Treehouse — Competitive Analysis
Flow 07·Company claim·airship, kopperfield, coolcalc

Technical design / trade intelligence

Trade-specific intelligence that turns a scope into a code-compliant design. For HVAC, this is Manual J load calculation and AHRI equipment matching. For electrical, this is the NEC load calculation, single-line diagram, and panel schedule. Airship does this for HVAC. Treehouse's Edison and Kopperfield do this for electrical.

Technical scope
User goal

Contractor needs a design that is code-compliant, permit-ready, and defensible to a building inspector. Homeowner needs a system that is appropriately sized for their property — not over- or under-engineered.Hypothesis

Treehouse implication

Edison is Treehouse's trade intelligence layer for electrical. The HVAC market has standardized on Manual J and AHRI — those are regulated calculation standards with no equivalent in electrical. The electrical equivalent (NEC load calculation) exists but is less standardized. Treehouse's opportunity is to become the standard for residential electrical load calculation in the same way that Manual J is the standard for HVAC sizing.Treehouse internal

How competitors approach this

2 companies mapped. Click a company's "View flow" link to see their captured screens.

CompanyWhat they doWhat they automateContractor controlFSM relationshipKey strengthKey weaknessTreehouse implication

HVAC: native Manual J load calculation and AHRI equipment matching built into the proposal workflow. Electrical: proposal templates with financing — no equivalent technical intelligence for load calculation or equipment sizing.Company claimSource

HVAC: load calculation, AHRI matching, energy savings calculation, rebate matching. Electrical: template-based proposal assembly — no automated load calculation.Company claimSource

HVAC: 'clear and auditable logic' for equipment recommendations. Tech selects from AHRI-matched options. Electrical: contractor selects from templates.Company claimSource

Reads from ServiceTitan price book. Writes accepted proposal back to ServiceTitan.Company claimSource

HVAC: the only proposal tool with native Manual J and AHRI — the industry-standard calculation built into the sales workflow. Electrical: none identified.Company claimSource

The HVAC/electrical intelligence gap is large. Airship's electrical offering is proposal templates with financing — there is no load calculation, no equipment sizing intelligence, no permit-ready design output for electrical. Treehouse's Edison has no direct electrical competitor in the proposal-layer category.Hypothesis

Airship proves that trade-specific technical intelligence (Manual J + AHRI for HVAC) is both achievable and commercially valuable at the proposal layer. The absence of an equivalent for electrical is not a technical impossibility — it is an unaddressed market. Treehouse's Edison is positioned to fill exactly that gap.Hypothesis

KopperfieldView flow →

Load calculation, electrical design, single-line diagram, panel schedule, and permit package for electrical contractors. Closest external analogue to Treehouse's Edison + permit documentation pipeline. Fully unresearched.HypothesisSource

Capture plan includes: load-calculation inputs → result → code references → errors/warnings → single-line diagram (generated) → panel schedule → permit package. Suggests a fully automated calculation-to-permit pipeline.Hypothesis

Capture plan includes editable values, manual correction, diagram editing, and manual override steps — suggests significant contractor control over the automated output.Hypothesis

Unresearched. Free-wedge GTM suggests the product may be used standalone.Hypothesis

If permit-ready output is genuinely automated from load-calculation inputs, Kopperfield eliminates the manual drafting work that is currently the main time cost for licensed electrical design.Hypothesis

Business model, GTM, FSM integration, and actual accuracy of the automated design are all unresearched. Cannot assess competitive position without product access.Hypothesis

Kopperfield is the single most important company to research in depth. If its load calculation and permit-ready output are comparable to or better than Treehouse's Edison pipeline, it is a direct competitor. Research priority: highest in Tier D.Hypothesis

Treehouse read

What Treehouse owns, orchestrates, and defers to the FSM — plus six supporting questions that shape architecture decisions. All entries are hypothesis until validated internally.

Treehouse ownsCore IP or data that Treehouse controls and no partner provides.

The Edison NEC load calculation and scope-of-work generation. Permit documentation output (panel schedule, single-line diagram). The AHJ/NEC rules engine.Treehouse internal

Treehouse orchestratesThird-party capabilities Treehouse coordinates but does not own.

Equipment specification data (from OEM/distributor feeds). Local AHJ requirement data (from permit authority partnerships or a maintained database).Hypothesis

Stays in the FSMWorkflow or data that belongs in the contractor's system of record.

Equipment ordering, inventory management, job scheduling. The FSM does not need the permit-ready design — it needs the summary labor and material counts.Hypothesis

Differentiated intelligenceWhat Treehouse knows or computes that competitors cannot easily replicate.

Edison's ability to produce a code-compliant electrical scope and permit-ready design from panel data — without a licensed electrician physically present. This is the moat: the combination of Panel IQ (photo-to-panel-record) plus Edison (panel-record-to-scope-to-design) that no general-purpose tool can match.Treehouse internal

Commodity infrastructureCapabilities that are table stakes — others have them too.

