Customer-care texts about your home service estimate (such as a standby generator or water heater), site visit, scheduling, and technician updates.
Msg frequency varies. Msg & data rates may apply. Reply STOP to opt out, HELP for help. Consent is not a condition of purchase. Carriers are not liable for delayed or undelivered messages.
Please contact your manager to be added to the approved list.
Standby Generator EstimatorGenerac installed systems Offline
Install this app on your device for offline use.
📞Follow-ups Due0
Customer updates
0 unread update events
Customer
Who the quote is for and where the generator goes.
Service
Confirmed
Needed for the permit. The mailing city is often not the municipality, so check it before confirming.
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
Placement to be confirmed on site
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.
Recommendation
Adjust selection
Changing these updates the equipment and add-on lines on the estimate.
Installation estimate
Lines start from your Settings defaults. Uncheck to exclude, edit any price, or add a line.
Item
Qty
Unit price
Amount
Estimated installed price$0
Permit & job details
Shown on the quote and used for the permit. Nothing here changes the price. Leave anything you don't know yet blank.
Installing contractor
Equipment
Fuel
Sizing & permits
Electrical
Mechanical / gas
Building / zoning
Schedule
Dates to be confirmed
Scope & payment
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—
Permits
Start one on its own, or prepare one from a customer's quote.
Your permits
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Ready for a permit
Jobs and accepted quotes with no permit started
Prepare permit
Permit
1Prepare2Review3Submit4Approved
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Jobs
No jobs yet. Add one with + New job.
New job
Customer
Set the customer's permit town on the customer page (Permit jurisdiction, then Confirmed).
The job
Next
Code check
New water heater check
Check any water heater against the code rules. No quote or customer needed.
Recent checks
No checks yet. Start one with + New check.
Compliance check
Water heater install
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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. Edit models and prices for each brand, including Generac.
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.
Default
Item
Unit 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 receive hand-off messages.
Work texts to staffLets the team text a teammate's mobile about a customer (Message a teammate on the customer page). Only teammates marked "Agrees to work texts" get them. Check with your texting provider that staff messages are covered by your registration before switching this on.
+ Add New Technician / Team Member
🚚 Zapier & Dispatch
Connect a Webhooks by Zapier — Catch Hook. The hook stays on the server and is never exposed to technicians or stored with normal app settings.
Recommended Zap steps: Catch Hook → Find Technician → Create/Update Customer → Create/Update Job → Create/Update Appointment. Map the supplied external IDs so retries update instead of duplicate.
📷 Photo request message
Sent to the customer when you tap “Ask for photos & video” on an existing quote. Use {firstName} and {rep} as placeholders.
Photo storage
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📖 Sales script
Read to the customer after their details are gathered, before the questionnaire link is sent. Opens from the “Script” button on the customer page and inside the Send Questionnaire window. Use {firstName} for the customer’s first name and {rep} for the employee’s name.
Email templates and modal scripts
Edit shared subjects and messages here, then choose Save settings. Staff can also edit each email before sending. Email replies are not collected in customer details; direct customer questions to the installer by phone.
Placeholders: {firstName}, {customerName}, {service}, {rep}, {installerPhone}. Questionnaire: {link}, {incentive}. Photos: {photoRequest} includes the photo list and secure link. Appointments: {dayLong}, {period}, {arrivalStart}, {arrivalEnd}, {techName}. Team handoff: {details}, {handoffSubject}.
Appointment text templates
Appointment emails use the email templates above. Text placeholders: {firstName}, {rep}, {dayLong}, {period}, {arrivalStart}, {arrivalEnd}, {techName}, {officePhone}.
📧 Questionnaire email — incentive line
This text is appended to the questionnaire link email sent to customers, right after "It takes just a few minutes and helps us prepare your estimate." Leave blank to omit.
📧 Email Notifications
When a customer submits their questionnaire, an email is sent to every address below. Uses Resend (free up to 3,000/month).
The Resend API key is kept in the server configuration (functions/.env), not in Settings.
Used for every email the app sends: new-lead alerts, questionnaire and reminder emails, and emails you send with “Send instantly via Resend”. Email replies are not added to customer details. Customer messages direct questions to the installer by phone.
Send automatic follow-up remindersCustomers who don’t submit get an SMS + email at 24h and 72h
Quote footer
Company profile
How your company appears to customers: on the questionnaire, photo upload and text sign-up pages, on printed quotes and in the app. Texts use the business name in Admin › SMS compliance.
Permit-ready quotes
Adds municipality, installing contractor, equipment, permit, schedule and terms details to generator quotes, plus a permit data download. Pricing does not change. Switch off to go back to the current quote.
Permit-ready quotesGenerator quotes only
Compliance check (test)Photograph a water heater install step by step and check it against the code rules. Not an inspection.
Permit filing (test)Choose each customer's permit town and fill that town's permit form. Uses the contractors below.
Installing contractors
Enter real details only. Anything left blank shows as "[Not entered]" on the quote.
Defaults for new quotes
Terms
These start as [NEEDS LEGAL REVIEW]. Have a lawyer supply the wording before you show them on quotes.
Show on the customer quote
📋 Questionnaire Builder
Customise the questions and photo requests sent to customers via the questionnaire link.
Whatever you save here is exactly what the customer sees and answers.
Answer choices marked 🔒 are used to price this service's estimates, so they can't be renamed. You can reword the questions, and add or remove your own questions and photo requests.
Step 1 (Contact info) and the final Review step are always included and not editable here.
Add new steps or edit the steps below.
These are the photos the customer is asked to upload. Required photos must be uploaded; optional ones are shown but skippable.
📣 Promotions
Email your customers about tune-ups, specials and news. Every email carries your logo, contact details, mailing address and an unsubscribe link; customers who unsubscribe are never emailed again.
Add your mailing address in Settings › Quote › Company details before sending. The law requires it in promotional emails.
Your promotions
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New promotion
Your logo, company name, address, phone and email come from your company details (used on quotes too).
Four short facts in a 2×2 grid (one column on phones). Check that each one is true for your company.
Send to a customer
Send to many customers
Choose who gets it, check the list, then send. Customers who unsubscribed or have no email are always left out.
🔒 Access Management
Add or remove Google accounts that can sign in to this app. Changes take effect immediately.
Pending Approval
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Approve by email
Currently approved
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📱 SMS Compliance
Verbal consent script and help contact shown in the consent panel.
💳 Billing
Your TradesPilot plan: change your card, see invoices, switch monthly or yearly, or cancel. Opens Stripe's secure billing page.
🔑 Owner links
Only you see this. Pages that are not linked anywhere else in the app.
Permit towns (add a town, Draft with AI, switch it on) and companies. If it says "platform admin only", your account still needs owner access: a one-time setup.
Send SMS texts from your business number and saves it to the customer's notes. Text via Phone opens your own phone's Messages app.
📞 Log a Call
Add a note about this call
📱 Send Text to Teammate
Pre-filled from the handoff card
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
👥 Customer
1
Create a Quote
Sales rep · customer-facing
Open the app → you land on the Customer step
Fill in name, phone, email, and installation address
Tap → through each step: Home → Recommendation → Estimate → Discount → Financing → Quote
On the Quote step, tap 💾 Save to Customer to add them to your CRM
💡 Tip: Pull up an existing customer from the 👥 Customer page — it pre-fills all their info into the quote.
2
Manage Your Customer List
Sales / office staff
Tap the 👥 Customer button in the top menu to open the CRM.