LumaQuote › Contractor Proposal Software
For electrical contractors and lighting retrofit teams
Contractor Proposal Software for Lighting Retrofit Projects.
Turn site audits, fixture data, savings calculations, rebate assumptions, installation costs, and scope notes into professional proposals. Without rebuilding a spreadsheet every time.
Start Free View Sample Proposal
Free plan, no credit card · No sales call · PDF and Word export included
The gap
Generic proposal tools format a document. LumaQuote builds the workflow behind it.
Most contractor proposal software helps you assemble a quote. That solves a formatting problem. It does not solve the harder problem: keeping audit data, savings math, rebate assumptions, and installation costs consistent from the first site walk to the final export.
Generic proposal software
LumaQuote
×Builds a document
✓Connects audit data to the proposal automatically
×Manual line item entry required
✓Pulls fixture and retrofit data from the audit tab
×Does not calculate lighting savings
✓Calculates energy, demand, and controls savings by fixture
×No rebate assumption tracking
✓Tracks rebates per fixture with program name and status
×Built for general service or product quotes
✓Built specifically for lighting retrofit workflows
From audit to proposal
One consistent thread. No re-entry. No formulas to maintain.
Every number in the proposal traces back to data entered once in the audit. Changes at any step cascade through the rest automatically.
Setup
Client info, facility details, region. Utility rate, demand charge, and rebate program fill from region. Financial parameters set once per project.
Audit
Fixture inventory by area. Type, watts, quantity, hours per day. kWh calculates live. On site, count with the LumaQuote Field app for iPad, iPhone and Android, even with no signal.
Retrofit
LED selection per fixture type. Wattage, quantity, unit cost. Per-fixture savings and running material total update immediately.
Controls
Optional. Model occupancy, daylight, and scheduling savings separately. LED-only and LED plus controls payback shown side by side.
Rebates
Per-fixture rebate tracking. Program name, incentive amount, approval status. Toggle to include or exclude from net investment.
Installation
Labor rate, hours per fixture type, lift, disposal fees, and permits. Full breakdown that feeds payback and ROI.
Export
PDF and Word proposal with executive summary, fixture schedule, savings breakdown, rebates, installation scope, and signature block.
What contractors need
What to look for in proposal software for lighting retrofit work.
Most contractors outgrow spreadsheets at the same moment: when a proposal needs updating and every cell that references savings, rebates, or payback has to change manually. That is when purpose-built software pays for itself.
Feature
Why it matters for retrofit proposals
Fixture audit entry by area
Baseline data drives every downstream number. Errors here compound through savings, rebates, and payback.
LED selection per fixture type
Blended savings rates are not defensible on complex jobs. Per-fixture selection gives accurate, traceable numbers.
Energy savings calculation
Automatic kWh calculation from wattage reduction and hours is faster and more consistent than manual formulas.
Demand savings calculation
Demand savings on commercial rate structures can be 20 to 40 percent of total annual savings. Leaving it out undersells the project.
Controls savings as a separate layer
LED-only and LED-plus-controls payback need to be distinct so clients can evaluate controls as an optional upgrade.
Per-fixture rebate tracking
Rebates affect net investment and payback. Tracking at fixture level keeps project economics accurate when scope changes.
Installation cost input
Labor, lift, disposal, and permits belong in the net cost, not absorbed against margin or hidden in a contingency.
PDF and Word export
PDF for immediate delivery. Word for contractors who need to adjust language or add sections before sending to the client.
Who uses LumaQuote
Proposal software for every type of lighting retrofit team.
Electrical contractors
Moving from spreadsheet proposals to a structured workflow that handles savings math, rebates, and installation costs without manual recalculation on every revision.
Lighting contractors
Building credible proposals that support premium fixture selections and make the financial case clearly to facilities managers and building owners.
Independent energy consultants
Producing investment-grade proposals with defensible savings calculations, detailed assumptions, and clean output that supports client review and approval.
Lighting distributors and reps
Supporting contractor customers with faster retrofit proposals that include product-level savings data and position distributor-supplied fixtures in the financial case.
Templates vs proposal software
When a template is enough, and when it creates more work than it saves.
An electrical proposal template has its place. The question is whether that place is a lighting retrofit project with multiple fixture types, controls scenarios, and rebate assumptions in play.
