01
Bring the attic to the table.
Show the system without asking the homeowner to climb into the attic.
Launching January 1, 2027
Show the value.Earn the yes.
The 3D sales presentation and CRM for residential HVAC replacement teams with 5–30 reps.
Bring your recommendations to life in 3D—so homeowners understand the work, see the value, and feel confident choosing your team.
Built by a comfort advisor. Used at Royal Air Houston — Launching January 1, 2027
Join the January launch list
Join the January launch list
Launching January 1, 2027. Email or call us to ask about joining the launch list.
Inside the 3D presentation
Built in the field
Built by an advisor. Made to show the work.
Colyn Howard is a comfort advisor at Royal Air Houston and a visual learner. He created Presentation Station to bring the system to life for reps and homeowners.
“A lot of companies can tell you what they’re going to do, but not a lot of companies can show you what they’re going to do.”
The guided comfort assessment
Give every rep a clear way through the visit.
Start with discovery. Use the 3D system to explain the findings. Compare good, better and best options, review financing, then sign the agreement in the app.
A process your reps can practice and put in front of the homeowner.- 01
Discover
Open with the guided comfort assessment.
- 02
Show
Use the 3D system to explain what you found.
- 03
Compare
Present good, better and best options with financing.
- 04
Agree
Sign the agreement in the app.
Scroll through the guided visit
01
Bring the attic to the table.
Show the system without asking the homeowner to climb into the attic.
02
Show what the box hides.
Open the installed coil view. Point out the components as you explain what you found.
03
Follow the air.
Show the blower and the air path. Explain how the parts work together.
04
Show the job behind the price.
Move from the current system to the new installation. Show the equipment and materials in the work.
05
Give the filter a place.
Show where the media filter fits in the installation before discussing the option.
06
Make the option visible.
Show the UV-C light beside the coil. Explain what you are proposing to install.
07
Show the closet system.
Use the upright layout when that is the arrangement the homeowner recognizes.
08
Show the mini-split at work.
Show the assembled wall unit, moving louver and airflow into the room.
3D product stills. The guided live tour is available on larger screens.
Show what the cabinet hides.
Open the attic system and explain the components behind the finding.
Bring the closet system into view.
Walk through an upright system without asking the homeowner to open it.
Explain the ductless option.
The app’s mini-split view can run the system and show the air moving.
Sample systems and illustrations — not measurements of any home.
Put a price on the work
Show the equipment. Explain the choice.
Compare Essential, Preferred and Signature. Keep the equipment, price and saved lender terms together as you work through the options.
The homeowner can see what is included in each option.Interactive workflow illustration · sample data
Sample homeowner
Build the job. Keep the details together.
BuildPS-01
Your build
Essential
3-ton sample systemSingle-stage
System referenceInstallation scope
What is there today
Existing equipment and ductwork are the starting point. The advisor records the home’s actual condition and findings.
- Single-stage outdoor unit
- Electric air handler
- Matched indoor coil
- Standard thermostat
System replacement · New drain pan and safety switch
Add to this build0 selected+
Sample prices. Choose the work you want in this illustration.
Fictional equipment and prices.
How you’ll pay
Enter whole dollars to reduce the amount financed.
Saved approvals
Fictional approvals stay on the record when you switch.
Choose another approval or increase the down payment before using this financed example.
One price. No loan payment.
$12,500The full example price is due in the cash view. No payment is collected.
Saved approvals remain available if you return to Finance.Standard amortization on the price less the down payment. No taxes or fees are modeled.
Agreement preview
Every choice, in the same agreement.
Your HVAC company
Proposal / agreement
Matching buildPS-01
Equipment, materials & scope
- Single-stage outdoor unit
- Electric air handler
- Matched indoor coil
- Standard thermostat
- Remove the existing system
- Install the selected equipment
- New drain pan and safety switch
- Connect to the selected duct scope
Existing ductwork retained
Selected additions
- No optional extras selected
Price & payment details
- Build subtotal
- $12,500
- Your discount
- $0
- Price for this home
- $12,500
- Choose a payment method
- Finance
- Down payment
- $0
- Amount financed
- $12,500
- Recorded approval
- Recorded approval A
- Rate & term
- 6.99% APR · 180 months
- Example monthly payment
- $112.28
- Number of payments
- 180
- Total of loan payments
- $20,211.06
Choose another approval or increase the down payment before using this financed example.
