Every Customer is Different

That's why Sales Builder Pro Release 9*  has transformed residential HVAC sales from a cookie-cutter approach to a personalized buying experience that today's consumers demand.

Release 9 moves beyond traditional good-better-best, one-size-fits-all selling to a fully personalized yet productive sales process. 

• Customize Proposal Names, Option Names, and Descriptions
• Add Personal Recommendations
• Showcase Savings and Discounts

*Release 9 is available now for iPad and will be ready in the Fall of 2022 for Android tablets.

Recommend, Compare, and Select Payment Plans

Let's face it, most consumers think of HVAC as a utility - gas, water, phone, or Internet. An HVAC payment is just the monthly cost to be comfortable in their own home. So, that's one of the new ways the fastest growing HVAC contractors now sell HVAC. Release 9* puts the "sell the payment" strategy on steroids:

• Recommend, Compare, and Select from among a variety of payment Plans - cash, finance, or even a lease
• Focus on the Monthly Payment - so your customers can afford what they want and need, and you get more wins and higher ticket prices.
• In the past, you offered three equipment tiers. Now, you can also provide multiple ways to pay, including Worry-Free Home Comfort payment options from Serice 1st Finance.

When there are more ways to pay, there are more ways to win.

*Release 9 is available now for iPad and will be ready in the Fall of 2022 for Android tablets

Make It EASY to Offer Choice

We're compatible with everyone - so you can offer multiple finance payment plans to fit your needs and those of your customers.

Get more value from these partners 

• Hearth
• PowerPay
• Service 1^st Financial

Shown above, Release 9 on iPad. Release 9 for Android will be available in the Fall of 2022.

Stand Out From the Crowd With Custom Branding

Sales Builder Pro is the leader in Custom Branding with professional-looking presentations and proposals that help you win jobs on the spot.

We offer three levels of Custom Branding

• Starter - included in all pricing tiers
• Pro - option
• Pro Plus - option 

Everything Is Organized For You

Sales Builder Pro is the only solution that includes Ductless Design Tools so you can win ductless jobs on a single trip.

Ductless Design is now available for:

• American Standard
• LG
• Mitsubishi Electric Trane
• Trane

More Profitable Installs

With our Site Survey and Install Manager Pro tools, you’ll finally have what you need to convert every install into one that makes money.

Short on labor? We can help!

Our Customer Success team provides professional tools and services to make it quick and easy to use Sales Builder Pro:

• Professional Setup
• Essential App Capability
• Management Portal
• Business Tools
• Job Scheduling

Win More Sales in Less Time

Only Sales Builder Pro works so effectively to help you sell more in less time, with good – better – best proposals, our one-of-a-kind Comfort Survey, and more tools than anyone else offers to earn that one-call close.

Improve Your Productivity and Profitability

Help your team gather everything needed for an organized, documented, and profitable install with the automatic recordkeeping capabilities of Form Builder Pro. Now you can go paperless with our five custom forms.

Boost Your Profits

Make it easy for your team to manage the sales process and increase your profits with field service management integrations.

Stay in Front of Your Team’s Pending Deal Pipeline

It’s every sales manager’s dream machine — by using our Deal Manager and Time tracking tools, you’ll be able to keep in front of your entire team’s pending deal pipeline and manage their time allocations.