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Learn Sales Builder Pro

Our online learning center provides resources for your entire team. 

Learn the App

Learn the App

This is where Comfort Consultants and App Managers learn how to use the app.

"Getting this app was like getting a pay raise", current user

Topic 1

Install Sales Builder Pro


Resources
Topic 2

Build Your First Quick Proposal

Build your first simple quote in less than 5 minutes.


Quick Reference Guide

1 Quick Proposal-1
Topic 3

Apply Discounts

Use the Quick Proposal feature to build a system and apply discounts to the equipment selections. 


Resources

Topic 4

Select a Finance Program

Search for a previously written quote and add a financing program.

  • Option tab pricing
  • Select a finance program
  • Financed Price
  • Finance Fee applies to equipment, accessories, and add-ons

Resources

 

Topic 5

Add Overall Job Costs

Add additional job costs to the quote while building a customer proposal.

Resources

 

Topic 6

Comfort and Site Survey

  • Comfort Survey: Document the needs, wants and wishes of every customer 
  • Site Survey: Eliminate lost paperwork, missing information and miscommunications
  • Add job site photographs, drawings, and notes



 

 

Topic 7

Learn How to Use Install Manager Pro

Install Manager Pro features:

  • Automate the routine tasks.
  • Protect your profits with the Risk Manager.
  • Simplify the complex

 

 

Topic 8

Personalize the Quote

Every customer is unique, personalize the quote to help your customer understand their options and what is included in the quote.


Resources
Topic 9

Navigation Menu

Topic 10

Schedule a Job

Use this feature to schedule a sales call for today, a future date or to reschedule a sales call.


Resources

Topic 11

Adjust for Job Complexity

Learn how to make adjustments to your sale price as you build a quote.

Topic 12

3 Ways to Present Your Company's Value Prop

You have a short time period to make a big impression on your prospective customer during the sales presentation. 

  • Sales Presentation (Home Page)
  • Quick Access to the Company Page
  • Adjust the Proposal PDF bullet points (Why buys)
Mitsubishi Electric Ductless

Mitsubishi Electric Ductless

Quote single zone and multi-zone comfort solutions.

 

Topic 1

Build a Single Zone System

Build a Single Zone System

Step One: Select outdoor unit
Step Two: Layout the system
Step Three: Select indoor unit

Resources

Single Zone ME V2
Topic 2

Build a Multi-Zone System

Build a Multi-Zone System in 3 easy steps:

Step 1: Select outdoor unit
Step 2: Layout the system
Step 3: Select indoor units

Resources
Multi-Zone System
Topic 3

Install Manager Pro - Smart Materials Explained

Install Manager Pro simplifies the complexity of a ductless quote. Let the app's smart technology take care of routine install details. Build a single zone and multi-zone quote, customize the install materials and accessories.

  • Smart Materials
  • Compatible parts and accessories

 

Form Builder Pro

Comfort Survey &

Site Survey

Make the sales call more efficient. Use the Comfort Survey to tailor the sales call to your customer's needs. Collect pictures and data with the Site Survey to fill the information gap between the sale and the install.

Topic 1

Use Comfort Survey and Site Survey

Recommended workflow:

Step 1: Arrive at the job

Step 2: Open, complete and save the survey form

Step 3: Build the customer quote

Step 4: Complete the job

 

Resources

Topic 2

Manage Form Builder Pro Surveys

Manage Form Builder Pro:

Learn more about the Comfort Survey, Site Surveys, and Custom forms

 

 

Install Manager Pro

Install Manager Pro

Protect your profits, automate routine tasks and simplify the complexity of a Mitsubishi Electric ductless system quote.

Video 1

Learn How to Use Install Manager Pro in the App

  • Add itemized installation kits and labor options while building a quote.
  • Managers visit the Manage Pricing  Topics 4, 5, 6 and 7 to learn how to manage the installation kit items and pricing.

 

Manage the App

Manage the App

Managers, maintain price book equipment, services, financing programs, customize the sales presentation and view completed proposals.

Topic 1

Log-In to the Management Portal

Log-in to the Management Portal with the email and password you received in the Next Steps email. Use the Forgot Password link to reset your password.

