Proposal Behavior Settings
Require Homeowner Signature on Acceptance
When enabled, homeowners are required to sign the proposal before it can be accepted. This ensures clear agreement and documentation before the sale is finalized.
Signature on Accept Flow
Homeowner signs directly within Airship
Signature is captured at the time of acceptance
Helps reduce disputes and set clear expectations
Auto-Mark Estimate as Sold in Service Titan
When enabled, the associated estimate in ServiceTitan is automatically updated to Sold once the proposal is signed and accepted in Airship.
Auto-Marking Estimate as Sold in ServiceTitan
Eliminates manual status updates
Keeps systems in sync
Helps speed up job creation and scheduling
Show Line Item Pricing on Proposals
When enabled, pricing will be displayed next to Services & Equipment items on homeowner facing proposal pages
Showing Line Item Pricing
Increases pricing transparency
Helps homeowners understand what they are paying for
Can be turned off if your sales approach focuses on bundled pricing
Set launch Logo
When enabled, the Airship logo will appear in the appointments job notes in ServiceTitan. This serves as a visual reminder for your team to use Airship for that appointment.
Setting Launch Logo
Helps reinforce Airship adoption
Provides a quick cue for Comfort Advisors in ServiceTitan
Default Proposal Sorting
You can configure:
Sort by: Build order, price, or name
Sort direction: Highest to lowest or lowest to highest
This ensures proposals are presented in a consistent and intentional order without requiring manual adjustments.
Main Presentation Sections
proposal presentation.
Admins can:
Drag sections to reorder
Click the eye icon to show or hide sections
Main Presentation Sections
Hero Section
Proposal Summary
Cost Forecast
Options
Upgrades
Rebates
Company Story
FAQ
Contact Info
Proposal Details Section
Admins can:
Drag sections to reorder
Click the eye icon to show or hide sections
Available Proposal Details Sections
Overview
Option Summary
At a glance
Items Breakdown
Materials
Upgrades
Warranty
Rebates
Universal Upgrades
Statement of Work
Frequently Asked Question
Efficiency
Technician Information
The sections help homeowners dive deeper into the proposal while keeping the main presentation clean and focused.
Best practices for Proposal Settings
Require signatures to protect both the homeowner and your company
Enable auto-mark as sold to reduce manual work
Keep the proposal flow focused on value, not just price.