Cash selection — no lender terms
Homeowner signatureUnsigned · sample only
Company signatureUnsigned · sample only
These are preview fields, not signing controls. No signature or contract is created.
The product supports signing the agreement in the app.
The CRM behind the visit
Every lead, quote and commission in one place.
See the client record, saved quotes, follow-ups and pipeline. Pull up the owner view to see where the team’s sales stand.
Know what was quoted and who needs the next call.
Presentation StationYour sales CRM, from the visit to the follow-up.Illustrated workspace · Sample data
The owner’s view
What’s quoted. What’s sold. Who needs a call.
See the open quotes, the last conversation and the next move. Then open the client record with the quote and approval already in view.
Master view
The jobs behind the numbers.
Read-only CRM illustration · Sample data
- Open quotes
- 02
- Sold job
- 01
- Awaiting funding
- 01
Counts describe only the three fictional records below.
Client / quoteWhere it standsWhat happenedWhat happens next
Sample home 01Preferred$14,500
Approved · not soldAdvisor 01
What happened
No answer
What happens next
Review the quote before the call
Due todaySample home 02Essential$12,500
Reviewing quoteAdvisor 02
What happened
Asked for time
What happens next
Follow up on the options
2 days overdueSample home 03Signature$17,500
Sold · sample onlyAdvisor 01
What happened
Sale recorded
What happens next
Check the funding status
Next step recordedWho owns the next move?
Advisor 012 sample records
Advisor 021 sample record
Before the next call
The approval is there. The job is still open.
The quote, financing status and last result sit together, so the next conversation starts with context.
Next call to review
Due todaySample home 01
Preferred · PS-02
Review the quote before the call- Quote on file
- $14,500
- Financing
- Approval recorded
- Last result
- No answer
The follow-up list
Due and overdue work stays visible.
Sample home 01Approved · not sold
Last resultNo answer
Next actionReview the quote before the call
Due todaySample home 02Reviewing quote
Last resultAsked for time
Next actionFollow up on the options
2 days overdueThe advisor makes the call or sends the follow-up. This illustration sends nothing.
One client record
Pick up where the visit left off.
Saved offers, approvals, the home’s details and the next contact stay together.
Sample home 01
Two-story home · attic system
Homeowner’s concern
“The upstairs never feels comfortable.”Fictional concern recorded during the sample visit.
Saved quotes
Quote 01
EssentialPS-01 · Earlier quote
$12,500Quote 02
PreferredPS-02 · Current quote
$14,500Recorded approvalSample approval ASaved with the client; separate from a sale or received funds.
Available from the client record
Resume the assessment↗Financing on the client record
See the approval. Check the quote.
Know what is approved, which plans are saved and whether a plan is linked to the offer.
Separate financing example · Unlinked quote
Saved approval
Recorded approval B
- Recorded credit limit
- $15,000
2 recorded plans
Available plans
- 60 months8.99% APRAvailable · not linked
- 120 months9.99% APRAvailable · not linked
These terms are saved with the approval. Neither plan is applied to this offer.
Unlinked offer
Build PS-03Signature
3-ton sample system · Two-stage AC + 96% furnace
Included in this sample build
- System replacement
- New drain pan and safety switch
- Media filter and UV-C included
- System & installation
- $17,500
- Monthly payment
- Not linked
No lender plan is applied to this offer yet.
$2,500
Above this approval’s limit
This compares the quote price with the recorded limit. The difference is not a required deposit.
The owner can see the approval and the unfinished financing step before the next call.
Example only — with approved credit. The lender’s approval sets the real rate and term. An approval does not mean sold or funded.Illustrative CRM views with fictional records.
More of the sample workspace.+
- Selected build
- Essential · PS-01
- Example amount
- $12,500
- Job status
- Approved · not sold
The build you chose stays with the job.
Send a build from the proposal above to update this owner record and its invoice. The CRM overview uses separate fictional records.
Interactive workflow illustration · sample data
Owner record
The owner sees the same job.
