Comfort Advisor / Replacement Estimator

Explain financing options

  • Est. time saved10 min per visit
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0009
Never paste: Customer addresses, phone numbers or emails, financing applications or credit info, card numbers, gate/lockbox codes, or photos of the inside of someone's home showing family or personal items.

When to use it

When the homeowner asks about payments.

The prompt

Copy this, then replace everything in [brackets].

Explain our financing options plainly.
Programs: [e.g. 0% for 18 months (deferred interest Y/N), 9.99% for 120 months]
Example amounts: [system price]
How to apply: [time, soft/hard pull]

Short, honest, explain deferred interest if it applies. I'll check the lender's official terms before presenting.

Before / after

Before: Customer confused, says they’ll think about it.

After (example output):

Two ways to pay over time: (1) 0% for 18 months. Pay it off in time and there’s no interest. If not, the interest from day one is added. (2) A fixed payment of about $X/month for 10 years. Applying takes 5 minutes on your phone.

Tips

  • Never type financing applications or credit info into an AI tool.
  • Use your price book and real equipment data. The AI doesn’t know your prices or what’s in stock.
  • Present, don’t push. The homeowner decides.
  • Review every draft before you send it. You’re accountable for what goes out.