ComfortLoad Designer

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Cloud project ID

MVP scope: ComfortLoad Designer prepares takeoff data, documents assumptions, and packages a load-calc handoff. It does not replace professional HVAC design review or approved load calculation software.
National setup: Start with the project state, county, jurisdiction, adopted code path, and licensed design-temperature source. Company market presets can be saved for reuse, but ComfortLoad is built for U.S.-wide projects. Final code, permit, and design requirements must be verified against the local authority having jurisdiction.

Start Real Design

Run one builder plan through the controlled ComfortLoad workflow from upload to export.

Current Design Basis

Next Best Actions

Saved Projects

Open cloud jobs, save the current job, or clean up test projects for this company.

Cloud jobs 0

Stored files 0

Current job None

Real / test jobs 0 / 0

Search Data Status Sort

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Select	Project	Status	Builder	ZIP	Files	Updated	Actions

Current Project Files

Open, replace, or delete files attached to the job currently loaded in ComfortLoad.

Type	File	Size	Status

Project Setup

Start each home with location, jurisdiction, plan scale, and design path.

Project name Customer / builder Project status ComfortLoad local ID Hays CRM job ID Hays CRM customer ID Builder job / lot reference CRM sync status CRM notes

State / territory County / parish / borough AHJ / local jurisdiction City / market ZIP code Climate area Code path Design program Project unit / side Indoor heating design temp F Indoor cooling design temp F Infiltration preset ACH / blower-door target Ventilation strategy Conditioned area override sq ft Bedrooms Ventilation design CFM

Airflow Calculation Basis

Review infiltration and ventilation assumptions before they flow into preview loads, Manual J V1 validation, and final report checks.

Winter design dry bulb Summer design dry bulb Summer coincident wet bulb Design temperature source Saved design location

Plan scale AHJ override reason

Envelope & Load Inputs

Capture the project data needed for a clean load-calc handoff. These are reviewable planning inputs until a validated load-calc engine is approved.

Wall assembly Wall R-value Wall U-factor Ceiling / attic assembly Ceiling R-value Ceiling U-factor Floor assembly Floor R-value Floor U-factor Foundation type Slab edge R-value Slab insulation depth in. Crawl wall R-value Crawl floor R-value Attic type Garage separation R-value Duct location Duct insulation R-value Duct leakage target North arrow angle Orientation source Default window U-factor Default window SHGC Default exterior door U-factor Envelope notes

Uploads

Plans and specs can be read into the project; unknown fields stay editable.

Architectural plans Floor plans, elevations, sections, window schedule LiDAR / 3D scan Room scans, point clouds, floor-plan exports, ceiling heights Insulation & envelope specs Walls, attic, crawlspace, slab edge, garage separation Window / door data U-factor, SHGC, dimensions, manufacturer schedule Equipment data AHRI, submittals, blower tables, static pressure limits Home photos Exterior elevations, mechanical room, attic, crawlspace, existing conditions Reference software reports Wrightsoft/CoolCalc reports, assumptions, room loads, screenshots

Uploaded file register

Files should show as stored before a cloud-saved project is used from another device.

Type	File	Size	Status

Secure File Access Rules

Verify signed-in, company-scoped, role-based file access for uploaded plans, photos, scans, backups, and support evidence.

R2 File Storage Reconciliation

Compare D1 file records to R2 object metadata so stored builder plans stay usable from every signed-in device.

Upload Quarantine Workflow

Track scan requests, manual review, release/hold status, and scanner-provider readiness for stored project files.

File Replace/Delete History

Audit trail for uploads, replacements, removals, deletes, storage success, and failures.

Document Parsers V1

Read common AHRI certificate and HVAC info sheet text into editable project assumptions.

Parse AHRI certificate Model numbers, capacity, SEER2, HSPF2, AHRI reference Parse HVAC info sheet Envelope, window, crawl, attic, infiltration, ventilation notes

Upload an AHRI certificate or HVAC info sheet to parse fields.

LiDAR / Mobile Capture

Store mobile scan exports with the project now, then connect the native phone capture app later.

Ready now

Import scan files

Attach RoomPlan exports, point clouds, 3D models, scan ZIP files, and field photos to the same project folder as the builder PDF.

Mobile app step

Live LiDAR scanning

Direct scanning from an iPhone or iPad needs a native mobile app layer. This screen is the project-side home for that data.

HVAC checks

Use scan data for

Ceiling heights, vaulted rooms, room volume, window and door checks, exterior walk-through photos, and plan-to-field comparison.