Option
Best suited for
Limitation on retrofit projects
Electrical proposal template
Simple single-scope quotes
Manual entry, no savings math, no rebate tracking, breaks on revisions
Spreadsheet estimating
Internal cost tracking
Formula errors, version control problems, not client-ready output
Generic proposal software
Document formatting and brand consistency
Does not understand audit data, savings calculations, or rebates
LumaQuote
Lighting retrofit proposals with audit, savings, rebates, installation, and export
Purpose-built for lighting retrofit. Not a general service quoting tool.
See the output
See what a complete retrofit proposal looks like.
A strong proposal gives the facilities manager everything needed to get internal budget approval. The sample shows the full output format from a real project workflow.
Executive summary with payback and ROI on page one
Fixture schedule organized by area
Four-component savings analysis
Rebate assumptions with program name and status
Net investment and cash flow table
Installation scope and exclusions
Assumptions page for full client transparency
Why LumaQuote
Built to move faster from site walk to signed proposal.
One consistent thread
Audit data feeds retrofit. Retrofit feeds savings. Savings, rebates, and installation costs feed the summary. No copy-paste between tabs. No formulas to break on revision.
Credible math in every export
Energy savings, demand savings, rebate deduction, and net payback are calculated from the same source data and shown consistently across every page of the proposal.
Professional output, first pass
PDF and Word export are ready on the first pass. No reformatting, no rebuilding layout, no copy-paste into a separate template before you can send.
FAQ
Common questions about contractor proposal software.
What is contractor proposal software?
Contractor proposal software helps electrical and lighting contractors create professional project proposals. For lighting retrofit work, this means connecting audit data, fixture selection, savings calculations, rebate assumptions, and installation costs into a single exportable document. Purpose-built contractor proposal software differs from generic document tools by automating the financial analysis, not just the formatting.
What is the best proposal software for lighting retrofit contractors?
The best contractor proposal software for retrofit projects connects the full workflow from audit to proposal in one system. LumaQuote is built specifically for this: fixture audit entry, LED replacement selection, energy savings calculation, rebate tracking, installation cost scoping, and PDF and Word export. Unlike generic proposal tools, LumaQuote keeps all project math consistent from audit entry to final document.
Can contractors use templates instead of proposal software?
Electrical proposal templates work for simple quotes but create real limitations on retrofit projects. A template does not calculate energy savings, handle fixture-level rebate assumptions, or keep audit data consistent with the proposal. Every revision requires manual updates, and formula errors grow with project complexity. For contractors quoting more than a few retrofit projects per month, purpose-built software significantly reduces rework.
What should a lighting retrofit proposal include?
A complete lighting retrofit proposal includes an executive summary with total investment, annual savings, payback, and ROI; a fixture schedule by area; a savings analysis covering energy, demand, and maintenance; rebate assumptions with program name and status; installation scope including labor, lift, and auxiliary costs; project assumptions and exclusions; and a signature block. The executive summary is the most critical page because it is what gets presented internally for budget approval.
Does LumaQuote calculate lighting savings?
Yes. LumaQuote calculates energy savings from fixture wattage reduction and operating hours at the project utility rate. It also models demand savings from peak kW reduction. Controls savings are modeled separately in the Controls tab so LED-only and LED-plus-controls payback are always distinct numbers. All assumptions are disclosed in the proposal output.
Can LumaQuote include rebate assumptions in proposals?
Yes. LumaQuote includes a Rebates tab where contractors enter rebate amounts per fixture type with program name and approval status. The proposal separates estimated from confirmed rebates and includes appropriate disclaimer language. Rebates are deducted from gross project cost to show net investment in the executive summary and payback calculation.
Can I export branded proposals from LumaQuote?
Yes. LumaQuote exports proposals as PDF and Word with your company branding, project details, and full financial analysis. The Word export allows customization before delivery. The PDF is ready to send after completing the workflow. Both formats include the executive summary, fixture schedule, savings analysis, rebate assumptions, installation scope, and assumptions page.
⚡ LumaQuote
Build your first retrofit proposal in under an hour.
Free plan, no credit card. Audit, savings, rebates, installation costs, and PDF plus Word export all in one workflow.
$99/mo or $899/yr · Canada and US rates included · Cancel anytime
Already a customer? Log In →