A partnership proposal for Goettl Air Conditioning

GenPro

For Ken Goodrich and Steven Gurley

More comfort. Lower bills. Smaller generators.

Cooler in summer. Warmer in winter. Resort-level comfort that pays for itself.

Almost every home with three or more high-power 240V appliances on a demand rate has the same unmanaged problem: all the big loads switch on together in the exact hours the utility charges the most. The Energy Sentry DAC fixes that. We believe Goettl and Kenerator are the right partners to take it national.

43%lower August bill on Ross's home

78° to 72°Fcooler, around the clock

35,000+Energy Sentry installs nationwide

Installer commissioning the Energy Sentry DAC control panel on a garage wall — Commissioning the DAC at Ken's home, Saturday, October 10, 2026.

GenPro

The opportunity

About 31 million US homes qualify

Any home with 3 or more high-power electric loads, hot climate or cold. A greenfield category that HVAC and generator contractors can own, with recurring revenue built in.

The proof

43% off a real bill, 6° cooler

Ross's August SRP bill fell from $707 to $400. Ken's home has run the DAC since October 10. Energy Sentry has 35,000+ installs since 1978.

The ask

A pilot, then a partnership

25 to 50 Goettl homes plus a Kenerator generator track, five working sessions, and an agreement by November 24.

The proof

It already works, on two very different homes.

Ross's home shows where the mass market is. Ken's home proves the DAC at the top of the market. The bigger the demand share of the bill, the bigger the percentage savings.

Ross's home · Scottsdale · SRP Time-of-Use Demand Plan

$707 → $400

The August bill, a year apart, after the DAC. The house also went from 78° to 72°F, 24/7. Cooling more uses a little more energy; the savings come from cutting on-peak demand by about 74%.

Home3,000 sq ft

Loads on the DAC2 ACs

Scheduled off-peak by the ownerElectric dryer, pool pump

Peak demand16 to 17 kW → 4.5 to 6 kW

Bill reduction43%, about $308 a month

Demand share of the bill before the DAC

Ross's SRP account: August 2024 bill of $707.63 and an August 2025 projection of $375, with on-peak demand of 4.5 kW — Straight from Ross's SRP account: $707.63 for July 14 to August 13, 2024, before the DAC. SRP projected $375 for August 2025; the final bill came in at $400. The pool pump is not wired to the DAC; Ross simply scheduled it to run off-peak. On the last day of the cycle the pool service forced a run during peak hours, and that one unmanaged hour added about $25. Had the pump been on the DAC, it would have waited until the peak window closed.

Ken's home · DC Ranch · APS

$1,600–1,800

Projected savings a year, modeled from 24 months of APS bills and 12 months of hourly data.

Annual electric billabout $15,400

Loads managed5 air handlers

Peak demand20 to 28 kW → 16 kW limit

Running sinceOctober 10, 2026

Demand share of the bill today

Ken's peak demand, month by month, and what the DAC takes off

Demand the DAC keeps Demand the DAC removes

On-peak kW from Ken's APS hourly data, October 2025 to September 2026, against recommended limits of 18 kW on summer bills and 14 kW on winter bills. Every amber kW is worth $22.11 a month in summer and $15.76 in winter.

The size of the prize

A market measured in tens of millions of homes and hundreds of billions of dollars.

Any home with three or more high-power electric loads is a candidate, in hot markets and cold ones. That is about 31 million US homes. At an installed price of $5,500 to $7,500, the national opportunity is roughly $170 to $230 billion, and Arizona is the proving ground.

US single-family detached homes

77.1MEIA housing survey

Homes with 3+ electric loads

~31MIES estimate from EIA data

Installed value at $5,500 to $7,500

$170B–230Bnational opportunity

A qualifying home has any combination of 3 of these: HVAC systems for cooling or heat (each system counts), an electric water heater, an electric dryer, a pool pump, an EV charger.

$1.7B–2.3BWhat just 1% of qualifying homes, about 310,000 installs, represents in installed revenue.

2.5MCustomers served by APS and SRP, two of the country's largest residential demand-rate utilities. Our home market, and Goettl's.

$3.6BUS home standby generator market in 2026, projected to reach $7.2B by 2035. Every generator sale is a DAC attach.

Why now: the grid is getting more expensive at peak

APS serves 1.4 million customers, grew residential customers 2.5% in 2025, and guides to 5% to 7% annual sales growth through 2030, with 4.5 GW of committed large load on top of an 8.6 GW peak. Every new kW of peak has to be paid for, and peak pricing is how utilities pass that cost to homes.

