Product Roadmap

HVAC Replacement Proposals

Good/Better/Best tiered proposals for AC and furnace replacements.

HVAC New Install Proposals

Complete proposals for new construction and first-time installations.

HVAC Repair Estimates

Single repair estimates with diagnostic fee and parts/labor breakdown.

Roofing Templates

Roof replacement and repair proposal templates with material tiers.

Remodeling Templates

Kitchen, bathroom, and general remodel proposal templates.

Branded PDFs

Professional PDF proposals with your company logo and colors.

Hosted Proposal Links

Share proposals via a branded link — track when customers view them.

Mobile-First Composer

Create proposals on your phone between jobs — the whole app works on mobile.

Proposal Attachments

Attach plans, photos, and documents to your proposals.

Annual Billing

Save up to 33% with annual billing. Proration on upgrades.

Cost Library

Save your common line items. Browse reference pricing for equipment across trades.

Proposal Duplication

Duplicate any proposal to quickly create similar bids for new customers.

Dashboard Search & Filters

Find any proposal instantly. Filter by status, date, customer, or trade.

E-Signatures

Customers can sign proposals digitally — legally binding with audit trail.

Photo-to-Estimate

Take a photo of the job site and let AI help estimate scope and pricing.

Team & Multi-Seat

Add team members with their own logins. Shared proposals and templates.

Client Portal

Customers get a branded portal to view proposals, sign, and communicate.

Zapier Integration

Connect Kestrel to your CRM, accounting software, and other tools.