1. We'll want to be able to show future field testing services, and be able to auto-populate those based on the size of the home, number of systems, additional certifications (such as energy star) And make it clear that when they accept the quote, they will only be invoiced for the initial report prep needed for permit, and those other services will be invoiced when completed during the project 2. The information below the "Accept quote" button should be variable, based on whether it is simply a projected HERS, Energy Star rating, or DOE ZERH rating. That "Projected HERS information needed" template is usually provided before we provide a quote, but would not usually need to go out with the quote itself. 3. We'll have to figure out how to make it work for Level 3 alterations, where an initial site visit is also needed.
Log in to comment and vote
Comments1
Christopher Scott
Jun 26, 2025
FOR ES ITEMS
1. We'll want to be able to show future field testing services, and be able to auto-populate those based on the size of the home, number of systems, additional certifications (such as energy star) And make it clear that when they accept the quote, they will only be invoiced for the initial report prep needed for permit, and those other services will be invoiced when completed during the project
2. The information below the "Accept quote" button should be variable, based on whether it is simply a projected HERS, Energy Star rating, or DOE ZERH rating. That "Projected HERS information needed" template is usually provided before we provide a quote, but would not usually need to go out with the quote itself.
3. We'll have to figure out how to make it work for Level 3 alterations, where an initial site visit is also needed.