How to Use JobLock

Get set up and close your first proposal in under 10 minutes.

1

Create your account

Sign up at joblockapp.com and start your 7-day free trial. No commitment required — just enter your email and create a password.

2

Add your branding

Upload your company logo, set your brand colors, and add your tagline. Proposals will look like they came from your company, not generic software.

3

Build your first proposal

Create a Good, Better, Best proposal by adding your equipment tiers, pricing, and optional accessories. The financing calculator updates automatically.

4

Present to your customer

At the customer's home, open JobLock on your phone, tablet, or computer. Tap Present and hand it to them — they tap through tiers and select add-ons themselves.

5

Close the job

When the customer picks their tier, you've got a closed job. All proposals and selections are saved to your account in the cloud automatically.

Ready to close more jobs?

Join HVAC contractors already using JobLock to win more installs.

Start Your Free Trial →
7-day free trial · No commitment · Cancel anytime