Profile
Profile photo
Shown next to your name across the app.
?
Walk-up song
Plays on the shop TV when you sell $25k+. Uploads keep the first 5 seconds.
Your details
Phone notifications
Real lock-screen notifications on this device — lunch reminders, time-off updates, schedule assignments. Each phone or computer switches itself on separately (on iPhone the app must be installed to the home screen).
Email notifications
Email a copy of these notifications to your inbox. Everything still appears in the bell — this just decides what hits your inbox too.
Password
Two-factor sign-in
—Add a 6-digit code to your sign-in. Your phone can already generate it — no app to install. iPhone: Settings → Passwords → Set Up Verification Code. Android: Samsung Pass / Google Authenticator / your password manager. Password managers: 1Password, Bitwarden, Dashlane all support this natively.
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Labor types
Different rates for different work — Regular, Overtime, Prevailing wage (the California DIR-mandated rate for public-works jobs), etc. Each survey picks one. Mark one row as the default; surveys without a pick use it. The legacy "Labor rates" below are a fallback only — once a default is set here, those are ignored.
Labor rates — fallback only
Used to compute labor cost / sell price on every survey when no Labor type default is set above.
Extras — labor time
How long anchoring, caulking, and bondkap take per linear foot.
Bondkap types
The bondkap extrusion models your crews install. Each window that gets bondkap picks one; the cost and sell here are per linear foot of material. The Materials list and survey PDF total the footage per type so the office knows how much to order.
Other job charges
One-tap presets for the Other charges block on the survey pricing card — job site supervision, lift charges, logistics, administrative fees. Cost is what it costs you, sell is what the customer pays; both can be edited per survey after adding. Charges ride the survey totals, net profit, quote summary, and the proposal target.
Travel
Where crews leave from. The survey pricing card measures the drive from here to the job site and offers it as a hidden Travel charge — it folds into the section prices, so the customer never sees a travel line. The same speed factor powers the calendar’s 🚗 drive estimates.
Default film labor
Baseline labor times every film starts with. Each of the two applies on its own: a film that leaves Setup blank on its product row gets the setup time below even if it has its own per sqft rate. A film’s own value wins whenever it’s above 0 — set one here and override it on the handful of films that need more (typing 0 on a film means “use the default,” same as blank). Set a box to 0 and no film gets that time unless its own row asks for it. Small panes still use the flat per-pane time below.
Small panels
Small panes (typical 12"×12"–15"×15" transoms, sidelites) take longer per sq ft than larger panes because setup overhead dominates. Any pane under the threshold is treated as a small panel: it gets a flat labor time per pane instead of the film's setup & per-sqft formula, and is counted separately in the survey totals.
Existing-film removal
Hybrid model: setup time per window plus per-sqft stripping time. Set one to 0 for flat-rate or pure per-sqft.
Cut plan defaults
Defaults used when generating the cut plan on a survey or in the PDF.
🎨 Branding — company logo
Appears in the app header and on every exported PDF.
CP
Use a transparent PNG for best results. Max ~600×600px.
🚦 Feature switches
Toggle individual features off if they're causing problems, or restrict them by role. Off-toggle disables the feature immediately for users on next sync — no redeploy needed.
Business details
Licensing & insurance
Proposal defaults
Pricing model — business numbers
The pricing-calculator inputs. Change these when the business changes — every rate below and the survey net-profit math recalculate automatically.
Price includes / excludes / notes
Terms & Conditions (legal)
Warranty disclosure (legal)
Mechanics lien warning (statutory)
Three-day right to cancel (statutory)
Acceptance language
Notification messages
Edit the title and body of each in-app notification. Use the placeholder tokens below each card — they're replaced with real values when the notification fires.
Customer appointment reminders
Automatically text or email customers a reminder 24 hours before their scheduled appointment. Texts go out via your Podium number (customers can reply); if there's no phone on file, we email instead.
No texts are sent during quiet hours — a reminder that comes due overnight goes out the next morning.
Reminder — 24 hours before
Text message
Booking confirmation
Sent as soon as an appointment is booked — useful when it's days or weeks out. Only goes to bookings more than 24 hours away (closer ones just get the reminder above).
Confirmation text message
Confirmation email
Area zones
Define the areas you work in as a list of zip codes — add them by name (a whole city or county) or type them in directly. Every job is sorted into the zone that owns its zip, so the calendar can group, color, and filter by area. A zip belongs to one zone.
