Proposals & pipeline

What the report tracks

Every proposal generated in Thermal — a repair quote, an equipment replacement, an agreement upsell — is tracked through its lifecycle: sent, viewed, approved, declined, or expired. The report rolls these up into total open pipeline value, win rate, average time from send to decision, and pipeline broken down by stage, technician or salesperson, and proposal type.

For a contractor whose proposal flow spans everything from a same-visit repair quote to a large equipment replacement, tracking these separately matters — win rate and close time look very different for a small repair approved on the spot versus a large rooftop unit replacement that needs a facilities committee sign-off.

Why pipeline visibility matters for service contractors specifically

Proposal work is often generated in the field by technicians during a service call, not by a dedicated sales team working a CRM — which means pipeline can be genuinely invisible to operations leadership unless it's tracked at the point it's created. A technician who quotes a repair and never hears back has effectively lost that revenue with no one aware it happened.

The report closes that gap by tracking every proposal from the moment it's generated, regardless of who created it or how it was delivered, so open pipeline value is a real, current number instead of an estimate built from memory.

How Thermal builds it

Proposals generated from a work order or equipment record are tracked automatically through customer view, approval, and decision status, using the same records already tied to the job and equipment involved. Because a proposal on an equipment replacement links back to that unit's service history, a manager reviewing pipeline can see the repair-versus-replace context that generated the quote, not just the dollar amount.

Win rate and average close time calculate directly from this data as proposals move through their lifecycle, without a separate CRM pipeline to reconcile against dispatch.

Using the report to close more, faster

The most actionable cut is by proposal age: quotes sitting open past a certain number of days convert at a meaningfully lower rate than ones followed up quickly, and the report surfaces aging proposals so a manager can prompt follow-up before they go cold rather than after. Win rate by proposal type also tells you where to invest — a low win rate on equipment replacement quotes specifically might point at pricing, presentation, or financing options, not a general sales problem.

See it live in Thermal

Thermal's proposals & pipeline report lives at app.trythermal.com/proposals, tracking every quote from creation through decision using the same work order and equipment records the proposal was generated from.