Utilities already pay for this behavior

APS Cool Rewards pays homeowners $50 to enroll a smart thermostat and $35 a year to let APS pre-cool and ease off the AC during up to 20 summer peak events. The DAC does the same thing every peak day, automatically, which positions a connected DAC fleet for future utility program revenue.

Sources: EIA Residential Energy Consumption Survey 2020: 77.1M single-family detached homes, of which 57.7M use central AC, 20.3M heat with electricity, 58.1M have an electric dryer and 31.2M heat water with electricity. The 31M figure is an IES estimate that combines those shares with planning assumptions for pools (8%), EV chargers (5%) and second HVAC systems (20%), treating them as independent. APS and SRP company figures; Global Market Insights.

A blue-ocean opportunity. Today almost no HVAC or generator contractor offers whole-home demand control as a standard part of the job. The first national partnership to do it sets the category, and we believe it can grow into a multi-billion-dollar company in home services and energy.Goettl's crews and customers, Kenerator's generator channel, and a proven Energy Sentry controller with 35,000+ installs

How it works

Sequence the loads. Pre-cool or pre-heat the house. Live better for less.

The cooler analogy

Carry a cooler out of an Arizona garage in July and fill it with ice, and the ice melts fast. The cooler itself is hot, and that stored heat goes straight into the ice. Chill the cooler first and the same ice lasts all afternoon.

A house works the same way. When the DAC pre-cools the home before the peak window, the floors, walls, ceilings, tile and countertops are already cool. In the peak hours the air conditioners only cool the air, not the whole house, so they run less, and the DAC sequences them so they never all run at once. In cold markets it works in reverse: the DAC pre-heats before the winter peak and sequences heat pumps, electric heat and water heaters, so homes live warmer for less.

Homeowners are encouraged to keep the house as cold as they like. Outside the peak window, nothing changes.

4 to 7 pmAPS weekday peak. One bad hour sets the whole month's demand charge.

5 to 10 pmSRP "Manage Demand" weekday peak. Demand is averaged across each weekday's peak, so control pays every day.

Same house, same peak hour

Without the DAC: everything starts together26 kW

AC 1AC 2AC 3Dryer

With the DAC: loads take turns under the limit16 kW

AC 1AC 2AC 3 and dryer wait a few minutes

Illustration. The DAC holds each AC on for at least 10 minutes and off for at least 5, within manufacturer limits, so equipment is never short-cycled.

Finished Energy Sentry DAC enclosure mounted on the wall at Ken's home — The finished install: one enclosure on the wall that works on its own, with nothing for the homeowner to set up.

For Goettl and HVAC installers

Sell total home energy optimization, not just equipment.

Heating and cooling are the largest electrical loads in almost every home. A home qualifies with 3 or more high-power 240V loads, such as an air conditioner, a heat pump or electric heat, an electric water heater, an electric dryer, a pool pump or an EV charger. Every additional HVAC system adds to the savings, and Energy Sentry already has a large base of installs in cold-weather markets as well as hot ones.

Close more heat pump and high-efficiency sales

Larger systems can strain an older panel or trigger a costly service upgrade. A bundled DAC sequences compressor starts with the water heater, dryer or EV charger, so the job can go ahead on the existing service where code allows.

End high-bill complaints on new equipment

A customer with a new 18 to 20 SEER2 system and a painful bill blames the installer. The DAC delays a compressor cycle by a few minutes so big loads never overlap. The house stays cool and the demand charge drops 30 to 60%.

Protect the equipment

Minimum run and off times, plus a smoother load, mean less stress on compressors, fan motors and contactors. That is expected to mean fewer warranty callbacks and longer equipment life.

Fill the shoulder seasons

A product to sell year-round, offered on any maintenance visit, with two built-in service visits a year to reset the summer and winter limits. A natural fit for maintenance memberships.

"Your home qualifies. We can put a computer on the side of your house that manages your entire electrical system, like a fund manager for your electric bill, usually the second-largest bill you pay on your home. Your house stays as cool as you want it."The installer pitch

How homeowners see it

Home infrastructure, not a gadget.

Positioned as the home's operating system, the DAC sits beside the big home investments people already make, and it is the only one on this list that pays them back every month.

