AirMatch Pro

October 3, 2024

2.0.2 - Fix selection of existing equipment in Custom proposals - Fix warranties not being selectable right after selecting an installation, in Custom and Mitsubishi - Show all proposal IDs on merged proposal documents - Show a warning when deleting a proposal that is part of a merged proposal 2.0.1 - You can hide cents on the Total Investment tab and documents, by checking the box "Hide Cents" in **Manager > Display Items** - LaserCalc documents now mention ACCA Manual J 2.0 - Improved data reliability - No more issues with data not syncing between devices - All data is now loaded directly from the cloud - Super fast login - Enhancements to Custom - You can now add equipment directly to your Custom build in **Manager > Equipment** - You can now create matchups for Custom equipment in **Manager > Equipment** - Matchups can be selected when building a Custom proposal - Prices are now hidden for any pre-existing Custom equipment. This allows you to set wholesale prices that get marked up, without revealing the price to the client. - If you add new equipment while building a proposal, you can set the retail price directly in the proposal. This equipment exist in that proposal only, and will not be saved for use in other proposals. - You can now set a markup for Custom equipment using the **Equipment Markup** setting in **Manager > Warranties / Margins** - AHRI certificates now shown if an AHRI # is provided - Equipment search - You can now type in the equipment dropdowns to search by model number or description - Add/Edit Users Easily - You can now add users to your company directly from the **Manager > Users** screen - Edit user information from the same screen, such as when a user's email has changed. - The merged proposals list on the client page now shows logos for all included brands - Heat Strips - Heat strips can now be added at any time - In the past they were included in equipment databases, but they are now separate, which makes adding and editing them much easier. - You can now set a markup for thermostats

October 2, 2024

2.0.1 - You can hide cents on the Total Investment tab and documents, by checking the box "Hide Cents" in **Manager > Display Items** - LaserCalc documents now mention ACCA Manual J - Fixes and improvements 2.0 - Improved data reliability - No more issues with data not syncing between devices - All data is now loaded directly from the cloud - Super fast login - Enhancements to Custom - You can now add equipment directly to your Custom build in **Manager > Equipment** - You can now create matchups for Custom equipment in **Manager > Equipment** - Matchups can be selected when building a Custom proposal - Prices are now hidden for any pre-existing Custom equipment. This allows you to set wholesale prices that get marked up, without revealing the price to the client. - If you add new equipment while building a proposal, you can set the retail price directly in the proposal. This equipment exist in that proposal only, and will not be saved for use in other proposals. - You can now set a markup for Custom equipment using the **Equipment Markup** setting in **Manager > Warranties / Margins** - AHRI certificates now shown if an AHRI # is provided - Equipment search - You can now type in the equipment dropdowns to search by model number or description - Add/Edit Users Easily - You can now add users to your company directly from the **Manager > Users** screen - Edit user information from the same screen, such as when a user's email has changed. - The merged proposals list on the client page now shows logos for all included brands - Heat Strips - Heat strips can now be added at any time - In the past they were included in equipment databases, but they are now separate, which makes adding and editing them much easier. - You can now set a markup for thermostats

September 25, 2024

### 2.0 - Improved data reliability - No more issues with data not syncing between devices - All data is now loaded directly from the cloud - Super fast login - Enhancements to Custom - You can now add equipment directly to your Custom build in **Manager > Equipment** - You can now create matchups for Custom equipment in **Manager > Equipment** - Matchups can be selected when building a Custom proposal - Prices are now hidden for any pre-existing Custom equipment. This allows you to set wholesale prices that get marked up, without revealing the price to the client. - If you add new equipment while building a proposal, you can set the retail price directly in the proposal. This equipment exist in that proposal only, and will not be saved for use in other proposals. - You can now set a markup for Custom equipment using the **Equipment Markup** setting in **Manager > Warranties / Margins** - AHRI certificates now shown if an AHRI # is provided - Equipment search - You can now type in the equipment dropdowns to search by model number or description - Add/Edit Users Easily - You can now add users to your company directly from the **Manager > Users** screen - Edit user information from the same screen, such as when a user's email has changed. - The merged proposals list on the client page now shows logos for all included brands - Heat Strips - Heat strips can now be added at any time - In the past they were included in equipment databases, but they are now separate, which makes adding and editing them much easier. - You can now set a markup for thermostats

