Clearing the HERS verification that holds a permit final
In California a changeout drags a compliance chain behind it. The installer registers the CF2R certificate of installation in a HERS provider registry such as CalCERTS or CHEERS, and an independent rater tests duct leakage and registers the CF3R. The building department will not sign the final until both sit in the registry under that permit number. The rater is a third party with a schedule of their own, so the job reads complete in your system and open in the record of the city.
The technician photographs the nameplate, then types the model and serial from that photo, usually somewhere with bad light and worse signal.
A field services business is judged on the gap between a customer calling and a technician arriving with the right part. Most of the repeated office work exists to close that gap: booking, dispatching, looking up whether a unit is still under warranty, and finding out what the last technician did.
- ServiceTitan
- Gmail
- Google Sheets
When this is the wrong thing to build
Pick something else if you work outside California, because the chain described here is a state construction and the analogous requirement elsewhere is usually a single inspection rather than a registry with a third party inside it. The shape transfers. The forms do not.
The constraint that shapes it
Licensing is issued by state and often by municipality, per trade, which means not every technician can legally perform every job in every jurisdiction. More on how this sector works.
A list of things that are missing, worked until it is empty. Read what this shape is, or start from one of these.
- Chasing a compliance file to complete
- Chasing a referral fee through to a closing you cannot see
- Asking for the replenishment before the retainer runs to zero
- Chasing medical records until the set is complete
- Getting a deposition on the calendar of every party
- Turning uncategorised transactions into one question list
- Which HVAC changeouts require HERS verification in California?
- How do I register a CF2R without slowing the install crew?
- Why is my permit final on hold waiting for a CF3R?
- How do I track HERS raters across open jobs?
- Does replacing a furnace trigger a duct leakage test?
Back to field services, or see how this is priced and scoped.