E-signature, payments and financing
HVAC e-signature, payments and financing that close the job at the table
Sign and pay is the last step of a Tradewright visit. Once the homeowner picks Good, Better or Best, they e-sign the proposal on the tablet, pay the deposit, and can apply for financing through our payments and financing partners, all in the same visit. The signed proposal records the exact scope and equipment they chose.
Installation agreement · Better
Signed on iPad · 6:42 PM
Deposit
$1,790
Card · approved
Financing
$196/mo
120 months · subject to approval
Job created in your CRM
How it works at the table
Step 1: Choose an option
The homeowner picks Good, Better or Best from the proposal you presented.
Step 2: Sign
They e-sign the proposal on the tablet. The signed copy records the scope, equipment and price they agreed to.
Step 3: Pay the deposit
Collect the deposit in the same flow through our payments partner.
Step 4: Offer financing
If the homeowner wants to finance, they can apply in the same visit through our financing partners.
Who it is for
Comfort advisors
Close on the first visit instead of following up on an unsigned quote.
Owners
Get the deposit and the signature before the homeowner gets a second bid.
Office staff
Receive signed proposals with the exact scope already recorded.
Teams on any CRM
Works with Housecall Pro, Jobber, ServiceTitan, FieldEdge, or no CRM at all.
Closing the job, compared
| Rules of thumb | Load-calc-only tools | Tradewright | |
|---|---|---|---|
| E-signature on the chosen option | No | No | Yes |
| Deposit collected at the table | No | No | Yes |
| Financing offered in the same visit | No | No | Yes |
| Signed scope tied to the engineered design | No | No | Yes |
Columns describe common practice and software categories, not specific vendors. Many proposal tools also offer e-signature; see our comparison of named HVAC proposal software.
Questions
Can homeowners sign the proposal on the spot?
Yes. The homeowner e-signs the option they chose on the tablet during the visit.
Can we collect a deposit at the table?
Yes. The deposit is collected in the same flow, through our payments partner.
Do you offer financing?
Homeowners can apply for financing during the visit through our payments and financing partners.
What does the signed proposal include?
The option the homeowner chose, with its scope, equipment and price, as presented in your branded proposal.
Does it work with our CRM?
Works with Housecall Pro, Jobber, ServiceTitan, FieldEdge, or no CRM at all.
Do we have to use Tradewright for payments?
We will walk through payment options and how they fit your current setup on the demo call.
See a proposal signed and paid before the truck leaves.
A 20-minute demo on a real home in your territory.