Mobile LiDAR scan export RoomPlan JSON, point cloud, 3D model, or zipped scan package Mobile field photos / video Walk-through photos, equipment spaces, attic, crawlspace, elevations

Mobile scan checklist

Capture every conditioned room Capture ceiling height changes and vaulted areas Capture exterior wall openings and orientation notes Capture attic, crawlspace, garage, and duct locations when visible Compare scan dimensions against builder PDF after upload

Current LiDAR status: ComfortLoad can store LiDAR/mobile scan exports in the project now. Direct live phone scanning is not built yet; that comes with the future native mobile capture app.

Site Image Measuring

Use an address, aerial image, or uploaded site photo to trace the outside of the home.

What this should calculate

Building footprint perimeter North orientation for window solar load Garage and attached unconditioned spaces Compare aerial outline against PDF floor plan Flag porches, decks, and roof overhangs for review

Map licensing: A production app should use Google Maps Platform, Apple MapKit, or another licensed imagery provider. Screenshots copied from Google Earth should not be treated as a reusable data source without checking licensing.

Plan Viewer

Upload a builder plan, calibrate scale, then trace a room or wall. This is the first real takeoff milestone.

Plan PDF or image Tool Known distance ft PDF page Page 1 Floor view Page label Page unit / side Room name

Plan Pages Upload a PDF to see page thumbnails.

Upload a builder PDF or plan image Then click two known points to calibrate scale.

Measurement Results

Scale: Not calibrated
Current length: 0 ft
Room area: 0 sq ft
Perimeter: 0 ft

Tip: choose Calibrate scale, click two points on a known dimension, enter the real distance, then finish. Switch to Trace room and click each room corner.

North arrow No plan north arrow saved yet.

PDF Auto-Detect V1

Upload a plan, select a detect area around one unit or floor plan, then run detection.

No detect area set for this page.

Expected rooms Min wall length px Dark pixel max Gap tolerance px Merge tolerance px Room tolerance px Min room area px² Max room suggestions Tuning notes

Selected Shape

Label Type

Floor Ceiling ft Exposure Unit / side Served room Zone condition Duct basis Vaulted Over garage

Width ft Height ft U-factor SHGC Orientation

Traced Items

Room Takeoff

Enter room geometry and flags for the first load-calc handoff package.

Room name Floor Area sq ft Ceiling ft Exterior wall ft Windows Flags

Room	Floor	Area	Ceiling	Volume	Ext. Wall	Windows	Flags
Totals		0 sq ft		0 cu ft	0 ft	0

Floor-Level Takeoff Summary

Review each floor before export: room area, volume, shell, openings, and special-condition flags.

Room Load Basis

Normalize each room into the geometry, assembly, opening, duct, and source-status inputs used by Load Engine V1.

Room Envelope Detail Matrix

Review room-level wall, ceiling, floor, opening, boundary, and duct inputs before running or comparing loads.

Window / Door Quick Entry

Add schedule items from the plans or builder spec even when they are not traced on the PDF yet.

Type Label Room served Width ft Height ft U-factor SHGC Orientation

Window/door defaults fill only blank U-factor and SHGC fields.

Schedule Import

Paste a CSV from a builder window/door schedule, preview the rows, then import them as reviewable openings.

Window/door schedule CSV

Default floor Default orientation Fill blank U-factor / SHGC from envelope defaults

No schedule preview yet.

Opening	Type	Room	Size	U-factor	SHGC	Orientation

National Standards & Defaults

Track the standards basis, imported design-temperature source, and assumptions for any U.S. project.

Standards Basis

International Mechanical Code (IMC) International Energy Conservation Code (IECC) ASHRAE design/weather data and HVAC guidance NFPA 90B residential warm air heating and air conditioning EPA Section 608 refrigerant handling / technician certification note

State / AHJ Code Library

Track the adopted code basis, local amendments, source notes, and reviewer status for the project jurisdiction.

Adopted code source Code review status Code reviewer Review date Local amendments / AHJ notes

Design Temperature Library

Import a licensed CSV or JSON file with state, county, winter dry bulb, summer dry bulb, wet bulb, and source fields.

Import licensed design temps Use your ICC/ASHRAE subscription export or a company-approved table.

Find county / weather row State filter Sort

Release version Source label Release notes

Paste or stage design-temperature rows

Paste CSV or JSON rows, preview the QA result, then apply the staged rows to the active company library.

No staged design-temperature rows yet.

No design-temperature library imported yet.

