AI is reading data tags and identifying equipment. 15–30 seconds.
Getting Started
🔧 Select System Configuration
Choose the type of system you're quoting before uploading photos.
Split System
Separate indoor & outdoor units Heat Pump, AC + Furnace, Dual Fuel
Package Unit
All-in-one outdoor unit Gas Pack, HP Package, Dual Fuel Package
Number of Systems
How many HVAC systems are you quoting for this home?
📋 Two-System Job: You'll fill in the intake for Unit 1 first, send a report to HouseCall Pro, then fill in Unit 2 and send a second report. After both units are submitted, you'll go to the customer presentation where you can select quantities for each unit.
Step 1 of 10
📸 Upload Job Site Photos
Upload photos first — our AI reads data tags, identifies equipment, zoning, gas lines, flue type, and auto-fills the intake form. The more you upload, the less you type.
🎯 Tip: Prioritize clear, straight-on shots of data tag stickers. Also photograph zone boards, zone motors, gas piping, breaker panels (door open with labels visible), flue pipes, and disconnects.
📱 Important: Do NOT upload sideways or rotated photos! Hold your phone upright (portrait) or sideways (landscape) — but make sure the image looks correct on your phone's screen before uploading. Sideways photos cause AI detection errors and make data tags unreadable.
📸 Using CompanyCam? Import photos directly from your CompanyCam project — no need to re-upload!
📷 Import from CompanyCam
— or —
Loading photos…
0 photos selected
Photos stay in CompanyCam — AI scans them server-side
🏗️
Existing Outdoor Unit Photos
Condenser, package unit, pad, disconnect, line set, gas piping
✅ 0
Data tag / nameplate — side or back of unit (model, serial, specs)
Full view of outdoor unit — show pad, condition, clearance
Electrical disconnect — open if safe, show wire gauge
Line set connections — where refrigerant lines enter/exit
Concrete pad / platform — show level and condition
Gas meter, piping, shutoff valve, drip leg (if gas system)
Flue pipe — show material type (metal B-vent or PVC)
📷
Tap to Upload Outdoor Photos
Select multiple · JPG, PNG, HEIC · Max 10 MB each
🏠
Existing Indoor Unit Photos
Air handler, furnace, coil, ductwork, thermostat, zone boards
✅ 0
Data tag / nameplate — inside door panel of air handler or furnace
Full view of indoor unit — show orientation (upright vs on its side)
Thermostat — face plate and wiring behind (if accessible)
Supply & return plenums — show connections, type, condition
Visible ductwork — flex, hard duct, transitions
Drain line routing & termination
Zone board / zone panel — show label, brand, wiring
Zone damper motors — on ductwork, show brand labels
Filter location / current filter size
📷
Tap to Upload Indoor Photos
Select multiple · JPG, PNG, HEIC · Max 10 MB each
📋
Other / Site Photos
Breaker panel, access points, safety concerns
✅ 0
Breaker panel — door open, show ALL breaker labels, amp ratings, wire gauges clearly
Close-up of HVAC breaker with amp label visible
Attic or crawlspace access opening — show size
Utility room / mechanical closet
Any safety concerns — asbestos, rot, mold, standing water
Anything else the install crew should see
📷
Tap to Upload Other Photos
Select multiple · JPG, PNG, HEIC · Max 10 MB each
📊 0 photos uploaded. Upload at least data tag photos for best AI auto-fill.
Please upload at least one photo before continuing.
Step 2 of 10
General Information
Verify AI-filled fields (green) and complete the rest.
🤖 AI Detection Summary
Customer
Existing System Type
Step 3 of 10
Existing Outdoor Unit & Mounting
Verify outdoor unit specs from AI analysis.
Equipment
Existing Mounting & Pad
Pad Replace/Level Needed?
Step 4 of 10
Existing Indoor Unit
Indoor unit details and drain configuration.
Existing Indoor Unit
Platform Condition
Condensate Pump Needed?
Step 5 of 10
Ductwork
Supply and return duct configuration.
Existing Supply Ductwork
Existing Return Ductwork
Plenum Fabrication?
Transitions Needed?
Duct Modifications?
Hot/Cold Spots?
Step 6 of 10
Refrigeration & Line Set
Line set, fittings, and recovery.
Run through chase/wall?
Line Hide Needed?
Copper Shorts?
Fittings/Couplings?
Filter Drier?
Brazing Needed?
Vacuum Pump Access?
Recovery Required?
Step 7 of 10
Electrical
Breaker panel, wiring, disconnects.
