# HomeWise for Home Energy Contractors

> HomeWise puts AI to work on quoting and office tasks for home energy contractors, with hands-on help getting it working for the team. Quote Studio and Luna are initial capabilities within one HomeWise operating system.

## Who it is for

Home energy contractors, including heat-pump and HVAC businesses with an active sales operation. HomeWise works with owners, salespeople, and office staff to improve quoting and office workflows. The contractor offering is delivered remotely across the United States.

## What a contractor gets

- Customer and project information organized with the sales opportunity.
- A sales pipeline configured around the team's process.
- Quote Studio: homeowner proposals connecting the home's heating needs, selected equipment and heating output, the contractor's price book, and relevant energy-program information.
- Luna: an AI office assistant across projects. Contractors can text requests such as booking a visit, then confirm the details. Luna also uses project context to suggest next steps, prepare follow-up drafts for review, and help track follow-ups. The workflows to activate are agreed with the team.
- Hands-on implementation: understand the workflow, configure HomeWise, bring in agreed information, and help the team use it.

The contractor's team owns customer relationships, technical design, equipment decisions, quote approval, and review of customer follow-up drafts. Program incentives and financing depend on eligibility and approval. Existing tools and integration requirements are reviewed before a scope is agreed.

## Working with HomeWise

Start with a conversation about the sales process and the part that needs improvement. If there is a fit, agree on the next assessment and implementation steps. The engagement combines a platform subscription and scoped implementation. Scope, responsibilities, timing, and pricing are agreed before work begins.

## Pages

- [Pricing](https://homewiseai.org/pricing): the platform subscription and scoped implementation.
- [Program guides](https://homewiseai.org/resources/guides): program-specific guidance; coverage and eligibility depend on the project and location.
- [Mass Save–ready heat pump proposals](https://homewiseai.org/resources/mass-save-ready-heat-pump-proposal): connect the design explanation, potential program path, and financing assumptions in one homeowner proposal.
- [Mass Save HEAT Loan proposal checklist](https://homewiseai.org/resources/mass-save-heat-loan-proposal-checklist): verify letterhead, signature, models, scope, per-system cost, and AHRI support before the homeowner applies.
- [Mass Save whole-home vs partial-home vs basic heat-pump rebates](https://homewiseai.org/resources/mass-save-whole-partial-basic-rebates): classify the 2026 rebate path, document the assumptions, and explain the potential incentive without promising approval.
- [Blog](https://homewiseai.org/blog): perspectives from the field and company updates.
- [Company](https://homewiseai.org/about): the experience behind HomeWise.
- [Contact](https://homewiseai.org/contact): general inquiries.
- [See how we can help](https://homewiseai.org/apply): tell us about the business and start a conversation.

## Contact

- Email: info@homewiseai.org
- Phone: 856-372-5668

## For homeowners

New Jersey homeowner guidance is at https://homewiseai.org/homeowners.


## Questions about working with HomeWise

### How do Quote Studio and Luna fit together?

They work within one HomeWise operating system for home energy contractors. Quote Studio connects heating needs, equipment, pricing and energy programs in a clear proposal. Luna is your AI office assistant across projects: handling requests by text, keeping track of the context and next steps, and helping your team stay on top of follow-ups.

### What does my team still handle?

Your team owns customer relationships, equipment sizing and selection, and final quote approval. Luna confirms the details with you before booking a visit, and you review follow-up drafts before they reach a homeowner. We agree which workflows to put to work for your team.

### Will this work with our current process?

We start with how you work today, including your existing tools and price book, then agree where HomeWise fits and what setup involves.

### What does it cost?

A HomeWise platform subscription plus implementation scoped to your business. We discuss the work and pricing together after understanding what your team needs.