Comfort Advisor / Replacement Estimator

Explain load calculations and sizing in plain English

  • Est. time saved10 min per visit
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0013
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 a homeowner asks why you’re recommending a different size than they have.

The prompt

Copy this, then replace everything in [brackets].

Explain HVAC sizing in plain English.
Current system: [size, age]
Load calc result (Manual J or our method): [tons/BTU]
Why it differs: [insulation, windows, duct issues, previous oversizing]
Recommendation: [size + any duct changes]

Under 150 words, simple analogy, no jargon without explanation.

Before / after

Before: ‘Bigger is better’ and a short-cycling, humid house.

After (example output):

Your current system is 4 tons, but our load calculation says the house needs about 3 tons. That’s because of the newer windows and attic insulation. A system that’s too big cools quickly, shuts off, and never removes the humidity, so the house feels clammy. The right size runs longer, quieter, and drier.

Tips

  • Always run an actual load calc. The AI explains it; it doesn’t calculate it.
  • 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.