Resell it · white label it · keep the margin

The closeout
habit their office
keeps losing

Registrations missed. Permits never finaled. Rebate paperwork half done. Klosum will not let a tech close a job until it is all there, then hands the homeowner a certificate with your client's name on it, and yours nowhere. Sold under your brand, at your price.

Your brand. Your domain. Your pricing. Keep 100% on your own Stripe.
youragency.klosum.com/office
PV
Canyon State Heating & Air
LIC #0000000 · (000) 000-0000
Closeout board
What is unfinished
and what it is costing
$2,550Rebate money not
yet recovered
2Cannot close
1Needs attention
0Clean
Work this first — cash is sitting in these
$1,450
Sample customer A
Permit pulled but inspection not finaled — rebate cannot be finalized
$1,100
Sample customer B
R-410A installed after 2026-01-01 — not a legal new install
PV
Canyon State Heating & Air
Technician · Sample tech
Field closeout
Every install,
provable
Required photos — 5 of 6
✓ Outdoor
nameplate
✓ Indoor
nameplate
✓ Line set
✓ Disconnect
✓ Condensate
Permit
tag
This job cannot close
Permit tag photo missing
10 yrs → 5What an unregistered install
drops to on most brands
60–90 daysThe registration window
that gets missed
Jan 1 2026R-410A no longer legal
in a new system
A personWhat WorkHero sells shops — staff doing
the paperwork, priced by quote
Why contractors pay for this

They did the work right.
They just can't prove it.

Every one of these is money already earned and then quietly lost — after the truck has left, when nobody is looking at the job any more.

01 — THE REBATE

The discount he already gave away

Utility rebates are applied by the contractor, straight off the invoice. He discounts the job up front and gets reimbursed later — but only after the mechanical inspection is finaled. No final, no reimbursement. He gave the money away and never gets it back.

02 — THE WARRANTY

A window nobody is watching

Miss the 60 or 90 day registration and parts coverage drops from ten years to five. The failure shows up in year seven, the homeowner expects coverage, and the contractor decides whether to eat a compressor to keep his name clean.

03 — THE PERMIT

It surfaces years later, at the sale

Unpermitted work is usually discovered when the house sells. Fines run to five figures, the sale stalls, and the homeowner remembers exactly who installed it.

The product

Three screens.
That's the whole thing.

Small contractors abandon software that needs training. Nothing here does.

In the driveway

The tech finishes
the job once

A phone checklist that will not let him drive away with a hole in the record. Camera first, big targets, no typing that can be avoided.

  • Model and serial entered once, then carried onto the certificate, the rebate paperwork and the warranty record — never typed twice
  • The pairing is checked against the refrigerant rules before it goes in
  • Six required photos, and the job cannot close until they exist
  • Homeowner sign-off captured on the job before it can close
youragency.klosum.com/tech/job/118
PV
Canyon State Heating & Air
Technician · Sample tech
This job cannot close
R-410A installed after 2026-01-01 — not a legal new install
14.3 SEER2 is below the 15.2 SEER2 split minimum
No mechanical permit number on file
Install 118
Sample customer B
Blocked
Refrigerant
R-410A
SEER2
14.3
Required photos — 2 of 6
✓ Outdoor
✓ Indoor
Line set
Disconnect
Condensate
Permit tag
At the desk

The office sees
the money, not a list

It opens with the number that matters and works down. Not a task list — a recovery queue, sorted by what is worth the most.

  • Rebate money discounted and not yet recovered, in dollars
  • Blocked jobs ranked biggest first
  • A warranty clock per install that fills as the window closes
  • Every install, every status, one table
youragency.klosum.com/office
PV
Canyon State Heating & Air
Office · Sample office
Closeout board
What is unfinished
$2,550Not yet recovered
Warranty registration clock
Sample customer C 49 days left
Daikin · 60-day window · installed 2026-08-19
Sample customer B 32 days left
Goodman · 60-day window · installed 2026-08-02
Sample customer A 13 days left
Rheem · 60-day window · installed 2026-07-14
What the homeowner keeps

The one page that
leaves the building

A certificate of installation carrying your client's name, license and colors. It is the thing a homeowner keeps in a drawer and produces years later — and the platform is named nowhere on it.

