Comfort Advisor Quoting Tool

Two sides, one price book.

Field advisors build and present Good / Better / Best quotes on their phone. Managers control bundles, add-ons, rebates and financing from a web console. Both are live below and share the same data: change a price on the right, the phone updates instantly.

Assumptions

Borrowed from Selling Tech: tiered bundles, add-on checklist, monthly-payment-first presenting, on-device signature.
Pricing is a fixed price book set by managers; advisors cannot edit prices in the field.
Rebates apply automatically by tier.

Field app flow

Today's appointments
Home details
Build quote (tier + add-ons)
Present to customer
Sign and deposit

Try it

Tap an appointment on the phone and walk the quote through to signature.
Edit the Better bundle price in the console; watch the phone.
Turn an add-on off; it disappears from the field.
Signed quotes appear under Quotes in the console.
Scroll down: the customer's text and email (C) mirror whatever was just sent. Tap the link to open their proposal page.
Sign a quote on the phone, then open Sales Metrics: revenue, close rate and Dan's leaderboard row update.
Edit Dan's bio under Comfort Advisors, or toggle an award under Awards & Credentials; both update the customer proposal and email.

AField app · Comfort AdvisoriPhone

Thursday, Sep 10

Good morning, Dan

3 appointments$41,300 quoted this week

Price book updated to v{{ priceVersion }}

Today's appointments

Installs · Sales Orders

{{ o.bundle }} · {{ o.payLabel }}

Sales Order · from {{ so.id }}

NetSuite

{{ so.bundle }} system{{ so.totalFmt }}

Deposit received at signing−{{ so.depositFmt }}

Payment collected · {{ so.paidViaLabel }}−{{ so.collectedFmt }}

Balance due{{ so.balanceFmt }}

Preferred: {{ so.payLabel }}

Collect payment

Cancel

Record {{ so.balanceFmt }} payment

Marking work completed closes the Sales Order in NetSuite and creates the invoice. Any remaining balance bills to the customer{{ soFinanceNote }}.

Collect Payment · {{ so.balanceFmt }}

Mark Work Completed

Work Completed

{{ so.so }} is closed. NetSuite created invoice {{ so.inv }} for {{ so.customer }}{{ soDoneNote }}

Back to Today

Step 1 of 4

Home Details

The home

Square footage System age

Existing system

Existing tonnage

Configuration

Fuel

Power vented

Boiler type

Fuel

AFUE rating

Staging

Recommended tonnage

Based on {{ home.sqft }} sq ft in Zone 4A. Confirm with your load calc.

Notes

Build Quote

Step 2 of 4 · {{ job.name }}

Build Quote

Price book v{{ priceVersion }}

Choose a system

or {{ b.monthlyFmt }}/mo

Add-ons

Bee Maintenance Plan *

Complimentary first year

Included with every replacement. Confirm the renewal value.

$/yr

Required: set the renewal value before presenting.

{{ selectedTierName }} · {{ addonCountLabel }}

{{ totalFmt }}after rebates

Present to Customer

Back

Your Comfort.
Our Solutions.

Prepared for {{ job.name }} · {{ home.sqft }} sq ft · {{ home.tons }} ton

Monthly

Pay in Full

Recommended

Save about {{ p.savingsYr }}/yr on heating vs. your {{ p.oldAfue }} AFUE {{ p.oldStageLabel }} system

365-Day Satisfaction Guarantee · 4.9 ★ from 500+ Google reviews · Bryant Factory Authorized Dealer

Choose {{ selectedTierLabel }} · {{ presentCtaPrice }}

Step 4 of 4

Agreement

{{ r.name }}−{{ r.amountFmt }}

Bee Maintenance Plan · first year

{{ beePlan.priceFmt }}Complimentary

Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.

Total investment{{ totalFmt }}

or {{ monthlyFmt }}/mo · {{ financeLabel }}

Preferred payment

Deposit

Terms & Conditions

{{ t.h }} {{ t.p }}

Customer has reviewed and agrees to the Terms & Conditions and installation agreement.

Customer signature

Sign here

Clear

Send Agreement

Agreement Sent

{{ job.name }} will receive a copy by email and text. Install scheduling opens in the office queue.

