Stop losing the sale
at the kitchen table.
A 17-step guided in-home HVAC sales wizard with a built-in sizing helper, energy savings ROI, IAQ packages, tier-based pricing, auto commission queue, and one-click sold — built into the platform your dispatch already runs on. Part of the unified Sales Advisor suite alongside Electrical and Plumbing.
Everything an in-home HVAC salesperson needs.
Seventeen guided steps. Sizing helper + Amply/CoolCalc import. Auto commission queue. Auto-creates the install, the requisition, the permit, and the rebate the moment the customer signs.
17-Step Guided Wizard
Discovery, walk-through, photos, equipment age, comfort issues, sizing, IAQ, options, financing, rebates, review, sign. The advisor never wonders what's next.
Sizing — Done Your Way
Pick your tool: pull the load calc straight from your Amply or CoolCalc account via API (coming soon — subscription billed by them, not us), or use ONEREQ PRO's built-in sizing helper when the job doesn't need a full Manual J. Either way, the tonnage flows into the wizard and the pricing engine in one tap.
Energy Savings ROI
Compare current SEER to proposed SEER and show the customer a real annual savings number — and a true daily cost after savings on the investment card.
IAQ Package Builder
UV lights, media filters, humidifiers, dehumidifiers, surge protectors. Drop them into the package with photos and the customer sees the full system — not a line item they have to imagine.
Tier-Based System Selection
Good / Better / Best presentation with live pricing pulled from the pricebook. Customer sees three real options, not three guesses. optimum_hybrid auto-included on GFAC dual-fuel templates.
Auto Commission Queue
The moment the customer signs, the commission engine writes the entry into the office’s Pending Commissions review queue — tied to the financing plan, discount, and signed total. Advisors never see their own commission inline.
iPad Presentation Mode
Customer-facing screen designed for the kitchen table — clean, big, professional. Hide the advisor controls and let the homeowner see only the proposal.
Digital Signature Capture
Sign in person on the iPad, or send an email signing link to the customer's spouse. Both flows show your real terms, warranties, and payment authorization.
One-Click Sold
Customer signs → install job created → requisitions drafted → permits queued → rebates queued → invoice + financing terms generated from the signed snapshot → commission queued for office review. All in one transaction.
Tech-Originated Leads
Service tech on a no-cool call taps Start CA Lead — pre-fills from the job, stamps the source tech, and writes a referral commission when the install closes.
Sales Manager Analytics
Advisor leaderboards, close rates, average ticket, financing mix, pending vs paid commissions. Click any advisor to see their pipeline.
Real Customer Payment Math
Customer monthly payment uses the selected financing plan's real APR and term — not a hardcoded 12.99% over 120 months. What you quote is what they pay.
The math — pays for itself with a single sale
Work it in your own numbers: one extra $8,000 replacement a month covers a $249/mo subscription many times over, and the All-Trade Sales Suite at $549/mo puts the same guided flow in front of your plumbing and electrical calls too.
Real images. Every step.
CA-parity feature surface: real images on every step, financing flow, safety quiz, customer contacts, and a sign-in-person proposal page that looks like the brochure the manufacturer wishes it shipped.
HVAC-specific catalog. Built by HVAC contractors.
The Comfort Advisor is intentionally HVAC-only — tier names, IAQ catalog, and system templates auto-tune to your preferred supplier and equipment brands at onboarding. optimum_hybrid is only auto-seeded on GFAC dual-fuel templates. Electrical and Plumbing get their own catalogs with their own templates — same UX, trade-specific catalog.
The load calculation becomes part of the sale.
A right-sized system is the easiest thing in the world to sell — if the homeowner watches you measure it. Amply scans the house with the iPad’s LiDAR and runs an ACCA Manual J on the spot. ONEREQ PRO puts that in front of the customer, then reads the numbers straight into the proposal.
Show them why it matters
The Comfort Advisor’s load-calculation step is a customer-facing page, not a form. Video, room-by-room precision, LiDAR, ACCA certification — and what an oversized or undersized system actually costs them.
Open Amply, scan the house
One button hands off to Amply on the iPad Pro. No tape measure. If Amply’s scan is heavy enough that iOS reclaims us, the session comes back to the exact step they left.
Export the report, we read it
Amply exports the Manual J PDF; ONEREQ PRO pulls the heating and cooling loads out of it. Nothing is retyped off a screen at the kitchen table.
Size, price, sign
The loads drive equipment sizing, the sizing drives the options, and the proposal cites the calculation it came from. One visit, one number, no guessing.
Amply runs on the iPad Pro. Get it from the App Store.
Amply is a separate product, made by Amply Energy — heat pump design software for contractors who treat a good load calc as the foundation of a good system. It needs an iPad with LiDAR, works with no cell signal or wifi, and listed here with their permission. Bring your own Amply account; ONEREQ PRO reads what it produces.
Cool Calc, Wrightsoft and Elite RHVAC reports import the same way. Anything ONEREQ PRO cannot read with confidence is left blank for the tech to enter — it is never guessed.
Comfort Advisor
HVAC only. Annual prepay $2,490/yr — save $498. Per-tech trade gate; each tech routes to their assigned trade only.
HVAC + Electrical + Plumbing
All three advisors. Annual prepay $5,490/yr — save $1,098. ServiceTitan Sales Pro is HVAC-only, reported at $300–400/mo — we ship Electrical and Plumbing too.