See the page your contractors see ›

  • Equipment, serials, efficiency, refrigerant, permit, warranty
  • The installation photographs
  • A compliance record that states what is missing, not just what passed
  • Prints or saves as PDF from any browser
youragency.klosum.com/office/record/3
Certificate of installation
Canyon State Heating & Air
Serving the valley since 1991
000 Example Rd, Anytown, US 00000 · LIC #0000000
Ready
Homeowner Sample customer C
Outdoor unit MODEL-0000 / SN 000000
Efficiency 19.5 SEER2
Refrigerant R-454B
Mechanical permit PERMIT-000000
Genuinely white label

Not your logo
on our product

Run the vendor-visibility test: a homeowner opens the email, visits the portal, signs the closeout and gets the PDF. Our name appears nowhere in any of it.

YOUR BRAND

Your product name

Your agency name, product name, logo and colors across every screen a contractor sees, and their own name and license on everything a homeowner receives.

YOUR OWN ADDRESS

You set up nothing. Ever.

Your agency gets its own address the day you sign — youragency.klosum.com. No DNS to change, no certificate to buy, no server to run, nothing pointed anywhere. Your product name is in the tab and on every page. It is live in minutes, not after an IT ticket.

YOUR EMAIL

Sending identity per contractor

Each contractor carries its own sender name, address and reply-to, and its own authenticated sending domain with DKIM and SPF. The certificate sends straight from the app to the homeowner, with a link to their own record. It also prints or saves as PDF.

YOUR ACCOUNTS

You provision, not us

Create a contractor, set their branding, issue logins, suspend, reactivate. No ticket, no waiting on us, no per-customer setup call.

YOUR RULES

Your programs, your jurisdictions

Program name, permit authority, efficiency minimums, capacity ceiling, approved refrigerants and the A2L cutover are configuration — not code.

YOUR DATA

Theirs to take

Every contractor can export their whole record set — jobs, users, photo manifest and audit history — in one file. It removes the objection before it is raised.

Your margin

Bill them yourself,
or bill through us

You set what a contractor pays. You keep the relationship either way.

Most agencies
0% to us

Your own Stripe

  • Connect your Stripe and bill contractors directly
  • You keep every dollar above your platform cost
  • We never touch the payment or see card data
  • Your invoices, your statement descriptor, your terms
No Stripe account needed
5% + card fees

Bill through the platform

  • We collect from your contractors and pay you out
  • Nothing to set up — start selling the same day
  • One dashboard for what was billed and what you keep
  • Move to your own Stripe whenever you want
On any monthly chargeYour own StripeThrough the platform
Your contractor paysyour priceyour price
Card processingwhatever your processor chargeswhatever the card costs
Platform feenothing5%
You keepeverything after card fees 95% after card fees

You set what your contractors pay. Card fees are whatever your processor actually charges and are passed through exactly, never estimated.

Read this before you pitch it

This is not a category
with no alternatives

Every job Klosum does is sold by somebody today. Go in knowing that, because your contractor already has a way of coping and will say so.

The jobWho already sells it
Required photos and HVAC checklistsCompanyCam
Homeowner closeout packetHome Passport
Warranty registration as a task after the saleServiceTitan
Permits, rebates and registration filed for you WorkHero — a staffed back office, priced by quote
Instant utility and heat-pump rebatesCoral
Permit filingPermitio
An "installed right" certificate for the homeownerACCA QI via measureQuick
All of it, badly, for freeAn office manager and a spreadsheet
WHAT IS ACTUALLY UNCOMMON

The bundle, under your brand

One white-label app, sold by an agency, that blocks the tech from closing until photos, serials, permit and refrigerant rules are done — then prints a contractor-branded certificate. That packaging is rare. The individual pieces are not.

