For HVAC contractors
Repair or replace? Let them choose.
Estimates with options, invoices and tune-up plans, each job kept together.
Alex Sample · 8 Cedar Court
- Estimate3 options, high-efficiency picked, 4,850.00 Accepted
- Change orderNew thermostat, +260.00 Signed
- Photos8, old unit, new unit, nameplate Kept
- Invoice5,110.00 and your tax Paid
- WarrantyParts 10 years, labour 2 Given
- Maintenance planTune-up every fall Reminder
- RepairNew capacitor and a refrigerant top-up390.00
- ReplaceNew air conditioner, same size5,200.00
- Heat pumpCools in summer, heats in winter7,400.00
One page, three prices, their pick
Price book
A price for the calls you run every week.
Quote the furnace before you pull the panel.
- Furnace tune-upClean, test, new filter175.00
- Air conditioner tune-upCoils, drain, refrigerant check150.00
- Replace a capacitorPart and labour150.00
- Replace a blower motorPart and labour720.00
- Furnace, high-efficiencyOld furnace hauled away4,850.00
Your prices, for service calls and installs
Home profiles
Know the system before you knock.
The unit's age, the filter size and last time's work.
- FurnaceGas, high-efficiencyNew
- Air conditionerOutside by the deck14 yrs
- Filter16 × 25 × 1
- NextTalk about replacing the air conditionerSoon
On each tech's phone before the van parks
Maintenance plans
Fill the slow months with tune-ups.
Cooling in spring, heating in fall: see who's due.
- Mia ChenFurnace tune-upFri
- Omar HaddadHeat pump checkMon
- Rosa DiazFurnace tune-upTue
- Ben NovakFilter changeThu
Copy each reminder, send it from your phone
HVAC · two techs, two vans · Example
The first cold week, the phone doesn't stop, and nobody waits for a price.
A cold Monday
- Calls Four no-heat calls before the vans left the yard. Two each. 4 calls
- Home profiles First house, last visited two winters ago. Furnace age and filter size on file. 16 × 25 × 1
- Estimates Repair, replace or high-efficiency: they picked high-efficiency. 4,850.00
- Invoices New furnace in, and the thermostat they added. Billed while the house warmed up. 5,110.00
- Maintenance plans Spring and fall tune-ups, signed on the spot. 2 visits
One install, and two visits a year after it
Tools for every stage of the job.
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Before the job
No-heat and no-cool calls first, prices ready.
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On the job
Installs and service calls on one board.
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Get paid
Billed the day the system runs again.
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After
So they call you for the next service.
Also in LocoTap
Questions
Can I quote repair and replace together?
Yes. Put repair, replace and high-efficiency side by side, and they pick one.
Can I sell maintenance plans?
Yes. Set the visits and the price; see who's due each spring and fall, and remind them from your phone.
Can I keep each home's equipment?
Yes. The furnace, air conditioner, heat pump and filter size, by address.
Can I bill refrigerant by the amount?
Yes. Each top-up goes on its own line with how much went in.
Can my techs use it?
Yes. Add each tech, and tick the screens they use.
Does it know the rebates and rules where I work?
No. You type your own rates, tax and rebates. Check the rule where you work.