HomeWise
HomeWise offers Quote Studio, a proposal platform that helps HVAC contractors create transparent, accurate quotes for residential heating and cooling replacements. The software links room-by-room heat loss calculations to equipment selection, automatically applies program rebate rules like Mass Save incentives, and generates financing estimates, giving homeowners a clear picture of both the system and the investment.
- Software Only
- Artificial Intelligence
- AI Agents
Funding
Founders
Founder details are not available yet.
Product
Problem
Homeowners often struggle to understand why a specific heating and cooling system is recommended and what it will truly cost, leading to confusion and hesitation during the sales process. Contractors lack tools that clearly connect a home's measured heat loss to equipment sizing, program incentives, and financing options.
Solution
Quote Studio provides a proposal platform that guides contractors through a structured workflow, starting with room-by-room heat loss visualization and ending with a complete financial picture. The software links each area's heating requirement directly to equipment from the contractor's price book, automatically verifying that the selected system covers the load at design temperatures. It then calculates applicable rebates based on program rules, such as Massachusetts' Mass Save incentives, and generates estimated monthly loan payments using available financing programs. This creates a single, coherent document that helps homeowners see exactly why the equipment was chosen, what incentives apply, and what their ongoing cost will be.
Target Audience
Primary users are HVAC contractors and home performance professionals who need to create accurate, transparent quotes for residential heating and cooling system replacements.
Features
- Interactive heat-loss visualization per floor and zone, showing BTU/h requirements for each area of the home
- Direct integration with contractor price books to match equipment capacity against calculated heat loss at outdoor design temperatures
- Automated rebate rule engine that builds in program eligibility requirements, such as Mass Save's whole-home incentive calculations
- Financing calculator that produces estimated monthly payments for programs like the 0% APR HEAT Loan
- AI office assistant (Luna) accessible via text to track project context, follow-ups, and next steps