Program Path Validation

Confirms that weather stays location-based while the selected design path controls inputs, defaults, documentation, and approval rules.

Program Path Decision Matrix

Compare Code Minimum, ENERGY STAR, DOE ZERH, Builder Spec, and AHJ Override before locking the design path.

ENERGY STAR / DOE Report Pack

Build a program-path documentation packet from weather, envelope, infiltration, ventilation, equipment, and reviewer evidence.

Assembly Defaults Library

Save and load company-approved envelope defaults by program path and climate zone for Manual J V1 review.

Using built-in review defaults until a company library is loaded.

Program path Climate band Wall R Ceiling R Floor R Slab edge R Slab depth in Crawl wall R Window U Window SHGC Door U Duct location Duct R Duct leakage note

Select a program path and climate band to review default values.

Review Inputs

The CRM should not hide assumptions. Every load input needs a status before final export.

LiDAR use: When a scan is uploaded, the CRM should compare it against the PDF plan and use it to confirm room dimensions, ceiling heights, vaulted areas, window/door locations, and building volume. Any mismatch should stay flagged for review.

Input	Value	Status	Source

Manual J Engine V1

Calculate block and room-by-room validation loads with transparent worksheet output and reference-software comparison.

Validation mode: Manual J Engine V1 is built for internal beta comparison against approved software. Do not use it as a final standalone load calculation until the 10-20 job validation set, legal/code review, and manager approval gates are complete.

Formula Audit Gate

Proves each Manual J V1 load category has worksheet evidence, input flags, and reference-review status before manager approval.

Calculation Run Cloud History

Save each Manual J V1 run as auditable company evidence for reference-software comparison, tuning, and manager review.

Run the engine, then save the calculation record to project cloud history.

Equipment Selection & Sizing Guardrails

Track AHRI/submittal data and compare selected equipment against Manual J V1 output before beta review.

AHRI reference Outdoor model Indoor model Cooling capacity BTU/h Sensible capacity BTU/h Latent capacity BTU/h Heating capacity BTU/h SEER2 EER2 HSPF2 Source Review status Cooling low ratio Cooling high ratio Heating low ratio Heating high ratio Equipment notes

Air Distribution & Register Planner V1

Convert room-by-room Manual J CFM into a reviewable supply-register and return-path planning schedule.

Max supply CFM per register Minimum room CFM flag Return strategy Air distribution notes

Manual D Helper V1

Build a review worksheet for available static, friction rate, and starting duct sizes from the room CFM plan.

Design external static in. w.c. Coil / accessory drop Filter drop Longest TEL ft Branch max velocity FPM Trunk max velocity FPM Duct material Duct sizing notes

Real Validation Run

Use this lane to run one actual house plan through upload, calibration, takeoff, engine output, reference comparison, company validation storage, and export review.

Engine Settings

Engine status Review status Assumption review Assumption accepted by Assumption accepted date Block tolerance % Room tolerance % Latent grains difference Cooling CFM per ton Internal sensible BTU/h Internal latent BTU/h Duct cooling % Duct heating % Reviewer Reviewer notes Assumption review notes

Reviewer Overrides

Apply override values to report output

Sensible cooling override BTU/h Latent cooling override BTU/h Heating override BTU/h Vent cooling override BTU/h Vent heating override BTU/h Infiltration cooling override BTU/h Infiltration heating override BTU/h Duct cooling override BTU/h Duct heating override BTU/h Override reason

Calculation Input Flags

Every engine input carries an assumed, confirmed, or missing flag for review.

Manual J Input Lock Matrix

Locks final use until required inputs are confirmed or reviewer-accepted assumptions are documented.

Manual J Input Provenance

Rolls up calculation inputs by source, confidence, worksheet evidence, reference mismatches, and override status.

Room-by-Room Loads

Sensible cooling, latent cooling, heating, ventilation, infiltration, duct load, and design CFM by room.

Load Category Summary

Room-level totals grouped by envelope, openings/solar, ventilation, infiltration, internal, and duct categories.

Transparent Worksheet

Each line item is exportable for reviewer audit and formula tuning.

Worksheet Review Console

Reviewer rollup for worksheet status, high-risk assumptions, formula groups, rooms, and saved audit snapshots.

Wrightsoft / CoolCalc Cross-Check

Enter reference software results, then ComfortLoad flags variance outside tolerance.

Reference report parser queue

Paste copied text from a Wrightsoft, CoolCalc, or reviewed reference report. ComfortLoad will stage likely block totals, room rows, category rows, and assumptions before you apply them.

