Good-Better-Best Equipment Proposal

Turns your site notes and the equipment options you choose into a clear three-option proposal a homeowner can compare side by side.

HVACHome Services and Trades✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

proposal for Yara Diallo, 4652 Ridgevale Rd, Ravenhill. we're Skyvale Heating and Air, 336-555-0130. tech Zane Guerrero says her furnace is 22 yrs old, cracked burner assembly found, rusted flame rollout switch, AC condenser is original too and running but low on refrigerant, found a leak at the coil. she wants a whole system swap. Good: Carrick CF40 furnace + Carrick CC30 AC, 1 stage, $8,450, 10 yr parts warranty, 1 yr labor. Better: Carrick CF60 furnace + Carrick CC50 AC, 2 stage, $10,900, 10 yr parts, 2 yr labor. Best: Carrick CF90 variable speed furnace + Carrick CC90 variable speed AC, $14,300, 12 yr parts, 5 yr labor. All include old equipment removal, startup, and we pull the permit. add ons: new thermostat Carrick Touch T7 $320, duct sealing at the plenum $475. proposal good 30 days. call or text 336-555-0130 to accept.

AFTER · what the skill produced

Heating and Cooling Replacement Options for Yara Diallo
4652 Ridgevale Rd, Ravenhill
From Skyvale Heating and Air, 336-555-0130

What we found
Our technician, Zane Guerrero, inspected your system and found:

Your furnace is 22 years old. Our technician found a cracked burner assembly and a rusted flame rollout switch.
Your air conditioner condenser is original to the home and is running, but it is low on refrigerant. We found a leak at the coil.

You asked about replacing the whole system. Here are three options.

Good: Carrick CF40 furnace and Carrick CC30 air conditioner

Single-stage system
Warranty: 10 years parts, 1 year labor
Price: $8,450

Better: Carrick CF60 furnace and Carrick CC50 air conditioner

Two-stage system
Warranty: 10 years parts, 2 years labor
Price: $10,900

Best: Carrick CF90 variable speed furnace and Carrick CC90 variable speed air conditioner

Variable speed system
Warranty: 12 years parts, 5 years labor
Price: $14,300

Included in every option

Removal of your old equipment
System startup
We pull the permit

Also recommended

Carrick Touch T7 thermostat: $320
Duct sealing at the plenum: $475
Both add-ons together: $795

Totals with both add-ons

Good: $9,245
Better: $11,695
Best: $15,095

This proposal is good for 30 days. To accept, call or text us at 336-555-0130. If you decide to decline any item, we will note it as your decision.

Questions for the owner

Do you offer financing or have any rebates to mention? None were provided, so none are listed.
Is there a deposit or payment schedule to include?
Do you want the permit fee shown as a separate line?
Our technician found a cracked burner assembly and a rusted flame rollout switch. Do you want these listed as a safety concern, and should the proposal say they were flagged for a licensed technician? Nothing in your notes says so, so none of that wording is included.

What it does

Turns your site notes and the equipment options you choose into a clear three-option proposal a homeowner can compare side by side. It uses only your prices and details, and leaves the decision to the customer.

Use it when: Use when an HVAC company needs to turn a tech's site notes and the owner's equipment choices into a good-better-best proposal for a homeowner, such as: write up options for this replacement, make a good better best quote, or give the customer three choices.