September 3, 2024

### 1.4.6 - New Mitsubishi, Rheem, and Carrier databases - Fix Mitsubishi proposals temporarily not showing equipment after selecting an installation ### 1.4.5 - Fix app getting stuck switching between proposals for clients with more than one proposal - Fix rebates sometimes not saving - More updates to Ruud and Carrier equipment ### 1.4.4 - Fix rebates not updating in some cases ### 1.4.3 - New Carrier and Ruud databases - Change to 5 day right to cancel to cover senior citizens requirements - When using the duplicate proposal feature, proposals are now synced across different devices ### 1.4.2 - New Trane database - Improve merged proposal total calculation on Disclosures doc - Handle errors when ESAs are empty or invalid ### 1.4.1 - New Bryant database with 3 phase units - Add missing heat strips for several brands - Fix merged proposal totals ### 1.4.0 - NEW! AirMatch now available on iPhones! Visit https://apps.apple.com/us/app/airmatch-pro/id6445839001 - New databases for Mitsubishi, American Standard, Carrier, Goodman, Trane, and Bryant - Equipment cost is now shown on the Summary sheet (managers only), in addition to marked up price

August 16, 2024

### 1.4.5 - Fix app getting stuck switching between proposals for clients with more than one proposal - Fix rebates sometimes not saving - More updates to Ruud and Carrier equipment ### 1.4.4 - Fix rebates not updating in some cases ### 1.4.3 - New Carrier and Ruud databases - Change to 5 day right to cancel to cover senior citizens requirements - When using the duplicate proposal feature, proposals are now synced across different devices ### 1.4.2 - New Trane database - Improve merged proposal total calculation on Disclosures doc - Handle errors when ESAs are empty or invalid ### 1.4.1 - New Bryant database with 3 phase units - Add missing heat strips for several brands - Fix merged proposal totals ### 1.4.0 - NEW! AirMatch now available on iPhones! Visit https://apps.apple.com/us/app/airmatch-pro/id6445839001 - New databases for Mitsubishi, American Standard, Carrier, Goodman, Trane, and Bryant - Equipment cost is now shown on the Summary sheet (managers only), in addition to marked up price

August 6, 2024

### 1.4.3 - New Carrier and Ruud databases - Change to 5 day right to cancel to cover senior citizens requirements - When using the duplicate proposal feature, proposals are now synced across different devices ### 1.4.2 - New Trane database - Improve merged proposal total calculation on Disclosures doc - Handle errors when ESAs are empty or invalid ### 1.4.1 - New Bryant database with 3 phase units - Add missing heat strips for several brands - Fix merged proposal totals ### 1.4.0 - NEW! AirMatch now available on iPhones! Visit https://apps.apple.com/us/app/airmatch-pro/id6445839001 - New databases for Mitsubishi, American Standard, Carrier, Goodman, Trane, and Bryant - Equipment cost is now shown on the Summary sheet (managers only), in addition to marked up price

June 25, 2024

### 1.4.2 - New Trane database - Improve merged proposal total calculation on Disclosures doc - Handle errors when ESAs are empty or invalid ### 1.4.1 - New Bryant database with 3 phase units - Add missing heat strips for several brands - Fix merged proposal totals ### 1.4.0 - NEW! AirMatch now available on iPhones! Visit https://apps.apple.com/us/app/airmatch-pro/id6445839001 - New databases for Mitsubishi, American Standard, Carrier, Goodman, Trane, and Bryant - Equipment cost is now shown on the Summary sheet (managers only), in addition to marked up price

