Experience ONEREQ PRO Live

Click through real workflows. See exactly what your team uses every day.

HVAC Home Comfort Survey

Abbreviated 7-step preview of the full 17-step Comfort Advisor wizard your techs run in the field.

app.onereqpro.com/comfort-advisor/survey
Step 1 of 7
What comfort issues are you experiencing?
Step 2 of 7
Indoor Air Quality Quick Check
Do you notice musty or stale odors in your home?
Does anyone in your home suffer from allergies or congestion indoors?
Do you see visible dust buildup on vents or registers?
Is the air in your home often too dry or too humid?
Step 3 of 7
Rate your priorities
Energy Savings
★★★★★
Even Comfort
★★★★★
Quiet Operation
★★★★★
Air Quality
★★★★★
Reliability
★★★★★
Best Value
★★★★★
Rex
Rex Insight
Based on these priorities, this customer is a Healthy Home Champion — recommend IAQ bundle + high-efficiency system.
Step 4 of 7
System Assessment Findings
Urgency Score72 / 100
14 yr
System Age
10 SEER
Efficiency Rating
+15%
Oversized
5
Issues Found
HIGH
IAQ Risk
$1,840
Annual Waste
Step 5 of 7
Projected Energy Savings
$1,840/yr
Estimated annual savings with a new high-efficiency system
$1,080
Cooling (10 → 18 SEER)
$520
Heating (80% → 96% AFUE)
$240
Proper Sizing Savings
$189
Monthly Payment
-$153
Energy Savings
$36/mo
True Net Cost
Step 6 of 7
Choose Your Package
Tier 1
Optimum
$18,400
  • 20 SEER2 Heat Pump + Gas
  • Dual Fuel + Smart Zoning
  • Whole-Home IAQ Suite
  • 12-Year Full Warranty
  • Smart Thermostat + App
  • Lifetime Compressor
Tier 2
Premium
$14,200
  • 18 SEER2 AC + 96% Furnace
  • Variable Speed Blower
  • Air Purification System
  • 10-Year Parts & Labor
  • Smart Thermostat Included
Tier 3
Deluxe
$11,500
  • 16 SEER2 AC + 92% Furnace
  • Two-Stage Blower
  • Premium Filtration
  • 8-Year Parts Warranty
  • Programmable Thermostat
Tier 4
Basic
$8,900
  • 14 SEER2 AC + 80% Furnace
  • Standard Installation
  • 5-Year Parts Warranty
  • 1-Year Labor Warranty
Step 7 of 7
Proposal Summary
Selected PackageOptimum
System Price$18,400
Monthly Payment$229/mo
True Net Cost$36/mo
Annual Savings$1,840/yr
Urgency Score72/100

Customer Signature

By signing below, you approve the Optimum package proposal.

Click to sign
Invoice auto-generated Job created Equipment ordered
Step 1 of 7

Plumbing Health Check

6-step walkthrough — the whole-home plumbing assessment your techs deliver on every call.

app.onereqpro.com/plumbing/health-check
Step 1 of 6
What plumbing issues are you experiencing?
Step 2 of 6
Water Quality Quick Check
Do you see white scale buildup on fixtures or showerheads?
Does your water have a noticeable taste or odor?
Does anyone have dry skin or irritation after bathing?
Is your water heater more than 8 years old?
Step 3 of 6
Rate your priorities
Water Quality
★★★★★
Efficiency
★★★★★
Reliability
★★★★★
Protection
★★★★★
Water Pressure
★★★★★
Best Value
★★★★★
Rex
Rex Insight
This customer prioritizes quality and reliability — recommend tankless upgrade + whole-home filtration bundle.
Step 4 of 6
Plumbing Assessment
Assessment Score68 / 100
12 yr
Water Heater Age
25 GPG
Water Hardness
38 PSI
Water Pressure
5
Issues Found
Galvanized
Pipe Material
3 Active
Slow Drains
Step 5 of 6
Choose Your Package
Tier 1
Basic
$3,200
  • 50-Gal Tank Water Heater
  • Pressure Regulator
  • Drain Cleaning (3 drains)
  • 1-Year Warranty
Tier 2
Premium
$5,800
  • Tankless Water Heater
  • Whole-Home Water Softener
  • Pressure Regulator
  • Full Drain Service
  • 5-Year Parts & Labor
Tier 3
Ultimate
$8,400
  • Tankless + Recirculating Pump
  • Water Softener + RO System
  • Whole-Home Re-Pipe (PEX)
  • Leak Detection Sensors
  • 10-Year Full Warranty
Step 6 of 6
Proposal Summary
Selected PackagePremium
System Price$5,800
Assessment Score68/100
Issues Addressed5 of 5
Water QualityResolved

Customer Signature

By signing below, you approve the Premium plumbing package.

