HVAC
Replacements are big-ticket, deposit-heavy and warranty-bound. All three are paperwork problems, and all three are what this handles.
A system swap ties up thousands in equipment before the customer has paid anything, is sold against two competing quotes, and leaves you on the hook for a warranty you need to be able to prove years later.
Save each tier as a template and produce the quote in a minute. Price it as one flat package and the customer sees a single number with what is included, not a parts list to pick apart.
The deposit is raised the instant they accept and paid by card. You are not ordering a condenser on your own credit and hoping.
Equipment cost sits beside the price on every line, with labour and any subcontracted work separated, so the margin is visible before the quote goes out — not after the install.
Model, dates and provider stored against the customer. They get the summary at close-out; you get a reminder before it lapses, which is a reason for them to call you and not a competitor.
Every quote, job, photo and invoice for that address stays on the customer, so whoever answers the phone in two years can see what was installed.
Certificates of insurance and W-9s live on the subcontractor record with expiry dates, rather than in an inbox.
The same job, every time
Quote the replacement, they sign it online, the deposit clears before the equipment is ordered, the install goes on the calendar with its material list, and the balance is raised the moment you mark it complete. See the whole run, with example documents →
Built for the shop with a truck
Set up your business in Connected Home Ledger, then open ConnectedWorkOS from your workspace. If you'd rather be walked through it first, we'll show you a real job end to end — lead to final payment — in about twenty minutes.