Rocky Coast Electric

Heat Pump Sales

Build 21 ProductionChecking offline…
Visit1 of 7
Start here

Walk in. Ask the right questions. Leave with a complete file.

Start with the house: measurements, equipment, electrical details, and photos. Save incentive eligibility and the financial conversation for the end when you sit down with the customer.

00:00:00
What to say at the door

“Hi, I’m Kaileb with Rocky Coast Electric. I’ll first look at the home, heating system, electrical panel, and possible equipment locations. Once I have the field information, we can sit down and go through the system, price, financing, and any incentive options that apply.”

Customer

Jobber RequestOptional
Use this only as a quick reference so you can jump back into the right Jobber Request later. No API setup is required.

Why are they interested?

Tap every reason the customer gives you. This makes the later proposal and follow-up easier to tailor.
Quick customer value points
Tap the points that matter to this customer. They are saved with the visit and included in the office recap. *Use the warranty point only when the selected Samsung equipment/install qualifies under Rocky Coast Electric's current Samsung Preferred Plus terms.
Discovery conversation

Ask which rooms are hardest to keep comfortable, what they currently heat with, what they spend most of their time doing in the home, and whether they want the heat pump to become their primary heat source. Do not lead with equipment — lead with the problem you are solving.

Home

This cold-weather reference is used to compare manufacturer heating capacity at the project design temperature. Choose the Rocky Coast reference location for the property; if the correct location is uncertain, leave it for office/installer verification rather than guessing.

Current heating

Supplemental heat available
Tap every backup or supplemental heat source the home can actually use during cold weather.
Placement conversation

Prioritize the living space and bedrooms the customer cares about most. Look for a clear throw of air into open space, practical line-set routing, condensate drainage, service access, and a safe outdoor location. A location under a deck or busy walkway should trigger installer review because winter condensate can freeze.

Heated area—
Est. peak load—
80% minimum—
Starting nominal size—
Enter the heated square footage on the previous screen to get a starting sizing recommendation. Exact equipment must still be verified by its cold-weather design-temperature capacity.

Indoor areas / heads

Outdoor unit location

Corey field note: target a practical indoor-to-outdoor run. Runs over 30 ft are flagged for installer review, not automatically rejected.

Electrical snapshot

Large electric loads
Tap the major electrical loads you can see or confirm with the customer. This helps flag service/panel concerns for the electrician.
Visual estimate only — Corey/electrician verifies
Take a clear electrical-panel photo, then use Panel Photo Assist to record the visible main-breaker rating and apparent open spaces.

Site photos

Photos are compressed on the phone and stored with this visit. They can be included in the office PDF and saved back to your phone at any time.

On iPhone/iPad this opens the share sheet. Choose Save Image or Save Images to put the copies in Photos. The exported copies are the compressed job photos stored by this app.
How to explain sizing

“I’m estimating the home’s peak heating load, then comparing it with what the proposed equipment can actually produce at the local cold-weather design temperature. This gives us a fast field starting point before the installer makes the final equipment decision.”

Heat-load estimate

Heated area—
Heat load—
80% minimum HP capacity—
Suggested starting nominal equipment size—
This rounds the field sizing target up to a common nominal size. It is a sales starting point, not the final model selection. Verify the exact model using the manufacturer’s heating capacity at the applicable local design temperature.
Field starting method = 20 BTU/hr per heated square foot. Super-insulated or poorly insulated homes may be better served by a more detailed load method. Final sizing and equipment selection remain installer-approved.

Heat-pump equipment

Total design-temp HP capacity0 BTU/hr
Percent of estimated load0%
Supplemental balance to 100%—
Add the home heat load and equipment design-temperature capacities.
Transition to the sale

“Based on what you told me, this is the setup that best addresses your comfort and heating goals. Here is the estimated project amount and the deposit needed to move into scheduling. Next, we can check incentives and household eligibility if you want to use them.”

Corey’s Samsung price book — preloaded

Corey’s current Samsung Max Heat single-zone base prices are already loaded below. The app uses the higher standard selling price by default. Only edit these base prices if Corey changes the official price list.

These are the five prices supplied from Corey’s current Jobber list. Use “Manual / other equipment” in the unit dropdown for anything not on this list.

Automatic quote builder

Field work should already be done. Use this section when you sit down with the customer to review the proposed system, project price, deposit, and financing. Incentive eligibility comes on the next screen.
Standard Rocky Coast pricing is active. The app automatically adds 10% to the saved base prices.
Leave this off for the normal selling price, including financed sales. Turn it on only when you are offering the cash/check discount.
Choose the proposed unit from Corey’s dropdown, or use Manual / other equipment.
Recommended / common add-ons
Standard equipment / installed$0
Standard covers$0
Standard outdoor outlet$0
Standard other / electrical$0
Standard price before adjustments$0
Cash/check discount$0
Custom price adjustment$0
Final project total$0
Corey’s higher standard selling price is the default. The 10% cash/check discount and any custom adjustment are calculated from the standard project price. The 50% deposit and commission use the final project total. Manual override bypasses the automatic final total until you turn it back off.
Rocky Coast deposit (50%)$0
Opens a clean customer-facing presentation and hides office-only details.