Home investment	Typical cost	Primary benefit	Financial return
Solar system	$25,000 to $70,000	Power generation	Good, often with complex financing or leases
New windows	$20,000 to $60,000	Looks, mild efficiency	Very slow
Home batteries	$10,000 to $50,000	Peak shaving, backup	Limited by stored energy
Roof replacement	$12,500 to $30,000	Weather protection	None, a maintenance cost
New HVAC units	$10,000 to $15,000	Comfort and efficiency	Lower operating costs, more with high-efficiency systems, and more again paired with a DAC
Energy Sentry DAC	$5,500 to $7,500	Total home optimization and comfort	30 to 60% off the demand charge, every month

Typical costs are IES planning ranges. Ross's home was quoted $40,000 for batteries to match the DAC's demand reduction.

From one install to a lifetime customer

The DAC turns a one-time sale into monthly recurring revenue.

Most home-service sales end at the invoice. The DAC proves itself on the very next utility bill, and that proof earns the trust that opens every next job.

Install the DAC
A $5,500 to $7,500 sale on any home with 3 or more high-power loads, often during a maintenance or replacement visit.
Month one: proof on the bill
The homeowner sees the demand charge drop on their own utility bill. Immediate, independent proof builds immediate trust.
Month two: HVAC health check
The return visit shows which units draw the most and which are aging. With trust earned, a replacement recommendation lands as advice, not a pitch.
The HVAC replacement
The next best upgrade for the home, and a $10,000 to $15,000 ticket for Goettl.
Insulation and envelope
The same data shows where the house loses heat or cooling, opening insulation and other efficiency work.
A monthly membership
With the 9488's live energy readings and utility demand data, the homeowner subscribes for quarterly HVAC maintenance and daily insight into their home's efficiency.

Connectivity is already engineered

Live connectivity is built into the next model, the 9488, which is designed and in testing for residential use. IES already runs connected access software for commercial customers. The 9488 brings live home energy readings and utility demand readings together, which is what makes the monthly membership possible.

Why recurring revenue matters to company value

Buyers of HVAC businesses pay more for recurring maintenance revenue. Industry valuation guides put the premium at 1 to 2 turns of EBITDA for businesses with strong maintenance memberships, and up to 1.0x to 2.5x when plan revenue reaches half of the total. Every DAC membership adds to that base.

Revenue per customer (illustrative)	One-time DAC sale	DAC as the start of the relationship
DAC install	$5,500 to $7,500	$5,500 to $7,500
Membership, 10 years at $25 a month	None	$3,000
HVAC replacement, 1 in 5 customers at $12,500	None	$2,500 expected
Lifetime revenue	$5,500 to $7,500	$11,000 to $13,000

Illustration only. The membership price and replacement rate are planning assumptions to be set together; insulation and other work would add to it.

For Kenerator and GenPro

A 20 kW generator that performs like a much bigger one.

When the grid goes down, a home drops from a full utility service to whatever the generator can make. The DAC is the intelligent load manager in between, and it keeps paying every month the grid is on. That is the efficient-gen story: a generator business that does not depend on storms.

Built into every DAC

A generator mode, ready out of the box

The DAC has a generator setting built in. When the transfer switch moves to generator power, the DAC drops to a demand limit matched to the generator and brings the house back in the priority order the installer programs: priority 1 might be the great room AC, the refrigerator and lights; priority 2 the second AC; priority 3 the rest. Programming is done with the buttons on the unit, no laptop needed. When utility power returns, the DAC goes back to managing demand charges.

How it grows Kenerator's market

More generators sold

A smaller generator is a lower price, often by thousands of dollars compared with a 30 kW+ liquid-cooled unit. That brings in the buyers who walk away from today's whole-home quotes, and fits bigger homes with standard air-cooled units.

Markets beyond storm country

In demand-rate markets like Arizona, the generator and DAC package saves money every month the grid is on, so it sells on savings, not fear. That opens markets where storms rarely drive a purchase.

Steady sales, not storm spikes

A package that pays for itself every month sells year-round. That is the efficient-gen business Ken described: fundamentals in place, no longer waiting for the next storm.

	Generator alone	Generator with the DAC
Big loads at restart	ACs, water heater, dryer and EV charger can all start at once and trip the generator	Loads come back one at a time in priority order, great room AC first
Size for whole-home backup	Often 30 kW or more, typically liquid-cooled	A standard 20 kW air-cooled unit
Running profile	Spiky, often near full load	Smooth, held under the generator's limit
Value when the grid is on	None	Lowers the demand charge every month on demand-rate plans

No overload trips

The DAC watches total load in real time and staggers heavy appliances so they never stack above the generator's limit.

Whole-home comfort

The National Electrical Code (Section 702.4, in the 2020 edition Scottsdale enforces and the 2023 edition Texas uses) lets a standby system be sized for the load a listed energy management system allows. A home with 60 kW of connected load can run on 20 kW.

