Built for HVAC contractors
Bob the Bidder greeting a homeowner beside his work truck

Close the job before the truck leaves.

Turn equipment details into clean, accurate Good / Better / Best proposals your homeowner can understand—and approve.

Start with Bob Try the interactive demo
Fast pricebook setupHomeowner-ready proposals
Bob the Bidder standing arms-crossed beside outdoor condensing units
Replacement proposal
Choose your comfort
Ready to sign
Good
$8,250
Reliable comfort
Single-stage
Better
$10,900
Higher efficiency
Two-stage
Best
$14,600
Premium comfort
Variable-speed
17.1 SEER2Efficiency rating
R-454BRefrigerant type
The sales leak

Great work deserves a better quote.

Homeowners make faster decisions when options are clear. Every hour spent rebuilding a quote in the office gives another contractor room to win.

01

Remove slow follow-ups

A proposal sent tomorrow is already behind the contractor who sent one at the kitchen table.

02

No more hard-to-read options

Line-item overload makes homeowners compare price instead of comfort, efficiency, and value.

03

Prevent double entry

Rekeying model numbers, prices, and equipment specs burns time your team should spend selling.

04

Automate maintenance reminders

Bob emails your customers when their system is due for service — turning one-time installs into recurring maintenance revenue.

From nameplate to yes

Everything the proposal needs. Nothing it doesn’t.

Bob handles the repetitive proposal work so your comfort advisor can stay focused on the homeowner.

Photo nameplate identification

Photograph the existing equipment tag to capture the model information without squinting, guessing, or typing it twice.

Instant Good / Better / Best

Present three clean options side by side, with equipment, scope, pricing, and terms ready for a homeowner decision.

Fast pricebook import

Bring over your existing equipment and pricing instead of rebuilding your catalog one model at a time.

Homeowner financing estimates

Show an estimated monthly payment next to the project total so the conversation stays centered on affordability and comfort.

Specs homeowners can see

Put SEER rating and refrigerant type directly on every proposal, right where homeowners compare their choices.

In-person selling mode

Run the same guided quote flow on a tablet at the kitchen table — build the proposal with the homeowner and close before you leave the driveway.

Bob showing a Good / Better / Best proposal on a tablet at a homeowner's kitchen table
In-person selling mode — build the proposal at the kitchen table and close before you leave the driveway.
Your website, your leads

Put Bob on your company website.

Once your company is signed up, add Bob to your existing site. Homeowners can start their quote request without leaving your brand—and the lead lands in your Bob account.

1
Get your company embedWe’ll provide the code tied to your Bob account.
2
Add it to your sitePlace it on a quote page or launch it from a button.
3
Work the lead in your Bob's proposal portalNew quote requests show up in your company workflow.
4
Send preventative maintenance remindersBob emails your customers when their system is due for service — turning one-time installs into recurring revenue.
Simple pricing

Low overhead. Aligned with wins.

One plan gives your company the full proposal workflow. Bob only earns a percentage when a quote is signed inside Bob.

$79/ month
plus 1% of quote value signed inside Bob
No percentage on sales closed off-platform. Cancel anytime.
Proposal builderPricebook importFinancing estimatesWebsite embed
Subscribe / get started
Straight answers

Before you get started.

Have a question that isn’t here? Include it when you sign up.

Do I need to rebuild my pricebook?

No. Bob is designed to load an existing contractor pricebook quickly. We’ll review your file and help map equipment, model numbers, pricing, efficiency, and refrigerant data.

How does the 1% work?

The 1% applies to the quote value when a homeowner signs the proposal inside Bob. Sales closed outside Bob do not carry a percentage fee.

Does the financing estimate approve the homeowner?

No. The proposal can show an estimated monthly payment for planning and comparison. It is not an approval or lending decision.

Can Bob live on my current website?

Yes. After signup, your company receives an embed tied to your Bob account. It can be placed directly on a page or launched from a button on your current site.

Do I need to change my field-service software?

No. Bob is built as a focused HVAC quoting tool, so you do not need to replace your full field-service platform to use it.