Skip to main content

Templates: Building Better Proposals at Scale

Templates are the backbone of a consistent, high‑performing proposal process. In Airship, templates aren’t just static price sheets—they’re a flexible system designed to support how modern service businesses actually sell.

E
Written by Emily Wheeling
Updated over 2 weeks ago

Centralized Control Without Slowing the Field

Airship templates are managed by Admins only. This ensures pricing, structure, and messaging stay consistent across the organization, while still allowing comfort advisors and technicians to move quickly in the home.

Templates can be created, organized, and maintained centrally, eliminating version sprawl and outdated options. Once published, they’re instantly available to the team—no manual updates, no confusion about which version to use.

Built for Real-World Selling Scenarios

Airship supports both replacement and repair workflows within templates. Admins can define which templates are available for each scenario so advisors aren’t sorting through irrelevant options in front of a homeowner.

For example:

  • Replacement templates can include full system options, financing, rebates, and upgrades

  • Repair templates can stay focused on fixes only, with no upsell clutter

Technicians can also be restricted to repair-only templates, keeping workflows clean and aligned with their role.

Deep ServiceTitan Integration

Templates in Airship sync directly with ServiceTitan, honoring existing permissions and pulling in the right job data, photos, and notes. This allows teams to build polished, homeowner-ready proposals without re-entering information or breaking their existing workflow.

Because the integration respects ServiceTitan roles, teams can confidently scale usage without creating access issues or data risk.

Contextual Upgrades That Stay Relevant

Airship templates support contextual upgrades, allowing admins to control which upgrades appear by:

  • Trade (HVAC, Plumbing)

  • Proposal type (Replacement vs. Repair)

  • System category (HVAC, Plumbing, Generator, Water Quality)

The result is a cleaner proposal and a more focused conversation. Advisors only see upgrades that make sense for the job at hand, and homeowners aren’t overwhelmed with mismatched options.

Flexible Presentation for the Homeowner

Templates aren’t locked into a single presentation style. Airship allows teams to:

  • Present multiple good/better/best options

  • Highlight savings, rebates, and member pricing

This flexibility makes it easier for advisors to adapt to different homeowners while still following a consistent structure.

Built-In Rebate and Membership Logic

Templates can include rebate handling—both instant rebates and chase-down rebates—so savings are clearly reflected in the proposal. Membership pricing can also be displayed and applied accurately, helping advisors show value without manual calculations.

This removes guesswork from the sales process and increases confidence for both the advisor and the homeowner.

Designed to Scale With Your Team

Airship templates support phased rollouts and are easy to refine over time. As pricing strategies evolve or new services are added, admins can update templates once and roll changes out across the organization immediately.

The Bottom Line

Airship templates give service businesses a way to standardize without becoming rigid. Leadership maintains control, advisors stay efficient, and homeowners get proposals that are clear, professional, and easy to say yes to.

When templates are done right, they don’t just support the sales process—they elevate it.

Did this answer your question?