Settings
Profile photo
Shows up next to your name on the Calendar, Crew, and account menu. Falls back to your initials when no photo is set.
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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.
Default film labor
Fallback labor times used when a film’s product row in Settings → Products has no labor configured. When a film has setup or per sqft set on its own product row, that always wins; this kicks in only when both are zero. 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.
These values appear on every proposal you generate. Bullet-style fields use one bullet per line.
🎨 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 flags (panic 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
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.
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 only when BOTH width AND height exceed 72 inches.
- 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 Survey Readiness 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).
📋 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
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- By
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- Location UID
—- Client ID
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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.
Phase 1a — one-way pull. Customers can now be pulled from Simpro into ClimatePro. Contacts, Sites, and Leads land in a follow-up. Outbound (CP → Simpro) is still off.
🔌 Connection
—- Simpro build
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- Company ID
—- Token expires
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- Last config update
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↔ 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
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Messages stored
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Matches
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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.
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.