Sample homeownerApproved · not sold
- Package / build
- Essential · PS-01
- Active approval
- Recorded approval A6.99% APR · 180 months
- Open quote
- $12,500
Commissions
Royal Air’s pay rules todayAutomatic tracking at Royal Air.
Practice the visit before the next one.
Open the field guides, or choose a visit step to review what the rep should cover.
Field guides available now
The Kitchen-Table Close
Discovery, explaining the work, payment examples and agreement review.
Read the guideThe 4-Step Visit Checklist
Keep the concern, findings, options and next action in view.
Open the checklistPractice the four-step visit
Start with their main concern.
- Confirm the home, people and rooms served.
- Ask what prompted the call and which concern matters most.
- Read back their priority before moving into the system.
Connect the finding to the home.
- Use the 3D model to explain the system layout.
- Point to the component as you explain the finding.
- Connect the explanation to the homeowner’s questions.
Make the proposed work clear.
- Show current versus proposed work and the package choices.
- Review the full price and the example payments.
- Keep illustrative payment figures labeled.
Keep the terms with the decision.
- Review the selected approval, build, scope and figures.
- Resolve questions before signing the agreement in the app.
- For an open quote, record the next contact.
Practice outline and website field guides. This example does not track course completion or show an app video library.
Commissions are tracked automatically under Royal Air’s pay rules today.
Setup and training
Give new reps a process to practice.
Three live sessions give your reps time to practice the presentation and sales workflow, with a step-by-step guide and kickoff slides to work from.
Show the system, explain the work and practice the visit together.- 01
Three days of live training
Three 30–60-minute live video sessions during the first three days after onboarding.
- 02
A guide to practice with
Use the step-by-step training guide and kickoff slides to work through the presentation.
- 03
Direct support
Early clients get direct founder phone access and a support email.
Step-by-step guide · Kickoff slides
Early clients get direct founder phone access and a support email.Training covers Presentation Station and its sales workflow.Owner’s math
What’s one more close worth?
Put in your team size, average job price and an extra-close assumption. See what those numbers add up to.
Your numbers, your math.
Extra revenue per month
Extra revenue per year
5 reps × $12,500 per job × 1 extra closes per rep, per month
Check the fields above to see your calculation.
The yearly figure uses the same monthly assumption for 12 months.
Revenue before job costs. These are example assumptions, not promised results or a forecast.
Before you book
Straight answers for the owner.
Does it replace our field-service software?
No. It’s the in-home sales system: the visit, the options, financing, the agreement and the sales pipeline. It runs alongside your field-service software; it doesn’t do dispatch or accounting today.
iPad or phone?
Both. The 3D visit is built for iPad; on a phone it runs sideways.
What does it cost?
A one-time setup plus a monthly license per sales rep. We’ll walk through it on the demo.
What happens after we sign up?
After onboarding, your team has three 30–60-minute live video sessions during the first three days, plus a step-by-step guide and kickoff slides. Early clients get direct founder phone access and a support email.
Why I built Presentation Station
I learn by seeing. I built a way to show it.
I’m Colyn Howard, founder of Presentation Station and a comfort advisor at Royal Air Houston. I’m a visual learner, and I saw a need for a better way to explain the work behind an HVAC replacement.
On one visit, a homeowner saw his system as two pieces: an air handler and an outdoor unit. Opening the air handler in 3D showed the components inside. Then I could show the rest of the job, including pans, switches and pads.
That’s why I built Presentation Station: to bring the system to life. It gives newer reps a visual way to learn the presentation and practice explaining a high-ticket replacement with confidence.
My mission is to raise the standard of HVAC sales and help companies build a culture where their teams can thrive.
Colyn Howard · Founder, Presentation Station · Comfort advisor, Royal Air HoustonFor your next team meeting
Take something useful to the next visit.
Give your reps a shared starting point.
The Kitchen-Table CloseA guide to the homeowner conversation.→The 4-Step Visit ChecklistA checklist for the visit.→Launching January 1, 2027
See the visit. See the CRM. Bring your questions.
Book 20 minutes to walk through Presentation Station, or join the January launch list.
One-time setup + monthly license per sales rep.
Book a 20-minute demo→Join the January launch list
Launching January 1, 2027. Email or call us to ask about joining the launch list.