AI is reading data tags and identifying equipment. 15โ30 seconds.
Getting Started
๐ง 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?
๐ 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
๐ธ Upload Job Site Photos
Upload photos first โ 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.
๐ฏ 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.
๐ฑ Important: Do NOT upload sideways or rotated photos! Hold your phone upright (portrait) or sideways (landscape) โ 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.
๐ธ Using CompanyCam? Import photos directly from your CompanyCam project โ no need to re-upload!
๐ท Import from CompanyCam
โ or โ
Loading photosโฆ
0 photos selected
Photos stay in CompanyCam โ AI scans them server-side
๐๏ธ
Existing Outdoor Unit Photos
Condenser, package unit, pad, disconnect, line set, gas piping
โ 0
Data tag / nameplate โ side or back of unit (model, serial, specs)
Full view of outdoor unit โ show pad, condition, clearance
Electrical disconnect โ open if safe, show wire gauge
Line set connections โ where refrigerant lines enter/exit
Concrete pad / platform โ show level and condition
Gas meter, piping, shutoff valve, drip leg (if gas system)
Flue pipe โ show material type (metal B-vent or PVC)
๐ท
Tap to Upload Outdoor Photos
Select multiple ยท JPG, PNG, HEIC ยท Max 10 MB each
๐
Existing Indoor Unit Photos
Air handler, furnace, coil, ductwork, thermostat, zone boards
โ 0
Data tag / nameplate โ inside door panel of air handler or furnace
Full view of indoor unit โ show orientation (upright vs on its side)
Thermostat โ face plate and wiring behind (if accessible)
Supply & return plenums โ show connections, type, condition
Visible ductwork โ flex, hard duct, transitions
Drain line routing & termination
Zone board / zone panel โ show label, brand, wiring
Zone damper motors โ on ductwork, show brand labels
Filter location / current filter size
๐ท
Tap to Upload Indoor Photos
Select multiple ยท JPG, PNG, HEIC ยท Max 10 MB each
๐
Other / Site Photos
Breaker panel, access points, safety concerns
โ 0
Breaker panel โ 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 โ show size
Utility room / mechanical closet
Any safety concerns โ asbestos, rot, mold, standing water
Anything else the install crew should see
๐ท
Tap to Upload Other Photos
Select multiple ยท JPG, PNG, HEIC ยท Max 10 MB each
๐ 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.
๐ค 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
๐ง 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.
โ
Report Sent!
Complete intake report with photos, AI data, and manual entries has been emailed to the team.
๐ 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.
๐ Link to HouseCall Pro Job
Job Setup
๐ Configure Job Details
Enter the key details from the intake to generate equipment recommendations and pricing.
System Requirements
๐ก Tip: Fields auto-populate from your intake data. Adjust anything before generating recommendations.
Step 1 of 3
๐ 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.
๐ฆ Pricing Source: Historical job data โ 80 completed jobs. Costs are editable averages by system type.
Step 2 of 3
๐ฐ Cost Builder
Confirm or adjust the installation costs. These are added to equipment pricing to determine total job cost.
Cost Item
Amount
๐ Gross Profit Margin
This is the GOOD tier margin. Fit gets +5% automatically. Best = Fit price ร 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
โ๏ธ Adjust Customer Prices
Margin slider set the prices below. Override any price manually โ profit & commission recalculate automatically.
Payment Method
๐ณ How Is the Customer Paying?
Payment method determines the fee deducted from your profit. Formula: Price = Cost / (1 - Margin - Fee%)
๐ต
Cash / Check
No fee โ price drops
๐ณ
Card
3% processing fee
๐ฆ
Financing
12% dealer fee (default)
๐ก Fee applied:12% financing dealer fee โ deducted from margin in pricing formula.
Wake Forest HVAC
Your Comfort, Our Priority
๐ Permitted & Inspected
๐ง Licensed Professionals
๐ Meets & Exceeds Code
๐ก๏ธ 12-Year Parts Warranty
๐ก๏ธ New Thermostat Included
Get matched to the right system for your home, pay online, and our licensed team handles everything โ 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 to choose from.
Choose Your System
Tap the option you'd like to proceed with.
โ Included In Every Installation
โป๏ธ
Full Removal & Haul-AwayOld equipment removed โ EPA-compliant refrigerant disposal
๐ง
Professional InstallationLicensed, insured HVAC technicians
๐
All Permits ObtainedLocal & state permits โ Wake County code inspection scheduled
