Sell from the tablet.

The app is where your comfort consultants win at the kitchen table. On an iPad or Android tablet they present your company, lead discovery with the Comfort Survey, and build proposals for any residential job, from a furnace and air conditioner to a heat pump, a boiler, or a ductless system, with accessories and add-ons such as water heaters and backup generators.

Multiple options per proposal, financing beside each price, your terms, and a signature on the tablet or later through the eSign Toolkit. Every proposal syncs to the Management Portal so your office can follow up without a second system.

Streamline Your Follow-Up Process

Boost your follow-up success with the eSign Toolkit from Sales Builder Pro. Send proposals for electronic signatures via text or email, track customer activity in real-time, and provide a customizable, branded shopping cart experience for selecting equipment and your payment option. Close more deals with a seamless, customer-friendly process—no third-party apps required.

Everything Is Organized For You

Sales Builder Pro is the only sales tool with integrated ductless design, so you can win ductless jobs on a single trip.

You can quote any ductless brand on Sales Builder Pro.  Ductless Design Tools are available for:

• Mitsubishi Electric Trane
• LG
• Fujitsu
• Carrier and Bryant
• Lennox Powered by Samsung
• Midea

From Hurdle to Habit

Stand Out From the Crowd With Pro Branding

In an era where branding and user experience are paramount, Sales Builder Pro's Pro Branding package aims to empower businesses to stand out and leave a lasting impression on their clients.

This comprehensive package offers a range of design and branding services that breathe new life into your sales process to win more deals while you build your brand.

Boost Your Profits

Field Service Management software is great for service calls, scheduled maintenance, installs, and dispatching your sales team.

However, these solutions need more sales punch to beat your competition, win more at the kitchen table, track and win more follow-up deals, and build your brand.

Integrations make it easier for your team to manage the sales process, leverage your existing infrastructure, and increase your profits,

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.

Install the job you sold, at the margin you quoted.

Install Manager Pro builds the bill of materials for every job, forecasts the labor hours, and rates the risk of a rollover before the crew is scheduled, so part runs, rollovers, and callbacks stop eating your margin.

It is included with Ductless Design Tools for all supported brands and available for unitary and boiler jobs as an optional upgrade. Start fast with the Materials tab; automate when you are ready.

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.

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
• App Capability
• Management Portal
• Business Tools
• Job Scheduling

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.  Sales Builder Pro 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 leasing.

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

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.