NEC code text and tables (public domain). AHRI equipment database (HVAC-specific, not applicable to electrical). Property data services.Hypothesis

Persists across the journeyData or state from this step that must travel to later steps without re-entry.

The permit-ready design package (panel schedule, single-line diagram, circuit list, code references) that supports both the proposal conversation and the permit application.Treehouse internal

Contractor seesWhat the contractor-facing UI surfaces from this step.

A reviewable design with Edison-generated elements highlighted and contractor edits tracked. Code citations for every code-required item. A permit-readiness checklist.Treehouse internal

Happens automaticallyWorkflow events that fire without a contractor action.

NEC load calculation, circuit sizing, panel schedule generation, single-line diagram generation, permit-requirement identification.Treehouse internal

Human takeoverConditions that require a contractor or Treehouse team member to intervene.

Any non-standard configuration. Local AHJ requirements that differ from NEC defaults. Design decisions with multiple valid approaches where contractor preference matters.Treehouse internal

Research detail11-field structured template: contractor workflow, information flows, product outputs, FSM read/write
User goalWhat the homeowner and contractor each need from this step.

Contractor needs a design that is code-compliant, permit-ready, and defensible to a building inspector. Homeowner needs a system that is appropriately sized for their property — not over- or under-engineered.Hypothesis

Contractor workflowHow contractors handle this step today, with or without software.

For HVAC: Manual J calculation from property data, equipment selection from AHRI database. For electrical: NEC load calculation, circuit sizing, panel schedule, single-line diagram. Currently requires a licensed trade professional or significant experience.Hypothesis

Information entersWhat data flows in — from the homeowner, the FSM, prior steps.

From scoping: property address, job type, panel data (electrical), equipment inventory (HVAC). From code sources: NEC or AHRI databases, local AHJ requirements. From the contractor: design preferences, equipment brand relationships.Hypothesis

What the product doesWhat the software handles — based on evidence, not assumptions.

Airship (HVAC): 'AHRI and Manual J native' — load calculation and equipment matching built into the proposal workflow. For electrical: Airship has proposal templates but no equivalent load-calculation intelligence. Kopperfield (electrical, unresearched): load calculation, electrical design, single-line diagram, panel schedule, permit package.Company claimSource

Contractor must doSteps that always require a human decision or action.

Review the generated design. Apply local AHJ requirements not in the system. Confirm equipment availability and lead time. Sign off on the design before it drives the proposal.Hypothesis

Requires judgmentWhere automation breaks down and a licensed trade professional is needed.

Non-standard configurations. Local AHJ requirements that differ from national code. Equipment compatibility with existing systems. Design decisions with multiple valid approaches.Hypothesis

Product outputsWhat the step produces — data, documents, FSM records.

For HVAC: a Manual J calculation result and AHRI-matched equipment list. For electrical: a panel schedule, single-line diagram, circuit list, and permit-ready design package.Hypothesis

FSM read / writeWhat the tool reads from and writes to the contractor's system of record.

The design output may be attached to the FSM job record as a PDF. The structured design data (circuit list, equipment specifications) lives in the design tool.Hypothesis

Product strengthsWhat the best products in this step do unusually well.

HVAC: Airship's AHRI matching eliminates manual equipment selection — the algorithm proposes compatible equipment from the contractor's preferred brands. Electrical: Kopperfield (unresearched) promises permit-ready output that eliminates manual drafting.Company claimSource

Product weaknessesWhere current products fall short or create new problems.

HVAC: Manual J is a residential standard — commercial and light-commercial jobs require different tools. Electrical: no commercial tool at the scale of Airship for HVAC — the market is fragmented. AHJ database maintenance is ongoing and expensive.Hypothesis

Treehouse implicationWhat this step means for Treehouse's product positioning and architecture.

Edison is Treehouse's trade intelligence layer for electrical. The HVAC market has standardized on Manual J and AHRI — those are regulated calculation standards with no equivalent in electrical. The electrical equivalent (NEC load calculation) exists but is less standardized. Treehouse's opportunity is to become the standard for residential electrical load calculation in the same way that Manual J is the standard for HVAC sizing.Treehouse internal

Open questions

  • 01Does Treehouse's Edison output include a single-line diagram and panel schedule, or only a load calculation?
  • 02What is Kopperfield's approach to the single-line diagram — is it generated automatically or manually drafted?
  • 03How does Airship's AHRI matching work — does it require the contractor to configure preferred equipment brands, or does it draw from a universal AHRI database?
  • 04What is the AHJ database coverage gap for both Airship (HVAC) and Edison/Kopperfield (electrical)?
  • 05Is there an electrical equivalent of AHRI — a regulated equipment database — that Treehouse could integrate?