Why This Matters

The public proposal is what your HVAC customers see. Reviewing it helps you make sure it looks professional and covers everything they need to make a decision.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

This guide covers everything you need to know about viewing and sharing public HVAC proposals in SubcontractorHub.

Step 2

Whether you're presenting a proposal to a homeowner or preparing it for download, this walkthrough shows you how to access, manage, and share proposals efficiently using the built-in tools.

Step 3

Follow the steps below to view a public proposal for HVAC.

Step 4

Step 1:From the top right corner of your proposal, click“View Proposal”.

Step 5

Note:Alternatively, click“View Proposal” from the“Summary” section.

Step 6

Step 2:The public proposal will open in the next tab.

Step 7

To copy the proposal URL, click the“Copy” icon.

Step 8

To send the proposal to the customer via email, click the“Mail” icon.

Step 9

To download the proposal, click the“Download” icon.

Step 10

Related ArticlesLightReach HVAC Lease Sales WalkthroughHow to View Public ProposalsHow to View a Public Proposal for RoofingConcert Finance Sales Walkthrough for HVACHow to Compare HVACs with AI.

Pro Tips

💡 HVAC tip: Keep your equipment database current with the latest models and pricing.
📋 Document everything: Notes and photos help if warranty questions come up later.
🔄 Automate when possible: Set up automations to handle repetitive HVAC workflow steps.
📝 Proposal tip: Always preview your proposal before sending — first impressions matter.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
HVAC equipment not showing	Verify that the HVAC unit is added to your database and has pricing configured.

Last updated: 2026-05-15 · Source: How To View A Public Proposal For Hvac