Product Features
Everything You Need to Win More Jobs
Smart estimates, zone pricing, rebates, lead scoring, and full analytics — out of the box, with no technical setup required.
Smart Estimate Engine
Your pricing rules, your packages, your brands. Set up Silver, Gold, and Platinum tiers with real equipment models — Lennox, Carrier, Trane, Goodman — and the widget prices every job automatically based on square footage, system type, and location.
- Configure Silver, Gold & Platinum tiers with real brand names
- Auto-priced by square footage, system type, and zip code
- Homeowners see a real number — not "call for a quote"
- Your rules applied to every estimate, instantly, 24/7
Your HVAC Estimate
3,400 sq ft · Palmdale, CA · Full Replacement
Your homeowners see this — before they ever call you
Geographic Zone Pricing
Not every zip code is the same. Configure separate labor multipliers, permit fees, and disposal costs by city or region. Beverly Hills gets priced differently than Palmdale — automatically, every time.
- Set labor multipliers per city or service region
- Configure permit fees and disposal costs by zone
- Pricing adjusts on every estimate with zero manual input
- Unlimited zones — cover your entire service area
Pricing Zones
Multipliers apply automatically — no manual input required on quotes.
Different markets, different prices — handled automatically
Rebates & Tax Credits Built In
Federal energy tax credits, state programs, and utility rebates are calculated and displayed on every estimate. Homeowners see their savings upfront — which closes more deals before you ever pick up the phone.
- Federal IRA tax credits applied to every eligible estimate
- State and utility rebates calculated in real time
- Total savings shown before homeowners call you
- Closes more deals — no explanation required from you
Applied Savings
Shown to every homeowner before they call you
$2,800 in savings shown automatically — before the first call
Promotions & Discounts
Run seasonal promotions, multi-system discounts, or tier-specific offers with full control over discount type, amount, valid dates, and which packages they apply to. Set a maximum discount cap so you never give away margin by accident.
- Seasonal and campaign promotions with start/end dates
- Percentage or fixed-amount discounts per tier
- Set a max discount cap to protect your margin
- Start, pause, or end any promotion from the dashboard
Active Promotions
Cap: $750 maxFull control — no accidental margin giveaways
Lead Scoring — Know Who to Call First
Every submission gets an automatic score based on urgency, tier selected, phone provided, time of day, and traffic source. Hot leads get flagged immediately. Warm leads go into your nurture flow. You never waste time on someone who's just browsing.
- Automatic score based on urgency, tier, and traffic source
- Hot leads flagged immediately for same-day follow-up
- Warm leads routed to nurture flow automatically
- Lead card includes estimate range, timeframe, and rebates found
James Richardson
Beverly Hills, CA · 4 min ago
Tier Selected
Platinum
Est. Range
$19,500
Timeframe
ASAP
Traffic Source
Google Ads
Rebates found: Fed $2,000 + SoCal Edison $500
Every lead scored the moment it comes in
Full Lead Analytics
See every lead by source — website, Google Ads, Facebook, email — and track which channels are actually generating estimates, not just clicks. Filter by tier, date range, and lead classification. Know your average quote value, conversion rate, and discount trends at a glance.
- Source attribution: Google, Facebook, email, organic
- Filter by tier, date range, and Hot/Warm/Cold classification
- Average quote value tracked across all leads
- Know your conversion rate and discount trends at a glance
142
Total Leads
38
Hot
67
Warm
37
Cold
Avg quote value: $18,340 — tracked automatically
CRM & Webhook Integration
Every lead is delivered instantly via webhook to whatever tool you use — HubSpot, ServiceTitan, Jobber, Zapier, n8n, or your own system. No manual data entry, no copy-pasting phone numbers.
- Webhook delivery within seconds of every submission
- Pre-built for HubSpot, ServiceTitan, and Jobber
- Zapier and n8n compatible — any workflow tool works
- Bring your own CRM — any system that accepts a POST
Lead delivered in 2.1s
James R. → HubSpot CRM
Leads land in your CRM before you even look up
White-Label Branding
Your logo, your colors, your domain. Homeowners never see "AI HVAC" — they see your brand, building trust from the first click. Install on any website with one line of code.
- Your logo, your colors, your domain — fully branded
- Homeowners never see "AI HVAC" anywhere
- Builds trust from the first interaction
- One line of code to install on any website platform
Cool Breeze HVAC
Licensed & Insured · Phoenix, AZ
Get Your Free HVAC Estimate
No "AI HVAC" branding — homeowners see only your brand
Your brand. Your trust. Your leads.
See every feature in action
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