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Features/Sales & Pipeline/Service Agreements
growth plan

Lock in recurring revenue with maintenance plans

Used by your Sales agent

Create, sell, and manage service contracts with agreed visit schedules, pricing, and auto-renewal. Build predictable annual revenue.

Customizable agreement templates
Auto-scheduled maintenance visits
Digital signing and contract management
Agreement revenue dashboards
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🔒app.hero365.ai/business/sales/estimates
Hero365

Estimate #1042

Sarah Chen · AC System Replacement

Draft

Expires Apr 10

Good

13 SEER

Popular

Better

16 SEER

Best

21 SEER

DescriptionQtyRateTotal

Lennox XC16 16 SEER Unit

ea

1$2,400$2,400

Installation Labor (4 hrs)

hr

4$150$600

Refrigerant R-410A

lb

3$60$180

Disposal & Haul-Away

flat

1$120$120
Subtotal$3,300
Tax (8%)$264
Total$3,564

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