Step 1 of 3
Customer & property
Search for an existing customer or create a new one.
Customer
Property & survey details
Step 2 of 3
Rooms
One record per room. Enter measurements to calculate BTU.
Step 3 of 3
Review & save
Check everything then save to Airtable.
✅
Saved to Airtable!
Customer, survey and all rooms are now live in your base.
Engineer quotes
Surveys your engineer has priced — tap one to review and finalize.
Job
Engineer's cost breakdown
Your price tiers
These are the prices to charge the customer. Pick one when you're ready to send the quote.
Deposit
Book install
Status