WHAT YOU ARE UP AGAINST

An office manager, WorkHero, CompanyCam

Not "nothing". Plenty of shops already register every unit and will tell you so. The ones worth selling are the shops that have already eaten a compressor or lost a rebate — they know the number and they will not argue with you.

AND BE STRAIGHT ABOUT THIS

Klosum is new

No reviews, no press, no contractors you can point at yet. Sell it as a tighter closeout habit that you stand behind, not as a proven category leader. The strongest evidence the work matters is not a landing page — it is that shops already pay WorkHero to staff this paperwork for them. This does it inside software they already own.

What it costs you

Your license.
Then your spread.

You pay one flat license. You set what your contractors pay and keep the difference.

Agency license
$197/mo

Up to 5 contractor accounts

  • Your brand, your product name, your pricing
  • You retail at $149 and keep the spread
  • More than five accounts — talk to us, it is a conversation not a tier
Why only one tier
No HighLevel money
  • This is a single-purpose overlay, not a platform
  • Agencies will not pay platform prices for an unproven tool
  • Prove it on five accounts first, then we talk about scale
What you charge them

One price.
Put it on the page.

Don't hide it and don't invent an enterprise tier — a contractor will compare that to Jobber and walk.

PlanMonthlyWho it's forWhy that number
Closeout — sell this$149 A standalone shop, cold sale Sits above CompanyCam Core at $63 for photos only, and NiceJob at $75–$125. The right neighborhood for a single-purpose add-on.
Bundled — the one that gets used$99 They already buy a website or marketing from you Goes on the invoice they already pay. This is how adoption actually happens.
Rebate volumequote it Heat-pump and utility-rebate shops Only works when you are recovering rebates in volume. Not a published tier.
SETUP

$199 per contractor

Branding, license, permit authority, refrigerant and efficiency rules. The same $199 NiceJob charges to stand up a branded site. You do not have a unique category, so do not charge unique-category onboarding.

WHAT THEY ALREADY SPEND

~$412/mo on software

That is Jobber or Housecall Pro and the rest. Contractors say a fair software bill is $99–$119. A second $249 line loses to “the office girl will register it” or to CompanyCam Crew at $129.

ANNUAL

Ten months for twelve

$1,490 a year on Closeout. $990 a year where it is bundled.

Open at $149. Bundle at $99 when they already buy from you. Do not start the conversation at $249 — WorkHero sells a person doing the paperwork, not a license. You are selling a login. Price the login.

Every contractor you
already sell to needs this

You are selling them websites and marketing. This is the one thing that touches money they have already earned and are losing.

Resell & white label

Resell it under
your name

Tell us about the agency. We stand up your white-label account, and you onboard your first contractor the same day.

No card required. We reply by hand, not with a drip sequence.

Straight answers

The questions
agencies actually ask

Will my contractor ever see your company name?

No. Your agency name and product name run across every screen a contractor sees. The contractor's own name, license and colors run across everything a homeowner receives — the portal, the certificate and the email. Our company name is not in the tab title, the PDF or the sender address. Contractors sign in at your own address on our infrastructure — you point nothing at us and set nothing up.

Does this replace ServiceTitan, Jobber or Housecall Pro?

No. Those are systems of record — scheduling, dispatch, invoicing — and this sits on top. But be honest in the room: CompanyCam does the photos, ServiceTitan can task the registration, and WorkHero will staff the whole filing job for you, priced by quote. What this does that they don't is refuse to let the job close until the record is complete, under your brand, at a price a small shop will actually pay.

What happens if a contractor leaves?

They export everything — jobs, users, photo manifest and audit history — in one file. Their records are theirs. That answer is worth having in the room during the sale.

Who supports the contractor?

You do, as their agency — that is what makes it your product. Anything that turns out to be a platform defect escalates to us.

What does it cost me?

You set what your contractors pay. If you bill them on your own Stripe we take nothing from that transaction. If you bill through the platform we keep 5% plus the card fees. Talk to us about the platform rate for your volume.

Every company name, license number, address, permit number, serial number and customer name shown in the screens on this page is fictional sample data used for illustration. They do not refer to any real business or person.