Quote {{ lastQuoteId }}

Back to Today

{{ adv.title }} · #{{ me.rank }} of {{ me.of }} this month

Monthly goal

{{ me.goalRemaining }} to go

of {{ me.goalFmt }}

Close rate

Avg ticket

Signed

of {{ me.presented }} presented

Add-on rate

Revenue signed by week

Recent quotes

{{ q.bundle }} · {{ q.id }}

Today

Quotes

Price Book

My Stats

BManager console · Bundles & PricingWeb

Advisor Console

Price book v{{ priceVersion }}

Live in the field for 6 advisors.

Publish to Field

{{ advDetail.title }} · #{{ advDetail.rank }} on the team

Individual goal

{{ advDetail.goalRemaining }} to go

of {{ advDetail.goalFmt }} · {{ advDetail.goalPct }}

Close rate

Avg ticket

Signed

of {{ advDetail.presented }} presented

Add-on rate

Tier mix

{{ t.tier }} {{ t.pct }}

Revenue by week

Coaching note. {{ advDetail.coaching }}

Recent quotes

{{ q.bundle }} · {{ q.id }}

Signed and accepted agreements across all Comfort Advisors. Live quotes from the field count as soon as they're signed.

Revenue signed by week

RevenueQuotes presented

Team goal

of {{ goalFmt }}

{{ goalRemaining }} to go

Tier mix

{{ t.tier }} {{ t.pct }}

Comfort Advisor leaderboard

Click an advisor for individual metrics

Advisor

Presented

Signed

Avg ticket

Add-on rate

Revenue

Bundle

Cost

Sell price

Margin

In field

{{ b.marginFmt }} gross

Edit

Financing shown in the field: {{ financeLabel }}. Change under Rebates & Financing.+ Add Bundle

Included with every replacement

Complimentary Bee Maintenance Plan · first year Mandatory line

Every proposal carries this $0 line. The Comfort Advisor confirms the annual renewal value while building the quote; the disclaimer tells the customer they'll be billed this amount after the first year.

Default annual value

$/yr

Edit bundle · {{ edit.tier }}

Drop a product photo (transparent PNG works best). Shown on the field app, presentation, and customer proposal.

Bundle name

EquipmentAFUE %

Staging

Cost Sell price

What's included (one per line)

NetSuite bundle kit (the priced item sold on the Estimate){{ nsBundleHint }}

No matching kits found in NetSuite yet. Create them with the required name prefix, then reload.

Field preview updates as you type. Advisors see changes after you publish.

Photo

Add-on

Cost

Sell price

Attach rate

In field

{{ a.attach }}%

Drop a product photo onto the photo box. It shows in the field app and on the customer proposal.+ Add Add-on

Rebates applied automatically

Field financing offer

New System. No Huge Upfront Cost.

Term (months) APR %

Better bundle presents at {{ fin.exampleMonthly }}/mo with this offer.

Savings calculator assumptions

$/{{ f.unit }}

Heating load {{ btuPerSqft }} BTU/hr per sq ft (Zone 4A) × {{ heatHours }} full-load hours per season. Savings = fuel cost at the customer's AFUE minus cost at the bundle's AFUE, plus a staging credit: two-stage {{ twoStagePct }}%, variable-speed {{ varStagePct }}% less fuel than single-stage (less cycling and overshoot).

Deposit options in the field: {{ depositLabel }}. Advisors can't override amounts.

Flat-rate service prices Selling Techs quote on service calls, with 30-day sales statistics per service. Prices publish to the field with the price book.

Selling Tech leaderboard · 30 days

Tech

Calls

Sold

Conversion

Avg ticket

Service revenue

{{ g.count }} services{{ g.sold }} sold{{ g.revenueFmt }}

Service

Cost

Flat-rate price

Margin

Sold

Revenue

In field

+ Add Service

Profiles appear on every proposal the advisor sends, so customers know who they met. Keep bios short and personal.

{{ a.title }} · {{ a.yearsLabel }}

{{ a.quotesCount }} quotes · {{ a.phone }}

Edit profile

+ Add Comfort Advisor

Advisor profile

Upload photo

Name Years with Synergy3

Title Certifications

Phone Email

Bio (shown to customers)

Awards, dealer status and accreditations shown on every proposal. {{ activeRewardCount }} currently visible to customers.

Photo

Award / credential

Issued by

Year

Type

On proposal

Drag a seal or badge image (PNG with transparency works best) onto the photo box. It shows on the proposal and email.+ Add Award

Proposal preview

{{ r.issuer }} · {{ r.year }}

Every proposal is a NetSuite Quote. Acceptance converts it to a Sales Order; the field tech's "Work Completed" converts that to an Invoice.

