Preliminary Estimate Only
Final rebate eligibility, equipment selection, heat load calculations, qualifying equipment requirements, and utility approval must be verified.
Customer
Project Summary
Estimated Clean Heat Rebate
—
Pending final eligibility verification and utility approval
Financing Options
18-Month 0%
—
/mo
7-Year 7.99% APR
—
/mo
11-Year 9.99% APR
—
/mo
Install this app: tap Share ⇧ then Add to Home Screen for offline use.
Wrap-up
Send
▾
Primary reason for visit
Primary module gets the full write-up.
Others get a brief mention.
Mentioned warmly as a future option in the customer email — never a hard sell.
Both emails cover every active module from today's visit.
Quick Start
▾
System
Decommission Path
Utility
Home Size
Heat Pump Water Heater
Distribution
Cooling Interest
Estimated Rebate
--
Likely Equipment Path
--
Confidence
--
See It In The Home
True-size outdoor units and indoor heads. Wall heads sit 6 in below the ceiling, floor units just off the floor, cassettes in the ceiling.
Job Info
▾
i
Utility review required. Rebate cannot be estimated.
Turns on utility rebate qualification and the conversion rebate explanation in the email. Leave off for a like-for-like replacement or upgrade.
Rebate Qualification
▾
Not positioned as a Clean Heat project — no rebate. Turn on "Position as Clean Heat conversion" on the Job Info card to quote utility incentives.
i
i
Existing heat pump projects require review. Do not quote rebate.
i
Partial load projects do not qualify for the space heating rebate. Contact our office for guidance. HPWH rebate still available.
i
Boiler with Indirect Tank — Three Paths:
• Full decommission: Maximum rebate. New water heater required.
• Boiler stays for DHW only: No new WH needed. HP handles all heat. Qualifies for maximum rebate. Talking point: “Your heat gets cheaper. The boiler just becomes your water heater.”
• No decommission: Boiler stays for heat backup + hot water. Qualifies for full load rebate (lower than maximum).
Water Heating
▾
i
Additional Possible Rebate
$1,250
This project path requires a replacement water heating strategy — the existing boiler will be removed or disabled.
Preliminary Sizing
▾
Rough field guidance only — sized to maintain 70°F at 5°F design day (Hudson Valley). Final equipment selection requires Manual J.
i
Electrical panel review may be required — note for proposal.
Partial ductwork noted. Ductless path suggested — mixed design may be required. Flag for review.
Estimated Heating Load
—
BTU/hr at 5°F design day
Likely Range
—
BTU/hr (±10%)
Near equipment capacity boundary — Manual J verification especially important.
Likely Equipment Path
—
Preliminary field estimate based on Clean Heat benchmark ranges and field Manual J comparisons. Manual J required before final equipment selection.
►Ductwork Detailstap to expand
Supply Side
Return Side
Condition
Photo Checklist
▾
BEFORE LEAVING — UPLOAD PHOTOS TO SERVICETITAN
Required — Every Job
Front of Home
Rear of Home
Utility Meter
Existing Heating Equipment
Equipment Nameplate
Mechanical Room Overview
Existing Water Heater
Water Heater Nameplate
Oil System
Oil Tank
Oil Lines
Fill Pipe
Vent Pipe
Boiler Provides Hot Water
Indirect Tank
Tankless Coil
Boiler Piping Overview
Ductwork
Air Handler / Furnace
Supply Trunk Duct
Return Trunk Duct
Supply Register (rep)
Return Grille (rep)
Supply Trunk Measurement
Return Trunk Measurement
Duct Issues / Damage
Existing Heat Pump
Outdoor Unit
Indoor Unit
Optional
Existing Thermostat
Electrical Panel
Rebate Results
Space Heating Rebate—
HPWH Rebate—
Total Possible Rebate—
——
▶ Talking Points
Additional Notes
▾
What I'm Presenting
▾
Options I'm presenting (tap 2-3)
Pick the equipment options you co-presented this visit. They render as option blocks in the customer email.
Which did you lead with?
The lead is your primary recommendation and renders first.
Brand / tier
Add-ons
Why this recommendation (optional)
Pick the reasons that matter most to this customer. They render as a short why block in the email, in the order you tap.
