Contractor proposal software for shops in more than one trade

What a strong proposal contains

A good proposal answers five questions without being asked. Who is it for and where is the work? What exactly will be done, and what will not? How much does each choice cost? What happens next and by when? And how does the customer say yes? Anything beyond that, such as a long history of the company, usually slows the decision. TierMenu's customer view is built around those five answers: customer and location, scope per option, price with tax, a recommended choice, and a signature panel.

Options that mean something

Offering three options only helps if they differ in a way the customer cares about. Describe the difference in a sentence at the top of each option: a repair that restores operation, a replacement with a longer warranty, a complete upgrade. Keep the recommended badge honest, based on what you observed. TierMenu supports one to four options on a proposal and shows them side by side so the customer can compare.

Add-ons are optional by design

An add-on is something the customer may decline without changing the base job. A surge protector with a panel, a water shutoff valve with a heater, a smart thermostat with a system. Keep them out of the option totals so the base price is clear, and let the customer tick the ones they want. The final total updates with their choices.

One format across trades

A shop that does HVAC in summer and electrical in winter does not want two proposal styles. A shared format makes your documents consistent and your sales process easier to teach. In TierMenu the price book holds tasks for each trade, proposals draw from the same book, and every approval ends the same way: a signature and a locked record. Trades keep their own task names and descriptions, so a plumber and an electrician each find their work quickly.

Signatures and what they mean

The customer types their name, draws a signature and accepts an authorization. TierMenu stores the selected option, the add-ons and a signed PDF. A signature is a record of the customer's choice. It does not replace consumer disclosures, licensing rules or local contract requirements, which you handle. If you use legal wording, mark it for review against your local requirements.

After approval

Once approved, the proposal is locked. Create an invoice from it, enroll the customer in a maintenance plan if one was part of the offer, or duplicate the proposal if the scope changes. Each step carries the customer and scope forward, so the office does not retype what the customer already approved.

Writing scope in plain words

Scope text is where most proposal disputes start. Write it as a list of things the customer can check against the finished work. Name the equipment, the location and the result. Say what is not included, such as patching, painting or permits you will not pull. Avoid terms only your crew understands. If a line needs a paragraph to explain, split it into two lines or make the first line an assessment. TierMenu stores each task description once, so good wording is reused on every proposal, and a fix made in one place reaches every future quote.

Proposal expiry and follow-up

A proposal with no end date invites a customer to wait for a better price, or to come back after your costs changed. Set an expiry date that matches how fast your supplier prices move. TierMenu shows the status of every proposal: draft, sent, viewed, approved or expired. A short follow-up call a few days after sending, using the same wording as the proposal, usually answers the questions that hold up a decision.

How it works in TierMenu

1. Step 1

   Pick tasks across trades

   Add HVAC, plumbing and electrical tasks from one price book.

2. Step 2

   Shape the options

   Group tasks into options and mark a recommendation.

3. Step 3

   Collect the signature

   Present on site or send a secure link.

TierMenu, a spreadsheet and a paper price book

FAQ