Sales Builder Pro Management Portal Link

 

Portal login screen
Topic 2

Management Portal Basics

The Management Portal helps you run your business. Each section of the Portal allows you to customize the app simply and quickly. 

  • Equipment
  • Accessories
  • Add-ons
  • Financing

Resources

 

Topic 3

Submit update requests to the document section

  • Upload important documents for your Customer Success Specialist to review and process.
  • When you upload a document directly to the management portal, a task is generated in our project management system that provides visibility and traceability to your updates.

Resources

 

Topic 4

Schedule a Job

The simple online job scheduling interface is very similar to the interface in the app.

Topics:

  • View today's schedule
  • Schedule new jobs

Resources

Topic 5

Manage Equipment

Access your equipment price book using the Management Portal:

  • Export the equipment list
  • Highlight required changes
  • Submit to Document section of the Management Portal for processing

Resources

Topic 6

Manage Accessories

Add, Remove, and Update accessories as the needs for your business change.

  • Edit, add or remove accessories instantaneously
  • Export accessory list to submit for processing

Resources

 

Topic 7

Manage Add-ons

The management portal makes it easy to Add, Remove, and Update add-ons as your business needs change.

  • View Add-Ons
  • Pencil Edit - model display name, cost, cash price, regular price, inactive
  • Add additional items to a section
  • Add brochure and thumbnail

    Resources
Topic 8

Manage Materials

Topics:


Resources

Topic 9

Manage Final Notes

Topics:

  • Add, edit or remove final notes
  • Default on
  • Send to back office

Resources

 

 

Topic 10

Manage Financing Programs

Topics:

  • Add new programs
  • Term, Payment Factor, Financing fee
  • Edit existing programs

Resources

Topic 11

Manage Sales Presentation

Topics:


Resources

Topic 12

Manage Forms

Manage purchased forms:

 

Learn more about Form Builder Pro link

Topic 13

View Proposals, Forms and Timeline

Sales Management Tools Part I:

  • View the sales call timeline
  • View all proposals written in a sales call
  • View all completed forms
  • Export lead, customer, user, and win/loss reports

Resources

Topic 14

Customizations for Sales Presentation and Customer Quote

The attached document contains instructions for requesting customizations for:

  • Sales Presentation tiles
  • Company tab
  • Proposal Banner
  • Proposal Bullet points
  • Proposal Section colors
  • Email Body

Resources

presentation screenshot-1
Manage Pricing

Pricing

The management portal makes it easy to view and manage the calculated price of your equipment.

Topic 1

Manage Pricing Basics

Introduction to the pricing rules. Learn how to adjust pricing rules and use the Manage margin tool.

Topic 2

Pricing Rule Overrides

Use pricing rule overrides to apply specific margins and costs to equipment based on the model, series, SEER, Cooling Capacity, AFUE and Heating Capacity.


Resources

Topic 3

Add Overall Job Costs to the Pricing Rules

Overall Job Costs .5
Topic 4

Install Manager Pro - Manage Install Kits

Customize the install kits and kit items that are selectable in the app. Export a complete Bill of Materials.

 

Topic 5

Install Manager Pro - Manage Mitsubishi Electric Install Kits

Parts and accessories are matched to compatible Mitsubishi Electric equipment.

Install Manager Pro Smart materials: Lineset, adaptors, distribution pipe, power blocks, and extra refrigerant will automatically appear in a quote when needed.

 

Topic 6

Install Manager Pro - Manage Labor Options (beta iOS)

Customize the labor options that are selectable in the app.

 

Topic 7

Install Manager Pro - App and IMP Settings (beta iOS)

App Settings:
  • Show line item pricing for install items
  • Default to the highest-priced items for install kits
  • Default to the highest-priced labor options when standard labor is not used.
Install Manager Settings:
  • Working day min and max
  • % Risk/Task default setting

 

Business Tools

Back Office Management Tools

Use the back office management tools to identify sales and marketing teams best practices.

Topic 1

Identify Best Practices

  • Scheduled calls - Are you bringing in good leads? 
  • Sales Funnel - What's the close rate of the leads?
  • Timeline - What was presented during the sales call?
  • Build a chart - Compare users

Resources

It's Time To Grow Your Business.

Schedule a Demo