Presentation. Open with the digital brag book and your Company tab: who you are, why homeowners choose you, and what to expect. We load your logo, slogan, and up to six value-proposition statements during setup.

Comfort Survey. A sales discovery form, in every package: walk the home room by room and document what the family wants and needs, so the proposal is about their comfort, not just equipment. It is not a job-site inspection; that is the Site Survey, below. Customize the form in the Management Portal.

Proposal builder. Quote any residential HVAC job: furnaces, air conditioners, air handlers, heat pumps, boilers, and ductless systems, plus add-ons such as water heaters and backup generators. Build multiple options per proposal and add accessories such as thermostats, additional services such as ductwork, and install materials to any option. Name the options your way rather than good, better, best, and show discounts and incentives. Every option carries the OEM specs, warranties, and consumer brochures we load for your brands, in your proposal color scheme.

Ductless Design Tools. When the job is ductless, design it on the first visit for any supported brand: Mitsubishi Electric Trane, LG, Fujitsu, Carrier, Bryant, Lennox Powered by Samsung, and Midea. Install Manager Pro for ductless is included. Sales Builder Pro is the only sales tool with integrated ductless design.

Financing Programs. Show the monthly payment beside the total investment. Recommend plans, let homeowners compare them side by side, and link to any lender's application. Leasing plans work too. How financing works in the app.

Digital Signature Capture. Close at the kitchen table. The PDF proposal shows the options, enhancements, notes, and your terms and conditions, and the homeowner signs on the tablet.

eSign Toolkit. For the homeowner who needs to think it over: send the proposal for remote signature by text or email, with a branded cart for choosing equipment and payment. Watch activity in real time and get the daily Hot and Cold report. More on eSign Toolkit.

Advanced Search. Find any pending deal or win in seconds, on the tablet.

Forms. Three kinds, three jobs. The Comfort Survey (sales discovery) is in every package. Preferred+ adds three Site Surveys (unitary, boilers, ductless) that capture job-site photos and data for the install crew. Premium+ adds five custom forms: design them yourself with Form Builder Pro, or have us design them for a fee. All forms can be customized.