E
Empower Service · System reference · Training

Flowcharts &
Decision Trees

How every part of the Empower system actually flows — the suite map, the Evaluator sales pipeline and its recommendation logic, the Sidekick repair workflow and its safety and credential decision trees, the customer Concierge intake, and the shared backend. Cross-referenced to all system and investor documents.

Locally owned and operated · 720-676-6412 · Read alongside the manuals

Contents

  1. How to read these
  2. The Empower system at a glance
  3. Evaluator — sales flow
  4. Evaluator — recommendation tree
  5. Sidekick — repair workflow
  6. Sidekick — safety hard-stop tree
  7. Sidekick — credential gate check
  8. Concierge — intake & triage
  9. Backend — request routing
  10. Documentation map

00How to read these

Every diagram uses the same shapes. Follow the arrows top to bottom; diamonds are decisions, and the label on each arrow is the answer it follows.

Start / end Step / action Decision Good outcome Stop / safety / reject

These charts are the map; the manuals are the territory. Pair them with the Sidekick Field Technician Manual and the Sales Training Manual, and see the full documentation map at the end.

01The Empower system at a glance

One suite, two staff tools and one public tool, all sharing a single backend. The homeowner reaches us through the public Concierge intake; staff work from the hub into the Evaluator (sales) or Sidekick (service); both call the shared backend, which brokers the AI and data lookups.

SalesServiceHomeownerConciergepublic intake (support.html)Office / dispatchStaff hub (index.html)Evaluatorsales · survey → proposalSidekickservice · repair copilotShared backend/api/lookupAnthropic API (AI)identify · triage · diagnoseRentCast · web searchproperty · rebates · parts
Detailed in: Architecture & Design (boundaries, data model, security) and Technical Reference (engines, backend actions). Roadmap & decisions: Master Plan.
Business case: the Investor Brief covers unit economics, per-call AI/data cost, buy-vs-build, and the staged rollout (cheap improvements → field beta → thin office backend → future tools).

02Evaluator — sales flow

The twelve-step survey-to-agreement pipeline. The technician/comfort advisor walks the home; step 8 hands off to the recommendation engine (next page), then pricing, comparison, and a signed Installation Agreement.

Start survey1. Customer2. Utility3. Systems on site4. Site & panel5. Energy use6. Goals7. Photos8. Recommendationengine (see next tree)recommendedType()chooses system classdetail9. Savings & payback10. Pricing + upgrades(electrical, duct seal, IAQ…)11. Compare options12. Proposal + service planInstallation Agreement(signed, right-to-cancel)
Step-by-step: Sales Training Manual (the 12-step walkthrough, glossary, quizzes). Engines & pricing model: Technical Reference. End-user how-to: User Guide.

03Evaluator — recommendation decision tree

How recommendedType() chooses a system class from the home’s existing equipment, fuel, ductwork, and goals. Direct-replacement honors what’s there; otherwise the engine leans toward dual-fuel for gas + ducted homes seeking efficiency, heat-pump/cold-climate where electric or no-gas, and ductless where there are no ducts.

Recommendation engineinputs: existing system · fuel · ducts · goalsReplace in kindFurnace + AC(furnaceac)Gas + ducted, efficiencyDual-fuel(dualfuel)No gas, ductedHeat pump /cold-climate (ashp)Electric, ductedHeat pump(heatpump)Baseboard / no ductsDuctlessmini-split
Full logic & the homeowner-facing rationale: Technical Reference (recommendation engine, electrical-load NEC 220.82 estimate, IAQ adjustments). How to present it: Sales Training Manual.

04Sidekick — repair workflow

From job type to a signed customer copy. The guided fault tree is measurement-anchored and works offline; the safety tree and the credential gates (next two pages) run throughout.

Start jobPick job type (7)Capture equipment(AI identify / nameplate)Mode?AI copilot(needs signal)onlineGuided fault tree(offline)Power basics firstswitch · breaker · fuse · floatMeasurements (log readings)Safety stop fired?(see safety tree)Red-tag / escalateYesDiagnosis + repair steps(gated by credentials)Repair-vs-replace(pulls Evaluator quote)Billing: service + repair totallive timer · completion photoCustomer sign-off → printable copy
How to run it: Sidekick Field Technician Manual (§08 app walkthrough). Spec: Stage-2 Repair Copilot Spec. Engines: Technical Reference.