Click to sign
Invoice auto-generatedJob created
Step 1 of 6

Electrical Safety Check

6-step walkthrough — the comprehensive electrical safety assessment for every home.

app.onereqpro.com/electrical/safety-check
Step 1 of 6
What electrical concerns do you have?
Step 2 of 6
Electrical Safety Quiz
Is your electrical panel more than 25 years old?
Do you have any ungrounded (2-prong) outlets in your home?
Have you added major appliances without upgrading wiring?
Do you have whole-home surge protection installed?
Step 3 of 6
Rate your priorities
Safety
★★★★★
Code Compliance
★★★★★
Capacity
★★★★★
Protection
★★★★★
Future Ready
★★★★★
Best Value
★★★★★
Rex
Rex Insight
Safety is the top priority — this customer needs a full panel upgrade before adding any new circuits.
Step 4 of 6
Safety Assessment
Safety Score78 / 100 — URGENT
32 yr
Panel Age
100A
Panel Capacity
6
Ungrounded Outlets
5
Safety Issues
NONE
Surge Protection
3
Missing GFCI
Step 5 of 6
Choose Your Package
Tier 1
Essential
$2,800
  • GFCI Outlet Installation
  • Whole-Home Surge Protector
  • Ground Fault Corrections
  • 1-Year Warranty
Tier 2
Preferred
$6,200
  • 200A Panel Upgrade
  • Whole-Home Surge Protection
  • GFCI + AFCI Protection
  • Dedicated Appliance Circuits
  • 5-Year Parts & Labor
Tier 3
Complete
$9,800
  • 200A Smart Panel
  • Whole-Home Re-Wire
  • EV Charger Ready (240V)
  • Generator Transfer Switch
  • 10-Year Full Warranty
  • Smart Monitoring System
Step 6 of 6
Proposal Summary
Selected PackagePreferred
System Price$6,200
Safety Score78/100 URGENT
Issues Resolved5 of 5
Code ComplianceFull

Customer Signature

By signing below, you approve the Preferred electrical package.

Click to sign
Invoice auto-generatedJob createdPermit auto-created
Step 1 of 6

Signing & Invoice Flow

5-step walkthrough — from proposal review through payment collection and QuickBooks sync.

app.onereqpro.com/estimates/EST-2024-0847
Step 1 of 5
Customer Reviews Proposal

Estimate #EST-2024-0847

CustomerJohn & Sarah Smith
PackageOptimum — 18 SEER2 System
Total$14,200.00
Warranty10-Year Parts & Labor
Financing$189/mo x 84 months @ 6.99% APR
Deposit Required$2,000.00 (due at signing)
Terms, warranty details, and deposit requirements are all pulled from your company settings — no manual entry needed.
Step 2 of 5
Customer Signs Estimate

Digital Signature & Payment Authorization

I, the homeowner, authorize the work described in estimate EST-2024-0847 and agree to the terms and conditions presented.

Click to sign
Payment MethodVisa ending in 4242
Deposit Charged$2,000.00 — Approved
Signed AtApr 16, 2026 @ 10:32 AM
Step 3 of 5
Auto-Generated Records

When the estimate is signed, ONEREQ PRO automatically creates everything needed:

Job Created
Job #JOB-2024-0847
StatusPending Install
Invoice Created
Invoice #INV-2024-0847
Balance$12,200.00
Requisition Created
Req #REQ-2024-0847
Items6 line items
Permits & Rebates
PermitMechanical — Pending
Rebates3 rebates queued
Equipment record created Customer notes updated Technician notified
Step 4 of 5
Installation Complete

Customer Signs Completion Invoice

Invoice #INV-2024-0847
Total$14,200.00
Deposit Paid-$2,000.00
Balance Due$12,200.00
Click to sign completion
Balance collected via financing. Payment processed through Stripe and recorded automatically.
Step 5 of 5
Payment Recorded & Synced

