You sell heat pumps and geothermal. Your sales cycle is longer, your incentive landscape is messier, and your competition includes homeowners who almost-bought a $15K standard system before someone told them about the IRA credit. The snapshot is built to win that conversation.
One-time $997 (was $1,697).
What’s pre-built for Heat Pump & Geothermal Specialists
- IRA 25C / HEEHRA / state rebate calculator integrated into the proposal workflow — see /features/rebate-tax-credit-helper
- Geothermal project workflow with drilling, loop-test, commissioning milestones and customer status updates
- Dual-fuel quote engine that presents three options with 10-year energy-cost projections
- Cold-climate heat-pump education nurture (60 days) for price-shoppers comparing across contractors
- Subcontractor handoff system for shops that outsource loop-field drilling — single source of truth for job status
- HSPF2 / SEER2 talking-point library baked into follow-up SMS so techs aren’t re-writing the same emails
- Utility-rate import for energy-cost projections — you load the customer’s kWh and gas-therm rates once and the proposal does the math
A typical month with this snapshot
A homeowner with a 14-year-old gas furnace and an aging AC requests a quote. Your tech does the load calc and quotes three options: standard 16 SEER2 + 95% AFUE ($14K), dual-fuel hybrid with cold-climate heat pump ($18K, $2,000 IRA credit), or full geothermal ($31K, $9K combined credits). The follow-up sequence sends a 10-year energy projection that shows the geo coming out ahead by year 7 in their utility market. They book a follow-up visit, sign the geo install, and the snapshot kicks off the project timeline. Drilling sub is notified Monday, loop test scheduled three weeks out, commissioning targeted for week 8. The homeowner gets milestone SMS so they don’t get nervous about the delay. Final review request fires the day after commissioning — and goes straight to Google because they’re thrilled.
What’s NOT included
This snapshot doesn’t supply: your geothermal loop-field designer, your drilling subcontractors, your soil thermal-conductivity reports, your manufacturer dealer status (Bosch, WaterFurnace, ClimateMaster, etc.), or your IGSHPA certification. We don’t write your loop-field permits or your local utility interconnect filings. And we definitely don’t make IRA-credit law — you’ll want a tax advisor on speed-dial for the gnarly edge cases.
Ready to plug it in before the next IRA-credit conversation? Buy the snapshot → or book a walkthrough →.
Yes. The snapshot's rebate-helper module includes IRA 25C federal credit logic (up to $2,000 for heat pumps), HEEHRA/HOMES rebate placeholders for income-qualified households, and state-specific incentive lookups for the states you operate in. Each quote auto-generates a net-cost summary showing sticker price minus credits and rebates.
Geothermal jobs span 4-12 weeks from sale to commissioning because of loop-field drilling and inspection. The snapshot's project workflow has built-in milestones: drilling scheduled, loop pressure test, loop-field documentation submitted, indoor unit install, commissioning. Customers get milestone updates so they don't go cold on you mid-project.
Yes. Dual-fuel proposals automatically present three options: pure heat pump (cold-climate model), dual-fuel with backup gas furnace, and full furnace replacement only. Each option includes 10-year energy-cost projections customized to the customer's utility rates so they can see the tradeoff in writing.
Yes. The snapshot supports subcontractor handoffs. When you sell a geothermal install, you assign the drilling sub from your vendor list, and the snapshot pings them with the job address, soil report, loop spec, and a coordination calendar. Status updates from the sub get tagged back to the customer record so you have one source of truth.
Yes. The cold heat-pump nurture runs 60 days with educational content: how heat pumps actually work in cold climates, the difference between SEER2 and HSPF2, IRA-credit eligibility, dual-fuel break-even math. By day 45 most price-shoppers either book a load-calc visit or unsubscribe — both are useful outcomes.