Replacing a rooftop unit is a big ticket with a lot of moving parts: a crane, a curb adapter, gas and electrical connections, commissioning, and a customer choosing between options. This demo follows one HVAC replacement in RestCore™, from the technician's photos and notes to Tony's draft scope, a review of the install photos, two estimate options, and the invoice, all on one job.
This is a sanitized RestCore™ demo job. Names, addresses, claim numbers, and payment details belong to a fictional demo company. It shows how one connected job can be organized; it is not a customer case study, professional advice, or a promise of any outcome.
The scenario
A homeowner's packaged rooftop unit from the 1970s has quit. The technician's notes list a component smoking at startup, a dead capacitor, a failed compressor, depleted refrigerant, and a dirty blower. The unit is past repair, so the job becomes a replacement.
The job already exists in RestCore™ with the customer, the property, the appointment, and the technician's notes and photos attached. Daily journals from each visit sit on the job, dated.
1. Capture the service visit
The technician photographs the old unit, the data plate, the thermostat, the ductwork, and the roof conditions. Those photos save to the job with the walkthrough, so the office sees what the technician saw.
When the customer calls with a question the next week, nobody has to reconstruct what happened. The history, documents, and next actions are already together on the job.
2. Ask Tony for the Scope of Work
The technician asks Tony to create a Scope of Work for the job. Tony pulls the job details together from what was captured and saves a draft to the Scope tab, ready to edit and export as a branded PDF.
The draft in the video covers the technician's findings on the failed unit, crane removal of the old unit, fabrication and install of a custom curb adapter, a new 5-ton R-32 packaged gas and electric unit set and installed, the electrical, condensate, gas, and thermostat connections, startup and commissioning with temperature differential verification, and the labor. The team reviews and confirms it before it goes anywhere.
3. Review the install photos, flag the code question
After the install, the technician asks Tony to look at the installation photos and check whether they are up to code. Tony reviews the photos and reports what looks right: the unit set on the roof, flexible metallic conduit on the electrical connection, the condensate drain routed away from the unit, the gas connections made up, and supply air temperatures in the low 40s to upper 40s against a return near 70 degrees, a healthy temperature split.
Then Tony flags one item he needs to verify before he can give a clean code answer, and ties it to the mechanical code for the job's location. That is the right boundary. Tony can research and cite sources; your qualified team decides what applies and signs off on the work.
4. Two estimate options, one invoice
The reviewed scope becomes the estimate. On this job the customer gets two options, standard efficiency and high efficiency, both on the same job so the office can see which one was approved.
The approved option becomes the invoice. Payments by card and ACH are recorded against it with the remaining balance, and a payment schedule can split the rest into installments. Payments go to the contractor's own account.
5. The field, office, and owner see the same job
On iPad and in the web portal, the office exports a job report package with the Scope of Work, the estimates, and the work completion record in one pass. The field, the dispatcher, the office, and the owner all look at the same connected job.
Frequently asked questions
- Is this a real customer job?
- No. It is a sanitized demo job in a fictional company. The screens are the real RestCore™ product; the homeowner, address, and invoice are not real.
- Does Tony diagnose the equipment?
- No. The technician's findings are on the job, and Tony organizes them into a draft scope. The diagnosis and the design of the replacement belong to your qualified team.
- Can Tony confirm an install meets code?
- Tony can review photos, point out what he sees, research the relevant code for the location, and cite sources. He flags what needs verification. Your qualified team determines compliance.
- Can I show the customer more than one option?
- Yes. A job can hold several estimates, like standard and high efficiency, and the approved one carries through to the invoice.
Video transcript
When an HVAC service job moves from the field to the office, the details should move with it. Start with the customer, property, appointment, technician notes, and photos, all connected to one service job. Your office does not have to reconstruct what happened after the technician leaves when a customer has a question. The job history, documents, and next actions are already together. Ask me to prepare a job summary or draft the next Scope of Work from the record your team already created. You review and confirm every action. When a project raises a mechanical or building-code question, I can research and cite relevant sources for the location. Your qualified team verifies what applies. Move from a reviewed scope to an estimate, customer documents, invoice, and open-balance follow-through without leaving the job. The field, dispatcher, office, and owner see the same connected job across iPhone, iPad, and the web portal. RestCore™ helps HVAC teams keep service work organized from the visit to the next office step. I'm Tony, and I ask before I act.
See the whole job, start to finish.
Watch Tony walk a complete job in RestCore™, then pick the plan that fits your team.