
Built for Canadian green energy installers. Heat-pump assessments, rebates and install days.
The rebate has steps. The customer still wants one answer.
Assess, then estimate
Book a site assessment as its own visit.
The rebate on the estimate
A rebate goes on the estimate as its own line.
Install days that hold
A multi-day install books the crew and the day together.
A few ways the work lands on the schedule.
Pro automates the admin, so you don't have to.
Find the install page that fits the rebate and the job.
Online booking
A customer books the site visit from your link, so the first step of every install happens without a phone call.
Learn moreSmart scheduling
A multi-day install books the people and the day together, and every one of them is checked free before it confirms.
Learn moreAppointments, classes, spaces and rentals. One less spreadsheet, ideally.
Yes. An estimate line can carry a negative amount, so a rebate appears as its own line and the total reflects it. The customer sees the price before and after rather than being told to work it out.
Yes. A visit can be booked to price the work rather than to do it. When it is done you turn it into an estimate that is already filled in, and if you charged for the visit that fee can come off the estimate automatically.
Yes. A job can carry extra people with roles, each checked free or busy for the whole span, and everyone lands on one timeline.