COMFORT SELECT
⚙️
1
Welcome
2
Customer
3
Questions
4
Assessment
5
Load Calc
6
Options
7
Proposal
COMFORT SELECT
Precision HVAC Proposal System
🎯 Conversation Starter — Tech Only
- Introduce yourself and the company — certified, licensed, York authorized dealer
- Ask: "What's been bothering you most about your current system?"
- Let them talk. Listen first. Present second.
Comfort Select v3.0 ·
Customer Information
Fill out all required fields before proceeding
Start typing — address suggestions will appear. Square footage & year auto-loads from property records.
Used for insulation estimation
Getting to Know Your Home
Read each question to the customer and enter their responses
💨 Comfort & Priority
1. What matters most to you in a new system?
Select all that apply
Even temperatures throughout home
Quiet operation
Energy efficiency & lower bills
Clean healthy air
Reliability — never breaks
Budget-friendly option
2. Do you have any hot or cold spots in the home?
3. How long do you plan to stay in this home?
Less than 3 years
3–7 years
7–15 years
This is my forever home
🌬️ Health & Air Quality
4. Does anyone in the home experience any of the following?
Select all that apply
Allergies or hay fever
Asthma or respiratory issues
Dry skin or chapped lips
Frequent nosebleeds
Eczema or skin sensitivity
Headaches or fatigue at home
None of the above
5. Do you have pets in the home?
6. How would you describe your home's air quality currently?
Fresh and clean
Stuffy or stale
Dusty — always dusting
Musty or humid
Dry — static electricity issues
7. Are any rooms noticeably hotter or colder than others?
Flags potential duct imbalance
8. Does your home feel stuffy or have poor air circulation?
Flags airflow issues
9. How would you describe your energy bills?
Lower than average
About average
Higher than average
Much higher than average
🔧 System & History
10. How old is your current system?
Under 5 years
5–10 years
10–15 years
15–20 years
Over 20 years
Not sure
11. What's your biggest complaint about your current system?
Too expensive to run
Breaks down often
Uneven heating/cooling
Too loud
Just old and done
Other
💰 Financial
12. Are you interested in financing options?
Yes — tell me more
Cash / check preferred
Already have financing
13. Do any of the following apply?
Single select — unlocks service discount if applicable
🎖️ Active Military
🎖️ Veteran
👮 Law Enforcement
🚒 Fire Department
🚑 First Responder (EMS/Paramedic)
None — standard pricing
System Measurements & Assessment
Tech fills this out — customer doesn't need to watch
📸 Photo Checklist
Take photos in HCP job record — tap to mark complete
✓
Furnace — Front view
✓
Furnace — Left side
✓
Furnace — Right side
✓
Furnace — Nameplate / data tag
✓
Condenser — Full unit
✓
Electrical disconnect & breaker panel
✓
Return air location(s)
✓
Thermostat
✓
Thermostat wiring (close-up of wire terminals)
Wire count determines thermostat upgrade eligibility
🔧 Existing Equipment
📐 Duct Measurements
⚙️ Installation Complexity
Internal use only — NOT shown to customer
✓
Tight access (closet, alcove, narrow space)
+2 hrs
✓
Attic installation
+3 hrs
✓
Crawl space
+2.5 hrs
✓
Return duct upgrade required (new drop, resize)
+2 hrs + materials
✓
Supply plenum replacement
+1.5 hrs + materials
✓
Supply ductwork modification
+2 hrs + materials
✓
Pad / slab work for condenser
+1 hr
✓
Line set replacement (over 30 ft)
+1.5 hrs
✓
Electrical upgrade required
+2 hrs (subcontract flag)
✓
Permit required
Flag for follow-up
Complexity Multiplier
1.0×
Additional Labor Hours
0 hrs
Complexity adjustment applied to base pricing — customer sees final price only
Sizing Your System Right
Select calculation method
✅ Manual J Certified — ACCA Standard
Enter Conduit Results
🛠️ Tech Option Adjustments
Admin only — add line items, presets, or apply pre-discounts before presenting options to customer
⚡ Quick-Add Presets
📋 Custom Line Items
🏷️ Pre-Discount Adjustment
Apply a flat discount to all options before presenting (separate from service discount)
Additional Line Items Total
$0
Pre-Discount Applied
$0
These adjustments are added to all equipment option prices
Your Comfort Solutions
Select the system that best fits your needs
💳 OPTIMUS PREFERRED RATE
Best Available Rate — Subject to Credit Approval
BEST RATE
7.99%
APR
60
Months
Monthly payments shown below are calculated at this rate. Optimus Finance — OAC.
Complete Your Comfort System
Add-On Options
Tap to customize your comfort package
YOUR CERTIFIED COMFORT PROPOSAL
What's Included
🛡️
CERTIFIED COMFORT PROTECTION PLAN
10-YEAR PARTS WARRANTY
10-YEAR LABOR WARRANTY
You're covered. Completely.
System
TOTAL INVESTMENT
per month — 60-month financing at 7.99% APR (best available rate, OAC)
Financing through Optimus Finance. Subject to credit approval. Rate shown is best available.
WHAT HAPPENS NEXT
1
Sign below to confirm your selection
2
We schedule installation at your convenience
3
Our certified team arrives — typically within 3–5 business days
4
Full system installed, tested, and commissioned
5
You receive warranty documentation and system registration
Customer Signature
By signing, I confirm my selection and authorize Certified Comfort to proceed with the installation proposal.
PROPOSAL SUBMITTED!