Search customers, jobs, equipment…
Prototype with sample data. No backend, nothing is saved.
Estimate pipeline/Trần Thị Mai

EST-1036Heat pump replacement (second system)

For Trần Thị Mai·12005 Rampart St, Austin, TX 78727·Presented by Brett Callahan

Status

Lost

Viewed 4 times

Total

$12,600

1 options

Monthly payment

$268

60 months at 9.99% APR

Expires

Sep 12, 2026

2 days left
Better

Efficient Comfort

$12,600

10% deposit · $1,260

Monthly payment

$268/mo

60 months at 9.99% APR

Financing by Wisetack

    10 years parts · 2 years labor

    Line items

    Add from pricebook
    BetterEfficient Comfort$12,600.00
    • 3-ton heat pump system×1$12,600.00

    Monthly payment

    The homeowner applies on their own phone. A soft credit check does not affect their score.

    Send prequalification link

    Prequalification needs a connection. The signature and a cash or check deposit do not.

    Rates and terms shown are examples pending lender confirmation.

    Details

    Date
    Aug 13, 2026

    estimates.actions.sendHintEnglish

    Notes

    0 for the customer · 1 internal

    The customer sees these (0)

    These print on the estimate the homeowner reads and on the emailed copy.

    Nothing written yet.

    Internal only (1)

    Never shown to the customer, never printed, never emailed. Your shop only.

    • Brett CallahanSep 13, 2026 · 10:30 AMInternal

      Lost on price. Competitor quoted $1,400 under our middle option with a shorter labour warranty. Worth revisiting in spring when the second system fails.

    Add a note

    Customer sees thisInternal
    What should someone know about this job?

    Saved notes

    Federal creditPermit includedHaul-away includedPrice held 30 daysTight accessComparing bids

    Tap one to drop it in. Saved notes are written once and reused, so the wording a customer reads is the wording you approved.

    Estimate pipeline

    Open estimate value
    $86,300
    Close rate
    41%
    Financing attach rate
    38%
    Average days to close
    6.4