Your crew captures it once. Your office never chases it twice.
Retrofit.ai is field capture software for residential HVAC contractors. Assign a link to a tech before they leave for the job, and whatever they capture on site, photos, specs, measurements, lands in your dashboard structured and ready to quote. The sales visit stays. Your advisor just walks into it already knowing the house.
Platform features
One link, walked step by step
Assign it to a tech from your roster. They walk the job on their phone: equipment nameplates, panel, ductwork, proposed locations. No app to install, no account to create.
Keeps working with no signal
A basement kills a phone's signal, not the job. Whatever your tech fills in saves locally and sends itself the moment they're back in range, photos included.
Structured data, not a photo dump
Every photo lands tied to a field you actually quote from: amperage, fuel type, ceiling height, clearance, condenser placement, ductwork condition.
Heat-load math, done for you
Preliminary Manual J-style sizing from the property's square footage, insulation era, and window coverage. Read it before you draft the quote and trust the BTU number you're putting in front of a client.
Rebate flags built in
Greener Homes, Enbridge HER+, Save on Energy: we surface the programs your customer likely qualifies for based on 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 capture. 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
Whoever opens the link sees your company name, not ours. Your reputation is what closes the job. We just remove the friction in front of it.
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, and 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 every wasted trip on the bottom line, and the ones trying to get more done with the techs they’ve already got.
- Chuck-in-truck operators. One or two trucks, no office staff to chase down details.
- 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 twice for the same job. A ten-minute capture on the first visit means the only trip left is the one that closes.
See what lands in your dashboard.
Free while we’re in beta. No credit card required.