Climate HVAC Solutions

Invoice Builder

LG Pro Dealer Β· Xcel Preferred
CO Energy Office Registered
v5.2 Β· OCR + Drive Search

1 Customer

Who's the invoice for?

2 Manual J Β· optional

Drop an Amply Manual J PDF β€” auto-fills customer & size

Drop PDF here or click to browse
Amply / Wrightsoft / Cool Calc Β· scans OK (OCR fallback)

3 Size the System

Home size β†’ tonnage auto-suggested (Denver altitude adjusted)

β€” tons
Enter sq ft to calculate

4 Equipment

What kind of system?

Ducted (Air Handler)
Ductless β€” Single Zone
Ductless β€” Multi-Zone
Good β€” Senville AURA
Better β€” Cooper & Hunter
Best β€” LG LGREDΒ° R-32

⚑ AHRI Certificate

Auto-matched from equipment above. Search manually only if needed.

5 Rebates & Discounts

Check what applies β€” amounts calculate automatically

β€”
βˆ’$500.00
β€”
80–150% AMI (50% coverage)
≀80% AMI (100% coverage)
βˆ’$1,500.00

6 Add-Ons

Optional extras

200A Panel Upgrade (+$3,800)
Dedicated Wiring Run (+$1,200)
Heat Pump Water Heater (+$4,200)
Climate HVAC Solutions
HVAC Β· Hydronics Β· Electrical
Invoice
INV-2026-XXXX01
β€”
Bill To
Customer Name
Address
Description Source Amount
Subtotal (Materials)$0.00
Subtotal (Labor)$0.00
Gross Total$0.00
Sales Tax (8.81% on materials)$0.00
Rebates & Discounts$0.00
Net Due$0.00
Net Due: $0.00

1 Customer & Problem

Lead with what they told you.

2 Manual J Β· optional but better

Drop a Manual J PDF β€” uses real heat load instead of sqft guess

Drop PDF here or click to browse
Amply / Wrightsoft / Cool Calc Β· scans OK (OCR fallback)
πŸ“„ Search Google Drive

3 Size

Manual J wins if uploaded. Otherwise sqft estimate.

β€” tons
Enter sqft or upload Manual J

4 System Type

Same options as Invoice tab.

Ducted
Ductless Single
Ductless Multi

5 Rebates

Same logic as Invoice β€” applies to all 3 tiers.

β€”
βˆ’$500.00
β€”
80–150% AMI (50%)
≀80% AMI (100%)
βˆ’$1,500.00

6 Maintenance Plan

Optional. Stacks on top of selected tier.

No Plan
$0
Manufacturer warranty only.
Essentials
$189/yr
1 tune-up Β· 10% repair discount Β· 48-hr priority Β· 1-yr workmanship
Comfort Plus ⭐
$299/yr
2 tune-ups Β· 15% off Β· waived diagnostic Β· no overtime Β· 2-yr workmanship Β· tune-up credited toward repairs
Premium
$479/yr
4 visits Β· 20% off Β· 24-hr emergency or $250 credit Β· up to $500/yr toward replacement Β· transferable

7 Financing

Monthly payment shown on each option. Pick the term.

β˜… 3 Options

Selected: Better β€” Cooper & Hunter