Proposal

Proposal Builder

Create and review proposals from Job Costing and project documents

1 · Upload project files

Job Costing REQUIRED

Deliverables, major equipment & final price

Specs / Scope

Optional · scope, specs & customer/project info

DSB / Equipment Selection

Optional · XLSX / PDF

AHRI Certificate

Optional · PDF

Drawings

Optional · mechanical drawings & customer/project info

Previous Proposal / Model

Optional · formatting/reference only

Rule: Job Costing controls what Noble Air is delivering and the final lump-sum price. Supporting files can add detail, but cannot add scope unless you approve it.

▸ show extracted source text

2 · Project information

3 · Major equipment 0

Air handlers and other major equipment are listed individually. Capacity, description, and model can be edited before issuing.

4 · Scope & proposal language

5 · Proposal preview

6 · Generate

Compliance & questions 0

For scope/cost questions, choose YES — included, NO — exclude, or N/A. Your decision overrides the automatic QA check and is recorded in the compliance review.

Self-contained project tool. Job Costing is mandatory and controlling. Always review extracted information and resolve all red questions before issuing a proposal.