Customer

NetSuite records

Advisor

Bundle

Total

Payment

Stage

View

Proposal as sent · {{ vq.id }}

Prepared by {{ vq.advisor }} · {{ vq.dateLabel }}

{{ vq.customer }},
here's your new system.

{{ vq.bundle }} · Selected

{{ r.name }}−{{ r.amountFmt }}

Bee Maintenance Plan · first year

{{ beePlan.priceFmt }}Complimentary

Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.

Total investment{{ vq.totalFmt }}

or {{ vq.monthlyFmt }}/mo · {{ financeLabel }} · prefers {{ vq.payLabel }}

Activity

Open customer page

Resend

PDF

A2Field app · iPad for Selling TechsSame app and state as the phone, laid out for a 11" tablet in landscape

9:41 AM · Thu Sep 10

Thursday, Sep 10

v{{ priceVersion }}

Today's appointments

Installs · Sales Orders

{{ o.bundle }} · {{ o.payLabel }}

Today

My Stats

Price book updated to v{{ priceVersion }}

Good morning

{{ adv.title }} · #{{ me.rank }} of {{ me.of }} this month · {{ jobs.length }} appointments today

Monthly goal

{{ me.goalRemaining }} to go

of {{ me.goalFmt }}

Close rate

Avg ticket

Signed

of {{ me.presented }} presented

Add-on rate

Revenue signed by week

Recent quotes

{{ q.bundle }} · {{ q.id }}

Step 1 of 4 · {{ job.name }}

Home Details

Call customer

Build Quote →

Square footage System age

Recommended tonnage

Based on {{ home.sqft }} sq ft in Zone 4A. Confirm with your load calc.

Notes

What's in the home today · tap all that apply

* Required before building the quote · {{ detailProgress }}

Existing tonnage *

Configuration *

Fuel *

Power vented *

Boiler type *

Fuel *

AFUE rating *

Staging *

Step 2 of 4 · {{ job.name }}

Build Quote

Price book v{{ priceVersion }}

or {{ b.monthlyFmt }}/mo

Add-ons

Bee Maintenance Plan *

Complimentary first year

Included with every replacement. Confirm the renewal value.

$/yr

Required: set the renewal value before presenting.

{{ selectedTierName }} · {{ addonCountLabel }}

{{ totalFmt }}after rebates · {{ monthlyFmt }}/mo

Present to Customer

Back

Monthly

Pay in Full

Your Comfort. Our Solutions.

Prepared for {{ job.name }} · {{ home.sqft }} sq ft · {{ home.tons }} ton

365-Day Satisfaction Guarantee
4.9 ★ from 500+ Google reviews

Recommended

Save about {{ p.savingsYr }}/yr on heating

Bryant Factory Authorized Dealer · NATE-certified technicians · Financing subject to credit approval

Choose {{ selectedTierLabel }} · {{ presentCtaPrice }}

Step 4 of 4 · {{ job.name }}

Agreement

{{ r.name }}−{{ r.amountFmt }}

Bee Maintenance Plan · first year

{{ beePlan.priceFmt }}Complimentary

Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.

Total investment{{ totalFmt }}

or {{ monthlyFmt }}/mo · {{ financeLabel }}

Preferred payment

Deposit

Terms & Conditions

{{ t.h }} {{ t.p }}

Customer has reviewed and agrees to the Terms & Conditions and installation agreement.

Customer signature

Sign here

Clear

Send Agreement

Agreement Sent

{{ job.name }} will receive a copy by email and text. Install scheduling opens in the office queue.

Quote {{ lastQuoteId }}

Back to Today

Sales Order · from {{ so.id }}

{{ so.so }} · {{ so.customer }}

NetSuite

{{ so.bundle }} system{{ so.totalFmt }}

Deposit received at signing−{{ so.depositFmt }}

Payment collected · {{ so.paidViaLabel }}−{{ so.collectedFmt }}

Balance due{{ so.balanceFmt }}

Preferred: {{ so.payLabel }}

Marking work completed closes the Sales Order in NetSuite and creates the invoice. Any remaining balance bills to the customer{{ soFinanceNote }}.