Pasted reference report text

Reference parser/evidence state is local until synced.

Reference software Reference project/run name Reference total cooling BTU/h Reference sensible cooling BTU/h Reference latent cooling BTU/h Reference heating BTU/h Reference design CFM Reference notes Reference room loads Reference category loads

Reference assumptions comparison

Enter the assumptions used in Wrightsoft, CoolCalc, or another approved run so ComfortLoad can separate math variance from setup mismatch.

Reference winter design F Reference summer design F Reference wet bulb F Reference indoor heat F Reference indoor cool F Reference wall R Reference ceiling R Reference floor R Reference window U Reference window SHGC Reference door U Reference infiltration target Reference ventilation strategy Reference ventilation CFM Reference duct location Reference duct leakage Reference north angle Reference assumption notes

Real Job Validation Set

Save real projects here after running the same house in approved reference software. ComfortLoad uses this set to prove variance, tune factors, and keep final reports locked until enough jobs are reviewed.

Target jobs Validation tolerance % Job label Builder / plan source Validation notes

Batch Import Reference Jobs

Paste completed ComfortLoad vs Wrightsoft/CoolCalc comparison rows to grow the 10-20 real-job validation set faster.

Validation jobs CSV Optional room comparison CSV

No validation import preview yet.

Formula Tuning Factors

Use these only after comparing real jobs against approved software. Every tuned factor is exported for reviewer audit.

Wall cooling factor Ceiling cooling factor Window solar factor Infiltration factor Ventilation factor Duct factor Latent factor Tuning notes

Duct Review Center

Manual D design starts with room CFM, register planning, static pressure, and a controlled routing strategy.

Air Distribution + Manual D Helper

Review room CFM, supplies, return path, starting branch size, available static, and friction-rate flags before final duct design.

Preferred routing

Ducts inside conditioned space when available Attic ductwork allowed only when selected in project assumptions Flag bonus rooms, vaulted rooms, and rooms over garages Require return path for bedrooms with closable doors Show CFM, branch size, grille/register tag, and balancing damper

Duct package status

Load-Calc Handoff

Package the verified inputs so contractors can move quickly through their approved load-calc software.

Backup & Restore

Create project snapshots before major edits, export backup history, or restore a prior ComfortLoad project JSON.

Restore backup JSON

Manager Approval Stamp

Final exports should be stamped by the responsible company reviewer before the job is marked completed.

Reviewer name Approval status Approval date Approval notes

Export Audit

Every download is logged locally with gate status so beta/final packages have a review trail.

Independent app path: ComfortLoad Designer can be built as a web app first, then wrapped into iPad/iPhone and Android apps. The same project database, PDF takeoff, LiDAR scan import, aerial measuring, home photos, climate-zone profile, and handoff package should be shared across all versions.

QA / Test Mode

Use this screen to test the full workflow with one real builder plan before inviting outside beta users.

Account & Project Smoke Test

Run these checks before testing from another device or inviting an outside beta company.

No account/project smoke test has been run yet.

Admin / Beta Control Center

Manage company defaults, private beta access, team roles, and the report language testers will see.

Admin tools load after sign in.

Company Setup Wizard

Finish the core company defaults before outside beta testers or paid customers use the app.

Beta Invite Readiness

Controls whether outside beta companies should receive access codes yet.

Admin Beta Tester Dashboard

Track beta users, invite code health, tester activity, and release blockers from one owner view.

Search Audience Status Sort

Company Settings

These defaults can be applied to every new project and printed on branded reports.

Company name Phone Logo URL Default state Default county Default market Default AHJ / jurisdiction Default climate area Default code path Default design-temp source Address Report disclaimer

Beta Invite Codes

Create limited codes for Hays internal users or outside beta testers.

Code Label Audience Opens Default role Max uses Expires

Code	Audience	Scope	Uses	Status

User Roles

Owner and admin users can manage beta codes and company defaults. Designer and viewer roles stay focused on jobs.

User	Invite	Role	Created

Branded Report Setup

The export package now includes a print-ready branded report using the company settings above.

Company Data Export

Download company settings, users, invites, projects, file metadata, design-temperature records, and validation history.

Account Cancellation Flow

Capture owner/admin cancellation requests with backup, billing, retention, and manual deletion safeguards.

Usage Analytics Dashboard

Review private-beta operating metrics from projects, uploads, exports, file actions, backups, feedback, and validation work.

