01 / The customer request
“Our upstairs AC is not cooling well. We want to discuss repair and replacement options.”

LightWork for HVAC
From a comfort complaint to a replacement inquiry, organize the system details before preparing the estimate.
Explore with sample details. No account needed.
The details make the difference
Give the customer a clear starting point. Gather the context below, then use your judgment to work through what is known and what still needs a closer look.
Get the project scope checklistA hvac project, in practice
An illustrative project showing the information to bring into your estimate review.
01 / The customer request
“Our upstairs AC is not cooling well. We want to discuss repair and replacement options.”
02 / The project details
03 / Your scope review
Separate the reported symptom from the diagnosis. Confirm equipment, access, and the assessment needed for each option.
Your judgment. Your final quote.See LightWork in action
The product walkthrough shows the shared LightWork experience. Apply it to the hvac project details above.
Step 01
Set your service details and job preferences around the hvac work you take on.
Step 02
Bring the supplied project details into your review, identify open questions, and decide the next step.
Photos provide context. Equipment selection and final pricing still depend on a professional assessment of the property and system requirements.
LightWork helps collect project details, prepare estimates, and manage follow-up. Use the submitted information to review the scope and decide whether a call, site visit, or written estimate is the right next step.
You do. Customer details and an initial estimate are starting points for your review. Confirm measurements, conditions, materials, and exclusions before sending a final quote.
Yes. Open the sample project estimator to explore with sample details, or watch the product walkthrough below. Visit pricing for current plans and terms.
Less back-and-forth. More clarity.
Collect the details. Review the scope. Make the next move yours.