Sell it at the kitchen table, on an iPad the customer can hold.

A replacement sale is usually lost or won before the first price appears. If the customer doesn't believe their 23-year-old furnace is the problem, the cheapest option looks like the smart one and every upgrade looks like an upsell. The Sales view in TradesWork Field is built around that order: show the customer their own house first, then options that each say what they fix, then the extras, the monthly figure and a compare table, and only then the signature.

Why the order of the screens matters

Most proposal apps open on a price grid. The customer's eye goes straight to the lowest number, and the conversation becomes about cost. The better in-home tools start somewhere else. ServiceTitan's Present Proposal, for example, includes a Findings tab for reviewing what the tech found with the customer.¹ The TradesWork presentation makes the findings the first screen, not a tab.

The presentation has three stages along the top, Your home, Options and Compare, and the customer moves between them at their own pace.

Each finding is a photo the advisor marked during the visit, with markup, a condition and a plain sentence: "Lennox Furnace is 23 years old; typical life is about 20." The equipment bars draw the age against typical life, so a customer sees the AC is past its expected life without the advisor having to say it. Priorities the customer named, such as comfort, lower energy bills or quiet, sit beside it. The advisor picks which findings to show, in what order, and can hide any of them. If there are no findings, the page is skipped rather than shown empty.

Building options that sell the middle

On the iPad the proposal builder puts good, better and best side by side, filled from a company proposal template. Rows are aligned across the cards: monthly payment, cash price and after-rebate price line up, then what's included, then add-ons, then protection plans. When the rows line up, the customer compares a variable-speed furnace to a two-stage one line by line instead of hunting around three cards of different heights.

What makes the upsell honest is that every extra is tied to something the customer already saw:

• What it fixes. Each option carries a "Fixes:" line naming the findings it solves. If only the best option fixes the hot primary bedroom, the customer reads that on the card.
• Add-ons. A media filter or smart thermostat can be offered as an add-on on the cheaper options and included in the better ones. On iPhone the customer ticks an add-on and the price and monthly figure update.
• Protection plans. A 10-year parts-and-labor plan can be switched on per option and shows as its own line.
• Rebates. Utility and manufacturer rebates show as an after-rebate price, with a note that the rebate comes back from the sponsor, so your invoice total stays what you bill.

The monthly payment comes first

On a $7,000 replacement, $92 a month is the number most customers can decide on. The options page leads each card with "As low as" and the monthly figure, with "Or pay" and the cash price underneath. The customer picks the term with chips at the top, for example 12, 60 or 120 months, and every card updates. One shared footnote states the plan terms and that financing is subject to credit approval. The options screen at the top of this page shows the layout.

Be clear about what this is today. The monthly figures come from financing plans your office sets up and are estimates. No lender is connected yet, so applications are office-assisted. The presentation has a pre-qualify step, but it only appears once a lender is connected, and it says pre-qualified, not approved. ServiceTitan sells integrated financing with partner lenders and reports earning referral fees from them,² so if instant approvals at the table drive your replacement business, weigh that.

The compare table

Some customers want to see all three side by side before they believe any of them. The Compare stage is a table: comfort (single-stage, two-stage, variable speed), efficiency, sound level in decibels with a bar, warranty, smart thermostat, estimated energy cost per year, then monthly and total. The rows come from the attributes on your template options, so you decide what's compared. Rows with no data are hidden, and an empty cell shows a dash.

The customer can switch the whole presentation to Spanish with the Español button at the top. That changes the customer's screens only; the advisor's own app stays in whatever language they use.

Handing over the iPad safely

The moment an advisor hands a tablet to a homeowner, everything on it is visible. TradesWork treats the presentation as a boundary. Before the customer's screens are drawn, each option is reduced to what a customer may see. Costs, margins, dealer fees, job and estimate numbers, the advisor's notes and the signer's details are left out, and automated tests check that it stays that way.

1. 1

   Ready to hand over

   The advisor picks the customer's language and taps Start presentation. The screen says how to exit.

2. 2

   Locked

   Back gestures and the back button do nothing, and the sync banner is held while presenting.

3. 3

   Exit

   Touch and hold the lock for 1.5 seconds, then Face ID, Touch ID or the passcode. In a browser, the hold is the only lock.

On iPad, the hand-over screen also suggests Guided Access if you want the system-level lock on top.

From signature to install job

When the customer chooses, the sign screen shows the option, what's included, tax and the total with the monthly figure. They print their name, sign, and answer one question: do the work on this visit or schedule it for later.

A thank-you screen confirms the approved option and asks the customer to hand the device back. It stays locked until the advisor exits. A signed replacement hands off to an install job for the office to schedule, and the sale counts toward the rep's goal ring.

Before the presentation: the visit

The presentation is only as good as what the advisor captured. The visit hub lists the steps in order, Walkthrough, Photos, Existing equipment, Proposal and Present and sign, with a Next card under the status stepper so a rep never wonders what's left.

• Walkthrough. Conditioned square feet, stories, bedrooms, year built, insulation, windows, ductwork and the panel; rooms with a type, comfort chips (too hot, too cold, drafty, humid, noisy), the equipment and a note. A load in tons or BTU comes with a rule-of-thumb starting point, labelled as a rule of thumb. It is not a Manual J.
• Shot list. A guided list per job type, such as the data plate on the outdoor unit, flue and venting, filter rack and electrical disconnect, with outlines showing what to frame. Review each photo, add markup and tap Mark as finding to send it to Your home today. The office edits the lists.
• Offline. The walkthrough, photos and notes save on the device and sync when signal returns.

After the visit: follow-up and numbers

Not every visit closes on the spot. Unsold visits land in Follow-up with the option range, age, whether automatic texts are on, and reminders. From the detail pane a rep can resend the proposal link, set a reminder or add a note, and these save offline.

My numbers shows sold against goal, close rate, average sale, won and lost, open pipeline and six months of sales by week, month, quarter or year. Sales managers get Team: totals, a leaderboard with each rep's close rate, average sale and visits today, and any rep's day beside it on iPad. It's read only, so managers coach from the numbers and the rep works their own visits.

What isn't built yet

Be clear-eyed before you roll this out to a sales team. There's no deposit at signing, no remote signing, no rep coaching drawer, and no guardrail or approval when a rep adjusts a price. Template-based proposals need signal; Pick items is the offline path. There are no AI sales tools in the Sales view. If your process depends on collecting a deposit at the table or getting an instant lender decision, keep your current tools alongside for now.