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06 Selling

The dealer calculator

Open the calculatorsunny-dealer-calculator.pages.devSign in with the dealer password your manager issued

Pricebook in. Commission set. Quote out. The pricing tool from Pricing your deals is live — it does the math the spreadsheet used to do, in one screen, with the right rebate already baked in. Use it for every deal.

It folds the four-step pricing flow from Pricing your deals into one form:

  1. You enter your floor cost per unit + adder.
  2. You set the commission you want to make.
  3. It applies the right rebate (family type × DAC × decommission status).
  4. It applies the lender’s dealer fee.
  5. Out comes the sticker price the homeowner sees and the financed amount that goes into the lender’s calculator.

No mental math. No spreadsheet. No miscalculated rebates.

Sunny HVAC Authorized Dealer calculator login screen

Open sunny-dealer-calculator.pages.dev and enter the dealer password issued with your credentials. Lost it? See Lost your password at the bottom of this page.

Section 01: Home and rebates — pick family type, toggle DAC eligibility, decommission warning

Locked on first load? That’s the gating — jump to §03 and toggle Decommission ON before you do anything in §01. Once Decommission is active, the family cards become clickable and the DAC checkbox unlocks. Then come back here and pick the home type.

Family typeBase rebateDAC bonusTotal when DAC
1-Family−$8,000+$2,000−$10,000
2-Family−$8,000+$2,000−$10,000
3-Family−$12,000+$3,000−$15,000
4-Family−$16,000+$4,000−$20,000

Once §01 is unlocked, pick the home type whose family count matches the property.

Then toggle:

  • DAC eligible — applies the bonus on top of the base rebate. Confirm the property is in a Disadvantaged Community before you toggle it on.
  • No rebates — homeowner is ineligible or chose to forgo. Zeros out the rebate line.
Section 02: Heat pump units — enter floor cost per BTU size and quantity

For every BTU size on the deal:

  1. Type the floor cost from your dealer pricebook into the cost field.
  2. Use + / − to set the quantity.

The line total, total floor, and total unit count update as you type.

Section 03: Additional services — toggle adders and enter floor cost per item

Standard adders: Electrical, Bathroom Heater, Boiler Removal, Oil Tank Removal, Subpanel, Water Pump, Decommission, Water Tank.

For each one Sunny is charging on this deal:

  1. Check the box.
  2. Type the floor cost from your pricebook.

For anything off-menu (out-of-spec sub-panel work, custom flashing, an unusual permit, etc.), hit + Custom adder and type your own line item.

Section 04: Commission and dealer fee — set how much you want to make and the lender's dealer fee

Two inputs:

FieldWhat it isTypical value
Commissionwhat you make on the deal$5,000–$7,000. See the ethical floor before you go higher.
Dealer feethe lender’s fee on the financed amount0% on Palmetto LightReach (lease — no fee). Varies on Synchrony / Green Sky / Wisetack. Match the percentage on the lender’s program sheet.

The math (the calc does it for you):

Financed amount = (floor + commission − rebate) ÷ (1 − fee%)

The lender computes the monthly payment, APR, and term once you enter that financed amount on their end.

Quote panel — sticker price, financed amount, and full line-item breakdown

Two big numbers at the top:

  • Sticker price — what the homeowner sees on the proposal.
  • Financed amount — what gets keyed into the lender’s calculator to produce the monthly.

Below that, every unit + adder is broken out as a line item, plus the full math chain: floor total → commission → subtotal → rebate → net target → financed amount.

Three buttons:

  • PRINT QUOTE — saves a PDF of the full breakdown for your records.
  • COPY SHARE LINK — copies a URL that encodes the deal state. Send it to your manager or to Jonathan for a sanity check before you present.
  • RESET — clears the form for the next deal.

For the homeowner, present the sticker price only on whatever your normal proposal format is. The calculator is a pricing tool, not a proposal tool.

Worked example — replicate this in the calc

Section titled “Worked example — replicate this in the calc”

A real demo deal, 1-Family DAC decommissioning, six units across three sizes, three adders, $6,000 commission, lease (0% dealer fee):

InputsValue
Home type1-Family · DAC eligible · Decommissioning
9,000 BTU2 × $2,500 floor
12,000 BTU2 × $2,700 floor
18,000 BTU2 × $2,900 floor
AddersElectrical $1,500 · Subpanel $500 · Decommission $1,750
Commission$6,000
Dealer fee0% (Palmetto LightReach lease)
OutputsValue
Units total (6)$16,200
Adders total (3)$3,750
Floor total$19,950
Commission$6,000
Subtotal$25,950
Rebate (1-Family DAC)−$10,000
Net target$15,950
Sticker price (to homeowner)$25,950
Financed amount (to lender)$15,950

That $15,950 is what you key into the Palmetto LightReach calculator on the lender’s side to produce the monthly payment. Run the same inputs in the live calc — you should land on the same numbers exactly.

  • Every deal. The calc is faster than the spreadsheet was, even on simple jobs.
  • Before you walk into the home. Pre-load your floor cost so quotes are instant.
  • As soon as you’ve sized the units. Don’t talk price until the calc has run.
  • For any deal you want a second pair of eyes on. Copy the share link and send it to your manager or to Jonathan.
  • When a homeowner asks “what if it’s not DAC?” — flip the toggle, see the new sticker / financed amount in real time.
  • Trying to pick a family type or DAC before turning on Decommission → those controls are locked until §03 Decommission is ON. Toggle Decommission first, then §01 unlocks.
  • Forgetting Decommission entirely on a decom deal → §01 stays locked, rebate stays at $0, financed amount comes out $10K+ too high.
  • Setting a dealer fee on a lease → Palmetto LightReach has no dealer fee. Leave at 0%.
  • Entering the dealer fee as a dollar amount instead of a percent → the field is a percentage. 10% dealer fee on Synchrony is 10, not 1000.
  • Sharing the link with a homeowner → kills the deal instantly when they see your margin.
  • Treating the PDF as a proposal → it has your floor cost on it. Use a separate proposal format.
  • Padding $2K+ per unit on commission → see the ethical floor. Hurts referrals more than it pays.

Contact your dealer manager, or reach Jonathan directly:

  • Jonathan Khalil — VP of Sales — 201.640.9859