Preview — your customers by zone
Each dot is a customer, colored by its zone. Grey = not in any zone yet. Hover any area for its zip & city; click it to see the county and assign it to a zone. Dashed amber = zips with customers but no zone (your coverage gaps).
Your customers' zip codes
Every zip your customers are in — assign each to a zone. Unassigned zips show as "Unzoned" on the calendar.
Document templates
Reusable templates for documents you send to customers for signature (install agreements, warranty forms, care instructions). Use the placeholder tokens — they're replaced with real values at send time.
Inbound capture (embeddable forms on your site) and outbound outreach (email + SMS templates). Both feed the Leads pipeline.
📥 Embeddable lead forms
Build a form, copy its embed code, and paste the snippet on any website. Submissions land tagged with the form's source so you can track which channels convert. The 24-hour SLA clock starts the moment a visitor hits Submit.
No forms yet — create one to start capturing inquiries from your website.
📧 Email templates
Reusable outreach messages reps pick from when contacting a lead. Use {tokens} to personalize — they're substituted with the lead's name, the rep's name, your company info, etc. at send time.
No email templates yet.
💬 SMS templates
No SMS templates yet.
🌐 Website pages for suggested emails
⭐ favors a page. Turn Suggest off to never use it.
No pages yet. Tap Refresh from website to load them.
The catalogs the survey editor pulls from when a rep is filling out a window or itemizing equipment. Mark items inactive instead of deleting if they're already used on past surveys (deleting an in-use value would orphan the survey reference).
🛠 Equipment
Gear like scaffolding, planks, and PPE.
🪜 Ladders
Specific ladder sizes so reps pick exactly what the install crew needs.
🪟 Frame types
Offered under Frame type on each window in the survey editor.
🔳 Window types
Offered under Window type on each window in the survey editor. Single Clear / Double Tinted / Dual Low-E etc. — what the manufacturer spec sheets list as a substrate.
Names are locked once saved to keep them aligned with how manufacturer spec sheets label substrates — that's how the Glass Checklist maps optical-property data to your catalog. To remove a type from the rep dropdown, uncheck Active. To replace a type, add a new row with a new name and deactivate the old one.
🏷 Legacy attribute tags
Legacy multi-select tag catalog from before the two-axis refactor. The survey editor no longer reads from this — pane count moved into the Window type catalog above, and treatment moved into the per-window Glass type dropdown (Annealed / Tempered / Laminated). Kept here in case you want to repurpose it later (e.g. operation types like Fixed / Casement / Sliding).
Configure the data the AI Survey Review reads when grading a survey: cross-cutting shop guidance + reference PDFs (install guides, warranty docs, manufacturer spec sheets, code references).
🧠 What the AI already knows (hardcoded, no need to repeat)
Facts (the AI is told these as immutable truths):
- Seam rule: a window needs a seam when both width AND height exceed the widest roll its film comes in (72" for most films — but e.g. Prestige 90X only comes 60" wide).
- Units: all window dimensions in the survey are in inches.
- Cut-to-size: means pieces are precut at the shop (Zund), not field-cut.
Context auto-loaded per review:
- Per-window data: glass type, window type, frame type, film, removal flag, notes — all visible.
- Per-film context: auto-loads each film's Review notes + uploaded spec PDFs for films actually used in the survey.
- Manufacturer / Series docs: auto-attach when a film from that brand/series is in the survey (see below).
What the AI focuses on (the system prompt's "focus list"):
- Film / glass / treatment compatibility issues.
- Film-type-specific reminders (e.g. caulking on exterior films — consults your guidance + docs for exact rules).
- Warranty + install caveats found in the uploaded docs.
- Pricing or scope sanity (unusually large jobs, missing flags).
- Cross-window inconsistencies.
Skips (the AI won't volunteer these):
- Completeness flags (missing glass type, missing film, missing seam direction) — the quick-checks panel handles those.
Your guidance below + the AI Review Docs override these defaults. The AI is told to stay strict to your guidance — if you say "X applies except for Y", it treats Y as a precise exception list and won't generalize the rule to other axes.
🔍 AI review guidance
📄 Review documents
Each doc has a scope — Always (every review), Manufacturer (only when a film from that manufacturer is in the survey), or Series (only when a film from that series is used).
