For contractors who want a cleaner branded proposal system without connecting ServiceTitan yet.
Starting at $497/mo$997 setup
- Branded visual proposal builder
- Good / Better / Best package cards
- Basic / Premium / Enterprise option layouts
- Manual or imported pricebook setup
- Equipment images and add-ons
- Monthly payment display
- Warranty and membership callouts
- Admin template editor
- Customer-facing proposal view
- White-label company branding
Setup includes
- Brand colors and logo setup
- Initial proposal template configuration
- Starter package structure
- Basic onboarding walkthrough
90-day onboarding minimum, then month-to-month with 30-day cancellation.
Start BasicFor ServiceTitan shops that want a better sales presentation layer for comfort advisors, replacement options, financing display, and branded proposals.
Starting at $997/mo$2,997 setup
- Everything in Basic
- ServiceTitan-connected proposal workflow
- Customer, job, and location pull-in
- Read-only ServiceTitan sync where supported
- Pricebook import and mapping workflow
- Financing display and payment-factor controls
- Advisor-ready sales presentation layout
- Premium proposal card templates
- Admin pricebook and package controls
- Tenant-scoped user permissions
- Audit-ready integration workflow
- Write-back readiness planning, not automatic write-back
Setup includes
- ServiceTitan connection planning
- Customer/job/pricebook mapping setup
- Proposal workflow configuration
- Financing display configuration
- Admin onboarding session
- Advisor demo workflow
12-month agreement preferred. Month-to-month may be offered at a higher rate after setup.
Build My Premium WorkflowFor multi-location contractors, private equity groups, franchises, or teams with complex pricebooks, permissions, financing workflows, and integration requirements.
Starting at $2,497/moStarting at $7,500
- Everything in Premium
- Multi-location / multi-tenant setup
- Advanced admin permissions
- Role-based access controls
- Audit logs and approval workflows
- Complex pricebook mapping
- Custom proposal workflows
- Custom onboarding and training
- Priority implementation support
- Enterprise reporting readiness
- Custom integration scoping
- Advanced financing workflow planning
Setup includes
- Enterprise discovery session
- Tenant/location structure planning
- Permission model setup
- Workflow configuration
- Pricebook mapping plan
- Launch training
Advanced lender workflows, second-look financing, payment orchestration, and ServiceTitan accounting write-back are custom-scoped Enterprise projects.
Annual agreement required. 60-day non-renewal notice. Custom integration work quoted separately.
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