Multi-package proposals
Configure HVAC equipment, pricing, discounts, notes, and optional add-ons in one guided builder.
PRODUCT / BUILT FOR HVAC
Build the proposal fast. Make the decision easy.
Job4Site gives small HVAC teams a focused way to create clear multi-package proposals, then carry the accepted work into scheduling, the field, and invoicing—with supported invoice sync to QuickBooks Online on eligible plans.
WEB · iOS · ANDROIDBUILT BY AN HVAC OWNERQB ON ELIGIBLE PLANS
LIVE APP · CUSTOMER PROPOSAL
SIMPLE WHERE IT MATTERS
One clear proposal. One connected path after yes.
Start with the customer and equipment. Once a package is accepted, keep the selected work with the job instead of rebuilding the details at every step.
A decision customers understand
Present polished packages, product details, financing estimates, and totals in a view customers can review and accept online.
Sold work, ready to schedule
Carry the accepted package into a job, choose the date and time, and assign the right technicians.
Useful context on site
Give the crew customer, equipment, job, timer, notes, and photo tools from a phone or tablet.
Billing without rebuilding
Bring an approved proposal into an invoice, add parts or services, record payments, and track the balance.
A cleaner accounting handoff
On eligible plans, a team member can send supported invoice data to QuickBooks Online.
01 / PROPOSALS
Give every customer a choice they can understand.
Choose from your HVAC catalog, build the right system packages, and adjust pricing while you are with the customer. Discounts and selected add-ons update the totals, and your team can preview the same polished proposal the customer will see.
- Multiple HVAC system packages in one proposal
- Equipment details, discounts, notes, and optional add-ons
- Financing estimates alongside clear package totals
- Branded online review and customer acceptance
CUSTOMER PACKAGE VIEW / TABLET
02 / PRODUCTS + PRICING
Start with your equipment.Adjust the price on the spot.
Load preconfigured products for the brands you carry or add your own. Keep models, capacities, images, specifications, and company pricing ready for the next proposal.
PRODUCT CATALOG / DESKTOPFURNACES · AC · HEAT PUMPS · DUCTLESS · BOILERS · SWIPE →
LIVE JOB TIMER
FIELD CONTEXT
03 / SCHEDULE + FIELD
When the customer says yes, the job has a head start.
Schedule the work, assign technicians, and attach the package the customer selected. On site, the crew can review job context, run the job timer, add notes, and capture photos from a mobile device.
SCHEDULEDate, time, and technician assignment
ARRIVECustomer, equipment, and sold-package context
WORKJob timer, notes, and field photos
CONTINUEPreviously loaded core records through brief outages
Temporary offline use depends on records loaded previously. QuickBooks, uploads, and other connected services still require internet access.
04 / INVOICE
Turn completed work into an invoice without starting over.
Pull in the approved proposal, add any parts or services from the job, and send a clear invoice while the details are still fresh. Record payments and keep the remaining balance visible.
- Create from a job or an approved proposal
- Add parts, services, discounts, tax, and notes
- Send a branded customer invoice
- Record payments and track the balance due
05 / QUICKBOOKS ONLINE
Send the invoice to QuickBooks when you are ready.
Small Team + QuickBooks and Large Team + QuickBooks let a team member send supported customer, item, and invoice data to QuickBooks Online. An active connection and internet access are required.
PLAN AVAILABILITY+ QUICKBOOKS PLANSCompare plans
FROM CLEAR PROPOSAL TO FINAL INVOICE
Make the next proposal easier to build—and easier to buy.
Start with your HVAC products and pricing, show the customer clear options, and keep the selected work connected through the rest of the job.