A 17-step guided in-home sales wizard with Manual J, energy savings ROI, IAQ packages, tier-based pricing, live commission preview, and one-click sold — built right into the platform your dispatch already runs on.
Seventeen guided steps. Manual J built in. Live commission preview. Auto-creates the install, the requisition, the permit, and the rebate the moment the customer signs.
Discovery, walk-through, photos, equipment age, comfort issues, sizing, IAQ, options, financing, rebates, review, sign. The advisor never wonders "what's next."
Room-by-room load calculation right in the wizard, or a simple tonnage override when the home doesn't need a full load calc. Sized correctly the first time.
Compare current SEER to proposed SEER and show the customer a real annual savings number — and a true daily cost after savings on the investment card.
UV lights, media filters, humidifiers, dehumidifiers, surge protectors. Drop them into the package with photos and the customer sees the full system.
Good / Better / Best presentation with live pricing pulled from the pricebook. Customer sees three real options, not three guesses.
As the advisor changes the financing plan or the discount, the commission engine recalculates and shows the advisor exactly what they will earn before they hit Sign.
Customer-facing screen designed for the kitchen table — clean, big, professional. Hide the advisor controls and let the homeowner see only the proposal.
Sign in person on the iPad, or send an email signing link to the customer's spouse. Both flows show your real terms, warranties, and payment authorization.
Customer signs → install job created → requisition drafted → permits queued → rebates queued → deposit invoice sent → commission entry written. All in one transaction.
Service tech on a no-cool call taps "Start CA Lead" — pre-fills from the job, stamps the source tech, and writes a referral commission when the install closes.
Advisor leaderboards, close rates, average ticket, financing mix, pending vs paid commissions. Click any advisor to see their pipeline.
Customer monthly payment uses the selected financing plan's real APR and term — not a hardcoded 12.99 percent over 120 months. What you quote is what they pay.
See a full 17-step Comfort Advisor presentation end-to-end — with live commission preview and one-click sold.
See Comfort Advisor Live