The HVAC-specific layer of the Sales Advisor suite: equipment matching across Carrier / Lennox / Rheem / Daikin / Trane, GFAC dual-fuel optimum_hybrid pricing tier, refrigerant 608 logs, P/T + SH/SC calculators, AHRI spec sheets. Pair with the Comfort Advisor 17-step wizard for the in-home sales side. Cross-links to Electrical and Plumbing.
This is the HVAC-specific layer that lives underneath the Comfort Advisor wizard. Equipment matching, hybrid pricing, refrigerant management, calculators, and the IAQ catalog. Everything tuned to Carrier / Lennox / Rheem / Daikin / Trane.
Outdoor + indoor + coil + furnace match by AHRI bundle. Carrier / Lennox / Rheem / Daikin / Trane / Goodman / Mitsubishi catalogs. Avoids mismatched-system warranty headaches.
optimum_hybridGFAC (gas-furnace + AC + heat-pump) templates auto-seed an optimum_hybrid pricing tier on top of optimum / premium / deluxe / basic. Only HVAC ships dual-fuel hybrid — and only on the right templates.
EPA Section 608 auto-logging. Manual / prompt / auto modes per tenant. Pricebook items tagged as refrigerant with type + lbs/unit; snapshotted onto invoices.
2026 refrigerant transition baked into the catalog. P/T calculator covers R-410A, R-22, R-32, R-134A. Migrate the catalog as the supply chain shifts.
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.
Refrigerant pressure-temperature lookup + Superheat/Subcooling calculator. Built into the tech app for service techs — bilingual EN/ES labels included.
UV lights, media filters, humidifiers, dehumidifiers, surge protectors, ERVs, air purifiers. AHRI specs auto-attached. +65% IAQ close-rate lift.
Tier-based service-agreement comparison (Basic / Classic / Deluxe / Optimum / Premium). Roll into the install or charge separately. +48% close-rate lift.
Equipment PDF spec sheets auto-attach to permits and proposals. Local PDFs in public/Equipment Spec Sheets/** bundled via per-route file tracing — never get dropped on deploy.
selling_price = total_cost ÷ (1 − margin% − warranty% − commission%). Commission and warranty are extracted from selling price, not added to cost. Dealer fee tenant-wide.
Equipment / system packages / materials default taxable: false (NJ capital-improvement rule). Labor / repair / service / diagnostic default taxable: true. Office can override per line.
At sign time, signed_options_snapshot + signed_tax_rate are written to the estimate. Post-sign auto-invoice reads from snapshot, not live row — office edits between sign and post-sign cannot drift the customer's authorized total.
This page is the HVAC-specific equipment layer. The in-home sales flow — the 17-step wizard with discovery, photos, comfort survey, IAQ presentation, and one-click sold — lives on the Comfort Advisor page. Both are included when you buy the HVAC Sales Advisor at $249/mo.
Refrigerant pressure-temperature lookup for R-410A, R-22, R-32, R-134A. Superheat/Subcooling calculator with diagnosis helper. All 28 calculator strings translated EN/ES — the result card flips with the toggle. No more pulling a separate app onto the iPad for a charge check.
HVAC tier names, IAQ catalog, refrigerant logs, dual-fuel hybrid pricing — these are intentionally HVAC-only. Other trades aren't generalized into the HVAC catalog. The unified Sales Advisor sidebar entry is a UI rollup; the backend data lives per-trade.
See all trades →HVAC only — includes Comfort Advisor wizard, equipment matching, refrigerant tools, calculators. Annual prepay $2,490/yr — save $498. Per-tech trade gate.
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.