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For HVAC contractors

Estimate the survey before you leave the house

Talk through the survey, send options from a new furnace to a heat pump, and take the deposit before you order the equipment.

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9:41

Today

Tuesday, October 13

Next visit · 8:00 AM

Air-source heat pump install

Olivia Taylor · 14 Elm Street

Lockbox 4471 · park in the driveway

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Later

1:00 PMJames Wright
3:00 PMAmira Khan
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Sound familiar?

The survey is quick. The estimate isn’t.

  • “I’ll write the estimate up tonight.”

    Surveys turn into late nights at the kitchen table.

  • “Can you just give me a rough price?”

    Customers want choices, and one fixed number loses the job.

  • “We’ve spent the profit on the unit.”

    Big-ticket equipment gets ordered before anyone has paid.

Here’s how Jomioz fixes it ↓

From survey to installed, without the late nights

The estimate is done on site, the customer chooses, and the money arrives in stages.

  • Talk the survey into an estimate

    On Pro, describe the rooms, the ductwork and the equipment out loud. Jomioz builds a priced draft from your price list.

    9:41

    New estimate

    Air-source heat pump install

    Heat pump install at 14 Elm Street. Two days' labor, a new air handler, and start it up with the controls.

    Listening

    TodayScheduleJobsMore
  • Furnace or heat pump, side by side

    Send good, better and best options with totals, so the customer compares them properly.

    Your price book

    • Heat pump unitMatched$7,750.00
    • Labor · 16 hrsMatched$1,300.00
    • Air handlerMatched$1,690.00
    • Start-upMatched$310.00
  • Deposit before the equipment

    The deposit lands when they accept, before you order the unit.

    Recommended$12,260.00

    Air-source heat pump

    After you accept, you'll pay a $2,452.00 deposit to secure the work.

    Accept estimate

Multi-day installs

Stage the payments to match the job

Agree a deposit, a stage payment and the balance up front. Each one is invoiced as the install moves on.

Set up payments

Quick start

25 / 50 / 2550 / 50Custom
  • 25%Deposit on approval$5,675.00
  • 50%First fix complete$11,350.00
  • 25%Balance on completion$5,675.00
Total$22,700.00
  • A plan the customer signs up front
  • Invoice each stage in a tap
  • The balance when it’s up and running

Job profit

Know what you made on every install

Labor, materials and expenses land on the job, so you can see the margin before you send the final invoice.

Air-source heat pump install

Job profit

Revenue$11,350.00
  • Labor−$3,405.00
  • Materials−$3,519.00
  • Expenses−$170.00
Profit$4,256.00

37% margin

  • Revenue against cost per job
  • Materials and expenses included
  • Spot the jobs that lose money

“I was running jobs off WhatsApp and a spreadsheet. Now customers pick an option and pay the deposit before I've left the drive, and I can see who's free for the next job at a glance. I was wary of something new, but the support has been brilliant.”

Customer story

Sam B

Electrical contractor

Made for heating work

The small things that keep installs on track.

Your price listBook the installPhotos on the jobSigned estimatesTimesheetsJob costing
Signed estimatesTimesheetsJob costingYour price listBook the installPhotos on the job

  • Your price list

    Furnaces, heat pumps, thermostats and labor, priced the same every time.

  • Book the install

    Put the multi-day job on the board with the technicians it needs.

  • Photos on the job

    Survey photos and the finished install stay on the record.

  • Signed estimates

    The customer signs on their phone before you order anything.

  • Timesheets

    Hours from the team, ready for the end of the week.

  • Job costing

    See the profit on each install, not just the total.

FAQs

Everything you need to know before you start.

Finish the estimate before you leave

Start free for 14 days. No card needed.

Get started for freeView pricing