This guide walks you through the process of creating a new customer record and generating a comprehensive, AI-powered proposal with different tiers to present to your homeowner.
Step-by-Step Instructions
Create a New Customer Record:
Under Quotes, click + New Quote
Either search for a customer already in the system, or click on Create New Customer to add the customer's name and address into the system.
Enter the customer's contact and address information. If the customer is already in your system, their details will be pulled up automatically.
Input System Specifications:
Answer a few basic questions about the customer's existing HVAC system. This includes:
Quote Type
Location (e.g., main floor)
System type (e.g., AC furnace split)
Unit size (tonnage, BTUs)
Efficiency (e.g., 80% or 90%)
Cabinet size and airflow configuration
Click on Save to generate a proposal.
Generate the Proposal:
The AI uses this information, along with your price book and the AHRI database, to instantly generate a proposal with four distinct tiers. Tier names can be customized under Settings > Quoting
Platinum: The highest-efficiency system with the best features.
Gold: A slightly lower-SEER-rated option, a step down from Platinum.
Silver: A mid-range choice.
Federal Minimum: The most affordable, legally compliant option.
Customize the Proposal:
Add thermostats, IAQ products, or other upgrades you've set up in your system.
Apply any available discounts and rebates. The real-time profit margin will update as you make changes, helping you avoid over-discounting.
Launch the Interactive Presentation:
Once your proposal is ready, launch the interactive presentation on your tablet or iPad.
The presentation is branded with your company's logo. You can play a pre-recorded AI voiceover or narrate it yourself.
An educational component explains HVAC basics (like SEER and AFUE ratings) to help the homeowner understand the value of higher-efficiency systems.
Review and Customize with the Homeowner:
The homeowner can interact with the presentation, selecting or deselecting different system tiers, financing options, and add-ons to see how it affects the total price and monthly payments.
Use the E-Signature Feature:
Once the homeowner makes their final selection, the system generates a legally enforceable contract.
The homeowner can sign directly on your tablet, securing the deal on the spot.
Remote Sharing and Tracking:
If a spouse or other decision-maker isn't present, you can share the full interactive proposal via text or email.
The system tracks when the customer opens the link, so you'll know the best time to follow up with a call.
After the contract is signed, a PDF copy is automatically sent to the customer.