Build professional proposals with equipment options, installation labor, and optional financing. Customers approve digitally, you convert to invoice, and collect payment on-site.
These challenges cost you time, money, and customers. IntelliDrive OS solves them.
Customers want to see good-better-best options for equipment replacement. Building three separate proposals manually takes over an hour per lead.
HVAC installs span multiple days with different crew members. Tracking labor hours, materials, and subcontractor costs per job is a spreadsheet nightmare.
Techs finish diagnostic and repair calls but invoices do not go out until the office processes them days later. Customers forget the urgency and delay payment.
Six capabilities designed specifically for how hvac technicians work.
Present up to three equipment options in a single branded proposal. Customer selects their preferred option and approves digitally.
Include SEER ratings, tonnage, BTU output, and warranty terms in the proposal. Customers see exactly what they are buying.
Track labor hours, materials, permits, and subcontractor costs per installation. See true profit per job.
Auto-generate invoices for maintenance agreement customers on a monthly, quarterly, or annual schedule.
Include monthly payment amounts and financing terms directly on the proposal. Customers see their payment options upfront.
Techs generate and send an invoice from the field the moment a repair is complete. No office delay.
Four simple steps to transform your invoicing & quotes workflow.
Select equipment models, add installation labor and materials, and include financing options if desired.
Send the good-better-best proposal via email. Customer reviews equipment specs and pricing from their phone.
Customer selects their option and approves. The proposal converts to a work order and invoice automatically.
After installation, finalize the invoice with any adjustments. Collect payment or initiate financing.
Real improvements from hvac technicians using IntelliDrive OS.
Tiered proposals with financing options help customers say yes to higher-value systems.
Every labor hour, part, and expense is tracked per install for true profitability analysis.
Field-generated invoices on repair calls get paid the same day instead of weeks later.
Join hvac technicians who use IntelliDrive OS to save time, reduce errors, and grow their business.
No credit card required. Cancel anytime.