tablet or phone. No paper shuffling.
Branded presentation
Your logo, colors, and terms. Professional appearance.
Common Questions
Why do multi-option estimates work?
Multi-option estimates let customers compare scope, equipment, warranty, and price in one proposal instead of making a yes-or-no decision on a single system.
Can techs create estimates in the field?
Yes. The mobile app has full estimate creation. Techs select equipment, add line items, and present options on their tablet. Customer signs digitally.
How do rebates factor into estimates?
Plenum pulls eligible rebates automatically. The estimate shows equipment cost, installation, and available rebates. Customers see net price after incentives.
Can I customize option names and tiers?
Fully configurable. Call them Bronze/Silver/Gold, or use equipment model names. Add as many options as you want per estimate.
What about financing options?
Monthly payment calculations display alongside total price. Integrates with major HVAC financing providers.