Error Logging Dashboard

Capture client errors and manual support notes with screen, project, user, and build context for private beta QA.

Support / Help Docs

Operator instructions for private beta users running real builder plans through ComfortLoad.

Roadmap / Launch Center

Track the full 100-item buildout from real-design testing through paid SaaS, mobile LiDAR, and advanced design modules.

Search Phase Status

Project Operations

Use these controls while running the new house plan test.

Save a plan version, upload/render a revision, then show the redline overlay on the plan viewer.

Beta Feedback

Capture tester issues before outside beta users get wider access.

Tester / company Workflow area Severity Status Evidence / file / screenshot note

Issue note

#	Build Item	Phase	Category	Status	Next Action	Open

Integration Readiness Center

Track the outside services required before ComfortLoad can move from private beta to paid, hosted production.

Integration status has not been checked yet.

Cloud Project/File Self-Test

Run this after sign-in to verify D1 project rows, R2 file storage, and validation evidence quality without uploading a customer plan.

Run the project workflow smoke test to verify signed-in save, load, list, file upload/download/delete, Manual J reference-state save/read/rollup/delete, and cleanup.

Cloudflare Deploy

Needs setup

Deployment status Live app URL Custom app domain Pages domain status DNS record status DNS access Preview URL Deploy token handling

Custom domain has not been checked yet.

Stripe Billing

Private beta

Billing stage Subscription tier guard Starter price ID Pro price ID Company price ID Webhook endpoint and signing secret configured

CRM Webhooks

Defined

Delivery stage Hays CRM webhook URL Signing secret status Retry/dead-letter log ready Event names and payload fields reviewed Webhook notes

Email Notifications

No provider

Provider Sender domain status Support inbox Live sending enabled Templates/legal wording reviewed Preference/unsubscribe path ready Email notes

LiDAR / Mobile

Foundation

Native capture stage Apple RoomPlan export/import path defined Mobile camera/LiDAR privacy text reviewed Mobile notes

Map / Site Measuring

Manual image

Provider API key status Usage/licensing reviewed for commercial SaaS

Upload Security

Manual review

File security stage Scanning provider Quarantine/delete/release workflow defined

Load-Calc Engine Boundary

Handoff mode

Engine mode Attorney/liability review complete Code/standards review complete Engineering validation and test cases complete

Production Readiness Issues

Subscription & Liability Controls

Sell access monthly while keeping every project tied to review, approvals, and documented assumptions.

Starter

$99/mo

Small contractors preparing takeoff packages.

PDF uploads
U.S. climate and jurisdiction presets
Assumption report

Pro

$249/mo

HVAC companies doing regular new construction design.

PDF + LiDAR + photo uploads
Aerial/site measuring
Load-calc handoff package

Company

$499/mo

Multi-user teams with QA and office standards.

Multiple users
Builder templates
Review log and manager approval

Seat Billing Readiness

Track billable users, viewer seats, open invite capacity, tier limits, and Stripe readiness before paid team billing.

Plan Limits Guard

Track active projects, stored files, monthly exports, billable seats, upload size, and validation jobs against the selected subscription tier.

Beta-to-Paid Conversion Flow

Review whether a private beta company can move to manual invoice, Stripe test, or Stripe live subscription access.

Conversion stage Target conversion date Conversion owner Conversion notes

Customer Billing Portal Readiness

Prepare the Stripe or manual billing portal path before outside companies can manage subscriptions, invoices, cancellation, and data export.

Portal stage Stripe customer ID Portal / billing URL Billing contact Terms, refund, renewal, and tax language reviewed Cancellation and company data export path linked Billing portal notes

Stripe Subscription Checkout Readiness

Review price IDs, checkout URLs, webhook posture, tax handling, terms links, and launch locks before customers can start paid subscriptions.

Checkout stage Checkout success URL Checkout cancel URL Tax handling Checkout terms, privacy, renewal, and cancellation links reviewed Checkout notes

Stripe Test Mode Readiness

Confirm Terms, pricing, cancellation policy, test price IDs, test URLs, tax posture, and live-billing lock before any Stripe sandbox trial.

Stripe Billing Activation Matrix

One owner-facing billing gate that checks legal drafts, pricing, cancellation, test checkout proof, portal backstops, and the live-billing lock before any subscription launch.

Stripe Sandbox Dry Run

Rehearse checkout, portal, webhook, cancellation, tax, and account-state evidence in test mode before any live customer billing.

