Why This Matters

AI-powered HVAC comparison helps your customers see the differences between systems at a glance. This tool makes the decision process easier and builds trust.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

SubcontractorHub’s Compare with AI feature allows sales reps to compare a customer’s existing HVAC system with their HVAC offerings within the proposal.

Step 2

Follow the steps below to use this feature.

Step 3

Step 1:Click“View Detail” to enter the proposal builder.

Step 4

Step 2:In the“HVAC Details” section, select an HVAC for each category-Good, BetterandBest.

Step 5

Step 3:Select the HVAC or HVACs you wish to finalize.

Step 6

To access the AI comparison tool, click“AI-Based Product Comparison” in the top right corner.

Step 7

Step 4:Select whether you would like to take a picture from your device or upload a photo.

Step 8

Step 5:A side-by-side comparison chart will be generated, complete with a recommendation.

Step 9

Click“Ok” to exit or“Reclick” to upload a different photograph.

Step 10

Related ArticlesLightReach HVAC Lease Sales WalkthroughHow to Add HVAC AddersHow to Add HVACSHow to Use the SEER CalculatorConcert Finance Sales Walkthrough for HVAC.

Pro Tips

💡 HVAC tip: Keep your equipment database current with the latest models and pricing.
📋 Document everything: Notes and photos help if warranty questions come up later.
🔄 Automate when possible: Set up automations to handle repetitive HVAC workflow steps.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
HVAC equipment not showing	Verify that the HVAC unit is added to your database and has pricing configured.

Last updated: 2026-05-15 · Source: How To Compare Hvacs With Ai