How To Add Add-Ons To A Proposal

When would I use this?

Offering an extended warranty alongside the job
Selling a maintenance plan
Adding any recurring or flat-fee offering that isn’t tied to materials or labor

What’s the difference between an add-on and an upgrade?

	Add-ons	Upgrades
What it is	An item sold at a set price, with no estimate behind it	A full estimate presented as an additional offering
Typical examples	Extended warranties, maintenance plans	Gutters alongside a roof, a premium system
Where it comes from	Your account’s add-on settings	An estimate designated as an upgrade
Materials and labor	None	Full material and labor costs

See How to Add Upgrades to a Proposal for the other one.

Before you start

The add-on component must be enabled on the proposal. It may be on by default from your proposal template, but confirm it’s enabled before sending — no add-on section means no add-ons, no matter what you attach.

Add-ons are created and priced by Admins and Owners in your account settings. If your add-on list is empty, that’s who sets it up.

How do I attach add-ons?

Confirm the add-on component is enabled on the proposal.
Click the down arrow to expand it.
Click Attach Add-Ons. You’ll see your account’s available add-ons.
Select as many as are relevant to this project.
Click Attach.

Can I change the price of an add-on?

Yes. Once attached, adjust the price point for this proposal.

The default comes from your add-on settings, so the price is already right unless this job calls for something different.

What does the customer see?

Add-ons appear as selectable options, the same way upgrades and core packages do. The homeowner can select as many as they want — add-ons aren’t an either/or choice.

What happens when a customer selects an add-on?

Every selected add-on is added to the total project value and is available for invoicing.

Your revenue is also broken down by source — add-ons, upgrades, and packages — so you can see what each is contributing.

Tips and gotchas

Check that the component is on before you build. This is the one thing that silently breaks. Attaching add-ons to a proposal whose add-on section is disabled means the customer never sees them. Confirm it’s enabled, then attach.
Add-ons are the highest-margin thing on the page. A warranty or maintenance plan carries no materials and minimal labor. Every one sold is close to pure margin, and the homeowner is already in a buying decision. Attach the relevant ones to every proposal.
Customers can take more than one — so offer complements, not alternatives. Since selection isn’t exclusive, a warranty and a maintenance plan can both be accepted. Build your add-on list so the options stack rather than compete.
Price adjustments are per proposal, not permanent. Changing a price here affects this proposal only. If an add-on is consistently priced wrong, an Admin or Owner should fix it in your add-on settings rather than everyone adjusting it every time.
Don’t attach everything. Five add-ons on a small repair reads as upselling. Two relevant ones read as thorough. Select for the job in front of you.
Watch the revenue breakdown. Because Exterio separates add-on, upgrade, and package revenue, you can see which reps are actually presenting add-ons and which aren’t. That number tells you whether the feature is being used or just enabled.
Add-ons carry no materials or labor — make sure that’s true. If an offering genuinely requires either, it belongs in an estimate as an upgrade, not here. Add-ons won’t flow into material or work orders.