Finish
▾
Check this after presenting the estimate in ServiceTitan. Required to include HVAC in a multi-trade email.
Equipment Brands Quoted
Select the makes in play this visit. The warranty FAQ lists only these, labeled by type.
Synchrony Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
NYS Clean Heat Rebate (Est.)
-—
Reduces your overall cost.
Net Project Cost
—
What you pay after rebate.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Generator
Saved
Plot plan by hand
Plot plan
Print on Letter at 100% (no fit to page) so the scale is true.
Property record
Past job
For a job that sold after its visit left this iPad: find the home, then start permit work from its last visit.
ServiceTitan estimates
Read photos
Only these are read. Tap ✕ to leave one out.
Visit from photos
Grouped by time: a gap over 45 minutes suggests another visit. Only these photos are used. Leave one out, start a new visit at any photo, or join visits.
Permit application
Company documents
Permission to pull the permit
Sign here
Customer
Customer Info
▾
Copy the customer in ServiceTitan first. You will see what was found before anything is filled.
Address required to save this visit to home history.
Quick Start
▾
Coverage Goal
Essential Circuits to Back Up
Include portable generator options
Property Information & Fuel Source
▾
Utility Provider
Fuel Source for Generator
Gas Line Connection
Natural gas generators produce approximately 15% less output than propane. Sizing one model larger than the calculated requirement is standard practice.
Propane Tank Situation
Recommended minimum: two 120-gallon ASME propane tanks. Customer owns tanks outright — no rental fees. Customer can use any propane supplier.
The propane company handles tank installation, ownership, and all connections to the generator.
Generator Sizing
▾
Fuel
Add Breaker
A
Breaker List tap to remove
Tap a breaker in the list below to mark it as load shed. Shed loads are excluded from the sizing calculation.
Equipment on file
Propane
Natural Gas
Sized on its natural-gas rating
Total: → kW active
Load Shed
Generator Options
▾
Meter Combo
Meter combo required for this installation.
Warranty
Why this recommendation (optional)
Pick the reasons that matter most to this customer. They render as a short why block in the email, in the order you tap.
See It In Your Yard
Place a full-size generator in the customer's yard to show exactly how it fits.
Walk around it, then take a screenshot to save the placement.
Site Notes
▾
A trencher or excavator will be brought on site as part of the installation.
Who provides the trenching?
Placement
Site work
Approvals
Access & other
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Photo Checklist
▾
Front of Home
Left Side of Home
Right Side of Home
Rear of Home
Utility Meter
Main Electrical Panel
Proposed Generator Location
Proposed Transfer Switch Location
Existing Propane Tanks
Gas Meter
Mechanical Equipment
Trenching Areas
Additional Site Concerns
All photos are optional. In the app, tap an item to take that photo; Wrap-up shares them all to ServiceTitan.
What the email still needs
The customer and office emails are sent from Wrap-up.
Quick Start
▾
Primary Use Case
Solar
System Option
Selected Option
--
Configuration
--
Why this recommendation (optional)
Pick the reasons that matter most to this customer. They render as a short why block in the email, in the order you tap.
Property
▾
Electrical Panel Size
Panel Location
Conduit Extension
▾
feet
Billed at per-foot rate beyond 25 ft. Include in estimate before presenting.
Site Notes & Photos
▾
Photos
all optional
Tap when captured.
Electrical Panel
Proposed Battery Location
Exterior of Home
Additional
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Send
▾
Check after presenting in ServiceTitan.
Required to include Battery Backup in a multi-trade email.
Quick Start
▾
Water Source
Primary Concern
Test Results
Flags
Bacteria requires a certified lab test. Recommend the customer contact their local health department or a certified water testing lab before proceeding with treatment.
Concern
--
Water Source
--
Property
▾
Property Details
Current Water Heater Type
Recommendations
▾
Site Notes & Photos
▾
Photos (all optional)
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Send
▾
Check after presenting in ServiceTitan. Required to include Water Treatment in a multi-trade email.
Quick Start
▾
Current Panel Size
Current Entry Type
Panel Condition
Panel Capacity
Scope of Work
Target Amperage
Entry Type
Panel Brand
Leviton Advantages
Future upgrade path — just swap the main breaker later rather than replacing the full panel.