Required legal safeguards

Customer accepts terms before using project exports Reports show confirmed, assumed, and missing inputs Final outputs require professional/user approval Project package records who approved the export Liability/no-guarantee language is reviewed by attorney before paid launch

Business protection stack

Use a separate LLC/corporation, software terms of service, privacy policy, professional liability or technology E&O insurance, cyber insurance, and a clear workflow that prevents hidden assumptions from becoming final reports.

Beta Access Gate

Before test companies use ComfortLoad, require written acceptance that this is a takeoff and documentation platform with professional review required.

Authorized signer Company Terms of use accepted Privacy/data handling accepted Professional HVAC review required Private beta/non-final software accepted Plan/spec upload responsibility accepted Acceptance notes

No beta acceptance saved for this project.

Attorney review still required: This gate helps enforce workflow discipline, but the actual Terms of Use, Privacy Policy, subscription agreement, and liability language should be drafted or reviewed by a qualified attorney before outside paid use.

Paid Launch Gate

Keep subscription sales locked until billing, legal, security, code review, and validation controls are ready.

Beta Tester Launch Packet

Package the allowed beta scope, required evidence, locked features, and tester instructions before inviting an outside company.

Outside Beta Company Launch Gate

One owner/admin release decision that keeps private beta controlled before inviting a test company.

Outside Beta Company Onboarding Packet

Prepare the exact invite, kickoff steps, first-plan test flow, evidence list, and feedback questions for a controlled beta company.

Outside Beta Send Gate

Final send/hold decision for inviting a controlled outside beta company.

First Beta Company Monitor

Track the first outside beta company from invite sent through first-plan feedback.

First Beta Tester Workflow

Assign the first company tester, real-plan task, feedback loop, fix retest, and expansion evidence from one operating board.

First Beta Feedback Intake

Capture plan-upload, tracing, mobile, export, and support notes from the first outside beta company.

First Beta Fix Verification

Track issue fixes, retest evidence, and expansion readiness before inviting more beta companies.

Beta Expansion Gate

Decide whether ComfortLoad is ready to invite the next outside beta company after first-beta feedback and retests.

Second Beta Invite Packet

Prepare the next controlled company invite only after the beta expansion gate is clear.

Beta Company Roster

Track first and second beta company slots, invite state, project evidence, feedback, and expansion locks.

Beta Program Limit Guard

Keep the private beta capped, supportable, and invite-only before opening more company slots.

Legal Docs Center

Prepare launch documents for attorney review before outside paid use.

Data Retention Policy Center

Track uploaded plans, backups, deletion history, exports, and attorney-review retention controls before paid launch.

Sign In

Create Company

Start Real Design

Current Design Basis

Next Best Actions

Saved Projects

Current Project Files

Project Setup

Airflow Calculation Basis

Envelope & Load Inputs

Uploads

Uploaded file register

Secure File Access Rules

R2 File Storage Reconciliation

Upload Quarantine Workflow

File Replace/Delete History

Document Parsers V1

LiDAR / Mobile Capture

Import scan files

Live LiDAR scanning

Use scan data for

Mobile scan checklist

Site Image Measuring

What this should calculate

Plan Viewer

Room Takeoff

Floor-Level Takeoff Summary

Room Load Basis

Room Envelope Detail Matrix

Window / Door Quick Entry

Schedule Import

National Standards & Defaults

Standards Basis

State / AHJ Code Library

Design Temperature Library

Program Path Validation

Program Path Decision Matrix

ENERGY STAR / DOE Report Pack

Assembly Defaults Library

Review Inputs

Manual J Engine V1

Formula Audit Gate

Calculation Run Cloud History

Equipment Selection & Sizing Guardrails

Air Distribution & Register Planner V1

Manual D Helper V1

Real Validation Run

Engine Settings

Reviewer Overrides

Calculation Input Flags

Manual J Input Lock Matrix

Manual J Input Provenance

Room-by-Room Loads

Load Category Summary

Transparent Worksheet

Worksheet Review Console

Wrightsoft / CoolCalc Cross-Check

Real Job Validation Set

Formula Tuning Factors

Duct Review Center

Air Distribution + Manual D Helper

Preferred routing

Duct package status

Load-Calc Handoff

Backup & Restore

Manager Approval Stamp

Export Audit

QA / Test Mode

Account & Project Smoke Test

Admin / Beta Control Center

Company Setup Wizard

Beta Invite Readiness

Admin Beta Tester Dashboard

Company Settings

Beta Invite Codes

User Roles

Branded Report Setup

Company Data Export

Account Cancellation Flow