Collect payment

Cancel

Record {{ so.balanceFmt }} payment

Collect Payment · {{ so.balanceFmt }}

Mark Work Completed

Work Completed

{{ so.so }} is closed. NetSuite created invoice {{ so.inv }} for {{ so.customer }}{{ soDoneNote }}

Back to Today

CCustomer view · Proposal deliveryWhat {{ job.name }} receives after the advisor sends

Synergy3 Home Solutions

Today {{ custTime }}

Hi {{ custFirst }}, it's Dan from Synergy3. Thanks for having me out today. Your proposal for the {{ selectedTierName }} system is ready to review and sign:

Your Comfort Proposal

{{ selectedTierName }} · {{ totalFmt }}

proposals.synergy3.app/{{ proposalToken }}

We also emailed a copy. Questions anytime: 267-802-3026.

Delivered

Text Message

proposals.synergy3.app

Proposal {{ lastQuoteId }} · Prepared by Dan Ruiz

{{ job.name }},
here's your new system.

{{ selectedTierLabel }} · Selected

Estimated heating savings

per year · {{ sv.tenYrFmt }} over 10 years

{{ sv.oldStageTitle }} → {{ sv.stageLabel }} · {{ sv.oldAfue }} → {{ sv.newAfue }} AFUE

Your current system

{{ sv.oldAfue }} AFUE

{{ sv.oldCostFmt }}/yr in {{ sv.fuelLabel }}

{{ sv.newAfue }} AFUE

{{ sv.newCostFmt }}/yr in {{ sv.newFuelLabel }}

Higher AFUE ({{ sv.oldAfue }} → {{ sv.newAfue }}){{ sv.afuePartFmt }}/yr

{{ sv.stageLabel }} operation vs. {{ sv.oldStageLabel }}{{ sv.stagePartFmt }}/yr

Based on a {{ sv.loadFmt }} BTU/hr heating load for {{ home.sqft }} sq ft in Zone 4A, about {{ sv.thermsFmt }} therms of heat per season, and {{ sv.priceLine }}. Actual savings vary with weather, thermostat settings and fuel prices.

{{ r.name }}−{{ r.amountFmt }}

Bee Maintenance Plan · first year

{{ beePlan.priceFmt }}Complimentary

Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.

Total investment{{ totalFmt }}

or {{ monthlyFmt }}/mo · {{ financeLabel }}

Your Comfort Advisor

{{ adv.title }} · {{ advYearsLabel }}

Why Synergy3

{{ r.issuer }} · {{ r.year }}

365-Day Satisfaction Guarantee · 4.9 ★ from 500+ Google reviews

Review & Sign to Accept

Sign to accept

Cancel

{{ job.name }}, sign here

Clear

Terms & Conditions

{{ t.h }} {{ t.p }}

I have reviewed and agree to the Synergy3 Home Solutions Terms & Conditions, installation agreement, and 365-Day Satisfaction Guarantee terms for proposal {{ lastQuoteId }} ({{ totalFmt }}).

Accept & Schedule Install

Accepted · Our office will call to schedule

Download PDF

Proposal page · desktop (same link, opened on a computer)

Proposal {{ lastQuoteId }}Valid 30 daysCall 267-802-3026

Your Comfort Proposal · Prepared by {{ adv.name }}

{{ job.name }},
here's your new system.

{{ job.address }} · {{ home.sqft }} sq ft · {{ home.tons }} ton

Total investment

or {{ monthlyFmt }}/mo · {{ financeLabel }}

{{ selectedTierLabel }} · Selected

What's included

Estimated heating savings

{{ sv.yearlyFmt }}/ year

{{ sv.tenYrFmt }} over 10 years

Your current system

{{ sv.oldAfue }} AFUE

{{ sv.oldCostFmt }}/yr in {{ sv.fuelLabel }}

{{ sv.newAfue }} AFUE

{{ sv.newCostFmt }}/yr in {{ sv.newFuelLabel }}

Higher AFUE · {{ sv.oldAfue }} → {{ sv.newAfue }}

{{ sv.afuePartFmt }}/yr

{{ sv.stageLabel }} vs. {{ sv.oldStageLabel }}

{{ sv.stagePartFmt }}/yr

{{ sv.loadFmt }} BTU/hr heating load for {{ home.sqft }} sq ft in Zone 4A · about {{ sv.thermsFmt }} therms of heat per season · {{ sv.priceLine }}. Actual savings vary with weather, thermostat settings and fuel prices.

Investment summary

{{ r.name }}−{{ r.amountFmt }}

Bee Maintenance Plan · first year

{{ beePlan.priceFmt }}Complimentary

Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.