Smart breaker capable. Whole home electrical monitoring. Premium build quality.
Smart Breakers
Single Pole
0breakers
Two Pole
0breakers
WiFi Hub included (required for smart breakers).
Circuit Count
internal — not shown to customer
Sub Panel Location
Sub Panel Amperage
Remote building sub panel includes hand-dug trenching up to 20ft. Captured in site notes.
Scope
--
Mode
--
Property
▾
Utility and Meter
Utility Provider
May require a Meter Combo (Central Hudson and National Grid only).
Recommendations
▾
Add-ons
Why this recommendation (optional)
Pick the reasons that matter most to this customer. They render as a short why block in the email, in the order you tap.
Site Notes & Photos
▾
A trencher or excavator will be brought on site as part of the installation.
Photos all optional
Main Electrical Panel
Utility Meter / Meter Base
Service Entry Point
Sub Panel Location (if applicable)
Trenching Area (if applicable)
Additional
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Send
▾
Visit Information
▾
Customer fields auto-populate from Today's Visit if available.
$
HVAC Assessment
▾
System Types Present
Component Conditions
Ductwork
Air Handler / Furnace
Condenser / Outdoor Unit
Filter
Thermostat
Equipment Age (years)
Electrical Assessment
▾
Component Conditions
Main Panel
Outside Service / Entry
Disconnects
Smoke / CO Detectors
AFCI Protection
Plumbing Assessment
▾
Component Conditions
Water Heater
Water Heater Type
Faucets
Drains
Toilets
Main Shutoff Valve
Outdoor Hose Bibs
Water Test
▾
pH
Total Alkalinity mg/L
Hardness mg/L
Total Iron mg/L
Ferrous Iron mg/L
Ferric Iron mg/L
Copper mg/L
Nitrites mg/L
Nitrates mg/L
Report and Send
▾
At a Glance
Priority Follow-up
Home Roadmap
A planning timeline for this home's major systems, built from every visit on record. Ages advance automatically over time. No prices here — this is about timing, not selling.
Conversation
From the camera
Home Systems
Meters
Review System
Electrical
Condition
Plate text as read
Quick Start›
Vehicle Type
Charging Level
Level 1 (120V) is plug-in only and does not require electrical work.
If the customer wants a dedicated 120V circuit, redirect to the Electrical Panel tool.
Installation Type
Wiring Method
Parking Location
Distance from Panel
Wire extension may be required. Confirm footage in Site Notes.
Summary
Property›
Panel Details
Fewer than 2 open breaker spaces or load consistently high.
Customer has a dryer or range circuit that could be shared or reused.
Site Notes and Photos›
Photos
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Send›
Panel Upgrade May Be Needed
This customer's panel is near capacity. Consider presenting an Electrical Panel upgrade alongside the EV charger.
Check this after presenting the estimate in ServiceTitan.
Required to include EV Charger in a multi-trade email.
Service Quick Start
▾
Visit Type
$
Services Performed
HVAC
Add-Ons / Upsells
Generator
Plumbing
Electrical
Service Details
▾
Select services in Quick Start to see detail fields.
Additional Observations
▾
Note anything observed beyond the scope of today's service. These appear in the customer email and office summary as recommendations.
Technician
▾
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Send
▾
Check if a sales estimate was also generated during this visit.
Plumbing Quick Start
▾
Select everything that applies to today's visit. Relevant detail cards will open below.
Sales
Repairs & Fixtures
Service
Water Heater
▾
Activate Water Heater in Quick Start.
Current Water Heater
Type
Size
Reason for Visit
Recommendations
Customer Requested
Tankless Water Heater
On-demand hot water. Requires gas or propane. We supply and install tanks if needed.
Heat Pump Water Heater qualifies for an estimated $1,250 NYS Clean Heat rebate. Include this in the estimate presentation.
Repairs & Fixtures
▾
Activate Repairs in Quick Start.
Tap any repair or assessment item noted during the visit.
