Larkspur Heating Co.Fort Collins, Colorado
Fictional business · demo data

One calm yes instead of five follow-up calls

A $12,480 decision,
made clear on a phone.

Noah Bennett builds three honest choices. The customer sees the work, the monthly example and the next step — then the system follows through.

Watch the proposal close itself0 of 7 moments

Elena opens the proposal again; the estimator sees the second view.

A new white heat pump on a concrete pad beside a cedar-sided Colorado home at sunrise
Whole-home heat pumpQuiet efficiency
$12,480or $250.01/mo · 60 months, example
  • Everything in the first option
  • Efficiency upgrade
  • Priority support
Rate check · no credit impact
Time given back today8 min1 customer message · 1 office handoff
The proposal room

Three choices, one live record.

The estimator’s board, the customer’s phone, the financing partner and the office log all read the same proposal. Change one and watch the others follow.

Proposal roomNoah Bennett · estimator
NB
Live proposals16 active · 18 total
Sent2
AK
Andre KingClimate complete packageViewed 0 times
PS
Priya ShahWhole-home heat pump consultViewed 0 times
Viewed3
OP
Elena RuizWhole-home heat pumpViewed 3 times
TG
Tessa GreenWhole-home heat pump — phase 8Viewed 4 times
MY
Miles YoungClimate complete packageViewed 4 times
Applied2
NL
Nina LewisClimate complete packageViewed 2 times
DT
Drew TaylorClimate complete packageViewed 3 times
Approved1
CM
Casey MorganWhole-home heat pump — phase 5Viewed 1 time
Signed2
RP
Robin PatelWhole-home heat pump consultViewed 4 times
AM
Alex MonroeWhole-home heat pump consultViewed 4 times
Deposit paid1
JE
Jordan EllisClimate complete packageViewed 3 times
Won5
MC
Maya ChenWhole-home heat pump consultViewed 1 time
ER
Elena RuizWhole-home heat pump — phase 2Viewed 2 times
CR
Camila ReedWhole-home heat pump — phase 11Viewed 3 times
+2 more
Lost2
LS
Leah StoneWhole-home heat pump consultViewed 2 times
RC
Riley CooperWhole-home heat pump — phase 17Viewed 1 time

Drag a proposal, or focus a card and press Alt + left/right arrow.

A warm living room at dusk with a slim wall-mounted heat pump and mountain viewsLarkspur Heating Co.Whole-home heat pump

Prepared for Elena Ruiz

Recommended choice

Quiet efficiency

$12,480

The best balance of comfort and value.

As low as$250.01/month60 months · 7.49% APR example
  • Everything in the first option
  • Efficiency upgrade
  • Priority support
  • Extended warranty

Example terms only. No real application or credit inquiry is made. Demo example only. Rates, terms and approvals are fictional; a live provider supplies the legal disclosures and final terms.

Messages

Hi Elena, your whole-home heat pump options are ready. Open the proposal whenever you are comfortable.

Sent automatically · 9:34 AM

I opened it — thank you. I am comparing the choices.

Customer reply · 10:03 AM