The pre-inspection, without the truck roll.
Retrofit.ai is a software platform for residential HVAC contractors. We replace the pre-inspection truck roll with a guided homeowner intake — phone-first, structured, and ready to quote from the moment it lands in your dashboard. The sales visit stays. You just walk into it prepared.
Platform features
Guided homeowner intake
Send a unique link. The homeowner walks through their home on their phone — equipment nameplates, panel, ductwork, proposed locations. No app download, no account.
Structured data, not a photo dump
Every photo lands tied to a field a contractor actually quotes from: amperage, fuel type, ceiling height, clearance, condenser placement, ductwork condition.
Heat-load math, done for you
Preliminary Manual J-style sizing from the homeowner's square footage, insulation era, and window coverage. Read it before the truck rolls and trust the BTU number on your quote.
Rebate flags built in
Greener Homes, Enbridge HER+, Save on Energy — we surface the programs the homeowner likely qualifies for based on their fuel, province, and equipment, with citations to source documents.
HRAI-style F280 worksheet
When you need a heat-loss / heat-gain worksheet on file, we generate an F280-style PDF straight from the intake. Edit, sign, send.
A dashboard you'll actually open
Submissions land in one place, sorted by status. Open a lead, see photos by category, the structured fields, an optional walkthrough video, and a one-click quote starting point.
Your branding, not ours
The homeowner sees who sent the invite. We stay in the background. Your reputation is what closes the job — we just remove the friction.
Free public calculators
Lead-magnet calculators for savings and BTU sizing on the homepage. Embed the link in your site or a Google Business profile — leads route through your account.
Who it’s for
Independent HVAC contractors and small companies doing residential heat-pump, furnace, and AC replacements — especially the ones who feel the cost of a pre-inspection truck roll on every quote.
- Chuck-in-truck operators. One or two trucks, no office staff to handle intake calls.
- HRAI-registered contractors who need a clean F280 paper trail.
- Rebate-active shops. Greener Homes, Enbridge HER+, Save on Energy — the rebate map is built in.
- Anyone tired of driving out just to collect data. A 10-minute homeowner intake captures the pre-inspection, so the only truck roll left is the one that closes.
See what lands in your dashboard.
Free while we’re in beta. No credit card required.