📊 Rep feedback
Every 👍 / 👎 reps give on JobReady findings lands here. Thumbs-up = validation that a rule is working. Thumbs-down = something to investigate. The Group by finding view shows net scores so you can spot which findings are net-loved (don't break them when tuning) and which are net-hated (priority to fix).
📂 Job folder templates
Premade sets of folders for a job's Files tab. On any job, 📂 From template adds a template's folders (existing folders with the same name are kept, not duplicated). Mark one as the default and it's offered first. Folders can nest — add a sub-folder under any folder.
No templates yet. Tap + New template to make the first one.
🚀 Getting started — the TV link and setup checklist
Open this on the TV's browser
https://app.climatepro.com/?view=board
The link only works signed in. On the TV, sign in with a TV login (step 1) and it stays on the board. Everything below is checked live.
- Checking…
📺 TV settings — rotation, sound, default walk-up
Mute and volume reach the TV within a few seconds. Anything else applies on its next refresh (under a minute).
🎯 Monthly goals — sold, invoiced, capacity, team goal
What the Company Numbers panel measures against. A month with no goals borrows the most recent earlier month's.
🎉 Celebrations — big-job tiers and a test button
What the TV does when a job is sold. Amounts are the quote price. Under the first tier a quiet one-line banner shows for a few seconds, no sound.
Try one on the TV
Queues a sample. The TV plays it within seconds if it's on and has been started with ▶ once.
🎵 Walk-up sounds — one per rep
Plays for jobs of tier 2 and up. Pick a built-in sound for anyone, or upload a clip (first 5 seconds kept). Reps can also pick their own under Settings → Profile. Nobody is left silent: the default from TV settings covers anyone without a pick.
🏅 Sales points — how the leaderboard ranks
Reps are ranked by points; Sold $ stays visible. Jobs below the margin floor score 0 points but still count toward Sold $.
🎖 Badges — awarded on the 1st for the month just ended
Shown next to names on the TV for the following month. Untick Active to retire a badge.
🦺 Safety log — the "days since" counters
Log the event; the TV's counter resets from that date on its own.
⭐ Reviews — enter them here, or import automatically
Five stars count on the TV and toward the rep whose job it links to. Linking the job is optional but that's what credits the rep; tick the installers for the documented-praise record.
Installers on the job (optional)
⚡ Automatic Google review import (Zapier)
Let Zapier watch your Google Business Profile and send every new review here by itself. Zapier needs these two things — copy them into the webhook step.
Webhook URL
Secret
••••••••••••Connection
- In Zapier, Create Zap. Trigger: app Google Business Profile, event New Review. Connect the ClimatePro Google account and pick the location.
- Action: app Webhooks by Zapier, event POST.
- URL: paste the Webhook URL above. Payload Type:
json. - Data — add these rows, picking the field from the Google step for each value:
rating→ Star Rating ·reviewer_name→ Reviewer Display Name ·text→ Comment ·review_date→ Create Time ·external_id→ Review Id. - Headers: one row,
x-ingest-secret→ paste the Secret above. Leave "Wrap Request In Array" on no. Test the step — the review appears in the list here — then publish the Zap.
Five-star imports count on the TV right away. A review that arrives twice is ignored. To credit a rep or installers, open the review in the list and link the job.
🖋 Forms
Build reusable forms for reps to fill out against leads, surveys, proposals, and jobs. Quality inspections, aerial-lift checks, safety sign-offs, anything multi-step. Submissions render as PDF.
No forms yet. The builder lands in the next build — you'll see + New form light up here.
![Charlie avatar]()
🐶 Charlie — personality & guidance
🐾 Charlie's avatar
PNG or JPG, 2 MB max. Square images look best.
📝 Charlie's guidance
Charlie's knowledge
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Connect ClimatePro to outside services. Right now we use Podium to send SMS so customer replies thread back into your Podium inbox.
📱 Podium (SMS)
Not configuredOutbound SMS for proposals + lead outreach goes through Podium. Customer replies land in your Podium inbox where reps reply two-way from the Podium app — no need to monitor a separate inbox here.
- Last updated
- —
- By
- —
- Location UID
—- Client ID
—
0 inbound texts from unknown numbers (not matched to any customer or lead)
Credentials saved. Click below to grant ClimatePro access to your Podium account — you'll be sent to Podium's allow screen, then redirected back here.