Less fuel and wear

A smoother, lighter load stretches natural gas or propane through a long outage and reduces engine stress.

Replaces load-shed modules

One controller does load shedding during an outage and demand control on utility power. Works with or without a demand rate, from Arizona to Texas and Florida.

Batteries

The DAC does what batteries are being sold to do, and makes a small battery worth more.

Batteries are increasingly sold with solar to "shave the peak." But a battery can only cut demand by discharging energy it has stored, and peak hours are long. The DAC cuts demand by moving when loads run, so it never runs out. Paired together, the DAC does the demand work and Kenerator's stackable battery does what batteries do best: instant backup.

Holding a home like Ken's from 25 kW to 16 kW for the 3-hour peak	Battery alone	DAC alone	DAC + one small battery
Energy needed	About 27 kWh stored and 9 kW of output, every peak day	No storage needed. Loads are sequenced and cooling shifts to cheaper off-peak hours	No storage used for demand. The battery stays full for outages
Hardware	About eight 3.5 kWh modules	One controller	One controller and one module
A single 3.5 kWh module	Runs one AC for about an hour, then it's empty	Not needed for demand	Bridges the seconds before the generator starts and covers short outages
Long outage	Runs down	Keeps the generator under its limit	Battery bridges, DAC manages the generator

Illustration using Ken's peak demand from his APS data. A typical 3 to 4 ton AC draws about 3.5 to 4 kW. Battery sizing assumes all of the reduction comes from stored energy.

A real quote: Ross's home

To get the same demand reduction the DAC delivers, Ross was quoted four Tesla batteries, a $40,000 install. The batteries would also have to be recharged from the grid every day, off-peak, to be ready for the next peak.

Four Tesla batteries, quoted installed$40,000

Battery-only demand offset

Energy Sentry DAC, planned installed price$5,500–7,500

DAC

Same demand result for about one-sixth of the cost, with nothing to recharge.

Why partner with IES

It answers the challenges Ken named on September 25.

What Goettl and Kenerator need	What the DAC delivers
A generator business that isn't storm-dependent	A generator package that also saves the homeowner money every month, so it sells on sunny days too
Lower lead costs	A reason to call every existing Goettl customer with 3 or more high-power 240V loads, plus a free bill analysis that attracts new ones
Maintenance to modernization	A modernization product a tech can offer on any maintenance visit, with savings proven on the customer's own bill
Smaller, easier-to-sell generators	Load sequencing that lets a smaller generator run the whole house
A winning offer for the new battery company	A DAC + battery package that beats a battery-only system: the DAC handles demand every day, so one small stackable module can focus on backup
Heat pump and EV jobs that don't stall	Load control that caps the home's total demand

35,000+Energy Sentry installations nationwide, with a dense base across the Phoenix valley. A mature product, not a prototype.

$12.7BProjected US residential generator market by 2034, up from $6.6B in 2024 (Global Market Insights, cited in Kenerator's 2025 launch).

3+High-power 240V loads qualify a home: AC, heat pump or electric heat, electric water heater, dryer, pool pump, EV charger. Hot markets and cold markets. Demand-rate markets are validated utility by utility before sales teams go in.

Track record

Nearly five decades in the field.

1978Energy Sentry founded

$380M+Lifetime savings for customers

10 yearsWarranty, with customers still running units after 30+ years

4.9 / 5Average customer rating

Customer	Market	Result
Mountain View Methodist Church	Boulder, Colorado	Yearly bill from $10,633 to $168, with solar and demand control
McDonald's franchise	Brighton, Colorado	$4,000 saved in the first six months, $12,000 in two years, payback in under a year
Leisure World senior living	Seal Beach, California	Laundry room costs down 40% across 46 installations

Case studies from energysentry.com. Two are in Colorado, a cold-weather market.

How it compares

One controller for the utility bill and the generator.

Option	Cuts demand charges on grid power	Manages a generator	What it is
Generator load-shed modules (e.g. Generac SMM)	No	Yes	About $290 per 100 A module; sheds loads during generator overload only
Smart panels (e.g. SPAN)	Partly	Yes	A full panel replacement, about $5,000 to $8,500 installed, sold mostly with solar and batteries
Compressor soft starters	No	Helps	Reduce one compressor's startup surge; complementary to the DAC
Home batteries	Limited by storage	Backup only	$10,000 to $50,000; Ross's home was quoted $40,000
Energy Sentry DAC	Yes, every day	Yes, built-in generator mode	One controller beside the existing panel, $5,500 to $7,500 installed

Prices from published retailer and buyer-guide listings, 2026.

