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Tap New estimate. Under System replacement, pick the system, the cooling size and furnace size, choose 1, 2 or 3 options (Choice, Priority, Premier), and tap Add. Each option is priced with your price book, includes model numbers from your brand, and lists what is included with the new system.

Open the estimate, tap the circle on the option the homeowner chose, then tap Accept & convert to invoice under the totals (it reads Convert to invoice if you already marked the estimate accepted). The chosen option and any deposit carry over, and the estimate is marked accepted and linked to the new invoice.

Tap Send, then choose Email, Text message or Other apps. Mail or Messages opens with your customer, message and the PDF already filled in. Review it and tap Send. Emails go from your own email account and texts from your own phone number.

Email needs an account set up in the iPhone Mail app (Settings › Mail › Accounts). Texts need a device that can send messages. You can always choose Other apps to share the PDF another way.

Open Price Book. Tap any item to change its price, name or model number; every built-in item has a Reset to default. Under Included With Your New System, add or remove items and choose which systems each one comes with. Settings › Reset to factory defaults puts every built-in item, price and included item back to the factory version, forgets remembered equipment prices and restores the option names; your own items, customers, estimates, invoices and company details are kept. Changes apply to new estimates.

Everything is free for your first 30 days. After that, a Pro subscription is needed to create new estimates and invoices; everything you already made stays available. Payment is handled by Apple; cancel any time in your iPhone Settings › your name › Subscriptions, at least 24 hours before the renewal date.

Sign in with the same Apple Account, open the app, and tap Settings › Restore Purchases.

Sign in to the same iCloud account on each device and turn on Settings › iCloud › Sync with iCloud in the app. Your customers, documents, price book and photos stay the same everywhere.

With iCloud sync on, your data is already backed up to your private iCloud. You can also use Settings › Data › Prepare backup file to save a copy somewhere safe, and Restore from backup on another device.

They are starting points. Please confirm model numbers, specifications and prices with your distributor before quoting or ordering. HVAC Invoice Pro is not affiliated with any equipment manufacturer.