New — AI-drafted proposals & contracts, ready to sign in the driveway. Book a 15-min demo

Present mode

Close it at the kitchen table. Not a week later by email.

Your proposal becomes a handful of clean, full-screen slides you swipe through in minutes at the kitchen table — then the homeowner picks a system and signs, right there.

Runs offline · Tap-to-choose tiers · Sign on the spot
Comfort First HVAC
4.9 · 212 reviews
Slide 3 of 6A few clean slides

Your home, sized right

A 3-ton system fits the Reyes home

2,100

sq ft

34,400

BTU load

3

tons

Measured with a load calc — not eyeballed off the old unit.

Where jobs go cold

The quote that lands two days late is already lost.

The homeowner made an $8,000 decision on trust and clarity — not on a PDF that showed up after they'd called the next company.

The old way

A promise to “email it over.”

  • Tech writes it up later, back at the shop
  • A flat PDF — no options, no story
  • Homeowner compares on price alone
  • Follow-up is a voicemail nobody returns

With present mode

A guided close, before you leave.

  • Present full-screen on the tablet, in your brand
  • Good / Better / Best with monthly payments
  • They tap a system and sign on the spot
  • The job books itself — no re-keying

How it works

A few clean slides. Signed at the table.

1

It builds from your quote

The moment your proposal is ready, present mode assembles the deck automatically — nothing to design, nothing to set up.

2

Swipe through it in minutes

A handful of clean slides — why you, their home's numbers, the options, warranties — that you flip through fast at the kitchen table, even with no signal.

3

They choose & sign

The homeowner picks the system they want, sees the monthly payment, and signs with a finger. The won job flows straight to your pipeline.

What's inside

Every slide earns its place.

The deck only shows what's true for this home — no dead slides, no generic filler.

Your brand, not ours

Logo, colors, license number, reviews, and years in business — the deck looks like your company built it.

Their home's numbers

Load-calc results, sizing, and duct or window flags — so the recommendation is defensible, not a guess.

Tap-to-choose tiers

Good / Better / Best with live monthly payments. The homeowner picks in the deck — it's not decided for them.

Works off the grid

Renders on-device from the proposal, so a dropped job-site signal never kills your pitch mid-close.

See it live

Watch a real replacement close in present mode.

Founder runs the demo · No slide deck · 15 minutes

Payments secured by Stripe — we never store card numbers Works with ServiceTitan, Housecall Pro & more Founder-led support, under 24 hours