Generac Estimator

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McClainBros/1800heaters.com
Residential Standby Generator Estimates & Service
Greater Philadelphia area  ·  (215) 261-5803  ·  scott@mcclainbros.com
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Standby Generator EstimatorGenerac installed systems Offline
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📞 Follow-ups Due 0

Customer

Who the quote is for and where the generator goes.

Home & electrical

Answer what the customer knows. "Don't know" is fine and lowers confidence, not the quote.

Service & fuel

Home size & coverage

Heating & hot water

Major electric loads

Site verification (after the visit)

Fill this in after seeing the meter, panel and run path. Answers update flags and estimate lines; they never replace the installer’s load calculation.

Gas supply

Measured distances & run path

Electrical service

Placement

Load reality

Photos taken

Recommendation

Conservative, rule-based starting point for the conversation.

Adjust selection

Changing this updates the equipment line on the estimate. It never overrides the on-site load calculation.

Preliminary sizing estimate, not an electrical load calculation. Final generator sizing and installation requirements are subject to on-site load calculation, fuel verification, applicable codes and installer approval.

Installation estimate

Lines start from your Settings defaults. Uncheck to exclude, edit any price, or add a line.

ItemQtyUnit priceAmount
Estimated installed price$0

Discount

Applied to the estimated installed price.

Original price
$0
->
Final customer price
$0

Financing

Pick the scenario to show on the customer quote.

$0

Lowe's Fixed Payment Plan

Standard financing

Amortized monthly payment with your own APR, term and fees.

No financing shown

Customer pays in full. The quote shows the final price only.

Promotional financing is subject to credit approval. Terms, rates and payment factors can change; verify current Lowe's offers before presenting.
Estimated price—

Settings v27

Equipment price by size

Generator + automatic transfer switch, as quoted to the customer. Sizes are Generac Guardian-class air-cooled units; "Engineered" is a placeholder for larger or load-managed systems.

Brands & models

Manage generator brands and models. Generac prices are edited in the “Equipment price by size” card above.

Default installation lines

Each new quote starts with these. Set "On by default" to control which are included automatically. Qty on the quote can still be changed.

DefaultItemUnit price

Lowe's promotional financing

Offer Lowe's Fixed Payment PlanTurn off if the promotion is unavailable

Monthly payment = promotional purchase amount × payment factor. With the default 1.6596% factor, $10,000 financed is $166 per month for 84 months.

Standard financing defaults

👥 Team & Technicians

Technicians here appear in Plan-It scheduling and receive hand-off messages. Adding someone here also creates their Technician Record in Firestore.

+ Add New Technician / Team Member

Site visit scheduling

Configure your technicians and schedule defaults. These power the smart scheduling and Today's Route features.

After saving your tech names, tap Create Technician Records — they'll appear in the Today's Route dropdown.

Use mock data to explore the Today's Route dashboard. Delete it when you're ready to use real data.

Technician records

These are the technicians registered in Firestore. They appear in the Today's Route dropdown.

Click Refresh to load…

📷 Photo request message

Sent to the customer when you tap “Ask customer for photos” on the quote screen. Use {firstName} and {rep} as placeholders.

📧 Email Notifications

When a customer submits their questionnaire, an email is sent to every address below. Uses Resend (free up to 3,000/month).

Stored securely in the database. Leave blank if already configured on the server.

Send automatic follow-up remindersCustomers who don’t submit get an SMS + email at 24h and 72h

Quote footer

Photo

Recent quotes

Customer call list

Sort by:
Added: –

Add customer

Contact

Pipeline

Site details

HOA
Gas meter upgrade likely

Plan site visits

What is Plan Visits? tap to expand
Plan Visits is your future scheduling tool. Use it to:
  • Select which customers need a site visit
  • Assign technicians and set work days
  • Auto-cluster stops by geography & build optimized routes
  • Push the schedule to each tech's day view
💡 After building, open Today's Route to track progress on the day of the visit.