Pick which location to send SMS from:
🎬 Cloudflare Stream (video transcoding)
—Videos uploaded since this was enabled go straight to Cloudflare Stream and play in every browser. Older videos still sit in Supabase Storage and can render as "tap to download" on Chrome Windows / Android — migrate them once and they'll play everywhere too.
No legacy videos to migrate — all videos are already on Cloudflare Stream. 🎉
Repair playback (allowed origins)
Run once if videos render but won't play (CORS errors in the browser console). This applies the CF_STREAM_ALLOWED_ORIGINS setting to every video already on your Cloudflare Stream account, so the player iframe can load the manifest. Safe to re-run — it skips videos that are already correctly configured.
During the transition off Simpro, both apps stay in sync so estimators see what admins entered in Simpro and admins see what reps captured here. This page shows the health of that link.
🔌 Connection
—- Simpro build
- —
- Company ID
—- Token expires
- —
- Last config update
- —
↔ Per-entity sync
Each entity can be off, one-way (Simpro → ClimatePro only), or two-way. "Last poll" is the most recent successful read from Simpro. "Linked" is how many records here are already paired with a Simpro counterpart.
| Entity | Direction | Last poll | Linked | Action |
|---|
📤 Outbound queue (ClimatePro → Simpro)
Local saves queue up here and a background worker drains them. Pending = waiting, In-flight = sending, Failed = retried 3+ times and needs a look.
0Pending
0In flight
0Failed
0Done
⚠️ Conflicts
0Same record edited in both apps inside the sync window. Resolve by picking which side wins — the other side's changes are discarded.
🔍 Drift (nightly reconciliation)
A nightly job compares both sides and lists anything out of step: missing on one side, or fields that disagree. Empty here means the two systems matched at the last check.
0Customers
0Contacts
0Sites
0Leads
Manages which @climatepro.com mailboxes get synced into ClimatePro. Email content + matching against customers/contacts/leads happens server-side every minute. Architecture overview in Help → Emails section.
📊 Overview
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Mailboxes
—
Messages stored
—
Matches
—
Pending stubs
📬 Mailboxes
Each mailbox in this list gets its inbox + sent items pulled every 60 seconds. First-time sync pulls the last 90 days; deeper history fills in over the following days.
| Mailbox | Owner | Status | Last sync | Messages | Actions |
|---|
No mailboxes added yet. Click "+ Add all @climatepro.com" to bulk-import your team's profiles, or "+ Add mailbox" to add one at a time.
🔧 Maintenance
Manual operations for after bulk imports, RLS / matching changes, or troubleshooting.
🛡 Blocked Domains
Customer, contact, or lead records can't be created with emails on these domains. Stops accidental (or intentional) creation of internal-team email addresses as customer records, which would otherwise expose that mailbox's correspondence to anyone who can see the record. Always keep your company's primary domain in this list.
| Domain | Reason | Added |
|---|
No blocked domains. Add your company's primary domain to close the team-mailbox privilege-escalation vector.
🔍 Email Insights — Topic Discovery
AI pass over your inbound mail to find what customers actually ask about. Each run extracts topic phrases from the most recent 1,500 inbound emails, then clusters them into natural categories. Takes 1-3 minutes; costs about $0.50 per run. Re-run periodically as the corpus grows to see what categories emerge.
Connect your Google Calendar. Events you enter in Google show up here as Busy blocks — just the time, no details — so your day is protected when anyone schedules you. Everything you schedule in ClimatePro is pushed to your Google Calendar with full details.
📅 My Google Calendar
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👥 Team calendars
Everyone who has connected their Google Calendar. You can sync or pause any of them.
| Person | Status | Last sync | Mirrored | Busy | Actions |
|---|
No one has connected their calendar yet.
Every morning the bid monitor checks California public-agency portals for solicitations with window film or security screen scope, scores each one 0–100 for fit, and saves the results for review. Turn sources on or off below — changes apply from the next pull.
🔎 Daily pull
Runs automatically every morning at 6:00 AM Pacific.
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📋 Recent pulls
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Pings every outside service the app talks to + your own Supabase project, so you can confirm everything's reachable. See SERVICES.md for what each service does.