HVAC Good / Better / Best Proposal Builder (Printable)

Put your three system options on one clean page. Type in what each option includes, its price, and its warranty and extras, then print it or save it as a PDF to leave with the homeowner. Same layout every time, prices in plain view.

Runs in your browser — nothing you type is sent anywhere

Example prices — replace with yours. The starting prices are placeholders so the preview isn't empty (the same made-up numbers as the worked example in our good-better-best guide). They are not industry averages or typical prices. Grey text in the boxes is only an example and is never printed.

The job

Your company name (optional) Customer name (optional) Prices good through (optional) A real date you will honor. No fake deadlines.

What we found / the job (optional)

Your three options

Good

Good — short name (optional) Good — total price ($) — example number Full installed price. Set to 0 to leave this option off.

Good — equipment and what it does (one item per line) Good — warranty and included extras (one item per line)

Better

Better — short name (optional) Better — total price ($) — example number

Better — equipment and what it does (one item per line) Better — warranty and included extras (one item per line)

Best

Best — short name (optional) Best — total price ($) — example number

Best — equipment and what it does (one item per line) Best — warranty and included extras (one item per line)

Financing estimate (optional)

Leave the term blank to leave financing off the proposal. If you show it, use the APR and term from your lender's current, approved materials — this only estimates the payment, and the lender's numbers and disclosures are what count.

APR (%) From your lender. 0 for a 0% plan. Term (months) Blank = no financing line.

Price gaps between your options

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Price-anchoring tip (honest version)

People judge a price partly by what they see next to it. That's why many shops present the options starting from Best and working down: the customer sees the full range first, then picks where they're comfortable. That's fine when every option is real. Building a padded "Best" nobody should buy, just to make another option look cheap, is manipulation — don't. Make sure each price gap is something you can explain in one plain sentence, and track which option customers actually pick.

Only the proposal below prints. In the print window, pick "Save as PDF" to email it instead.

Your system options

Good

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Better

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Best

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Pick the option that fits you best — or none today. No obligation.

How to use it

One page, same layout every time. Every tech's proposal looks and reads the same, and the customer can compare the three options side by side.
Plain words, not model numbers. Say what each option does for the home ("quieter, more even temperatures"). Take efficiency ratings and warranty terms from current manufacturer documents.
Every option should be one you'd install in your own home. If you wouldn't recommend Good, don't offer it.
Blank fields don't print. Leave out the company name, customer name, or financing and the proposal just skips them. Set a price to 0 to drop that option.

How the numbers work

Price gap = the higher option's price − the lower option's price, and that gap ÷ the lower price for the percentage.
Monthly payment (optional) = price × r ÷ (1 − (1 + r)^−months), where r = APR ÷ 12. At 0% APR it's simply price ÷ months. It's the same formula as the HVAC financing payment calculator, which also handles a down payment and shows what the lender's dealer fee takes from your side of the sale.

With the example prices and a made-up 9.99% APR over 120 months, Good at $10,000 works out to about $132.10 a month. That APR is only an illustration, not a typical or available rate.

What this doesn't do

It doesn't set your prices. Build each tier from its full job cost with the HVAC flat-rate price calculator first.
It doesn't replace your lender's disclosures. Consumer financing comes with disclosure rules. Show the lender's own numbers and never promise approval or a rate.
It doesn't save anything. Nothing is stored. Print or save the PDF before you close the page.

For how to build the three tiers, price the gaps, and present them at the kitchen table, read the guide HVAC good-better-best pricing.

Related tools

Pricing each option? The HVAC flat-rate price calculator turns equipment and labor into a price that hits your target margin. Offering financing? The HVAC financing payment calculator compares payments on all three options and shows the dealer fee. Want to know how often your proposals close? Try the HVAC sales funnel & close rate calculator.

Showing what the higher tiers save on the power bill? The HVAC SEER2 energy savings calculator estimates yearly and lifetime cooling cost for up to three SEER2 levels and the payback on the price gap.