A 17-step guided in-home HVAC sales wizard with a built-in sizing helper, energy savings ROI, IAQ packages, tier-based pricing, auto commission queue, and one-click sold — built into the platform your dispatch already runs on. Part of the unified Sales Advisor suite alongside Electrical and Plumbing.
Seventeen guided steps. Sizing helper + Amply/CoolCalc import. Auto commission queue. 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.
Pick your tool: pull the load calc straight from your Amply or CoolCalc account via API (coming soon — subscription billed by them, not us), or use ONEREQ PRO's built-in sizing helper when the job doesn't need a full Manual J. Either way, the tonnage flows into the wizard and the pricing engine in one tap.
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. +65% IAQ close-rate lift.
Good / Better / Best presentation with live pricing pulled from the pricebook. Customer sees three real options, not three guesses. optimum_hybrid auto-included on GFAC dual-fuel templates.
The moment the customer signs, the commission engine writes the entry into the office’s Pending Commissions review queue — tied to the financing plan, discount, and signed total. Advisors never see their own commission inline.
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 → requisitions drafted → permits queued → rebates queued → invoice + financing terms generated from the signed snapshot → commission queued for office review. 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% over 120 months. What you quote is what they pay.
One extra $8,000 replacement per month at +40% close rate = $8,000 in margin recovered against a $249/mo subscription. Sales Advisor isn't a tool — it's a quota-shift. The All-Trade Sales Suite at $549/mo drives +40–65% lifts across 9 different revenue streams.
CA-parity feature surface: real images on every step, financing flow, safety quiz, customer contacts, and a sign-in-person proposal page that looks like the brochure the manufacturer wishes it shipped.
The Comfort Advisor is intentionally HVAC-only — tier names, IAQ catalog, and system templates auto-tune to your preferred supplier and equipment brands at onboarding. optimum_hybrid is only auto-seeded on GFAC dual-fuel templates. Electrical and Plumbing get their own catalogs with their own templates — same UX, trade-specific catalog.
HVAC only. Annual prepay $2,490/yr — save $498. Per-tech trade gate; each tech routes to their assigned trade only.
All three advisors. Annual prepay $5,490/yr — save $1,098. ServiceTitan Sales Pro is HVAC-only at $300–400/mo — we ship Electrical and Plumbing too.