Partner economics

Real margin on every install, and a payment smaller than the savings.

For Goettl and Kenerator

Wholesale price from IES, starting tier$5,000

Wholesale price at volume$4,000

Wholesale price at top volume$3,000

Partner margin per install at a $7,500 installed price$2,500 to $4,500

Per 1,000 qualifying jobs at a 15% attach rate150 installs, $1.1M in revenue

Partner margin from those 150 installs$375,000 to $675,000

Before memberships, HVAC replacements and generator upgrades that follow.

For the homeowner: positive from the first month

$5,500 financed, 10 years at 9.99%about $73 a month

$7,500 financed, 10 years at 9.99%about $99 a month

Ken's projected savings, monthly averageabout $148

Ross's savings, August billabout $308

Financed through the lenders Goettl already uses for HVAC, the DAC costs less each month than it saves. The question stops being "what does it cost" and becomes "why haven't I done this yet."

Ways to partner

Simple, non-exclusive, and built to reward scale.

Authorized dealer

Wholesale pricing
IES installer training and certification
Free bill analysis for every lead

Preferred partner

Volume pricing tiers
Co-branded program, e.g. Goettl Demand Control
Joint marketing and shared lead costs
Generator mode integration support for Kenerator

Strategic partner

Everything in preferred
A seat at the table on product and market rollout
The option to discuss equity participation in IES

The proposal

Start with a pilot, measured on real bills.

25 to 50 Goettl customers in the Phoenix valley plus a handful of Kenerator generator installs. If the pilot hits its numbers, we expand to Goettl's other markets and Kenerator's territories.

Homes	25 to 50 Goettl customers with 3 or more high-power 240V loads on APS or SRP demand plans, from single-AC homes to estates with 2 to 8 systems
Qualifying	Free bill analysis by IES: rate plan, demand share of the bill, number of high-power loads
Install	Goettl crews trained and approved by IES, during maintenance, replacement or new-system visits
Generator track	5 to 10 Kenerator installs pairing a smaller generator with the DAC
Measurement	Weather-adjusted kW reduction against each home's own 12 months of history, from utility bills and portal data; a comfort log and service-call count per home
Duration	Through summer 2027, when savings peak
Working name	Goettl Demand Control, powered by Energy Sentry
Success measures	Bill savings against projection, homeowner comfort, install time, installer margin, close rate

The next 60 days

Prove it on Ken's bills while we build the partnership.

This is the low point of the season, so the goal is proof, not peak savings. Results are judged on Ken's APS bills, the same independent data APS bills from.

Oct 10

DAC installed at 16 kW

5 air handlers sequenced. The current bill's peak was already set Sep 24, so this window is a free test.

Oct 24

Comfort check

If the house feels right, step the limit to 14 kW.

Nov 6

Sign the evaluation extension

So the evaluation can run through the winter bills.

About Nov 20

First full DAC bill closes

Billed peak at or under the DAC limit, versus 21.7 kW last November: a cut of 26% or more. That is about $90 to $120 off a winter demand charge, and the same control is worth far more in summer.

Nov 24

Agree on next steps

A partnership agreement or the extended timeline, per our evaluation agreement.

Working sessions

Five conversations to a signed agreement

Week of	Topic
Oct 19	Install walkthrough and first APS demand readings
Oct 26	HVAC rollout model: who qualifies, how installers find them, a pilot market
Nov 2	Generator integration and a Kenerator pilot approach
Nov 9	Commercial terms: distribution, territory, pricing, training
Nov 23	First full DAC bill review and next steps

Want to check the house yourself? In Ken's APS account, daily on-peak demand on weekdays should sit at or under the DAC limit. Live connectivity is already engineered into the next model, the 9488, which is designed and in testing for residential use and already proven in commercial.

Project files

Everything from the evaluation, in one shared folder.

Signed NDA and evaluation agreement
Photos from the October 10 install
Install videos
Comparison flyers

Open the Google Drive folder

Let's build it together

Every qualifying home becomes a demand-controlled home.

Goettl brings the crews, the customers and the trust. Kenerator brings the generator channel. IES brings a proven controller, the bill analysis and the training. Together we give homeowners a more comfortable home, cooler in summer and warmer in winter, with a lower bill and a smaller generator.

Ross Denny Interactive Energy Systems, LLC 8160 E. Butherus Dr., Suite 10, Scottsdale, AZ 85260 Cell: 602.321.1999 Office: (833) 766-8005 · energysentry.com