# Sunwell

> Sunwell is a field service CRM and live operating board for roofing, HVAC, plumbing and electrical companies of every size, from one truck to many branches. It keeps leads, inspections, estimates, Good, Better, Best proposals with monthly financing, crews and dispatch, invoices, payments and customer updates in one place. Sunwell is priced with a custom written quote based on team size, locations and features, with guided setup and data import included. Sign in at https://app.sunwellcrm.com. Contact: sean@sunwellcrm.com.

## Trades

- [Sunwell for Roofing](https://www.sunwellcrm.com/roofing/): Roofing CRM for inspections, estimates, Good Better Best proposals, crews and payments. Measurements, photos and supplier material pricing on one property record.
- [Sunwell for HVAC](https://www.sunwellcrm.com/hvac/): HVAC software for service calls, installs and maintenance visits. Dispatch board, equipment option proposals with monthly financing, invoicing and payments.
- [Sunwell for Plumbing](https://www.sunwellcrm.com/plumbing/): Plumbing software for urgent and scheduled calls, property manager accounts, flat-rate pricebooks, dispatch, invoicing and payments.
- [Sunwell for Electrical](https://www.sunwellcrm.com/electrical/): Electrical contractor software for service calls, panel upgrades and projects. Dispatch, proposals, photos and documents on the job, invoicing and payments.

## Product

- [Dispatch and scheduling](https://www.sunwellcrm.com/features/dispatch/): Sunwell's dispatch board shows every crew's day on one screen. Drag a job to a crew and the schedule, owner and next step update together; techs see it on their phone, and the office sees status change as the day moves.
- [Proposals and estimates](https://www.sunwellcrm.com/features/proposals/): Sunwell builds branded Good, Better, Best proposals from your own templates and pricebook. Each option shows its monthly payment, homeowners compare side by side and sign online, and you see when they open it.
- [Invoicing and payments](https://www.sunwellcrm.com/features/invoicing-payments/): Sunwell creates the invoice from the job, so nobody retypes anything. Send a card payment link and the invoice marks itself paid when the customer pays; deposits can be taken by card on signing, and QuickBooks Online sync is available.
- [Customer portal](https://www.sunwellcrm.com/features/customer-portal/): The Sunwell customer portal gives homeowners, property managers and vendors a secure link to their own jobs: proposals to accept, invoices to pay and updates as work moves. Links expire, you can revoke them, and portal access is always free.
- [Reporting and owner home](https://www.sunwellcrm.com/features/reporting/): Sunwell's owner home shows what sold this month, open estimates, active jobs and unpaid invoices, plus what needs attention: stale proposals, past-due invoices and leads with no owner. Each branch keeps its own numbers, with one view across all of them.
- [Field app](https://www.sunwellcrm.com/features/field-app/): The Sunwell field app gives crews their day on their phone: jobs in order with directions, the scope, the checklist and the customer's history. Photos and notes land on the job the moment they are taken, and status updates reach the office and the customer.
- [Product tour](https://www.sunwellcrm.com/tour/): one roof job in Sunwell, from a web form lead to a paid deposit in under four hours (sample).
- [About Sunwell](https://www.sunwellcrm.com/about/)
- [Contact](https://www.sunwellcrm.com/contact/): sean@sunwellcrm.com, replies within one business day.

