Only Sales Builder Pro can preserve your profits with our powerful yet simple Site Survey and Install Manager Pro tools.
Unscheduled rollover days and wasted return trips to retrieve missing parts cost contractors hundreds of dollars. Worse yet, most rollovers occur during peak season — when the loss of a day means the potential loss of a profitable job — an opportunity cost of thousands of dollars.
The Site Survey, included in our Preferred and Premium Packages, helps contractors eliminate these problems and improves their bottom line. You’ll get three professionally designed Site Surveys — one each for unitary, boilers, and ductless — and get a better install every time. Photo documentation and data capture solve the age-old problem of communication between the Comfort Consultant and install crew, leading to a successful, more profitable install. Photodocumentation with automated cloud storage means everyone has access to the data they need to get the job done right the first time.
Photos document all aspects of the install – unit placement, line runs and more – eliminate sales rep to install team miscommunications.
Keeping Sales Builder Pro proposals and Quality Installation Checklists in one place ends lost files and paper shuffling — automatically.
Start with our professionally designed checklists — unitary, boiler, and ductless. Then optimize to the way you work.
Don’t get robbed of the profits you deserve. With the Install Manager Pro module, you’ll no longer have to worry about part runs, rollovers, or callbacks. Let the app’s smart technology take care of the routine install details — materials, labor, and risk. Plus, only Sales Builder Pro has taken the industry-leading next step of using algorithms to help you manage risk.