Plumbing Hat Trick
▾
Activate Hat Trick in Quick Start.
pH
Total Alkalinity mg/L
Hardness mg/L
Total Iron mg/L
Ferrous Iron mg/L
Ferric Iron mg/L
Copper mg/L
Nitrites mg/L
Nitrates mg/L
Pressure Test
Main Line Inspection
Water Heater Flush
▾
Activate Water Heater Flush in Quick Start.
Water Heater Type
Flush
Anode Rod Checked
Anode Rod Condition
Overall Condition
Well Equipment
▾
Activate Well Equipment in Quick Start.
Current Tank Size
Tank Condition
Recommended Replacement Size
Site Notes and Photos
▾
Photos
Financing Calculator
▾
Project Cost
$
Deposit (10% Min.)
$
You Finance
—
CHOOSE THE PAYMENT OPTION THAT WORKS FOR YOU
0%
INTEREST
18 MONTHS
MONTHLY PAYMENT
—
$
/month
18-MONTH DEFERRED
0% INTEREST
Balance due in full within 18 months
7-YEAR
7.99% APR
—
Tap to edit
$
/month
11-YEAR
9.99% APR
—
Tap to edit
$
/month
WHY FINANCE?
Keep cash in your pocket
Finance now, pay over time.
Fixed payments
Predictable monthly budgeting.
Pay it off anytime
No prepayment penalties.
Quick Cost Dial
Drag to adjust project cost and see payments update in real time.
▼
Drag Outer Arc
$1,000 increments
$1k – $30k
STAGE 1
Drag Inner Arc
$100 increments
$0 – $900
STAGE 2
Drag on the arc to set amount
Outer arc: $1k steps • Inner arc: $100 steps
OR ENTER EXACT AMOUNT
$
$
Deposit updates automatically (10%)
Send
▾
Check after presenting estimate. Required to include plumbing in multi-trade email.
House Atlas design system
Reference only — no screen uses these yet. Toggle dark mode to review all four combinations.
NeutralAccentSelected
Register: operator (default)
3Card header26kW · 200A
Section label
Segmented
Tiles
Unselected tileSupporting line
Selected tileGold on select
Stats
Total load184 A
CoverageWhole home
Hero number26 kW
Buttons
Steps
Register: presentation
3Card header26kW · 200A
Section label
Segmented
Tiles
Unselected tileSupporting line
Selected tileGold on select
Stats
Total load184 A
CoverageWhole home
Hero number26 kW
Buttons
Steps
Option cards — operator (never 3-across under ~1000px of container)
Generac 22kW Air-Cooled Standby200A whole-house transfer switchGood
Generac 26kW Air-Cooled Standby200A whole-house transfer switchRecommended
Generac 32kW Liquid-Cooled Standby400A whole-house transfer switchBest
Option cards — presentation
Generac 22kW Air-Cooled Standby200A whole-house transfer switch
Generac 26kW Air-Cooled Standby200A whole-house transfer switch
The NYS Clean Heat rebate amount depends on your utility. Central Hudson and Orange & Rockland are in one tier; NYSEG, National Grid, and RG&E are in another — with higher rebates. If unsure, check the meter — the company name is printed on it.
Apartment rebates are a flat rate regardless of square footage.
Affects rebate tier. 1,000 sq ft and above gets the higher rate.
Full load means the heat pump handles 100% of the home’s heating. Partial load means it supplements an existing system. Only full load qualifies for the space heating rebate.
Full decommission: boiler permanently removed or disabled — maximum rebate, but a new water heater is required. Boiler stays for DHW: heat pump handles all heat, boiler only heats hot water — qualifies for maximum rebate, no new WH needed. No decommission: boiler stays for backup heat and hot water — qualifies for full load rebate (lower).
The Heat Pump Water Heater rebate is $1,250 and stacks with the space heating rebate. For full decommission projects it’s a natural upsell since a new water heater is required anyway.
Envelope quality is the dominant load driver — more impactful than year built.
Poor / Original — no meaningful upgrades since construction. Original windows, minimal insulation, drafty. +15% to load estimate.
Average — typical for the era. Some upgrades possible but no major envelope work.
Good / Updated — significant insulation added, windows replaced, air sealing done. −15% to load estimate.
Excellent / Tight — deep energy retrofit or near-passive construction. Low infiltration, continuous insulation. −25% to load estimate.