## Guides

- [How do you calculate roofing squares?](https://www.sunwellcrm.com/guides/how-to-calculate-roofing-squares/): Multiply the building footprint, including overhangs, by the pitch multiplier, add 10 to 20 percent waste, and divide by 100. One roofing square equals 100 square feet of roof surface. A 1,440 square foot footprint at 6/12 pitch with 12 percent waste comes to about 18 squares, or 55 bundles.
- [What is roof pitch and how does the pitch multiplier work?](https://www.sunwellcrm.com/guides/roof-pitch-and-pitch-multiplier/): Roof pitch is how many inches the roof rises for every 12 inches of horizontal run, such as 6/12. The pitch multiplier converts flat footprint area into true roof surface area. It equals the square root of 1 plus the rise over 12, squared, so a 6/12 roof uses 1.118.
- [How do you price a roof replacement estimate?](https://www.sunwellcrm.com/guides/how-to-price-a-roof-replacement-estimate/): Add up your direct costs for materials, labor, disposal and permits, then divide by one minus your target gross margin. Pricing from margin, not a flat markup, protects your overhead and profit. A $6,634 job at a 40 percent margin sells for about $11,057.
- [How do you write a good, better, best roofing proposal?](https://www.sunwellcrm.com/guides/good-better-best-roofing-proposals/): Offer three complete roof options at different price points and say clearly what each tier adds, such as shingle line, underlayment, accessories and warranty. Price each tier from its own cost, show the monthly payment, and never assume a homeowner cannot afford the upgrade.
- [How is AC tonnage sized, and why does Manual J matter?](https://www.sunwellcrm.com/guides/ac-tonnage-sizing-and-manual-j/): AC tonnage is sized from the home's calculated cooling load, not its square footage. One ton equals 12,000 Btu per hour. A Manual J load calculation gives the load in Btu per hour, and the installer picks the nearest equipment size that does not oversize it by much, commonly within 15 percent.
- [What is SEER2 and what SEER2 rating do you need?](https://www.sunwellcrm.com/guides/seer2-explained/): SEER2 is the seasonal energy efficiency rating for central air conditioners and heat pumps, measured under the test procedure that took effect January 1, 2023. A higher number means less electricity per unit of cooling. The legal minimum depends on region, equipment type and capacity.
- [How do you present HVAC options with financing?](https://www.sunwellcrm.com/guides/presenting-hvac-options-with-financing/): Show two or three complete system options side by side, each with its total price and a monthly payment from the lender's actual terms. The payment on an amortizing loan comes from the loan amount, the monthly rate and the number of months. State the term and rate beside every payment.
- [Is flat-rate or time-and-materials pricing better for plumbers?](https://www.sunwellcrm.com/guides/flat-rate-vs-time-and-materials-plumbing/): Flat-rate pricing fits repeatable jobs where you can price the work from a pricebook before you start, and time-and-materials fits open-ended diagnostics. Many shops use both. Flat rate gives customers a known price and moves the risk of a slow job to the shop.
- [How do you run emergency and after-hours plumbing dispatch?](https://www.sunwellcrm.com/guides/plumbing-emergency-after-hours-dispatch/): Write a playbook that triages every after-hours call, rotates a named on-call tech with a backup, sets response targets, and quotes a separate dispatch fee before the truck rolls. True emergencies get a truck now. Contained problems wait for the morning schedule.
- [How do you estimate a 100A to 200A panel upgrade?](https://www.sunwellcrm.com/guides/estimate-100a-to-200a-panel-upgrade/): Confirm the home needs 200 amps with a load calculation, then price the full service: meter socket, service conductors, panel, grounding and bonding, permit, utility coordination and inspection. Price from direct cost and your target margin. Permit rules, utility steps and code edition vary by jurisdiction.
- [How do you do a residential electrical load calculation?](https://www.sunwellcrm.com/guides/residential-load-calculation-basics/): Under the NEC 220.82 optional method, add the general loads, take 100 percent of the first 10 kVA and 40 percent of the rest, add the larger of the cooling or heating load, and divide by 240 volts. The result in amps sizes the service. Confirm details against your adopted code edition.
- [What is the difference between markup and margin?](https://www.sunwellcrm.com/guides/markup-vs-margin-for-contractors/): Markup is profit as a percent of cost, and margin is profit as a percent of the selling price. A 30 percent markup gives only a 23.1 percent margin. To earn a target margin, divide cost by one minus the margin. Mixing them up quietly underprices your jobs.

## Free tools

- [Roofing squares calculator](https://www.sunwellcrm.com/tools/roofing-squares/): One roofing square is 100 square feet of roof. Multiply the footprint (with overhangs) by the pitch multiplier to get roof area, divide by 100, then add waste: about 10% for simple gables and 15% or more for hips and valleys.
- [Markup and margin calculator](https://www.sunwellcrm.com/tools/markup-margin/): Margin is profit as a share of the price; markup is profit as a share of the cost. To hit a target margin, divide cost by one minus the margin: a $1,000 job at a 40% margin is priced at $1,667, which is a 67% markup.
- [Roof pitch calculator](https://www.sunwellcrm.com/tools/roof-pitch/): Roof pitch is the rise in inches for every 12 inches of run, written like 6/12. The pitch multiplier, the square root of 1 plus (rise over 12) squared, turns a flat footprint into true roof area: a 6/12 roof is about 11.8% larger than its footprint.
- [AC tonnage estimator](https://www.sunwellcrm.com/tools/hvac-tonnage/): One ton of cooling is 12,000 BTU per hour. Square-foot rules of thumb give only a rough starting range; the right size comes from an ACCA Manual J load calculation that accounts for insulation, windows, orientation and climate.
- [Financing monthly payment calculator](https://www.sunwellcrm.com/tools/financing-payment/): A fixed-rate monthly payment equals the amount times the monthly rate, divided by one minus (1 plus the monthly rate) to the power of minus the number of months. Showing the monthly figure next to each option helps homeowners compare good, better and best.
- [Flat rate price calculator](https://www.sunwellcrm.com/tools/flat-rate-price/): A flat rate price covers the expected labor hours at your burdened labor and overhead cost per hour, plus materials, divided by one minus your target margin. The customer sees one price before work starts, and you carry the risk if the job runs long.

## Compare and switch

- [Compare Sunwell](https://www.sunwellcrm.com/compare/): pricing model, setup, contracts and trades next to other field service CRMs, from public sources.
- [Switching guides](https://www.sunwellcrm.com/switch/): how a move to Sunwell works, with data import included.

## Company

- [Pricing](https://www.sunwellcrm.com/pricing/): a written quote within one business day, sized to your team.
- [Security](https://www.sunwellcrm.com/security/)
- [Integrations](https://www.sunwellcrm.com/integrations/)
- [En español](https://www.sunwellcrm.com/es/)

## Optional

- [Full text of the guides and FAQs](https://www.sunwellcrm.com/llms-full.txt)