Tap any house on the map to log that door, or use Log door here to drop it at your exact GPS spot. Pick Appointment set and you can book your closer’s calendar right there.
Enter an address, or tap any roof on the map to measure that house. If the pin lands on the wrong building, just tap the right roof.
Optional — shows “Prepared for” on the first slide. Swipe, tap the arrows, or use the arrow keys to move between slides.
Live 3D, to get in the home: snowy house, turn up the heat (HX Smart Thermostat), x-ray of the AC unit, inside the ducts, blue flame furnace check, filter swap, 30-second check, repair or replace, the free HVAC check offer, and the 3 payment plans (Comfort, Comfort+, Premium) with the apply link.
Full-screen financing presentation for the customer.
The rep’s site survey once the deal is closed and financing is done. Open it from the closed customer: tap the customer → HVAC site survey. Finalize sends the full deal to operations and admin.
Ranked by commission earned on closed deals. Team = everyone, closer and setter earnings combined.