Final Status

Invoice StatusPAID IN FULL
Job StatusCOMPLETED
QuickBooksSynced
EquipmentRegistered & warranty activated
Review RequestSent via SMS & Email
Invoice paidJob closedQuickBooks syncedReview request sentCommission calculated
Step 1 of 5

Permits & Rebates

5-step walkthrough — automatic permit creation, workflow tracking, and rebate management.

app.onereqpro.com/permits/PRM-2024-0312
Step 1 of 5
Estimate Sold — Auto-Trigger

Trigger Event

EstimateEST-2024-0847 — SIGNED
Equipment18 SEER2 AC + 96% Furnace
Location4521 Oak Valley Dr, Dallas, TX
MunicipalityCity of Dallas
Mechanical permit auto-created3 rebates auto-createdCoordinator notified
Step 2 of 5
Permit Created

Permit #PRM-2024-0312

TypeMechanical / HVAC
MunicipalityCity of Dallas
Fee$175.00
CoordinatorMaria Garcia
StatusPending Submission

Checklist

✓ Equipment specs documented
✓ Load calculation attached
○ Application submitted to city
○ Permit number received
Step 3 of 5
Permit Workflow Pipeline
Pending
Submitted
Approved
Inspection

Timeline

CreatedApr 16, 10:35 AM
SubmittedApr 16, 2:00 PM
ApprovedApr 18, 9:15 AM
Inspection ScheduledApr 25, 8:00 AM
Step 4 of 5
Rebates Created
Gas Utility Rebate
$500
Atmos Energy high-efficiency upgrade
Federal Tax Credit
30%
25C Energy Efficient Home Credit
Contractor Rebate
$300
Manufacturer dealer incentive
Total Customer Savings
$500 utility + ~$4,260 tax credit + $300 manufacturer = up to $5,060 back
Step 5 of 5
Completion
Pending
Submitted
Approved
Passed

Permit Status: Inspection Passed

InspectorCity of Dallas — Code Enforcement
ResultPASSED
DateApr 25, 2026

Rebate Status

Gas Utility $500Submitted
Federal 30%Documentation provided to customer
Contractor $300Submitted
Step 1 of 5

Warehouse & Requisitions

4-step walkthrough — from auto-generated requisition to parts ready for install.

app.onereqpro.com/warehouse/REQ-2024-0847
Step 1 of 4
Requisition Draft

Auto-created from sold estimate EST-2024-0847. All line items pulled from the pricebook.

ItemQTYPart #Status
18 SEER2 Condenser1TRN-4TWR8048Pending
96% AFUE Gas Furnace1TRN-S9V2B080Pending
Evaporator Coil1TRN-4TXCB048Pending
Smart Thermostat1ECO-LITE-SIPending
Air Purification System1RGF-REME-HPending
Line Set & Fittings Kit1LS-3/4-3/8-50Pending
Step 2 of 4
Warehouse Review

Warehouse manager confirms stock and updates availability for each item.

ItemQTYIn StockStatus
18 SEER2 Condenser1YesConfirmed
96% AFUE Gas Furnace1OrderOrdered
Evaporator Coil1YesConfirmed
Smart Thermostat1YesConfirmed
Air Purification System1OrderOrdered
Line Set & Fittings Kit1YesConfirmed
Step 3 of 4
Dispatch Visibility

Dispatchers and techs see real-time equipment status on every job.

Job JOB-2024-0847 — Equipment Status

Pending
Ordered
Confirmed
Ready
DISPATCH VIEW
EquipmentReady
WarehouseMain — Bay 4
Pick-upScheduled 7:00 AM
TECH APP VIEW
PartsAll Ready
LocationMain Warehouse
NotesBay 4 — forklift needed
Step 4 of 4
Parts Received — Install Scheduled

Requisition Complete

All ItemsReceived & Staged
Install DateApr 28, 2026 @ 8:00 AM
Assigned TechCarlos Rivera + James Lee
Estimated Duration6–8 hours
All parts stagedInstall dispatchedCustomer notifiedPermit approved
Step 1 of 4

Ready to see it for your business?

Schedule a personalized demo and see how ONEREQ PRO works for your trade.

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