Estimate pipeline/Harold Jenkins

EST-1042Replace 2009 R-22 air conditioner

For Harold Jenkins·508 Meadow Lark Ln, Georgetown, TX 78628·Presented by Brett Callahan

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Status

Sent

Viewed 3 times

Total

$9,400

3 options

Monthly payment

$200

60 months at 9.99% APR

Expires

Oct 3, 2026

23 days left

Good14.3 SEER2

Reliable Cool

Dependable cooling at the lowest upfront cost

$6,850

10% deposit · $685

Monthly payment

$146/mo

60 months at 9.99% APR

Financing by Wisetack

14.3 SEER2 efficiency
10-year parts warranty
1-year labor warranty
Haul-away and permit included

10 years parts · 1 year labor

Recommended

Better16 SEER2

Efficient Comfort

Quieter, more efficient, with a smart thermostat

$9,400

10% deposit · $940

Monthly payment

$200/mo

60 months at 9.99% APR

Financing by Wisetack

16 SEER2 efficiency (about 12% lower cooling cost vs Good)
Smart thermostat included
2-year labor warranty
First year of Comfort Club Gold included

10 years parts · 2 years labor

Best18 SEER2

Total Comfort

Heat pump, top efficiency, cleaner air, 10-year labor

$13,900

10% deposit · $1,390

Monthly payment

$295/mo

60 months at 9.99% APR

Financing by Wisetack

18 SEER2 variable-speed heat pump
Heats and cools with low-GWP R-454B
Whole-home air purifier
10-year parts and 10-year labor warranty
May qualify for a federal tax credit up to $2,000

Rebates and tax credits

Federal 25C tax credit (up to) $2,000

Program rules change. Confirm eligibility before you promise this.

10 years parts · 10 years labor

Line items

Add from pricebook

GoodReliable Cool$6,850.00

Goodman GLXS4BA2410 2-ton 14.3 SEER2 AC + matching coil×1$6,850.00

BetterEfficient Comfort$9,400.00

Carrier 24SCA5 2-ton 16 SEER2 AC + coil×1$8,900.00
Ecobee smart thermostat, installed×1$500.00
Comfort Club Gold, first year×1$0.00

BestTotal Comfort$13,900.00

Carrier Infinity 24VNA6 2-ton 18 SEER2 heat pump (R-454B)×1$12,400.00
Infinity control + whole-home air purifier×1$1,500.00

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

Customer: Harold Jenkins
Replacing: Lennox 13ACX-024-230
Date: Sep 3, 2026

estimates.actions.sendHintEnglish

Notes

2 for the customer · 2 internal

The customer sees these (2)

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

Brett CallahanSep 4, 2026 · 2:20 PMCustomer sees this

R-22 is no longer produced, so repairs on this system get more expensive every year. All three options include haul-away, the permit, and a new pad.

On Total Comfort

Brett CallahanSep 4, 2026 · 2:24 PMCustomer sees this

The heat pump qualifies for the federal credit, which is why this option's net cost lands close to the middle one.

From the saved note "Federal credit"

Internal only (2)

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

Brett CallahanSep 4, 2026 · 3:02 PMInternal

Harold is comparing us against two other bids and said the middle option is his shortlist. Wife makes the call on finish-out. Follow up Monday, do not discount before then.

Edited Sep 5, 2026 · 1 earlier version

Sep 4, 2026Harold comparing bids. Follow up Monday.

Marcus ReedSep 4, 2026 · 11:48 AMInternalWritten offline

Attic access is through the hall closet and the opening is tight. Two people for the air handler, and budget an extra hour for the duct transition.

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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