05Sidekick — safety hard-stop decision tree

App-authoritative and non-negotiable. Universal stops are never clearable; the conditional cracked-heat-exchanger stop clears only with the G2 gate plus override and an explicit acknowledgment.

Safety condition observedUniversal?CO alarm · gas leak · unsafe combustionSTOP — not clearableshut down · ventilate · red-tag · escalateYesConditional?suspected cracked heat exchangerContinue diagnosisNoHold G2 + override?Red-tag / escalateget senior or masterNoAcknowledge CO-safety item → proceed (Yes)
Detail & reasoning: Sidekick Manual (§09 safety hard-stops). Enforcement logic: Stage-2 Spec (universal vs conditional stops) and Technical Reference.

06Sidekick — credential gate check

Every repair step runs this check. Baseline work is open to all; gated work is locked unless the tech’s profile holds the credential. This is what keeps a green tech from doing senior work.

Repair step requestedStep requires a gate?Allowed (baseline)NoTech holds the gate?Locked — get a techwho holds the gateNoAllowed — perform the step (Yes)
Levels, gates & tools: Sidekick Manual (§04–§06). Gate definitions: Stage-2 Spec (credential model B1–B5).

07Concierge — intake & emergency triage

The public, no-login customer page. Emergencies short-circuit to a STOP screen before anything else; otherwise AI triage explains likely causes and routes a visit request to the office.

Customer opens support pageEmergency?gas smell · CO alarm · no heat in freezeEmergency STOP screencall 911 / shut off / call usYesDescribe the issueAI triage (public, no login)Possible causes + what to expectRequest a visit → office
Public-endpoint design & cost controls: Architecture & Design and Technical Reference (public actions, rate-limiting).
Why it exists / what it drives: the Investor Brief treats the public AI endpoint’s cost and rate-limiting as the first driver for a thin office backend.

08Backend — request routing

One stateless relay (/api/lookup) behind every app. Public actions (triage, support request) bypass the beta token; everything else requires APP_TOKEN. The backend brokers the AI and data providers so no keys ever live in the apps.

App → POST /api/lookupPublic action?triage · support_requestBypass tokenYesValid APP_TOKEN?401 rejectedNoRoute action (15 total)Call external APIAnthropic · RentCast · web searchReturn result to app
All 15 actions, env vars & deploy: Technical Reference and BACKEND_SETUP. Security boundary: Architecture & Design.
Per-call economics: the Investor Brief models the AI/data cost per call and the buy-vs-build case for the relay.

09Documentation map

Everything these charts reference, and where each document fits. System docs describe how it’s built; training docs teach people to use it; the investor brief makes the business case.

DocumentWhat it is & what it covers
Master Plan SystemThe roadmap and the running log of decisions (Open questions & decisions). Start here for what’s built vs. planned.
Architecture & Design SystemSingle-file vs. modular, the public/internal security boundary, data models, and where safety is enforced in app logic.
Technical Reference SystemThe engines: recommendation logic, pricing/margin model, the 15 backend actions, env vars, and deployment.
Stage-2 Repair Copilot Spec SystemSidekick’s specification: job types, guided fault trees, the credential model, and the safety hard-stops.
User Guide SystemEnd-user how-to across the apps.
Sales Training Manual TrainingThe Evaluator training program: the 12-step walkthrough, glossary, lessons, quizzes, and final test.
Sidekick Field Technician Manual TrainingLevels, certifications, tools, level-up checklists, the customer-communication playbook, the app how-to, and safety.
Residential Service Plans TrainingStewardship / Performance / Signature plans and the service-plan agreement.
Investor Brief InvestorUnit economics, per-call AI/data cost, buy-vs-build, margin protection, market & rebate landscape, and the staged rollout.

This flowcharts document lives in the same training set; link to it from the hub and read it next to the two manuals.

Empower Service · locally owned and operated · 720-676-6412 · System flowcharts & decision trees · Training/reference. Diagrams are simplified maps of the app logic; the specs and Technical Reference are authoritative.