HVAC proposal clarity, built into the workflow

Hawkeye Estimates

Better estimates. Clearer choices. Faster approvals.

Turn reviewed equipment information into professional Good/Better/Best proposals—so customers can compare the facts, see the final totals, and move forward with confidence.

01 One to three options02 Review-first imports03 Secure customer links
Proposal workspaceDraft
Estimate HE-1048Unsaved changes
CustomerCedar Ridge Home
ProjectComfort system replacement
1 option2 options3 options
Product information16 fields importedReview before finalizing
Review
HAWKEYEComfort proposal
LIVE PREVIEW
GOOD
AeroCore 1515.2 SEER2$9,850
BETTER
AeroCore 1717.5 SEER2$11,700
BEST
AeroCore 2020.0 SEER2$13,950

Original interface illustration · synthetic proposal information

The contractor problem

A great recommendation can get buried in the assembly work.

Equipment expertise belongs in the conversation with the homeowner—not in another round of copying details between tabs and rebuilding proposal layouts.

01

Research starts over

Teams repeatedly hunt down models, specifications, warranties, and usable product images.

02

Options feel disconnected

Customers work harder than they should to understand what changes from one system to the next.

03

Presentation varies

Hand-built documents can make the same contractor look different from one proposal to another.

04

Details compete for attention

Scope, equipment facts, images, notes, and pricing have to become one coherent customer story.

The complete workflow

From job details to a customer-ready decision.

One focused workspace keeps the estimate moving while leaving the important judgments with the contractor.

  1. 01

    Add the job

    Enter proposal, customer, and job-site information.

  2. 02

    Research equipment

    Import from an approved product URL or enter facts manually.

  3. 03

    Shape the choices

    Present one recommendation or up to three options.

  4. 04

    Control the price

    Enter selling prices and optional discounts for each option.

  5. 05

    Finalize and share

    Review the customer preview, finalize, print, and securely deliver.

01 / 05

Start with the job

Add the proposal date, customer, and job-site details that belong at the top of the estimate.

hawkeye · estimate workspace
Proposal informationStep 1 of 5

Good / Better / Best

Put the differences where customers can actually see them.

Each active option keeps its equipment image, specifications, warranty language, notes, discount, and final total together in a consistent comparison.

SYNTHETIC COMFORT PROPOSAL3 EQUIPMENT OPTIONS
GOOD

AeroCore 15

Heat pump system

Efficiency
15.2 SEER2
Warranty
10-year limited parts
Final total
$9,850
BETTER

AeroCore 17

Variable-speed heat pump

Efficiency
17.5 SEER2
Warranty
10-year parts · 2-year labor
Final total
$11,700
BEST

AeroCore 20

Inverter heat pump system

Efficiency
20.0 SEER2
Warranty
12-year parts · 5-year labor
Final total
$13,950

Illustrative equipment names, warranty terms, and pricing.

Product research, with guardrails

Start with a product page. Finish with your own review.

Paste an approved product URL and Hawkeye Estimates can gather available product information, specifications, warranty language, and a catalog image. Missing facts remain missing, conflicting warranty language stays visible, and imported content is never a substitute for contractor review.

  • Imported facts stay editable
  • Warnings and sources remain visible to the contractor
  • Existing manual details are protected unless replacement is confirmed
  • Customer pricing is entered and approved by the contractor
Accuracy boundary

The released importer does not place retail pricing into the proposal. Product facts must be checked before finalization.

Equipment research
16
Fields available for reviewProduct · models · efficiency · image · warranty
System modelACX-24 / AHI-24Imported
SEER217.5Imported
WarrantyTwo statements foundReview

Professional proposal output

A polished handoff in the room or after the visit.

Prepare the proposal once, then use the customer-facing format that fits the conversation.

Live customer preview

Watch the presentation take shape while empty fields and unchecked scope items stay out of sight.

Print-friendly layout

Print the proposal or use the browser’s save-to-PDF option from the reviewed customer view.

Secure public sharing

Create an immutable customer link that expires after 30 days, then regenerate or revoke it when needed.

Controlled delivery

Send by text only after consent is recorded. Email delivery is available when the installation’s sender is configured.

Supplier and distributor opportunity

Help contractors turn catalog knowledge into a better sales conversation.

A well-structured supplier catalog can make it easier for contractors to research the right equipment facts, present product differences, and keep the manufacturer story intact in a customer-ready proposal.

01

Make product specifications and images easier to carry into the field.

02

Give contractor customers a repeatable way to present multiple equipment tiers.

03

Keep every imported fact subject to contractor review and pricing control.

Presented as a potential sales-enablement use case, not an existing supplier partnership.

Trust and control

Automation assists. The contractor decides.

01

Human-reviewed facts

Imported research and warranty language can require explicit review before finalization.

02

Contractor-set pricing

The proposal’s customer price and optional discount stay in the contractor’s hands.

03

Explicit finalization

Incomplete drafts can be saved, but a customer-ready proposal must clear required checks.

04

Controlled customer access

Shared copies are immutable, expire automatically, omit internal research data, and can be revoked.

05

Consent-gated texting

The text action requires a valid saved mobile number and recorded consent for that recipient.

See it step by step

Build the estimate around a clearer customer decision.

Explore the workflow, review the safeguards, and learn how each proposal moves from draft to delivery.