
Get paid for the load calculation, quote the system you sized from it, and hold every day the changeout is going to take.
Online booking
Make the load calculation visit a real service with a price and a length, and it fills an open slot on your page instead of becoming another callback.
Learn moreSmart scheduling
The old system comes out Monday and the new one is not running until Wednesday. Hold the whole run so nothing gets sold into the middle.
Learn moreSizing a system means measuring the building, room by room, for an hour or two. Sell it as a service with a price and a length and it books a real gap on your page, the way any other job does.
The figures, the photographs and the settings you left it on live on the property rather than in a folder on somebody's laptop, so the call about it in three winters starts from something written down.
A household with the heat off asks questions, and they ask them in the evening. Every one of them sits on the job it is about rather than in a phone that only one of you is holding.
An evaluation is two hours in the home and can be two more on the road. Draw the ground you cover and anything past it asks first.
The householder, what they have paid and what is still outstanding after handover, on one record. Nobody has to go looking through three places to find out whether the last leg ever landed.
Built for heat pumps
A paid visit that measures the envelope, the windows and the ductwork, and comes back as a real quote instead of a number at the door.
The old equipment out and a heat pump and air handler in, booked as a run of days with the homeowner told which one has no heat.
Heads in the rooms that were always cold, quoted with the line set run and the electrical as lines on the same estimate.
Ductwork that will never move the air the new equipment needs, priced at the evaluation rather than discovered on install day.
A tank swapped in a basement or a garage, booked as its own day with the water off and the condensate run figured out up front.
The last visit on the job: settings recorded, the thermostat explained, and everything written down where the service call will read it.
A standing visit that comes back on its own each season, carrying the model, the filter size and whoever installed it originally.
A system running backup heat all winter books against the original install, so your tech reads the startup numbers before rolling out.
A ductless system for the rooms that never get warm, a cold-climate system on the existing ducts, or new ducts sized for it properly.
The envelope, the windows and the ductwork go in while you are standing there, so the estimate is built from what you found, not from memory.
A second head, a dedicated circuit or duct resizing each carry their own price change on the very same document.
The quote number is locked the moment it goes out, so your copy and their copy are unmistakably the same document.
Pro puts good, better and best on one estimate with one marked recommended, so your customer picks a system instead of juggling three separate documents. Everything else about quoting is free.
Old equipment out Monday, new equipment in Tuesday, running Wednesday. Those days get held on purpose, not hoped for.
The job takes the days it needs and your page stops offering them, so nothing books into the gap you saved for the electrical.
Equipment shows up late and the whole run moves together, carrying the address, the notes and the photos right along with it.
Moving work around your calendar was never the part you pay for.
One real cold snap and every open day is gone. A booking page with nothing left on it looks like a company that quit answering.
With no slots left your page asks instead of closing, and the job arrives with the address and the photos already attached.
People will wait for a contractor who actually measured their home. They just want to know how long the wait really is.
Old system is on its last winter. Can someone come and size a replacement? Photos of the plant space attached.
Nobody signs one of these on the day. The document records when it was opened, holds its validity date, and can send one reminder before it lapses once you have switched that moment on.
Mark which services each person may perform and the scheduler stops offering the rest of them. Certification lives with the regulator and the person who holds it, never in here pretending to be checked.
An hour on a system only pays if it sits near the changeout you are already on. Pro scores open slots by the driving each one adds.
You still pick the day. The ranking just lifts the slots near the home your tech is already working tomorrow morning.
A slot shows up only if that tech carries the service and covers the area, so a ranked slot is one you can actually dispatch.
The scoring is the Pro part. The calendar, the bookings and the evaluations are not.
Plenty of this money still arrives as a check, and recording one costs you nothing at all. Cards are the part that sits on Pro.
Mark it paid and the receipt goes out on its own, with no plan involved in any part of it.
For the homeowner who would much rather tap a card than go hunting for a checkbook on a Friday afternoon.
Pro splits a changeout into a payment at order and the balance at startup. That happens on the job, never at a checkout.
One app for the whole job
Add your whole team and get booking for nothing.
As you grow with us you can go Pro.
Yes, and you should. Set it up as a priced service and customers book it online like anything else. If the service opts in and the visit was paid, that fee comes right off the estimate as a credit line.
No, and you would not want it to. You will run Manual J and Manual S in the tool you already trust. Bookables books the visit, keeps your numbers on the property, and turns the result into a quote the homeowner can accept online.
The job holds every day it needs and those days come off what your booking page will sell. Move the start and the rest of the run moves with it, on any plan.
Not the certification itself. You mark which services each tech can perform, and the scheduler only offers someone for refrigerant work when you have marked them for it. The card stays with the tech.
Cash and check recorded by hand are free on every plan. Cards come with Pro, and so does splitting a changeout into a payment at order and the balance at startup.