Why Choose Sales Builder Pro?

• Ductless Design Simplified. Visual equipment selection + built-in design checks for fast, accurate quoting.
• eSign Toolkit. Send proposals, track opens in real time, and close on the spot or remotely.
• Pro Branding. Custom home screens, proposal covers, and branded visuals that justify premium pricing.
• ServiceTitan and ServMan Pro Integration. Scheduled jobs are sent to Sales Builder Pro - eliminates duplicate data entry. Proposals created in Sales Builder Pro are sent back, so your call center can book the job when your comfort advisor is busy.
• Works Offline. No internet needed during the sales call—just recent iPads and Android tablets. Syncs when you’re back online.

How does it work?

• Design & Quote – Build accurate ductless/unitary systems (plus boilers, generators, water heaters) in minutes.

• Brand & Present – Use Pro Branding + eSign Toolkit for polished proposals and on-the-spot closes.

• Text & Monitor – Text proposals instantly, monitor homeowner engagement, and follow up at the right time to increase closure rates.
  

• Track & Coach – Text proposals, track views, and coach weekly with profitability and won/loss reports.