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Instant Heating and Air — team access.

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Customer

Add a job

No jobs added yet. Pick one above to start.
Push onto an existing Housecall Pro job, or onto a ServiceIQ job to schedule & dispatch. Saved estimates are shared with your whole team.

Push to Housecall Pro

Pick the job to update. Its line items are replaced with this estimate (name, description & price).

Type at least 2 characters to search your Housecall Pro jobs.

Push to ServiceIQ

Jobs scheduled in the last 2 weeks through today. Pick one to update — its line items are replaced with this estimate and the job total is updated.

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Preview (what "Copy estimate" produces)

Field Troubleshooting Assistant

Describe what the system is doing and get likely causes, checks to run, and next steps. Brand-aware for major HVAC equipment. Guidance only — always follow manufacturer specs, local code, and safe practices.

⚠️ Guidance only — verify readings before replacing parts, follow manufacturer service data and local code, and use safe practices (lockout/tagout, proper PPE, combustion safety).

✓ Solved — write the customer summary

Note what you found and what it took to repair it. I'll turn the reported problem and your fix into a warm, plain-language "work performed" write-up — the verbiage that goes on the quote, the job description, and ultimately the invoice.

Shared estimate history

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Settings are admin-only

Your account is a technician. Pricing and company settings can only be changed by an admin. (Enforced by the database, not just this screen.)

Company

Rates & fees

Comfort Club

Description tone & warranty

These save to the shared company record. Every tech instantly picks up the new pricing. Admin-only is enforced by Row-Level Security in the database.

Housecall Pro

Push estimates onto Housecall Pro jobs. First set HCP_API_KEY in Railway (MAX plan, Full-access key). Then test the connection.

Team

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