From the install quote to getting paid
Quote at the customer's door
Build it from the items you use most: mini-split install, copper line set by the foot, condenser wall bracket, condensate drain line, electrical wire. The total updates as you go.
Approval on their phone
Text the estimate link (Pro plan). The customer reviews it and approves in one tap, and you turn it into a work order without retyping.
Photos of the job
Capture the wall before drilling, the line set routing, the outdoor unit set and the filter or coil after cleaning. The photos go into the report.
Signature and PDF
The customer signs on your screen to confirm the job. The PDF includes line items, photos, the signature and your logo on Pro.
Getting paid
Log cash, card, check or Zelle/Venmo. If they pay part now, the balance stays pending in Finance.



Jobs you can document
- ✓Ductless mini-split and central AC installs
- ✓Seasonal tune-ups and preventive maintenance
- ✓Repairs, diagnostics and service calls
- ✓Heat pump and furnace service
- ✓Coil cleaning and filter changes
Every customer's history stays in the app, so it's easy to see when you last serviced their system and offer the next tune-up.