HVAC Warranty + Rebate Filing
Files manufacturer warranties + utility rebates for every install. Stacks 2-3 incentives per job. Replaces $700/mo office mgr time.
The problem
Carrier, Trane, Lennox warranty registrations + APS/SRP utility rebates require 30-45 minutes of paperwork per install. Office managers do it inconsistently. Customers find out their warranty wasn't registered when the compressor fails.
What changes
Job marked complete with serial numbers → agent registers manufacturer warranty, files applicable utility rebates, files federal tax credit forms. Stacks all available incentives. Confirmation logged in customer file.
A day in the life
What this agent actually does.
- 1
Tech installs new Carrier system, photos serial number on tablet
- 2
Agent registers warranty on Carrier portal, files APS rebate, files federal tax form
- 3
Customer gets confirmation email with all warranties + rebate timelines
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Quote Generator
Photo or description in. Branded quote out — in 90 seconds. Replaces 30 minutes of estimator time per quote.
Replaces
$1,200/mo estimator hours (Jobber/ServiceTitan add-on)
Invoice Autopilot + AR Dunning
Invoice on job complete. Automated 3-touch follow-up on aging. Recovers 4-8% of revenue you usually write off.
Replaces
$500/mo bookkeeper AR follow-up
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Add HVAC Warranty + Rebate Filing to your swarm.
Drop your URL. We'll match every skill your business needs, then activate them as one swarm.