Close & next step

Quick outcome
Quick follow-up reason
Optional customer review acknowledgement
Simple visit acknowledgement only — not a contract or legal acceptance.

Internal commission snapshot

5% on full job$0
5% on amount collected$0

Internal only — not included on the customer PDF. Financing bonus is not calculated until Corey gives you the exact amount.

Efficiency Maine for this job

Sit-down portion: the field inspection, measurements, photos, sizing, equipment, and price should already be complete. Now decide whether to use the program, then handle household eligibility, equipment-list confirmation, acknowledgements, and the estimated rebate together.
Efficiency Maine form update: the paper copy you photographed is dated 3/1/2026. The current online Residential Heat Pump claim form includes an updated design-temperature reference page. This app's form-prep section is built for the current online form; always download the current official claim form before submission.
How to explain Efficiency Maine

Keep it simple: the rebate is based on qualifying equipment, household eligibility, whole-home sizing, and correct installation by a registered vendor. Single-zone units on Efficiency Maine’s list can be rebate eligible. Multi-zone capacity can count toward sizing, but the multi-zone system itself is not rebate eligible. Final approval comes from Efficiency Maine.

Income / eligibility

Equipment eligibility confirmation

Confirm the exact outdoor model against the current Efficiency Maine eligible-equipment list here — after the equipment has already been selected in the field-work section.

Primary-heating acknowledgements

Estimated rebate

Rebate-eligible new outdoor units0
Base estimate$0
2026 limited-time bonus$0
Estimated total rebate$0
Estimated project cost after rebate—
Estimate only. Final eligibility and payment are determined by Efficiency Maine. Program rules can change.

Official references

Residential heat-pump rebates Current forms & checklists — download claim form here Heat-pump user tips
Finish strong

Review the file before you leave.

The app will flag the biggest missing items, then create an office PDF that mirrors the information needed for the Efficiency Maine claim workflow.

Visit completeness

0%

Quick summary

Efficiency Maine form prep

This is your page-by-page transfer sheet. Green items are ready from the sales visit. Amber items still need final installer/office confirmation. It does not replace the official Efficiency Maine claim form.
After installation / office completion fields
The registered-vendor and homeowner signatures/dates belong on the official form after the work is complete. This app intentionally does not mark those as complete during the sales visit.

Jobber Request handoff

Optional
This app does not use a live Jobber API connection in this build. If you saved a Request link above, you can open that Request here and manually attach the finished PDF.
Fast workflow: paste the Jobber Request link near the start of the visit, finish the inspection, create/share the PDF, then tap the button above to jump back into the correct Request.

PDF center

Preview · Save · Download · Share
Use the customer recap for the homeowner, the office summary for Rocky Coast, and the Efficiency Maine form-prep sheet only when that workflow is enabled.
Customer recap
Clean, customer-friendly summary with proposed equipment, pricing, incentives, and next steps.
Rocky Coast office summary
Fast internal handoff: customer, site, sizing, equipment, pricing, electrical notes, photos, and next action.
Efficiency Maine form prep
Internal transfer sheet for the current claim workflow. Hidden when Efficiency Maine is turned off.

Finish visit

Sales tracker: not configured yet. Your visit still saves safely on this device.
Offline field mode: after the first connected launch finishes caching, field entry, measurements, calculations, photos, saved visits, and PDF creation can work without cell service or Wi-Fi. The badge at the top says Offline ready when the core app and PDF library are cached. Jobber still requires internet to open or update a Request.
The Done button saves this visit, queues the master sales tracker sync, downloads the customer recap PDF, and then opens a fresh blank inspection. Offline tracker updates retry automatically when internet returns.

Saved visits

Backups include saved visits, the current visit, photos, and your local price book. Keep a copy outside the app in case browser data is ever cleared.

Rocky Coast sales tracker

One-time setup: connect this app to the Google Sheet web app. After that, every saved visit can update the same customer row automatically. Offline saves stay queued and retry when internet returns.
Not connected.
The app sends customer/sales details, pricing, equipment, sizing, Efficiency Maine, electrical, follow-up, and Jobber reference data. Photos stay on the device; only photo types/captions are logged so the spreadsheet does not become enormous. The same master tracker is generator-ready.
PDF preview
Full screen

Finish this visit?

Fix the missing information if possible. You can still finish anyway when the information genuinely is not available.

Panel Photo Assist

Use this as a field estimate only. A photo cannot prove service capacity or code compliance. Corey / the electrician must verify the panel before the job is finalized.
No panel photo is attached yet. You can still enter what you can read in person, or close this screen and take the panel photo first.
Tip: photograph the full panel straight-on, then a closer picture of the main breaker and panel label if the markings are hard to read.