Accurate bill of materials. For each equipment type the app lists mandatory (required) items (a line set for a new AC coil), recommended items (a new pad, unless the homeowner keeps the old one), and optional items (a wind baffle). Mandatory items stay on the list; your comfort consultant can remove a recommended item or swap any item, a wall mount instead of a pad, so the list carries their judgment as well as the rules, and every part is quoted, purchased, and on the truck.
Accurate labor hour estimates. Each item carries its own labor, so the hours come from what is actually being installed, not from optimism. A longer line set is more work, and the estimate says so.
Reliable risk management. Sales Builder Pro is the only sales tool that rates the risk of a rollover on each job, from your standard and maximum working hours. A job that forecasts 11 hours against a 10-hour day is flagged before it is scheduled, so you can start early, stay late, or send a stronger crew.
Two more tools, not pictured, round out the install plan.
Day rate labor. A job sold with six hours of labor still costs you a crew's full day, because the crew rarely fits a second job into the two hours left. Turn on day rate labor in the Install Manager settings, set your working day and your day rate, and the app adds a Day Rate Labor Adjustment to cover the leftover fraction of the day: $600 of labor built into the equipment against an $800 day adds $200 before margin. It is a job cost adjustment, not extra hours; it shows in the Overall Job section, and the comfort consultant can remove it with a tap. How day rate labor works, in the Help Center.
The install manager's view. Export the bill of materials to order equipment and parts, and see the working hours and risk for every sold job.
Ductless: included with Ductless Design Tools. Ductless is 10 to 15 percent of the market, so it is quoted less often, and it is far more complex: multi-zone layouts, line-set limits, and brand-specific rules. Install Manager Pro is integrated with Ductless Design Tools for every supported brand, so the bill of materials, labor hours, and risk come from the OEM rules with nothing to set up. Every package has it.
Unitary and boilers: optional upgrade. Furnaces, air conditioners, air handlers, heat pumps, and boilers are simpler: fewer parts, and your team has been configuring them for years. So the question is how much automation do you want?
Materials tab. The alternative is the tried-and-true approach of a materials list: the Materials tab, under Enhancement in the app, and your Install Kit. Price the included items once in the Management Portal and list those at $0 on the Materials tab. Then, list job-specific extras, such as a condensate pump, with a price. You can price by qty, ft, sq ft, hrs, lbs, or oz. We'll start you with more than a dozen default items, or send us a spreadsheet of exactly what you quote, and we will load those items as part of setup. The Materials tab is included in every package, costs less, and launches faster.
Full Install Manager Pro. This builds your experience into the app: mandatory, recommended, and optional items by equipment type, labor hours per item, and the risk-rated estimate. A new hire and a twenty-year veteran quote the same way. It is the choice for owners handing sales off to employees. It takes a few hours to set up with us, plus some upkeep as your kits change. Overkill, or an insurance policy? Here is one firm's answer.
"Install Manager Pro has taken out one week per month of work, increasing the efficiency of our Comfort Consultants by 25%.
We work more efficiently because this tool has reduced the amount of time and effort involved in creating proposals and office processing for our sales and installation teams."
Rob West, S&L Prime A/C & Heating Systems, Glen Arm, MD
Pair it with Site Survey. Site Survey gives the crew the photos and job details; Install Manager Pro gives them the parts, the hours, and the risk. Together they are the install plan.
The best HVAC companies don’t have the best closers. They have the best sales process. This free playbook lays out one that wins at the kitchen table, or sets up the follow-up win.
Written for Comfort Consultants, Sales Managers, and Business Owners, with proven practices from our customers.
Inside, you’ll learn how to:
