Selling the work · Comfort advisors and replacement estimators

Good, better, best HVAC proposal template

Three options let the homeowner choose instead of saying yes or no to one price. The proposal only works if the differences are real and easy to read. This prompt turns your equipment, ratings, warranties and prices into a one-page summary with no exaggerated savings.

What to get right

  • Each tier needs a real difference. Efficiency (SEER2 for cooling, HSPF2 for heat pump heating, AFUE for furnaces), comfort features like variable speed, and warranty length. If two options only differ by brand, it isn’t a choice.
  • Say who each option is for. “If you’re selling in a few years” or “For the upstairs that never cools” lets people pick themselves.
  • List what’s in all three once. Permit, removal, pad, thermostat, labor warranty. Repeating it under every option makes the page longer, not clearer.
  • Use real lender numbers. Fill in monthly payments from your financing company’s calculator, not an estimate.

The prompt

This is the Write a good/better/best system proposal workflow, word for word. Copy it, fill in the [brackets], and paste it into the AI tool your company uses.

Never paste: Customer addresses, phone numbers or emails, financing applications or credit info, card numbers, gate/lockbox codes, or photos of the inside of someone's home showing family or personal items.
Write a good/better/best replacement proposal summary.
Home and issues: [summary]
Good: [equipment, efficiency (SEER2/AFUE), warranty, price]
Better: [same]
Best: [same]
Included in all: [permit, removal, new pad, thermostat, labor warranty]

For each: one-line who it's for, what you get, monthly payment if financed [I'll fill from lender]. Honest differences, no exaggerated savings.

Fill it in with the prompt builder → Open the full workflow Comfort Advisor / Replacement Estimator · saves 30 min per proposal

How to use it

  1. Write a two-line summary of the home and the problems you found.
  2. Fill in each option’s equipment, ratings, warranty and price from your price book.
  3. List what’s included in all three.
  4. Run the prompt, add financing numbers from your lender, and check every claim.
  5. Leave the proposal with the homeowner and follow up in two to five days.

Related workflows

Questions shops ask

Why use good, better, best for HVAC replacements?

It gives the homeowner a choice between your options instead of a choice between you and another contractor. It also makes the trade-offs visible: efficiency, comfort and warranty against price.

Should the best option always be the most expensive?

It usually is, but it should also be the option that solves the most problems for that house. If the top tier doesn’t fit the home, don’t offer it.

Can I promise energy savings in the proposal?

Only with numbers you can back up for that house. Higher-efficiency equipment uses less energy for the same work, but savings depend on usage, rates and the home. “Lower operating cost” is honest; a made-up percentage isn’t.

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