video1.0<iframe src="https://www.loom.com/embed/a8563662ec8f41e5ae459e2500184f24" frameborder="0" width="1706" height="1280" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12801706Loomhttps://www.loom.com12801706https://cdn.loom.com/sessions/thumbnails/a8563662ec8f41e5ae459e2500184f24-9718695e75ef8fdb.gif49.2This Loom explains how to speed up HVAC installation back office work using a custom project management workflow in a portal. It focuses on handling install paperwork such as rebates, registrations, permits, and billing more efficiently, rather than starting from scratch. The presenter shows how the system works on top of Housecall Pro, with project management steps tied to equipment installation. They note they have over 250 different workflows in a library deployed across customers.