Configurators for the owner in the office and tools for the team in the field.
Start with owner-facing configurators that define how the Morning Board should work, then use field calculators and decoders when a specific equipment question comes up.
How the tools fit the workflow
Start with the operating question
Use the owner tools to decide what deserves attention now.
Use field tools when detail matters
Calculate, decode, or check compliance when the team needs a faster answer.
See how the answer stays visible
Move from one answer to a board that keeps follow-up, risk, and next steps visible.
What the product should add
- A ranked morning list of the customers worth contacting first.
- Callback, churn, and estimate signals surfaced before they become avoidable losses.
- Tech and install risk visible without forcing the owner to open every record.
- A practical path from one tool result to a daily operating decision.
Owner configurators
Rules the owner can set before the Morning Board goes to work
Morning Board Priority Configurator
Set the Morning Board mix, board size, urgency weighting, and confidence rules AssureStep should apply every morning.
Best for: owners deciding how the board should rank the day.
Follow-Up Configurator
Define which customer, equipment, and service signals belong in Call Now, Mention Next, or Fix Before Calling.
Best for: service managers and owners shaping outbound rules.
Callback Risk Configurator
Define revisit windows, repeat-visit thresholds, and confidence rules for install and service instability.
Best for: install managers, service managers, and owners.
Business Importance Configurator
Tell AssureStep which accounts and opportunities matter more to the business when operational urgency is otherwise similar.
Best for: owners shaping the board around business importance, not just risk.
Estimate Momentum Configurator
Set what counts as stale, high-value, inactive, or low-confidence before estimates land in Rescue Revenue.
Best for: owners and comfort advisors managing stalled revenue.
Membership / Churn Configurator
Set renewal windows, drift thresholds, and non-member repair rules before accounts rise into Save Accounts.
Best for: owners protecting recurring revenue.
Replacement Opportunity Checker
Use age, repairs, refrigerant, and warranty timing to decide when repair should become replacement.
Best for: owners and sales leaders shaping replacement pipeline.
Tech Coaching Configurator
Set sample-size, repeat-visit, and complaint rules before AssureStep surfaces coaching risk.
Best for: service managers and owners coaching the team.
Field tools
Still useful in the field when a specific equipment question comes up
BTU Calculator
Estimate heating and cooling load fast in the field.
Why it matters: sizing decisions should eventually show up on the morning board, not disappear after the estimate.
Tonnage Calculator
Convert BTUs to tons and validate system sizing assumptions.
Why it matters: this can feed replacement visibility and estimate follow-up, not just one quote.
A2L Checker
Check compliance status and refrigerant transition implications.
Why it matters: compliance questions should become customer and equipment risk visibility, not one-off lookups.
Serial Decoder
Estimate equipment age and identify likely install timing.
Why it matters: age checks should feed replacement watch and callback-risk context at the board level.
Refrigerant Calculator
Calculate refrigerant charge requirements with less friction.
Why it matters: refrigerant work should strengthen service-history context and callback signals.
CFM Calculator
Calculate airflow targets quickly for system checks and recommendations.
Why it matters: airflow findings should help the owner understand service risk later, not just today.
Duct Sizing
Quickly estimate duct dimensions for airflow planning.
Why it matters: duct sizing context should eventually show up in coaching, install, and estimate decisions.
Static Pressure
Review system pressure and diagnose airflow-related issues faster.
Why it matters: pressure findings should help flag install quality and coaching issues later.
SEER Calculator
Estimate efficiency levels and compare system performance expectations.
Why it matters: efficiency context should feed estimate recovery and upgrade follow-up.
Heat Load Calculator
Estimate Manual J style heat load needs for better sizing conversations.
Why it matters: heat load context should strengthen install confidence and replacement conversations later.
Recent calculations
Use the tools, then keep the context
Real product
The calculation is useful. The operating board is where the value compounds.
AssureStep should help contractors move from isolated tool usage to one board that answers follow-up today, callback risk, coaching risk, estimate recovery, and maintenance churn.