New Estimate
Customer
Existing system (shows on the customer estimate — great for old-vs-new)
Options
Project photos — shown on the customer's estimate
PDF proposal options — controls this customer's PDF
What's Included (editable)
Add-ons & services (repairs, tune-ups, IAQ, zones, accessories)
Service quote options
Warranties (editable)
Extended Labor Warranty Offer
Every system already includes 10-year parts + 2-year labor free. Offer an upgrade to extended labor coverage (your cost comes from your JB Warranties plan — set the customer price below).
Maintenance Plan Offer & Discounts
Discounts
Customer preview
See exactly what the homeowner will see — tiers, financing, your current-system card, add-ons, and the signature block. Nothing is sent and no link exists yet.
Tip: on desktop, narrow the window to sanity-check the phone layout — most customers open estimates on their phone.
Review & send
Your live totals, profit, and the customer link are in the summary panel. Fix anything flagged above, then generate the link.
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Library
Dashboard
This Month
$0
0 jobs
Pipeline
$0
open
Close Rate
0%
0 of 0
Avg Job
$0
this year
This Year
$0
0 jobs
Needs Attention
Performance
Revenue — Last 6 Months
Sales Funnel — Last 30 Days
Revenue by Job Type — This Year
Estimates
Recent
Schedule
Customers
All customers
Maintenance Agreements
Active agreements
Add agreements from a customer's profile →
Preview — this is what your customer sees
Prepared exclusively for

Residence

Your complete home comfort proposal. One installed price, no surprises.

By Your Contractor · · Valid 30 days

Licensed Licensed Insured Fully covered 5.0 Rated Google Reviews Fast Service 24hr response
Optional upgrades
We spend about 90% of our time indoors, where air can be up to 5 times poorer quality than outside. These upgrades clean and protect the air your family breathes.
Your complete investment — equipment, installation & warranty in one price
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Estimated total-
Everything handled for you, included in your price
Value & protection
Accept this estimate
🎉
You're all set!
Your estimate has been signed and submitted. your contractor will contact you within 24 hours to schedule your installation.
Your Contractor
What happens next
1
We confirm your installation date
You'll hear from us within 24 hours of approving.
2
Our team handles everything
Most installations are completed in a single day.
3
You relax in total comfort
We register your warranties for you. No paperwork on your end.
After you sign, download your signed copy from this page
Team
Admin Console
Manage vendors on Field Tools
Pending Approval
Active Vendors
Suspended
Settings
Company
Drag a photo here or
PNG, JPG, or WebP · max 2MB
Email Alerts — optional
Get an email the moment a customer accepts an estimate. Enter the email you want alerts sent to. (Advanced EmailJS setup — leave blank to use dashboard notifications only.)
Advanced email setup (EmailJS)
Team & Logins
Invite your team by email. Each person sets their own password from the invite; nobody else ever knows it. Field roles (tech, install, QC, Comfort Advisor) see only their own jobs. Office roles see the company schedule and customers; pricing stays with you and Operations.
Loading team…
Reports & Export
Tax export = all paid jobs with dates, amounts, deposits & payment methods. Back up monthly and keep it safe.
Save
Saves your company name, logo, license etc. to your account so they appear on every estimate & invoice.
Billing
Billing status loads here once Stripe is connected (see STRIPE_SETUP.md).
System Health
Tests your live database for every feature. Anything red = run BFP_MASTER_MIGRATION.sql once in the Supabase SQL Editor.
Tap "Run checks".
Account