If you used the property lookup on Step 1, these fields are auto-filled from the county property appraiser. Verify everything looks correct — tap any field to edit.
Structure
Age
Step 3
Customer Questions
Tip: If they're not sure: "What's your lowest bill in the winter?" and "What's your highest bill in the summer?"
Step 4
Attic Assessment
Take a wide-angle photo from the attic access point first. Then check each condition below and note what you find.
Conditions Found
R38 Insulation
At least 12" of blown insulation
Radiant Barrier
Foil on roof decking or rafters
Ducts Sealed
Mastic or sealant on joints
Notes
Step 5
HVAC Assessment
Photo the data plate on the air handler and condenser. AI will read model, serial, year and tonnage automatically. At least one Model # and Serial # required.
At least one Model # and Serial # required.
1st Story Unit
Air Handler — 1st Story
Air Handler LabelAI reads model, serial, year & tonnage
AIReading...
Scanning label...
Model
—
Serial
—
Year
—
Tonnage
—
Condenser — 1st Story
Condenser LabelOutside unit data plate
AIReading...
Scanning label...
Model
—
Serial
—
Year
—
Type
—
2nd Story Unit
Skip
Air Handler — 2nd Story
Air Handler Label2nd story unit
AIReading...
Scanning label...
Model
—
Serial
—
Year
—
Tonnage
—
Condenser — 2nd Story
Condenser Label2nd story outside unit
AIReading...
Scanning label...
Model
—
Serial
—
Year
—
Type
—
Step 6
Pricing
Finance Plan: Service Finance 15yr @ 9.99%▼
Service Finance — 15yr
9.99% · 180 months · Plan 4107
0.0107
Service Finance — 10yr
9.9% · 120 months · Plan 4132
0.0133
Ygrene — 15yr
8.49% · 180 months
0.0125
Ygrene — 10yr
8.49% · 120 months
0.0158
Ygrene — 20yr
8.49% · 240 months
0.0110
Step 7
Proposal
Customer Name
NET MONTHLY PAYMENT
$0
$0
Monthly Payment
$0
Est. Savings
$0
Total
Customer Signature
By signing below, I authorize HomeMaxx Air & Insulation to perform the work described in the selected package at my property.
Rep Signature
Step 8
Rep Notes
Notes
Appointment Outcome
Property Photos
Capture photos of insulation, ductwork, attic, data plates, or anything relevant.