Electrician Required?
Existing Breaker Panel AI
Heat Kit
Needed / New Install
Outdoor Disconnect
Indoor Disconnect
Outdoor Whip Needed?
Indoor Whip Needed?
Romex Connector?
Thermostat Wiring
T-stat Wiring Condition
New Run Needed?
18/8 Wire?
Surge Protection?
Step 8 of 10
Thermostat & Zoning
Thermostat type and zone system configuration.
Existing Thermostat AI
Communicating Control?
New Thermostat
Existing Zone System AI Detected
System Zoned?
Zoning Transformer?
Bypass?
Replace Zoning?
New Zoning System
🔧 New Zone System Configuration: Select the replacement zoning components below.
Step 9 of 10
Gas, IAQ & Accessories
Gas lines and air quality accessories.
Gas (skip if all-electric) AI Detected
Gas Shutoff Valve Present?
Drip Leg Present?
Gas Test?
Flex Line?
Sep Breakers Heat/Comp?
Existing Accessories & Air Quality
Step 10 of 10
Site Prep, Permits & Submit
Final details and send report.
Construction Materials Needed (select all)
Package Shroud (if applicable)
Flue & CO AI
Permits
Permit Required?
Smoke Detectors Verified?
Manual J/D/S Required?
Fire Blocking Compliance?
Electrical Inspection?
Mechanical Inspection?
Comments
Please fill in customer name (Step 2) before submitting.
✅
Report Sent!
Complete intake report with photos, AI data, and manual entries has been emailed to the team.
📋 UNIT 1 OF 2 COMPLETE
Unit 1 intake has been sent to HouseCall Pro. Now fill in the intake for Unit 2. After Unit 2 is submitted, you'll proceed to the customer presentation.
🏠 Link to HouseCall Pro Job
Job Setup
📋 Configure Job Details
Enter the key details from the intake to generate equipment recommendations and pricing.
System Requirements
💡 Tip: Fields auto-populate from your intake data. Adjust anything before generating recommendations.
Multi-System Setup
🏠 Two-System Configuration
Configure both HVAC systems for this home. Each system will get independent tier options and pricing.
Customer
SYSTEM 1
SYSTEM 2
💡 Tip: Label each system by location (Upstairs/Downstairs, Main/Addition, etc.) so the customer knows which is which.
Step 1 of 3
🏆 Equipment Recommendations
Based on the intake data, here are 3 tiers of Daikin equipment in the correct tonnage. Click a card to select/deselect it for the customer presentation.
📦 Pricing Source: Historical job data — 80 completed jobs. Costs are editable averages by system type.
Step 2 of 3
💰 Cost Builder
Confirm or adjust the installation costs. These are added to equipment pricing to determine total job cost.
Cost Item
Amount
📈 Gross Profit Margin
This is the GOOD tier margin. Fit gets +5% automatically. Best = Fit price × 1.25. Fee deducted from formula. Min 25%.
35%
Total Job Cost
$0
Customer Price
$0
Gross Profit
$0
Fee (Card/Finance)
$0
25%30%35%40%45%50%
Sales Commission (20% of Gross Profit)
$0
Price Adjustments
✏️ Adjust Customer Prices
Margin slider set the prices below. Override any price manually — profit & commission recalculate automatically.
Payment Method
💳 How Is the Customer Paying?
Payment method determines the fee deducted from your profit. Formula: Price = Cost / (1 - Margin - Fee%)
💵
Cash / Check
No fee — price drops
💳
Card
3% processing fee
🏦
Financing
12% dealer fee (default)
💡 Fee applied:12% financing dealer fee — deducted from margin in pricing formula.
Wake Forest HVAC
Your Comfort, Our Priority
🏅 Permitted & Inspected
🔧 Licensed Professionals
📋 Meets & Exceeds Code
🛡️ 12-Year Parts Warranty
🌡️ New Thermostat Included
Get matched to the right system for your home, pay online, and our licensed team handles everything — permits, inspection, and professional installation.
Your System Overview
, based on our evaluation of your home, we recommend a 3 Ton system. We've prepared 3 options for you — here's what we recommend.
Choose Your System
Tap the option you'd like to proceed with.
✅ Included In Every Installation
♻️
Full Removal & Haul-AwayOld equipment removed — EPA-compliant refrigerant disposal
🔧
Professional InstallationLicensed, insured HVAC technicians
📋
All Permits ObtainedLocal & state permits — Wake County code inspection scheduled
