Register the warranty. Shoot the six photos. Get the permit number. Hand the homeowner a certificate with your name on it. Do it in the driveway, or it does not get done.
$149/month. $199 to set up. Works next to Jobber and Housecall Pro. Does not replace them.
Miss the manufacturer window and parts coverage drops from 10 years to 5. Goodman is 60 days. The homeowner finds out in year 7, when the compressor dies. They call you.
You took it off the invoice. The utility pays you after the inspection is finaled. No final, no check. That money already left.
Unpermitted work shows up at closing. Fines run $500 to $5,000+ in a lot of cities. The homeowner remembers who put the system in.
A phone checklist that will not let him drive off with a hole in the record.
Not a task list. A recovery queue.
A certificate of installation with your company name, license, and colors. Equipment, serials, efficiency, refrigerant, permit, photos. Prints or saves as PDF. Your agency is not named on it. You are.
This does not replace ServiceTitan, Jobber, or Housecall Pro. Those run the calendar, the invoice, and the dispatch. This is the closeout they leave to you: prove the install was permitted, registered, and documented before the deadline.
You can keep CompanyCam for extra photos. This is the list that has to be finished or the job stays open.
One missed registration on a compressor in year 7 is often $1,100–$2,500 in parts. That is a year of this, plus change.
They get a phone checklist with big photo buttons. If a required shot is missing, the job will not close. That is the training.
No. Keep them. This sits on top and does closeout: photos, serials, permit, warranty window, rebate follow-up, certificate.
You do, from the record the tech already captured. Serials are not retyped from a crumpled invoice two weeks later.
Fine. This still requires the six closeout shots, the serials, the permit number, and the sign-off. Extra photos do not close the job.
No. Photos, permits, and warranty registration already exist in other tools. This is one closeout path that blocks an unfinished job and hands the homeowner a certificate with your name on it.
$149/month per shop. $199 setup. $99/month if you already pay PMV Digital for your website or marketing.
Yes. Jobs, users, photo list, and audit history in one file if you leave.