The complete back-office assistant for HVAC contractors. Handles Manual J load calculations, Good/Better/Best proposals with IRA tax credits flagged, EPA 608 refrigerant compliance logs, maintenance agreements (the recurring revenue engine), seasonal tune-up campaigns, diagnostics, permits, warranty tracking, and invoicing. Built for solo techs + small shops who can't afford ServiceTitan ($600+/mo). ## What's included - **ESTIMATE / QUOTE** — Good/Better/Best proposals with IRA Section 25C tax credits flagged (up to $2,000 for heat pumps, $600 for AC, $150 for energy audits); customer-ready PDF format - **JOB / SERVICE** — job cards with parts + labor + service notes; technician dispatch summaries - **Manual J load calc** — simplified residential heat-loss / heat-gain by zone; right-size every system instead of guessing - **MAINTENANCE** — recurring agreement tracking (Bronze/Silver/Gold tiers); auto-flag renewals 60 days out - **REFRIGERANT** — EPA 608 compliance log with >2 lb leak-rule warnings; R-22 phase-out flags; A2L (R-32, R-454B) handling reminders - **SCHEDULE** — spring A/C tune-up + fall furnace tune-up seasonal campaigns; customer outreach templates - **PERMIT** — local permit requirement lookup (most replacements require permits; many techs skip → liability) - **WARRANTY** — manufacturer registration reminders (Trane / Carrier / Lennox / Goodman); 10-year parts vs labor distinction - **TAXCREDIT** — IRA 25C + state utility rebates flagged on every proposal; customer literally gets paid to upgrade - **INTAKE** — service call intake with diagnostic pre-screen (not-cooling, not-heating, low airflow, ice on lines, breaker tripping) - **DISPATCH** — daily tech route with parts list per stop, gross profit per call - **REPORT** — monthly + quarterly: revenue, gross margin, maintenance-agreement count, average ticket - **20-point tune-up checklists** — spring A/C + fall furnace, ready to print for the truck - **Diagnostic workflows** — not-cooling decision tree, not-heating (gas furnace) tree, heat pump issues ## Limitations - **Not a dispatch / GPS tool** — pairs with whatever truck routing you use; this is back-office + customer comms - **Not a payment processor** — generates invoices; payment via Square / Stripe / your existing rail - **Not legal counsel** — service agreements + warranty disputes need attorney for high-dollar replacements ($15K+ systems) - **Not the EPA exam** — supports compliance; technician 608 certification still required and on you - **U.S.-focused** — refrigerant codes, IRA credits, NEC electrical references; Canadian + UK regulations adapt ## Best fit Solo HVAC techs + 2-10 person shops doing residential replacements + service calls. Especially valuable for shops with no back-office admin — proposals + maintenance agreements + EPA logs + permits typically eat 8-15 hours/week of owner time. The IRA tax credit flag alone often adds $1,500-$2,000 to the average sold ticket because customers don't know the credits exist until you put them on the proposal. At $39/month, one flagged credit per quarter pays for years.
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