Setup

Loading technicians…

Click names to select. Selected techs appear above. Refresh list

Drive times are estimated from straight-line distance with a road-winding factor, not live traffic. Treat ETAs as ±15 minutes and leave a buffer on long routes.

Stops to schedule

Team Chat

Channels (team-wide)
Direct Messages (private)
Use ✉️ above to start one
Job Threads (per customer)
Auto-created when you share a quote
💬
Welcome to Team Chat
Pick a Channel on the left to message the whole team,
or tap ✉️ New Direct Message to chat privately with one person.
# General — everyone
# Sales — sales team
# Installation Team — techs
# Office — office staff
💼 Job Threads — auto-created when you share a quote to chat

Team Guide & Help

🗺 The Big Picture

1️⃣
Build a Quote
Main estimator screen
2️⃣
Save the Customer
👥 Call list
3️⃣
Schedule Visits
📍 Plan it
4️⃣
Track the Day
📍 Today's Route
1 Create a Quote Sales rep · customer-facing
  1. Open the app → you land on the Customer step
  2. Fill in name, phone, email, and installation address
  3. Tap → through each step: Home → Recommendation → Estimate → Discount → Financing → Quote
  4. On the Quote step, tap 💾 Save to Customer to add them to your CRM
💡 Tip: Pull up an existing customer from the 👥 Call list — it pre-fills all their info into the quote.
2 Manage Your Customer List Sales / office staff
Tap the 👥 Call list icon (top right) to open the CRM.

Customer stages — track your pipeline:
New leadJust came in, not yet contacted
ContactedReached out, awaiting response
QuotedHas received an estimate
Site visit scheduledVisit on the calendar
SoldSigned / won
Closed – won / lostJob complete or did not proceed
3 Plan Site Visits (Scheduling) Dispatcher / office manager
Tap the green 📍 Plan it button in the top nav.
  1. Setup: Enter your office address, pick work days, select technicians
  2. Stops: Check the boxes next to customers who need visits
  3. Tap 🔄 Re-geocode if any customers show ⚠️ (no coordinates)
  4. Tap 🔵 Build It — the app clusters stops and assigns routes per tech per day
  5. Review the route cards, then tap ⚡ Prioritize to AI-optimize drive order
  6. Tap 📤 Send to Team to push the route to each tech's day view
⚠️ Important: The schedule is only saved when you tap Send to Team. Don't close the panel before sending!
4 Today's Route (Day-of Tracking) Tech in the field
Tap 📍 Today's route → select tech + date → tap Load.

Stop actions:
✓ ConfirmTech confirms they're heading to this stop
✓ CompleteVisit is done — customer was seen
📱 RemindSends the customer an SMS reminder
✕ CancelCancel this stop (reschedule later)
💡 Tip: Tap 🗺 Open in Maps to launch Google Maps with all stops loaded as waypoints for turn-by-turn navigation.

📅 Recommended Daily Workflow

🏢 Morning — Dispatcher
  1. Open Plan Visits → verify routes
  2. Open Today's Route per tech
  3. Confirm stops are ROUTED
🚗 During Day — Tech
  1. Mark stops CONFIRMED on approach
  2. Mark COMPLETED after each visit
  3. Cancel if customer unavailable
🌙 End of Day — Dispatcher
  1. Check Today's Route — any ROUTED stops not completed?
  2. Reschedule missed stops via Plan Visits for a future date
🔑 Key Buttons Reference tap to expand
ButtonWhereWhat it does
👥 Call listTop navOpen customer CRM
📍 Plan it (green)Top navOpen visit scheduler
❓ HelpTop navThis guide
🔄 Re-geocodePlan VisitsResolve addresses to GPS
🔵 Build ItPlan VisitsBuild optimized routes
⚡ PrioritizeRoute cardAI-optimize stop order
⚙ Re-optimizeToday's RouteRe-sort remaining stops
🗺 Open in MapsToday's RouteGoogle Maps navigation