Total investment{{ totalFmt }}

or {{ monthlyFmt }}/mo · {{ financeLabel }}

Why Synergy3

{{ r.issuer }} · {{ r.year }}

365-Day Satisfaction Guarantee. We stand behind every installation. No hassle. No fine print. 4.9 ★ from 500+ Google reviews.

Ready to move forward?

Sign online and our office will call within one business day to schedule your installation.

Review & Sign to Accept

Download PDF

Sign to accept

Cancel

{{ job.name }}, sign here

Clear

Terms & Conditions

{{ t.h }} {{ t.p }}

I have reviewed and agree to the Synergy3 Home Solutions Terms & Conditions, installation agreement, and 365-Day Satisfaction Guarantee terms for proposal {{ lastQuoteId }} ({{ totalFmt }}).

Accept & Schedule Install

Proposal Accepted

Our office will call to schedule your installation. A signed copy is on its way to your inbox.

Download signed PDF

Your Comfort Advisor

{{ adv.title }} · {{ advYearsLabel }}

Email · sent alongside the text

Your Synergy3 proposal is ready, {{ custFirst }}

From: Dan Ruiz · Synergy3 Home Solutions <dan@synergy3.com>

To: {{ custEmail }}

Your Comfort.
Our Solutions.

Proposal {{ lastQuoteId }} for {{ job.address }}

Hi {{ custFirst }}, thanks for having me out today. Based on your {{ home.sqft }} sq ft home and the {{ home.age }} system you have now, I put together the proposal we reviewed. Everything below is locked in for 30 days.

{{ addonCountLabel }} · rebates applied

Est. {{ sv.yearlyFmt }}/yr heating savings vs. your {{ sv.oldAfue }} AFUE system

Complimentary first-year Bee Maintenance Plan ({{ beePlan.priceFmt }} value)

or {{ monthlyFmt }}/mo
{{ financeLabel }}

View & Accept Proposal

Or reply to this email, or call me at 267-802-3026.

{{ adv.title }} · {{ advYearsLabel }} · {{ adv.certs }}

{{ adv.phone }} · {{ adv.email }}

365-Day Satisfaction Guarantee. We stand behind every installation. No hassle. No fine print. 4.9 ★ from 500+ Google reviews.

Synergy3 Home Solutions · Philadelphia, PA · Marlton, NJ · Forked River, NJ
Estimates valid 30 days. Rebate amounts are estimates and subject to program availability. The Bee Maintenance Plan is complimentary for the first year; it renews at {{ beePlan.priceFmt }}/yr thereafter and you will be charged this amount unless you cancel.

DNetSuite flow · Quote → Sales Order → InvoiceWhich app drives each step, and what NetSuite records

Stage 1 · NetSuite Quote (Estimate)

Quote

Field app · Comfort Advisor

Collects
Customer and home details, load inputs, selected bundle, add-ons, rebates, deposit, and the customer's preferred payment method (financing, card, check, cash).

Presents
Good / Better / Best with monthly or pay-in-full pricing, then sends the proposal by text and email.

NetSuite record: Estimate Q-2418 created on send. Status: Sent → Signed / Declined / Expired (30 days).

Proposal accepted

Stage 2 · NetSuite Sales Order

Sales Order

Customer proposal → Field Tech

Converts
When the customer checks Terms & Conditions and signs (in the field or on the proposal page), the Quote converts to a Sales Order. Line items, pricing, deposit and payment method carry over. The install appears on the field app's Today list.

Field Tech closes out
After the work is performed, the tech can Collect Payment (card, check, cash) against the balance, then taps Mark Work Completed.

NetSuite record: Sales Order SO-1043, linked to its Estimate. Status: Pending Fulfillment → Work Completed.

Work completed

Stage 3 · NetSuite Invoice

Invoice

NetSuite · Office

Bills
"Work Completed" fulfills the Sales Order and NetSuite generates the Invoice. Deposit and any field-collected payment post as customer payments; the remaining balance bills by the preferred method.

Financed jobs
The invoice is paid by the lender's funding; the customer sees a $0 balance and their monthly payment schedule.

NetSuite record: Invoice INV-0892, linked to the Sales Order and Estimate. Status: Open → Paid in Full.

Try it: sign a quote on the phone, accept it on the customer proposal (C), then go back to the phone's Today list. The new Sales Order appears under Installs; open it, collect payment, and mark work completed. Watch Quotes & Orders in the console (B) move the record through all three stages.

Next: "add a Price Book tab on the phone", "let managers set tiers per region", "add a customer-facing email preview", "show 2-3 alternative presentation layouts".