June 3, 2024

### 1.4.1 - New Bryant database with 3 phase units - Add missing heat strips for several brands - Fix merged proposal totals ### 1.4.0 - NEW! AirMatch now available on iPhones! Visit https://apps.apple.com/us/app/airmatch-pro/id6445839001 - New databases for Mitsubishi, American Standard, Carrier, Goodman, Trane, and Bryant - Equipment cost is now shown on the Summary sheet (managers only), in addition to marked up price ### 1.3.8 - NEW! Specify names for proposals. Especially useful when merging multiple proposals into one or using the Comparison feature. - Fixes and improvements ### 1.3.7 - Fix PDF/DocuSign not showing final price for some complex merged proposals on certain systems ### 1.3.6 - NEW! "Include Comparison" checkbox for the Proposal allows you to include Good/Better/Best in DocuSign. This allows clients to choose the system they want when signing. Watch the video here: https://airmatchpro.com/how-to/good-better-best/ - New Carrier equipment database - Don't show furnaces if they are more than 1 ton different from the selected system tonnage, even if an AHRI matchup exists. ### 1.3.5 - NEW! Filter GoodLeap loan offers by term, rate, and dealer fee - New Lennox database with SL25XPV heat pumps - Improve saving of Comparison document ### 1.3.4 - Fix Windows corrupted build ### 1.3.3 - Fix "DocuSign Not Enabled" message showing incorrectly - Don't show "Additional Investment" on proposal - Improve document page breaks on iPad - Improve multi-page proposal page breaks to reduce blank spaces ### 1.3.2 - New databases for Carrier and Lennox - Bug fixes ### 1.3.1 - Bug fixes ### 1.3 - NEW! Merge multiple proposals into one. Mix brands, and have separate scopes of work for each proposal. - New databases for American Standard, Bryant, Carrier, Rheem, Goodman, and Lennox - Proposals and Summary sheets now automatically split into multiple pages when needed - Improvements to the subscription signup process

May 30, 2024

### 1.4.0 - Now available on iPhones! All the proposal features from the iPad version. Does not include back-office features from the Manager menu, which are better suited for larger screens. - New databases for Mitsubishi, American Standard, Carrier, Goodman, Trane, and Bryant - Equipment cost is now shown on the Summary sheet (managers only), in addition to marked up price ### 1.3.8 - NEW! Specify names for proposals. Especially useful when merging multiple proposals into one or using the Comparison feature. - Fixes and improvements ### 1.3.7 - Fix PDF/DocuSign not showing final price for some complex merged proposals on certain systems ### 1.3.6 - NEW! "Include Comparison" checkbox for the Proposal allows you to include Good/Better/Best in DocuSign. This allows clients to choose the system they want when signing. Watch the video here: https://airmatchpro.com/how-to/good-better-best/ - New Carrier equipment database - Don't show furnaces if they are more than 1 ton different from the selected system tonnage, even if an AHRI matchup exists. ### 1.3.5 - NEW! Filter GoodLeap loan offers by term, rate, and dealer fee - New Lennox database with SL25XPV heat pumps - Improve saving of Comparison document ### 1.3.4 - Fix Windows corrupted build ### 1.3.3 - Fix "DocuSign Not Enabled" message showing incorrectly - Don't show "Additional Investment" on proposal - Improve document page breaks on iPad - Improve multi-page proposal page breaks to reduce blank spaces ### 1.3.2 - New databases for Carrier and Lennox - Bug fixes ### 1.3.1 - Bug fixes ### 1.3 - NEW! Merge multiple proposals into one. Mix brands, and have separate scopes of work for each proposal. - New databases for American Standard, Bryant, Carrier, Rheem, Goodman, and Lennox - Proposals and Summary sheets now automatically split into multiple pages when needed - Improvements to the subscription signup process

April 25, 2024

### 1.3.8 - NEW! Specify names for proposals. Especially useful when merging multiple proposals into one or using the Comparison feature. - Fixes and improvements ### 1.3.7 - Fix PDF/DocuSign not showing final price for some complex merged proposals on certain systems ### 1.3.6 - NEW! "Include Comparison" checkbox for the Proposal allows you to include Good/Better/Best in DocuSign. This allows clients to choose the system they want when signing. Watch the video here: https://airmatchpro.com/how-to/good-better-best/ - New Carrier equipment database - Don't show furnaces if they are more than 1 ton different from the selected system tonnage, even if an AHRI matchup exists. ### 1.3.5 - NEW! Filter GoodLeap loan offers by term, rate, and dealer fee - New Lennox database with SL25XPV heat pumps - Improve saving of Comparison document ### 1.3.4 - Fix Windows corrupted build ### 1.3.3 - Fix "DocuSign Not Enabled" message showing incorrectly - Don't show "Additional Investment" on proposal - Improve document page breaks on iPad - Improve multi-page proposal page breaks to reduce blank spaces